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Monash IVF ( ASX: MVF ) Monash IVF Group Limited is a leading provider of assisted reproductive services in Australia and Malaysia. With over 50 years of experience, the company has been instrumental in pioneering fertility treatments, including achieving Australia's first IVF birth and the world's first pregnancy from a frozen embryo.Read more

Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.Read more

Summary Holmen is trading at a premium (P/E ~23) amid cyclical weakness in sawmill products and lower energy income. A more reasonable multiple on “normalized” earnings is likely ~10–15× over a longer cycle, suggesting possible overvaluation if 2025 earnings do not rebound.Read more

Key Takeaways Meta can maintain social media dominance via new products, AI and continued advertising trends. Its LlaMA models are more adaptable and customizable, which will drive developer adoption.Read more

Key Takeaways Amazon’s earnings power is much higher than its reported profits - driven by 3P sellers, Advertising and AWS More growth to come from best-in-class customer experience, cross-selling and industry growth trends Continued reinvestment will suppress short to medium-term cash flows and hide profitability Operating leverage will drive revenue growth higher than fixed cost growth, and operating margins will increase. That growth will come from Online retail (and 3P), Cloud computing and advertising revenues Catalysts Business Catalysts Refocusing On The Core Businesses And Opportunities Will Improve Profitability Andrew Jassy’s 2nd shareholder letter from the 2022 annual report outlined the fact that Amazon is choosing to refocus on the core businesses and opportunities that they have long term conviction in.Read more

Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest and most advanced semiconductor manufacturer, and its stock could reach $600 in the coming years due to its dominant market position and the growing demand for cutting-edge technology. TSMC commands over 50% of the global foundry market and nearly 90% of the advanced chip market (5nm and below), making it the top supplier for major companies like Apple, Nvidia, AMD, and Qualcomm.Read more

Arm Holdings plc (ARM), currently trading at $159.55 per share, has experienced significant growth, driven by its energy-efficient chip designs that dominate the mobile phone market and its strategic involvement in artificial intelligence (AI) infrastructure projects. The company's recent designation as a technology partner in a $500 billion AI infrastructure project has further boosted its market position.Read more

As of February 1, 2025, NIO's stock is trading at approximately $4.32 per share. In January 2025, NIO delivered 13,863 electric vehicles, a 55.5% decrease from December but a 37.8% increase year-over-year.Read more

Based on its current status with a low market cap (~$5 million), severe revenue decline, and significant net losses, VivoPower International (VVPR) faces a critical period through 2025. VVPR is a highly speculative stock with major risks tied to its financial stability.Read more