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Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.Read more

Consumer technology platform specializing in beauty and wellness products, leveraging artificial intelligence to offer personalized solutions through brands like Il Makiage and SpoiledChild. Operates in the beauty and personal care industry, focusing on direct-to-consumer (DTC) sales with a strong emphasis on technology and personalization.Read more

Fluence Energy, Inc. (NASDAQ: FLNC) is a global leader in energy storage solutions, operating within a rapidly expanding sector driven by the global shift towards renewable energy.Read more

ASML Holding NV (ASML) isn’t a company; it’s the linchpin in the supply chain that global semiconductors need. Due to the uniqueness of supplying extreme ultraviolet, or EUV, lithography systems, the company enjoys a monopolistic position in its market.Read more

Microsoft Corporation (MSFT) has demonstrated consistent growth and maintains a strong position in the technology sector. Microsoft is a company that designs and sells hardware devices, such as the Xbox 360 and Surface Pro.Read more

Sector: Communication Services Industry: Internet Content & Information Market Capitalization: $19.7b (mid cap) Major Competitors: Pinterest (PINS) faces intense competition from a variety of social media platforms, search engines, and e-commerce-focused platforms. Some of its major and direct competitors in the digital advertising and social media space include: Meta Platforms (formerly Facebook) Platforms: Facebook, Instagram, WhatsApp Competitive Aspects: Meta's platforms dominate the social media advertising space, and they offer rich, data-driven ad products similar to Pinterest's.Read more

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.Read more

Coupang Inc. (NYSE: CPNG) is a prominent e-commerce company based in South Korea, often referred to as the "Amazon of South Korea." Sector: Technology Industry: e-commerce, Internet Retail, Consumer Cyclical Market Capitalization: 40.0b (mid cap) Major Competitors: Local Competitors in South Korea Naver: Naver is South Korea's largest search engine and one of the biggest competitors to Coupang in the e-commerce space.Read more

Operates primarily in the biometric security and identity verification market, focusing on areas such as airport security, venue access, and membership-based identity solutions. Sector: Technology Industry: Software - Application, Travel, Biometric security, identity verification Market Capitalization: $3.8b (Mid Cap) Major Competitors: TSA PreCheck (Transportation Security Administration): A government-operated trusted traveler program that competes directly with Clear Secure in the airport security space.Read more