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Revenues

CRDO

Credo Tech is set to benefit from the growing demand for custom data center infrastructure driven by AI workloads. Broadcom's AI revenue growth highlights the potential for companies like Credo, which is seeing accelerating revenue and gross margins.

Portfolio Pulse from

December 15, 2024 | 12:30 pm

MSTR

MicroStrategy, once a slow-growing tech stock, has struggled to compete with cloud-based rivals like Salesforce. Despite its past performance, the article suggests considering MicroStrategy as a potential long-term investment.

Portfolio Pulse from

December 15, 2024 | 12:30 pm

QDTE

The Roundhill Innovation-100 0DTE Covered Call Strategy ETF (QDTE) is performing well by selling same-day expiry options on the Nasdaq 100, offering weekly distributions and exposure to market volatility. The fund generates high premiums but is exposed to overnight price gaps, with a yield around 35%. Future payouts depend on market volatility.

Portfolio Pulse from

December 15, 2024 | 12:30 pm

GM

General Motors faces a $5 billion challenge in China, a market that was once promising due to its booming middle class and growing light-vehicle market.

Portfolio Pulse from

December 15, 2024 | 12:15 pm

BLDE

Blade Air Mobility is transitioning from passenger services to organ transportation, with its medical segment, MediMobility, now accounting for 59% of revenue. The company has achieved its first pretax profit by divesting unprofitable routes and investing in aircraft for medical services, benefiting from industry tailwinds and less competition.

Portfolio Pulse from

December 15, 2024 | 11:15 am

COST

Costco Wholesale's stock has significantly outperformed the S&P 500 over the past three years, rallying nearly 80% compared to the S&P 500's 30% gain. This performance is attributed to Costco's consistent growth and resilience against economic challenges.

Portfolio Pulse from

December 15, 2024 | 11:00 am

EBF

Ennis, Inc. is highlighted as a strong investment opportunity due to its long history, disciplined capital allocation, and consistent dividend payments. The company benefits from its dominant position in the trade printing market, with strong pricing power and barriers to entry. Ennis has shown impressive NOPAT growth and robust free cash flow.

Portfolio Pulse from

December 15, 2024 | 11:00 am

AAPL

Apple is planning to introduce thinner, foldable iPhones in an effort to revive growth in its iPhone business, which has been experiencing a sales slump due to incremental upgrades.

Portfolio Pulse from

December 15, 2024 | 10:45 am

^GSPC

The S&P 500 has experienced significant growth since early last year, driven by AI developments, economic recovery, a stable political environment, and interest rate cuts by the Federal Reserve. The index gained 24% in 2023 and is up 28% in 2024.

Portfolio Pulse from

December 15, 2024 | 10:30 am

AMZN

The article discusses the potential of e-commerce stocks as lucrative investments, highlighting Amazon's historical performance. It suggests that certain e-commerce stocks could be the best investments of the decade.

Portfolio Pulse from

December 15, 2024 | 10:00 am