Global Community

Aviat Networks, Inc. (NASDAQ: AVNW) specializes in wireless transport solutions and has demonstrated notable growth and strategic initiatives that may appeal to value investors seeking growth over the next 1-3 years.Read more

Ultralife Corporation (NASDAQ: ULBI) is a provider of power and communication systems, serving sectors such as defense, public safety, and healthcare. Has demonstrated notable improvements in its market performance over the past year, which may influence its prospects in the coming 1-3 years.Read more

PayPal Holdings, Inc. (PYPL) has demonstrated a significant recovery in 2024, with its stock price rising approximately 48% year-to-date, outperforming the S&P 500.Read more

Medtronic plc (NYSE: MDT) is a leading medical device company with a diverse product portfolio and a strong global presence. As of January 4, 2025, the stock is trading at approximately $80.95 per share.Read more

Apple Inc. (AAPL) has demonstrated robust performance, with its stock appreciating by approximately 30% in 2024, surpassing the S&P 500's 7% gain.Read more

Meta Platforms, Inc. (META), the parent company of Facebook, Instagram, and WhatsApp Sector: Telecomm, Technology Industry: social technology Market Capitalization: $1.5t (Mega-cap) Major Competitors: Meta Platforms, Inc.Read more

Sector: Information Technology Industry: Internet Services and Infrastructure Quant Sector Ranking (as of 12/23/2024):11 out of 548 Quant Industry Ranking (as of 12/23/2024): 2 out of 23 Market Capitalization: $16.55B Quant Rating: Strong Buy "TWLO is a top Quant-ranked Internet Services and Infrastructure stock and an Alpha Pick selection offering businesses a communications platform that enables companies to integrate various tools into their applications using APIs. It provides services for messaging, voice calls, video, email, and other forms of communication, allowing developers to build customized customer engagement experiences. Twilio is strategically focused on embedding AI and Machine learning throughout its platform, having recently announced an integration with OpenAI’s new real-time API, enabling customers to build powerful conversational virtual agents.Read more

Sector: Financials Industry: Transacted & Payment Processing Services Quant Sector Ranking (as of 12/23/2024): 75 out of 686 Quant Industry Ranking (as of 12/23/2024): 8 out of 43 Market Capitalization: $54.11B Quant Rating: Strong Buy "Block, Inc., formerly known as Square, Inc., is a top quant-ranked Transaction & Payment Processing Services stock founded in 2009 by Jack Dorsey and Jim McKelvey. The company has evolved from its initial focus on payments to become a diversified fintech.Read more

Key Takeaways NVIDIA facing challenges, 30% data center market share at risk from chiplets AMD, Samsung, Intel entering GPU manufacturing race at cheaper price points Largest customers producing own chips, limits market for NVIDIA Generative AI cloud solutions introduces revenue cannibalization risk Gaming market revenue share at risk of stagnating Catalysts Company Catalysts Accelerating GPU Performance Will Reduce Profitability There is an argument to be made that the rapidly accelerating performance of GPUs will unlock markets in the next 3 to 5 years, but the same technology can lead to oversupply of compute power in the long term. As recently as 2021, there was a shortage of compute power for use cases like cryptocurrency mining, which was promoted as a key growth avenue.Read more