$.SPX(.SPX)$ $Microsoft(MSFT)$ $ASML Holding NV(ASML)$ The S&P 500 is down, the Nasdaq is down , and small caps are down. There's a lot of panic in the markets right now, and a lot of chatter surrounding Trump's tariffs—25% on Canada and Mexico, and 10% on China. This is my second video today, which I don't usually do, but I feel it’s important to talk about this setup and, more importantly, help you avoid some common mistakes that many investors make during a pullback. If this turns into a major decline, which it seems like it could, I’ll walk you through the typical mistakes that could trip you up and share my thoughts on a few stocks I’m considering buying

$PayPal(PYPL)$ Over the past year, PayPal's stock has risen by nearly 40%, with almost all of those gains occurring after July 30th, when the company reported earnings that surpassed EPS expectations by over 20%. This was followed by a third quarter where they again exceeded EPS estimates by 12%. With PayPal's fourth-quarter earnings report scheduled for February 4th, the big question is whether they can maintain this momentum. In this video, we'll review their third-quarter performance, their Q4 guidance, and explore various factors that could drive further increases in PayPal's stock price. I truly appreciate the ongoing support from you all! If you want to help out the community, simply like this article—it really means a lot and helps boost it

$SUPER MICRO COMPUTER INC(SMCI)$ I wouldn't recommend buying Super Micro Computer right now, even though the stock has dropped over 50% in the past year. I know in value investing these is good opportunity, so in this article, we're going to dive into the risks and potential rewards of this company. Normally, I add a disclaimer at the end of my articles not to buy a stock just because someone talks about it, but Super Micro Computer is a company that I think carries significant risks, and it's important to fully understand those before making any purchase decisions. Keep that in mind as you watch this video, and if you enjoy it, be sure to like and subscribe for more content like this. In addition to Super Micro. I’m particularly excited about Pal

$Microsoft(MSFT)$ Big news for Microsoft stock investors! The company's management has shared some important updates on its business progress, and I'm here to break them down for you in this article. Let's dive in and explore what these developments could mean for Microsoft's stock performance. Earning Overview Microsoft's recent quarterly financial results caused its stock price to drop. In this articles, I’ll walk through the key figures, explain why the stock is falling, and share whether I still consider Microsoft stock a good buy after these results. Let’s get into it. Overall, Microsoft reported second-quarter revenue of $69.6 billion, a 12% increase year-over-year. The biggest growth came from its Intelligent Cloud business, which saw a 19%

$Visa(V)$ Visa's stock is at an all-time high, yet many top investors are still purchasing at these record levels. Why is that? Is it simply a safe investment with little risk of loss, or does Visa still have room for growth? In this video, we'll apply our seven-step analysis to explore why Visa remains such an appealing investment, even at its peak, and what the future might hold for this outstanding company. Visa is a major player in the digital payments space, enabling both individuals and businesses to transfer money through its extensive network, VisaNet. The company processes transactions across more than 200 countries, and in 2022 alone, it handled around 24.42 billion payments valued at approximately $13 trillion. Let’s begin with a look at V

$Intel(INTC)$ Intel has just released its latest quarterly figures, and as expected, they posted solid results with easy beats across the board. However, the issue lies with the guidance for Q1. Typically, Q1 is a seasonally weak quarter, but the outlook this time was a miss across the board. There are some positives, but also some negatives, and I’d say there are more answers than questions this time around—though there’s still no new CEO announcements or significant updates as of the time this video was made. The stock is currently up 3.32% after hours, and the implied volatility suggests a potential 10% move, so we’ll see what happens tomorrow. Earning Overview As for the Q1 outlook, it was a miss across the board, as expected, with seasonal we

$Grab Holdings(GRAB)$ GRAB is the dominant ride-hailing and food-delivery player in Southeast Asia. The platform provides a wide range of services, including ride-hailing for transportation, food delivery to satisfy cravings, as well as ventures into e-commerce and various fintech solutions. The company is expected to release Q3 2024 earnings report on 2024/11/11 ET after bell. As the company's core business, deliveries accounted for over 50% of the revenue in Q1, with mobility close to 40%. The profit growth and contributions of these segments have attracted widespread market attention. Market expectations for the Q3 2024 financial performance of the company are as follows: The company is projected to achieve a revenue of $699.83 million, represe

