$Axon Enterprise, Inc.(AXON)$ has been benefiting from strength across its businesses. Benefits from acquired assets are likely to drive its performance in the quarters ahead.Headquartered in Scottsdale, AZ, Axon develops and manufactures weapons for U.S. state and local governments, the U.S. federal government, international government customers and commercial enterprises. Focused on global public safety, its suite of products includes conducted energy devices, body-worn cameras, in-car cameras, cloud-hosted digital evidence management solutions, productivity software and real-time operations capabilities.Let’s discuss the factors that should influence investors to retain the stock for the time being.Growth Catalysts of AXONBusiness Strength: Axo

2018年12月（差不多6年前），央企 $哈尔滨电气(01133)$ （H股市值15.7億元，H +內資總市值51.9億元）獲母企提出私有化，母企出價每H股4.56元，較當時市價溢價82%。2019年5月，在相關EGM中，H股股東投贊成票佔88.3%，距私有化成事門檻90%僅差1.7個百分點之微，私有化失敗。哈電現價2.32元，當年私有化作價較現價高出近1倍，而哈電今年預測盈利又創十五年以來新高。哈電有再度獲提私有化誘因，現價值博率具吸引力。1️⃣ 哈電是國內主要電力設備生產商之一，業績黃金期在2006至2008年，平均每年賺12.6億元人幣，2007年歷史高價29.22元，歷史最高PE 90倍、PB 6.0倍。✏️ 中績暴增5.16倍2️⃣ 2023財年（12月年結），哈電營收292.5億元人幣，增17%；純利5.75億元人幣，激增4.8倍，受惠於撥備改善。2024財年上半年，哈電營收172.6億元人幣，按年大升25.4%；半年純利5.23億元人幣，按年暴增5.16倍，並已等於去年全年的91%，公司7月中已發盈喜（7月16日 股價由2.57元衝上3元）。中期業績猛進，主因是期內全國發電裝機總容量按年增長14.1%，哈電主要產品市場訂單保持較好水平，經營發展穩中有進。中績之後股價回落近2成，是因為今年6月底正式合同簽約額260.25億元人幣，按年跌20%。2024財年下半年，哈電盈利料遜於上半年，但全年盈利預測9.5億元人幣（EPS 0.42元人幣），增幅仍高達65%，創十五年來最高。現價預測PE 5.0倍、PB 0.32倍。3️⃣ 電力設備同業上海電氣（2727）與東方電氣（1072），今年平均預測PE 9.7倍，哈電折讓48%。同業今年平均預測PB 0

Hello everyone! Today i want to share some trading ideas with you!1.Here's a breakdown one of my biggest winners in my growth portfolio 🧐 $TransMedics Group, Inc.(TMDX)$ IntroductionBack in Q3 of 2023, I initiated an overweight position in TransMedics at under $40, as I saw it as a mini-monster revolutionizing the organ transplantation process with its proprietary Organ Care System (OCS). This system preserves organ vitality from donor to recipient -- a breakthrough technology crucial for improving transplant success rates, expanding the availability of viable organs, and ultimately saving more livesBuilding on its innovative foundation, TransMedics has recently expanded its operational capabilities by acquiring Summit Aviation in Q3 2023. This a

Hello everyone! Today i want to share some trading ideas with you!My perspective on $Celsius Holdings, Inc.(CELH)$ problem 👇 Celsius's business model primarily depends on bulk purchases by $PEP, who then distributes the products to retailers. This quarter, however, Pepsi's orders have significantly decreased, with purchases dropping to about $130M from $212M in the same period last year. This reduction is attributed to Pepsi's management of its existing inventory levels, rather than a decline in consumer demand for Celsius products. Supporting this view, retail data indicates a positive trend -- a 10% increase in direct sales from stores this quarter. This scenario is actually more normal than most would think in a consumer brand product cycle --

Hello everyone! Today i want to share some technical analysis with you!1.The stock market took a hit today, with the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite all experiencing losses. The main culprits behind this sell-off were geopolitical tensions and a strike by the U.S. port workers. *Key Factors Contributing to the Sell-Off:* -Geopolitical Tensions: Iran's missile attack on Israel sparked concerns, leading to a flight towards safer assets like the U.S. dollar, gold, and Treasuries.-U.S. Port Strike: The strike on the East Coast affected shipping activity, retail, and industries reliant on imports from Europe, causing worries about goods inflation and supply chain disruptions.-Weak Manufacturing Data: The ISM Manufacturing PMI reading of 47.2% indicated continued

