Community

Key Takeaways A geopolitical status quo means TSMC can remain the market leader It has a healthy balance sheet to invest in R&D and maintain its wide moat Growing industry and large repeat customers will drive double-digit revenue growth The stock has the potential to become a dividend aristocrat Catalysts Industry Catalysts Continuous Demand and Reliance on Chips Will Support Revenue The computing power accessed through microchips is only increasing. It goes beyond smart devices and data centers, and in the 2020s, it is a vital part of the global economy.

ANALYSIS 1 GoGold Resources: Refined Stock Price Analysis Key Assumptions: Production Projections: 2027: 8M AgEq oz. 2028: 15M AgEq oz.

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.

Key Takeaways A large exposure to the iron-ore market with a muted medium-term outlook leaves BHP vulnerable. The company's second-largest segment (copper) can provide growth but is at risk of prolonged higher capex.

Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.

Who are they, and what do they do? Best Buy is the world’s largest specialty electronics retailer.

This Japanese-based company, SBC Medical Group Holdings Inc. (NASDAQ: SBC) is now making waves in the aesthetic healthcare market, offering a promising opportunity for investors in 2025.

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.

Berkshire has managed to find a balance between a diversified business and an alpha-rich portfolio. The company’s efficiency is reflected in its low risk, which also limits growth.