The recent action we've seen in the stock market has been enormously telling, in my view. I said a couple of weeks ago I think thebottom is in, and as such, I've been trading growthstocks pretty heavily. After all, when the market makes a tradable bottom, you want exposure to growth, not value, as the former will outperform in such a scenario.So far this year, value has trounced growth, as we can see below with the growth-to-value relationship in stocks.StockChartsThis breakdown in growth versus value is why the Nasdaq has greatly underperformed the S&P 500, why consumer staples have outperformed consumer discretionary, etc. However, since the middle of May, growth is beating value, which is one of the reasons why I think we've bottomed.Given this view, and the significance of App

SummaryAdvanced Micro Devices, Inc.'s entrance into the generative AI industry with its new GPUs could lead to significant sales growth and capture a portion of the expanding market.The company's upcoming MI300 series GPUs have advanced features that can accommodate larger AI models than competitors like Nvidia Corporation.Potential headwinds include competition from Intel Corporation in 2025 and the impact of worsening Sino-American relations on AMD's business in China.Las Vegas Hosts Annual CES Trade ShowDavid BeckerAfter the impressive performance of Nvidia Corporation (NVDA $NVIDIA Corp(NVDA)$ ) in Q2, questions are being asked about whether Advanced Micro Devices, Inc. (NASDAQ:AMD $Advanced Micro Devices(

Microsoft (NASDAQ:MSFT$Microsoft(MSFT)$ ) is often considered a bellwether for the tech sector and that is evident in its resilient stock price amidst the tech crash. Despite its latest quarter showing decelerating growth and guiding for more of thesame, investors have remained loyal - why? It appears that investors are willing to overlook modest growth expectations in the near term on account of the diversified product portfolio, robust cash flows, and generous return of cash to shareholders. MSFT stock may not look obviously cheap, but I expect the ongoing share repurchases and growing dividends to lead to multiple expansion over the long term as the company works through a tough macro environment.MSFT Stock PriceMSFT stock has fallen slightly f

For its fiscal FY23, analysts expect Broadcom$博通(AVGO)$ to report revenue of $35.54 billion, up 7% YoY. EPS is expected to be $41.28, up close to 10% YoY. These show a significant deceleration from the last couple of years but reflect the difficult operating environment. I believe these expectations look fair, but it would also be safe to assume Broadcom to slightly outperform these expectations. In addition, the growth rates for the years until 2026 look somewhat conservative by analysts with revenue growth rates of mid-single digits and EPS growth of between 6% to 9% which, considering the tailwinds I see for this business, seem rather disappointing. I believe EPS and revenue growth should be much closer to 10% in the period until 2026. This is

IntroductionIn recent months, the wildly successful launch of OpenAI's ChatGPT has created a buying fervor among investors for AI-related stocks. However, Upstart's (NASDAQ:UPST$Upstart Holdings, Inc.(UPST)$ ) stock has largely sat out this wild rally despite being a derisked AIplay.While the memes - "What does Upstart do?" - continue to float around the internet, most market participants seem to have forgotten about Upstart's AI lending marketplace. Now, we are not going to talk about the validity of this rally in AI stocks today, as the focus of our discussion is Upstart.Upstart Q4 2022 Earnings PresentationIn this note, we will assess Upstart's Q4 2022 report. Furthermore, I will share three positive developments for Upstart. Lastly, we will ro

SummaryPalantir Technologies has expanded its collaboration with Carahsoft Technology, allowing U.S. government agencies, state and local governments, educational entities, and Canadian Government and Defense Industrial Base organizations to leverage its Apollo Platform.PLTR has also partnered with AirMatrix, integrating its Foundry for Builders into AirMatrix's operations to enhance airspace security, including threat detection and risk mitigation.Despite its high valuation, Palantir's financial health is robust, with $0 debt, almost 80% gross margins, a cash reserve of $2.9 billion, and projected earnings growth of 55.4%.Palantir FedStart Product will help commercial customers get FedRamp IL5 certified much faster and manage the authorization to operate.The Company will continue to creat

Palantir (NYSE:PLTR$Palantir Technologies Inc.(PLTR)$ ) exited its tough operating environment in 2022 with a few key takeaways that included an ambitious guide from management (nothing new here) for both its top- and bottom-line.Specifically, the company anticipates GAAP-based net income achieved in thefourth quarter to sustain through the current year and beyond - a milestone realized two years earlier than Palantir's "original goal of GAAP profitability in 2025". The guidance on anticipated sales was equally as ambitious, with management expecting full year 2023 revenue between $2.18 billion and $2.23 billion, which would represent y/y growth of as much as 17%. Although the target deviates far from Palantir's previous aspirations to achieve 30%