$Trane Technologies PLC(TT)$ It has been about a month since the last earnings report for Trane Technologies (TT). Shares have added about 6.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Trane Technologies due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.Trane Technologies Q2 Earnings Beat EstimatesTrane Technologies reported better-than-expected second-quarter 2024 results.Adjusted EPS of $3.3 surpassed the Consensus Estimate by 7.1% and increased 23.1% year over year.Revenues of $5.3 billion beat

$Cintas(CTAS)$ is well poised for growth, courtesy of strength across its business, strategic acquisitions, focus on improving the product line and operational excellence.The company remains focused on investing in growth opportunities and solidifying its long-term market position.Zacks Investment ResearchCTAS has a market capitalization of $78.1 billion. Over the past year, it has gained 59.4% compared with the industry’s 56.1% growth. CTAS currently carries a Rank #2 (Buy).Let’s delve into the factors that have been aiding the firm for a while now.Business Strength: Cintas has been experiencing strength in its Uniform Rental and Facility Services segment, driven by growth in its customer base and introduction of additional products and services

$Axon Enterprise, Inc.(AXON)$ has been experiencing strength in its TASER segment, driven by higher orders for devices and cartridge products. Stable demand for virtual reality training services also supports the segment’s growth. In 2023, the company launched its next-generation energy device, TASER 10, shipment of which began earlier this year. The strong customer response is contributing to the growth of the TASER segment.An increase in the aggregate number of users and average revenue per user, driven by the increased adoption of software applications, is also driving the Software & Sensors segment. In the second quarter of 2024, revenues from TASER and Software & Sensors segments increased 27.6% and 46.8%, respectively, on a year-over

$Palantir Technologies Inc.(PLTR)$ As an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company's narrative.I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.Palantir has been an exciting journey, but the fact that PLTR's CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship's future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment’s appeal.In investing, it's important to kno

Hello everyone! Today i want to share some trading ideas with you!1.As enterprises intensify their focus on integrating AI to stay competitive, there's been a noticeable shift away from traditional software projects, like launching new SaaS operations. This pivot is driving significant gains for hyperscalers such as $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ & $Alphabet(GOOGL)$ , as well as companies like $NVIDIA Corp(NVDA)$ , which are well-positioned to benefit from the increased investment in AI capabilities. Meanwhile, the broader software market is bracing for a weaker year due to this shift in priorities.While

Here's why I believe $Rocket Lab USA, Inc.(RKLB)$ is one of the best small-cap opportunities in the market right now 👇They're at the forefront of the space industry, initially specializing in small satellite launch technology but has transformed into a full space prime. Their Electron rocket and Photon satellite platform provide cost-effective, reliable access to orbit, democratizing space for small satellite operators. Their innovations in rocket design, including 3D-printed engines and electric pump-fed technology, distinguish them in the rapidly growing small launch market. Rocket Lab's Q2 earnings report has exceeded expectations, posting revenues of $106.3M, a slight increase over the estimated $105.5M, and an EPS of $(0.08), better than the

$Broadcom(AVGO)$ For those that celebrate, AVGO reports earnings this week 🤔 AVGO - daily chart analysis 💛My target for this chart is 🎯180 👀 I’ve seen this pattern for so many years I call it the “Tim Hardaway” for those that remember 🏀, Tim invented the “Killer Crossover.” You see the crossover in basketball is mainly psychological 🧠. The entire trick is to start in one direction with a power dribble and first step, after a bounce or two you cross completely into the other direction… the defender starts to make up ground quickly thinking - this guy thinks he can run around me in this side - so the defender over commits to the “false direction” - then you cross again to on,y end up in the direction you were originally going in, by that time the de

Hello everyone! Today i want to share some trading ideas with you!1.Fair Value Gaps (FVG) are spots on a price chart where the stock price quickly jumps, leaving gaps due to minimal trading. These gaps are key for predicting price movements -- as they often get 'filled' when prices return to establish a consistent value. If FVG interests you -- check out the Price Action Concepts Indicator from LuxAlgo for $iShares Russell 2000 ETF(IWM)$ to see where small-caps might continue to pull back 🧐2.🚨 August 2024 CPI Report 🚨CPI• YoY: 2.5% vs Est. 2.5%; 2.9% priorCore CPI• YoY: 3.2% vs Est. 3.2%; 3.2% prior $Cboe Volatility Index(VIX)$ $SPDR S&P 500 ETF Trust(SPY)$ Foll