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If you are looking for disruptive companies with sticky high revenue growth that have also just sold off hard as part of this year’s economic fears, consider ServiceNow (down 27% ytd). It’s a leader in cloud-based workflow automation solutions, benefiting dramatically from the ongoing digital revolution and AI megatrends. This report reviews ServiceNow’s business, market position, growth prospects, valuation and risks, and then concludes with my strong opinion on investing.
Nvidia is ground zero for the Artificial Intelligence (“AI”) megatrend and Trump’s draconian trade war tariffs. The shares are now down nearly 40%, but this whole mess is far from over. In this report, I review the US trade imbalance and the AI megatrend through the lens of Nvidia’s massive business growth, current valuation and risks. I conclude with my strong opinion on investing.
Vertiv Holdings (VRT) makes electrical components for data centers. The company has emerged as a leader in the ongoing (early inning) cloud migration and artificial intelligence (“AI”) megatrend. But the shares have recently pulled back hard (as part of a broader market selloff). This report reviews Vertiv’s business model, growth trajectory, valuation metrics and risks, and then concludes with a strong opinion on who might want to consider investing.
As the excitement around artificial intelligence (AI) has faded this year (particularly as uncertainty from Trump tariffs takes center stage), top growth stocks have also faded (see table) as low-beta and high-dividend stocks have dominated. This report reviews Nvidia’s business, growth, valuation and risks, and then concludes with a strong opinion on whether this year’s fearful growth-stock selloff has created an opportunity (or if there is still a lot more pain to come).
If you like unique businesses that stand out for wide-moat competitive advantages, strong cash flows and secular tailwinds, then you may want to consider Texas Pacific Land Corp (TPL). This unique “oil & gas” company blends real estate (Permian basin land), energy royalties and water resources, and the shares have pulled back despite ongoing strong fundamentals. This report reviews the business, growth, valuation, risks and competitive advantages, and then concludes with a strong opinion about investing.
Tesla is one of the most hated stocks in the world, as CEO Elon Musk has infuriated much of his automobile customers politically, and ticked off a lot of investors financially (the shares are down big).This report considers the business model, growth trajectory, valuation metrics, risks, and then concludes with a strong opinion on investing.
If you like to invest in high-growth megatrend companies, then big-data and AI software leader, Palantir (PLTR), is hard to ignore. And considering the shares are down more than 30% (from fresh all-time highs) in recent weeks (on AI market fears), investing in Palantir just got a lot more tempting (especially considering the AI megatrend is still in its early innings). This report reviews Palantir's business (including growth, valuation, and risks) and then concludes with our opinion on investing.
Artificial Intelligence (“AI”) has been hot. From semiconductors, to software and social media end users, and especially data center infrastructure and energy demand, we have seen stock prices soaring (see table below). However, one name that stands out for both massive AI growth and an extremely low valuation, is Super Micro Computer, Inc. (SMCI).