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Super Micro Computer (SMCI) has been a prominent player in the tech and AI infrastructure space, making waves with its innovative approach to high-performance computing solutions. The company carved out a unique space in the rapidly expanding AI infrastructure market by focusing on energy-efficient, high-density server solutions—a strategic advantage that helped SMCI grow significantly over the last few years.

CVS Health has just faced a stock decline of about 10% after its preliminary Q3 earnings miss, which made the entire market aware. The decline is contributed largely to a $1.1 billion charge connected with its Medicare and Individual Exchange businesses and a whopping $1.2 billion restructuring charge for store closures.

Key Takeaways Well-diversified drug pipeline with 52 drugs in late-stage approval - a good hedge for its patent expirations Kenvue spin off allows JNJ to focus on its more profitable Medical Devices and Pharmaceuticals segments Continued dividend increases and buybacks are affordable and will help capital returns Post Kenvue, I expect JNJ to grow revenues by 7.5% p.a. from its new baseline of $84B, and at higher margins Some risks around litigation, patent expiry and drug success are present Catalysts Robust Drug Pipeline: 52 Drugs Racing To The Finish Line In Late-Stage Approval The key threat to a pharmaceutical stock is the patent expiration of their high value assets. Should a company lack a product pipeline to bolster its future product portfolio, then losing exclusivity to any one drug can be a hit to the business.

Key Takeaways Tesla’s auto market share will grow but less than investors expect The semi will contribute $17.5B if its value proposition matches that of ICE trucks Energy revenues will reach $16.7B in 2028 as industry tailwinds support continued growth If FSD wins, it’s at risk of being shared by government safety mandates PE will re-rate lower in long term to be similar to current auto peers Business has great growth prospects, but even they don’t justify current price Catalysts Tesla’s TAM and Market Share Has Limitations In the last 4 quarters ending Q2’23, Tesla has delivered 1,638,123 vehicles. Approximately 46.8% of total sales are made in the U.S. and we can use this as a basis to estimate the number of vehicles sold in the U.S., which comes out to 766,478.

Key Takeaways Store growth plans to increase by 74% internationally, but only 12% in the US. Coffee demand is expected to be a tailwind for revenues longer term, growing at a stable 4.2%.

Key Takeaways Electricity prices, incentives (tax credits, net metering) and technology advancements will drive sales. Microinverters are gaining traction but their advantage over traditional inverters is unclear.

Bulls With autonomy from its former parent, Kenvue can allocate resources to best fit its needs and grow the business. Macro drivers like an aging population and premiumization of health care will act as tailwinds for all of Kenvue ’ s brands.

Despite missing profitability targets in Q2 and facing ongoing margin pressure, Intel’s (INTC) strategic investments in AI CPUs, including the highly anticipated Panther Lake CPU built on the Intel 18A process, position the company for significant performance gains and enhanced competitiveness. Intel is at the forefront of a new computing era, riding the wave of AI-powered PCs set to revolutionize the market.

Renewable Energy in Malaysia and ASEAN Region Catalysts 1. Samaiden (KLSE: 0223) is an engineering, procurement, construction and commissioning (EPCC) company of solar photovoltaic systems and power plants in Malaysia.