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Bull Intel is one of the largest semiconductor companies in the world and holds the lion's share of the PC and server processor markets. u Intel is making some smart moves in its turnaround plans, such as shedding some noncore businesses, spinning off shares of its attractive automotive business (Mobileye), and seeking innovative co- investment partnerships with financial firms.

Future Efforts: Digitalization: Automation of the supply chain. Investment in data, enabling large-scale digitalization across the entire value chain (from procurement to factory management, including transportation and market placement).

Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.

Tesla Inc. (TSLA) is a global leader in electric vehicles (EVs), energy storage, and solar solutions.

Key Takeaways Possible consolidation in the streaming market will benefit NFLX with better negotiating leverage Internal initiatives of ad-plans and paid sharing will drive user and revenue growth ARPM will increase due to future price increases and advertising revenue Advertising dollars will transition from Cable TV to NFLX as its ad-supported members base grows Discipline on content costs will increase net margins and push future earnings and cash flows higher Catalysts Industry Catalysts Consolidation Of Content In The Streaming Market After 25 years of expensive growth, Netflix has now become the most dominant, profitable streaming player in the world. With 238m subscribers, trailing 12 month revenues of $32bn and cash flows of $4.6bn (all as of June 30 2023), the company has reached scale economics that allow the streaming model to work profitably.

Current Take on Ideanomics (IDEX): At present, Ideanomics (IDEX) is a high-risk stock with significant challenges: Financial Instability: The company is experiencing large losses, reflected in its negative P/E ratio (-0.01x), and its net income is still deeply negative, which suggests that Ideanomics is far from profitability. With a negative shareholder equity and high debt levels, the financial position of the company is precarious.

REVIEW Sales are growing and the business is reinvesting in its operations. Has decreased its current liabilities to 14% of total assets.

11-NOV-2024 Actual company guidance: 2024: 415 MUSD revenue (S24) and net income 120 MUSD (E24), 2025: 465 MUSD (S25), 165 MUSD net income (E25) Market cap of 5.35 BUSD (P) at 22.62/share: P/S24 = 12.9, P/E24 = 44.6, P/S25 = 11.5 and P/E25 = 32.4) My assumptions: ADMA will be highly profitable due to high ratio of hyperimmunes (maybe eventually they will only manufacture hyperimmunes if S. pneumonia is successful and provided they can source the required amount of hyperimmune plasma).

Hidden Gem (NASDAQ: SBC), Empowering the Growth of Aesthetic Medicine SBC Medical Group Holdings ( NASDAQ: SBC ) is making waves in the aesthetic medicine industry with its dynamic growth strategy and robust franchise model. Analysts at Zacks have set a target price of $15.40, reflecting confidence in SBC's ability to scale its operations and expand internationally.