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SPOT

Spotify's 2024 performance shows strong revenue growth and margin improvement, with a 19% YoY top line increase and gross margin hitting 32.2% in Q4. The company is poised for continued growth in 2025, driven by subscriber increases, price hikes, and a new 'super-premium' tier potentially adding €2-3 billion in revenue.

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March 16, 2025 | 5:45 am

QBTS

D-Wave Quantum's Q4 2024 results show strong bookings growth and an improved balance sheet with $300M in cash and no debt. However, revenue growth lags behind expenses, making profitability unlikely in 2025. The cloud service is a key growth driver, while hardware sales are capital-intensive.

Portfolio Pulse from

March 16, 2025 | 4:15 am

TTD

The Trade Desk, a leading SaaS company, has seen its stock price decline significantly over the past three months due to a weak revenue guide and broader market selloff. However, this dip is viewed as a potential buying opportunity as the company could capture a significant portion of non-GOOG/META advertising spend in the future.

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March 16, 2025 | 3:45 am

TMHC

Taylor Morrison Home Corporation has shown strong financial performance with increased revenue and net income, despite recent stock price declines. Concerns include a drop in backlog homes and rising cancellation rates, but net new orders and share buybacks suggest confidence.

Portfolio Pulse from

March 16, 2025 | 3:45 am

IBM

IBM's strategic focus on AI and hybrid cloud under CEO Arvind Krishna has led to strong business performance and investor appeal. The company's stock has outperformed the broader tech sector, offering a defensive hedge with a 14% YTD return. Impressive Q4 earnings and a strong AI business further bolster IBM's investment case.

Portfolio Pulse from

March 16, 2025 | 3:30 am

NNI

Nelnet is generating solid cash flows and strategically deploying them for high returns. Its software and payments business, NBS, is growing impressively and is valued at more than half of Nelnet's market cap. The intrinsic value is estimated at $175 per share, offering attractive upside potential.

Portfolio Pulse from

March 16, 2025 | 3:15 am

RSP

In February 2025, the Nasdaq experienced a dip but recovered some losses by the month's end. The Invesco ETF RSP, representing the equal-weighted S&P 500, performed well due to strong value sector performance.

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March 16, 2025 | 2:15 am

DOCU

Docusign Inc. (NASDAQ: DOCU) saw its stock surge nearly 18% following strong Q4 earnings, driven by its new AI-enabled platform, marking the fastest growth in company history.

Portfolio Pulse from

March 16, 2025 | 12:30 am

VG

Kessler Topaz Meltzer & Check, LLP has filed a class action lawsuit against Venture Global, Inc. (NYSE: VG) in the Southern District of New York. The lawsuit concerns investors who purchased VG stock related to its IPO on January 24, 2025. The lead plaintiff deadline is April 18, 2025.

Portfolio Pulse from

March 16, 2025 | 12:30 am

NEM

A class action lawsuit is pending against Newmont Corporation for securities fraud. Investors who suffered losses are encouraged to contact Levi & Korsinsky before April 1, 2025, to discuss potential recovery options.

Portfolio Pulse from

March 15, 2025 | 11:45 pm