Meta Platforms $META despite a 5.7% dip, strong fundamentals shine: - ROE: 34% vs. industry avg. 7.5% - Net income growth: 14% (5 yrs) - Low payout ratio: 5%, rising to 8% With AR, VR & AI investments, Meta’s long-term outlook is solid, but slightly overvalued atm. Hold.

$PEP hits a 52-week low, down 6.7% YoY while peers outperform. Weak consumer demand and trading below 200-day signals bearish sentiment. EPS growth remains good (2025: +5.8%). At a 15.8% discount to its high, valuation appears tempting but further downside is expected. Hold.

The semiconductor industry rebounded in 2024, with sales rising 6.5% to $113B. Growth is set to accelerate to $121B in 2025 and $139B in 2026. $ASML being down 5% in 2024 vs. the sector’s 24% gain, a turnaround is likely. Buy.

$AMD dipped below $120, catching investors’ attention. With Wall Street targets as high as $200, AMD’s AI product line, led by the MI300X, aims to challenge NVIDIA’s data center dominance. AI adoption could drive major growth by 2025. Stromg Buy.

Palantir $PLTR soared 378% in 2024, but is it overvalued? Analysts price target for 2025 is 45% below current levels, and at 176x earnings, its valuation dwarfs Nvidia’s. Even bullish targets like $75 signal a dip. AI hype can’t justify everything. Hold/Sell.

I see more and more posts like this regarding $OXY. $OXY has weak financials (declining revenue/margins), and tough competition from more innovative players. Inflation & high interest rates adds additional pressure, so strong returns seems unlikely. Definitely not a buy!

Why I am not buying $BRK: - Missed big 2020/2022 buy chances. - Traded Costco for weaker picks (Paramount, Ally). - No major wins from new hires (lieutenants) - Too reliant on Apple that is overpriced. Bets in Tech stocks or Tech ETFs such as the $QQQ feels better.

My buying areas for these super stocks: $AMZN | Buy under $230. $GOOG | Buy under $210. $META | Buy under $600. $MSFT | Buy under $370. $AAPL | Buy under $180. $NVDA | Buy under $110. $AVGO | Buy under $185. $TSM | Buy under $190.

US stocks closed lower Tuesday, ending a strong 2024. The S&P 500 rose 23.8% for the year, fueled by AI, a strong economy, and Fed rate cuts. Nvidia surged 172%, and the Nasdaq gained 25%. On the final day, the Dow fell 0.1%, the Nasdaq dropped 0.9%, and the S&P 500 slipped 0.4%

Here are the top 5 best performing S&P 500 stocks of 2024: 1.Palantir $PLTR - 340.5% 2.Vistra $VST - 257.9% 3.Nvidia $NVDA - 171.2% 4.GE Vernova $GEV - 150.6% 5.United Airlines $UAL - 135.3%

European chipmakers surged today, with $ASML leading gains (+5%) on optimism from strong tech momentum and Foxconn’s record Q4 revenue. Global chip stocks rally as AI demand fuels growth.

Considering $NVO after its recent dip? - ROCE: 80%, outstanding capital efficiency. - ROA: 21%, strong asset utilization. - Net Cash Position: €3B, ensuring financial stability. A strong business with a durable moat. This is an opportunity for every investor! Buy.

Just bought 5 more shares of $NVO and have an investment in the 4 digits region. When we say buy the dip, than now is the time. Forgor to mention that $NVO has 35% net profit margin. It is just a fantastic company to own. Buy.

Bill Ackmann’s analysis on why you should buy $UBER

With a Free Cash Flow estimate of $6B for 2025, $SPGI has a fcf yield of 3.75%. If bonds give you 4% than S&P Global is at a huge discount, since it is a high quality company projected to grow over the years and hence reach a Yield over 4% easily. Just added 2000$ to my position.

Superinvestor Terry Smith shared his trades for Q4 2024. Overall no significant trades except a hedge by increasing the cash amount. I am still positive and recommend to hold your position atleast. Dropping out of high quality stocks like Visa or Microsoft doesnt seem reasonable.

I revisit my Tesla valuation from January 2024 (where I valued the stock at $182) and revalue the company with a less soaring EV story, competition from BYD and the backlash to Musk's politics to arrive at a value of about $150 a share. bit.ly/41Q8WNh

BREAKING Reuters reports that China, Japan, and South Korea have agreed to coordinate their response to Trump’s tariffs. This development could have significant global implications. 🇨🇳🇯🇵🇰🇷

The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust. President Donald J. Trump has elevated the tariff issue to the most important geopolitical

Will buy some $AMZN & $GOOGL shares when the market will open. What are your stocks in your watchlist right now and are you buying or waiting that it dips more?