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SPSM

The article recommends buying the SPDR® Portfolio S&P 600™ Small Cap ETF (SPSM) due to anticipated benefits from Trump's tax cuts on small-cap companies. Historical trends suggest stock gains from November to the presidential inauguration, and small caps are trading below their 10-year average P/E.

Portfolio Pulse from

November 24, 2024 | 9:30 pm

BBIO

BridgeBio has received FDA approval for Attruby (acoramidis) to treat ATTR-CM, triggering a $500 million milestone payment and removing regulatory and funding concerns.

Portfolio Pulse from

November 24, 2024 | 9:00 pm

AAPL

Apple has long considered entering the television market, with co-founder Steve Jobs expressing interest before his death. However, a full-fledged Apple TV has not been released, despite ongoing speculation.

Portfolio Pulse from

November 24, 2024 | 9:00 pm

TRCK

The article discusses the potential for generative AI revenue to increase tenfold by 2030, suggesting that while investor excitement for AI might be overhyped, there are specific stocks that could benefit significantly. The article hints at a particular AI stock, TRCK, that may benefit from this growth, rather than the commonly mentioned Nvidia.

Portfolio Pulse from

November 24, 2024 | 8:45 pm

NVDA

Nvidia's stock may see a rise as Elon Musk plans to purchase $9 billion in AI chips. However, there are concerns about Nvidia's growth rate potentially slowing down, which might prompt investors to consider taking profits.

Portfolio Pulse from

November 24, 2024 | 6:00 pm

SMCI

Super Micro Computer (SMCI) is highlighted as a potential 'millionaire-maker' stock due to its fast growth and small valuation. However, it is noted that the company is cheap for a reason, implying potential risks or challenges.

Portfolio Pulse from

November 24, 2024 | 5:15 pm

RGTI

Rigetti Computing is positioned for potential growth with upcoming milestones and collaborations that could significantly increase its share price by the end of 2025.

Portfolio Pulse from

November 24, 2024 | 3:45 pm

ALKS

Alkermes is transitioning from royalty-based revenues to proprietary product sales, with strong growth in Lybalvi, Vivitrol, and Aristada. The company is also developing ALKS 2680, a promising drug for narcolepsy and hypersomnia, targeting a $7.3 billion market by 2032. With substantial liquidity and positive cash flow, Alkermes is well-positioned to fund its R&D and operations.

Portfolio Pulse from

November 24, 2024 | 3:15 pm

LCID

The 2024 Presidential election results have raised concerns for electric vehicle (EV) investors, as President-elect Donald Trump may end the $7,500 federal tax credit, potentially reducing EV demand.

Portfolio Pulse from

November 24, 2024 | 3:15 pm

GE

GE Aerospace reported a 28% increase in order inflow and an adjusted EPS of $1.15 in Q3, despite revenue falling short. The company is addressing supply chain challenges and pressures from key programs. With a strong commercial backlog and long-term service contracts, GE Aerospace shows potential for long-term profitability improvement.

Portfolio Pulse from

November 24, 2024 | 2:30 pm