$Realty Income(O)$ $NNN REIT INC(NNN)$ $Simon Property(SPG)$ Real estate investment trusts (REITs) have experienced a significant decline in recent weeks. On average, they've dropped by about 13%, with individual REITs like Realty Income falling by over 20%. The primary reason behind this sell-off is the growing uncertainty about future inflation. As a result, the Federal Reserve (FED) has decided to pause its rate cuts for the time being. Until now, the investment thesis for REITs was largely based on expectations of rate cuts. The assumption was that REITs had dropped due to rate hikes, and thus, they should rebound once rates were reduced. However, with fewer rate

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google remains the third most valuable brand in the world and is owned by the fourth-largest company globally. Google's technological ambitions span a wide range—from smart contact lenses and autonomous vehicles to quantum computing. Driving these innovations is its primary revenue engine: ad spending, soon to be bolstered by cloud computing. Reviewing Google's 13-F When one of the world's leading tech companies invests in other businesses, it naturally grabs the attention of investors. Today, we'll explore Google's investment portfolio, encompassing 45 companies, to uncover key insights. For context, firms holding over $100 million in publicly traded stocks are require

$Altria(MO)$ is currently trading at $57.38 per share. This stock is favored by dividend investors due to its significant 7.12% dividend yield. Earlier this year, it was considered a buy at $40, meaning it has gained about 37% year-to-date. Altria is facing a period of stagnation in terms of price movement, with its stock being highly influenced by external factors like government regulations and market shifts. While the company's dividend yield remains strong, its stock's technical setup suggests a more cautious approach, with limited growth in the short term. Watch for potential signs of a trend reversal or breakout, especially if the company continues to make progress in its shift to non-combustible products and adapts to market challenges. Earni

$Crocs(CROX)$ Since June, shares of Crocs have fallen by 34%, but I don't believe the company is necessarily in a worse position now compared to then. The advantage for investors here is that as Crocs becomes more of a value stock, management has the opportunity to buy back shares. This reduces the number of shares outstanding, ultimately increasing the earnings per share for investors. Earning Overview Let’s break down some numbers today to see just how quickly the company could buy back stock in 2025. To start, let's examine the stock movement. I'll show a chart of Crocs' drawdowns, which simply indicates how much the stock has dropped from its peak. The last peak was June 17, 2024, and since then, shares have fallen by 34%. Another useful metri

$PayPal(PYPL)$ The past three years have been nothing short of disastrous for PayPal. After nearly a decade of exponential growth and a soaring stock price, the company suffered a dramatic 85% decline in its valuation in 2022. This downfall was driven by several factors threatening PayPal’s survival, including the rise of competing payment methods like Apple Pay and the slowdown in e-commerce as pandemic restrictions eased and consumers returned to physical stores. However, the situation took an even darker turn in December 2024 when PayPal became embroiled in massive fraud allegations. A popular YouTuber's investigation revealed that one of PayPal's most significant acquisitions, Honey—a prominent online coupon aggregator—was allegedly involved i

$Bce Inc(BCE)$ $Imperial(IMO)$ US Tariff War on Canada With February approaching, there's a major deadline looming – the month when Trump could launch his global trade war. A 25% tariff is being proposed for both Canada and Mexico, and they could be the first targets. Many believe Trump's threats are idle, but we must take them seriously because he holds the power as President of the United States. This is not just political posturing – Trump has made it clear that tariffs are a key part of his strategy. He aims to return the US to the economic policies that once made it more prosperous and powerful. Historically, between 1870 and 1913, the US was highly dependent on tariffs, and this was one of its richest

$Netflix(NFLX)$ Netflix stock surged over 14% in after-market hours following its earnings update. As someone who has rated Netflix stock as a buy for several years, I'm thrilled. For 2025, I still rate Netflix stock as a buy. But is it too late to invest? Let's review the company's latest quarterly results, incorporate the new higher valuation, and determine if Netflix stock is still a buy for long-term investors. Earning Overview In 2024, Netflix's revenue grew by 16%, and its operating margin expanded by six points to 27%, up from 21% the previous year. This is a phenomenal increase, making Netflix the best in class among streaming players. The fourth-quarter slate outperformed expectations, with "Squid Game" season 2 on track to become one of