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QMCO

Quantum Corporation is poised for significant stock upside due to its innovative data management solutions that help GenAI firms reduce LLM training costs and time. Its diverse product portfolio and deferred revenue boost free cash flow, supporting R&D investment.

Portfolio Pulse from

December 22, 2024 | 9:30 am

CVS

HIMS

WBA

Hims & Hers stock has surged by nearly 200% this year, outperforming other healthcare companies like CVS Health and Walgreens Boots Alliance, which have seen declines.

Portfolio Pulse from

December 22, 2024 | 8:30 am

JEPI

SPY

JEPI is a defensive ETF compared to SPY due to its lower exposure to high-beta tech stocks and higher exposure to equity-linked notes. This makes JEPI favorable in a weak or sideways market, especially with the Fed's slower rate cut expectations impacting tech-heavy stocks.

Portfolio Pulse from

December 22, 2024 | 8:30 am

COUR

Coursera's stock price has plummeted to near-record lows due to slowing business growth and increased AI adoption.

Portfolio Pulse from

December 22, 2024 | 7:30 am

SCAP

The InfraCap Small-Cap Income ETF (SCAP) has outperformed its benchmark by 5.8% since its debut, appreciating by 32.3%. It offers a 6.74% dividend yield and focuses on small-cap stocks with positive free cash flow. SCAP uses covered calls and modest leverage for additional income and volatility hedging.

Portfolio Pulse from

December 22, 2024 | 7:30 am

ADBE

Adobe's strong financials and efficient operations position it for continued growth, despite recent share sell-offs. Fiscal year 2024 Q4 results exceeded expectations, but shares declined due to lowered guidance and concerns about AI investments paying off. Adobe's valuation is attractive, trading below historical averages, and potential returns could be double digits if growth targets are met.

Portfolio Pulse from

December 22, 2024 | 7:15 am

DOCN

Digital Ocean (DOCN) is highlighted as a top growth play for 2025, benefiting from the AI arms race by focusing on small and medium-sized businesses (SMBs) and democratizing AI access. Despite recent growth deceleration, it remains a strong long-term buy.

Portfolio Pulse from

December 22, 2024 | 7:00 am

WMS

Advanced Drainage Systems is expected to see near-term growth due to strong residential and infrastructure markets, despite challenges in the non-residential sector. Growth is anticipated to accelerate with a recovery in the non-residential market, aided by interest rate changes. Price increases and cost reductions are expected to improve margins.

Portfolio Pulse from

December 22, 2024 | 7:00 am

MNDY

monday.com is a SaaS platform offering adaptable solutions, showing strong growth with a 26% CAGR in customer base and 89.65% gross margins. It contrasts with legacy providers like Salesforce and ServiceNow, and passes the Five Factor Model with acceptable valuations.

Portfolio Pulse from

December 22, 2024 | 6:00 am

CORZ

Core Scientific is balancing its resources between bitcoin mining and AI data centers, as some miners shift to AI due to its energy demands.

Portfolio Pulse from

December 22, 2024 | 5:30 am