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Global Weekly Picks
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more
Meta’s Bold Bet on AI Pays Off
Meta Platforms, Inc. (META) announced very strong Q3 2024 results underlined by revenue growth and a strong commitment to AI and the metaverse.Read more
Rising Labor Costs, Tight Competition And Stricter Credit Conditions Put Pressure On EBIT
Key Takeaways Ford’s failure to launch a meaningful EV campaign will see them lose out in Europe and Asia. Increase labor costs following Union strikes will put pressure on Automotive EBIT margins Strict credit conditions over the next few years will hurt Ford’s sales volumes and financing margins Catalysts Rising Competition In EV Market Will Limit Sales Growth Trajectory Ford was one of the many manufacturers that have had to realign their focus with climate action in mind.Read more
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more
BWA VALUATION
Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?Read more
Hims & Hers are taking grip on Telemedicine
Catalysts Financial Performance : In 2023 , Hims & Hers reported impressive financial results: Revenue : Reached $872.0 million , reflecting a 65% year-over-year increase. Net Income : Achieved $1.2 million in Q4 2023.Read more
Competition And Production Cost Blowouts Will Hurt Cash Flows
Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.Read more
if $4,000 is the target gold price
To estimate the potential stock price of Red 5 Ltd based on a predicted gold price of $4,000 per ounce, we can follow these steps: Step 1: Estimate Future Revenue Projected Production : Current production: 425,000 oz. Additional production from Sugar Zone (once operational): 80,000 oz.Read more
Patent Expirations And Competition May Limit ARM’s Market Share
Key Takeaways ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.Read more
