$Bce Inc(BCE)$ $Imperial(IMO)$ 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

$SUPER MICRO COMPUTER INC(SMCI)$ 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

$ulta beauty(ULTA)$ We’ve just learned that Casa Steelman has replaced Dave Kimbell as president and CEO of Alta Beauty. So, should we be concerned or optimistic? What does this leadership change mean for investors, and for the company as a whole? Before this, Casa Steelman was the COO at Ulta Beauty and has been with the company since 2014. Prior to Alta Beauty, she held roles at Family Dollar, Home Depot, and Target, which currently collaborates closely with Ulta. Ulta Beauty, the largest beauty retailer in the U.S. with about 1,385 stores, has ambitious plans to open 200 more stores and grow its loyalty program to 50 million members by 2028. But such growth plans require significant investment, and analysts predict that the next two to three ye

$Intel(INTC)$ 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

$ASML Holding NV(ASML)$ ASML stock is seeing a surge after the company revealed its Q4 earnings, but the question is—has the opportunity passed, or is it still a good time to buy shares in this dominant player in the lithography space? We’ll break it down from both a fundamental and technical perspective, and I think there may still be a solid chance to invest. Despite the recent uptick in share price, the stock is still down about 20% over the last year and has been relatively flat year-to-date. We’ll also assess ASML’s valuation in historical context, which might indicate an interesting buying opportunity despite the recent rise. Earning Overview Starting with the Q4 earnings, they were reported in euros, but I’ll convert them into U.S. dollars

$Visa(V)$ 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

$Starbucks(SBUX)$ Today, I’ll be diving into a stock analysis of Starbucks Corp, ticker symbol SBUX. As of now, the stock is trading at $108.2, with a market cap of around $123 billion. The price-to-earnings (P/E) ratio is 35.9, and the annual dividend yield is 2.14%. The 52-week high for the stock is $125.6, and the 52-week low is $71.5. Analysts are somewhat divided on Starbucks, with half recommending a buy and the other half suggesting a hold. The lowest price target is $76, and the highest is $120, with an average target of $138. Currently, the stock is trading at $108.2 after latest earning. In this article, I’m going to explore whether Starbucks is a good value play. Keep in mind, this is just my opinion and for entertainment purposes only—

$Danaos(DAC)$ Good day, Tiger! Today, let’s dive into shipping stocks and take a closer look at Danaos Corporation. Right now, the stock price is a bit down, but the dividend yield is attractive, sitting at 4%, and the P/E ratio is remarkably low at just 2%. The company is also focused on growth, with a market cap of $1.5 billion and a fleet of container ships. Now, let’s examine the stock price history. As you can see, the price has gone through cycles of ups and downs, which is typical. Before the pandemic-driven shipping boom, the stock was priced at just $7, which is a tenth of its current value. It definitely benefitted from a surge in shipping demand. But looking at another chart from 2007, you’ll notice that the stock is still at only 15% of

$Advanced Micro Devices(AMD)$ AMD has faced some challenges in recent months. In December, Bank of America downgraded the company, reducing its price target from $188 to $150 and shifting its recommendation from "buy" to "neutral." Shortly after, HSBC issued a double downgrade, lowering their target to $110, citing intense competition in the AI space, where they believe AMD will ultimately struggle to stay ahead. Goldman Sachs also surprised investors by labeling AMD as one to avoid in 2025, cutting their price target to $129 from $175. They mentioned modest growth prospects and doubts about AMD outperforming its competitors or meeting its market targets. A few weeks ago, another analyst downgraded the stock, maintaining a $210 target but noting ex

Wishing everyone a prosperity and happy Chinese New Year. @Emotional Investor @TigerBrokers

$AT&T Inc(T)$ Earning Overview AT&T released its fourth-quarter results before the market opened this morning, reporting sales and earnings that surpassed Wall Street's expectations. The company achieved adjusted non-GAAP earnings per share of $0.54 on revenues of $32.3 billion, exceeding the average analyst estimates of $0.51 per share and $31.94 billion in sales. The telecom giant's revenue grew by 0.9% year-over-year in Q4, driven by increases in mobile and broadband services, which offset declines in wireline. Specifically, AT&T's mobility services segment saw a 3.3% year-over-year increase in sales, reaching approximately $16.6 billion, while consumer broadband revenue rose by 7.8% to $2.9 billion. During the quarter, AT&T added

$BIDU-SW(09888)$ $Baidu(BIDU)$ Welcome back! Today, let’s take a look at Baidu, a major Chinese company that’s often compared to Google. Baidu dominates the search engine market in China, controlling over half of the market share, which is the core of their business. But they also have a presence in other sectors like their own version of Netflix or YouTube, autonomous driving, AI, cloud services, and more. They’re essentially China's equivalent to Alphabet, but with the added challenge of operating in a market where Alphabet itself is banned. While Baidu’s overall business growth has been fairly flat recently, some of its smaller, high-growth divisions are showing progress. They’ve acknowledged tough ma

$NVIDIA(NVDA)$ $ASML Holding NV(ASML)$ $Alphabet(GOOG)$ Let's kick things off with some breaking news: DeepSeek, the new open-source AI LLM model, is making waves in the investment community. Investors are going wild over it, and it's causing a stir in the tech world, with some even getting concerned about major U.S. tech companies like Nvidia and ASML. There's a belief that DeepSeek's low-cost model could hurt demand for products from these giants. In fact, companies like Amazon, Google, and Microsoft—along with other cloud hyperscalers—have all seen their stocks dip today. The QQQ is down by about 2-3% due to this news. Now, DeepSeek itself isn’t exactly new; i

$SoFi Technologies Inc.(SOFI)$ Sofi's stock is taking a hit after the company released its quarterly earnings, with shares down around 11% during regular trading hours. Part of this decline could be due to a broader market pullback, especially with younger investors—Memes Gods, Millennials, and possibly Gen Z—who have heavily driven the stock up. While Sofi may look appealing, it's essentially just another financial institution, offering services like JPMorgan or Wells Fargo, yet its valuation has skyrocketed to four times its tangible book value, which is hard to justify. Earning Overview There are a few key points to consider when reviewing Sofi's earnings. On paper, the EPS and other metrics seem strong, but once you dig into the numbers, this

$Microsoft(MSFT)$ Microsoft is set to report its quarterly financial results after the markets close on January 29, 2025, sparking a lot of investor interest in whether they should buy Microsoft stock before earnings. In this video, I'll answer that question and preview what investors should be watching for in the upcoming earnings release. So, let’s take a closer look at this intriguing AI powerhouse. Microsoft last updated investors on October 30, 2024, revealing a 16% increase in revenue to $65.6 billion. However, operating income only grew by 14% to $30.6 billion, which was a bit surprising. Typically, when Microsoft’s revenue rises by 16%, operating income sees a more significant boost due to the company’s strong operating leverage. Operating