‌$e.l.f. Beauty Inc.(ELF)$  ‌ Recent Performance: ELF stock has dropped -10.2% over the past month, underperforming both the Zacks S&P 500 composite (+2.1%) and the Zacks Cosmetics industry (+3.1%). Earnings Estimates: Current quarter EPS is projected at $0.76, up +2.7% year-over-year, with a +2.6% revision in the last 30 days. FY23 EPS is expected at $3.61, a +13.5% increase, with a +0.1% revision over 30 days. FY24 EPS estimate is $4.35, reflecting a +20.6% year-over-year growth, but revised down -0.7% recently. Revenue Growth: Current quarter sales estimate: $329.49 million, up +21.6% YoY. FY23 sales estimate: $1.34 billion, a +30.7% increase. FY24 sales estimate: $1.57 billion, up +17.4%. Recent Earnings: Last quarter revenue: $301.08

Stargate to the Stock Market: Should You Beam into AI Stocks Now? The allure of artificial intelligence (AI) is undeniable, and its potential to revolutionize industries has sparked significant investor interest in AI-related stocks. Like venturing through a Stargate to explore new worlds, investing in AI stocks offers the potential for exciting discoveries and substantial rewards, but also carries inherent risks. The question many investors are asking is: is now the right time to "beam in"? The AI Landscape: A Galaxy of Opportunities The AI sector encompasses a wide range of companies, from established tech giants investing heavily in AI research and development to smaller, specialized firms focusing on niche applications. These companies are involved in various aspects of AI, including:

‌$Tempus AI(TEM)$  ‌ Tempus AI: Balancing Innovation and Profitability – Is It Time to Buy, Hold, or Sell? Here's the approach: Evaluate Financial Position: Analyze Tempus AI’s revenue growth, profitability, cash reserves, and spending patterns (e.g., R&D, stock-based compensation). Consider Strategic Developments: Assess recent news, including the Ambry Genetics acquisition and product launches, to understand how they enhance Tempus’ competitive edge. Compare Market Price to Valuation: Use the company’s performance metrics and the stock’s current price ($47.64) to judge whether it’s undervalued, fairly priced, or overvalued. Risk Analysis: Identify key risks (e.g., declining genomics margins, operational losses) to gauge long-term sustain

‌$Tempus AI(TEM)$  ‌ Key Fundamental Facts and Figures Revenue Q2 2024 Revenue: Total Revenue: $166.0 million (25% year-over-year growth)​ . Genomics Revenue: $112.3 million (22.2% growth year-over-year)​ . Data and Services Revenue: $53.6 million (32.5% growth year-over-year)​ . Q3 2024 Revenue: Total Revenue: $180.9 million (33.0% year-over-year growth)​ . Genomics Revenue: $116.4 million (20.3% growth year-over-year, driven by 23.9% unit growth)​ . Data and Services Revenue: $64.5 million (64.4% growth year-over-year, led by Insights with 86.6% growth)​ . Full-Year Revenue Projection: Expected to reach ~$700 million, representing approximately 32% annual growth​ ​ . Net Profit / Loss Q2 2024: Net Loss: $(552.2) million. Major contributor: $

‌$Tempus AI(TEM)$  ‌ SWOT Analysis of Tempus AI Based on Q2 and Q3 2024 Reports Strengths Strong Revenue Growth: Revenue growth of 25% in Q2 and 33% in Q3 showcases robust demand for Tempus AI’s services and products​ ​ . Data and services revenue grew by 64% in Q3, driven by the success of the Insights (data licensing) business, which grew 86.6% year-over-year. Innovative Product Portfolio: Expansion into the minimal residual disease (MRD) market with tumor-informed and tumor-naïve assays broadens its diagnostic capabilities​ . FDA clearance of the ECG-AF device demonstrates the company’s ability to commercialize AI-driven solutions​ . Strategic Partnerships: Joint ventures with SoftBank and collaborations with BioNTech and Merck EMD highligh

‌$Tempus AI(TEM)$  ‌ ‌[财迷] ‌ Tempus AI Shares Soar Following Launch of AI-Powered Health App 'Olivia' Tempus AI (TEM) shares surged over 32% in recent trading after the company unveiled "Olivia," a cutting-edge AI-powered app designed to deliver actionable health insights. The app integrates personal health data from over 1,000 health systems using electronic health record connectivity. Additionally, users can sync data from Google (GOOG, GOOGL) and Apple (AAPL) health devices or upload records manually. Available on both iOS and Android platforms, Olivia promises to enhance patient access and health management. ‌@Daily_Discussion  ‌‌

$AST SpaceMobile, Inc.(ASTS)$  AST SpaceMobile Acquires Crucial US Spectrum, Targeting 120 Mbps Speeds to Smartphones: AST SpaceMobile has announced a significant agreement to enhance its space-based cellular broadband network. Here's a summary of the key points: Spectrum Acquisition: AST SpaceMobile has secured long-term access (80+ years) to up to 45 MHz of lower mid-band spectrum in the US, adding to its existing 850 MHz nationwide low-band network plans. This is the largest available block of high-quality nationwide spectrum in the US. This agreement comes through a Restructuring Support Agreement with Ligado Networks. Increased Data Speeds: Combining the low-band and mid-band spectrum, AST SpaceMobile aims to deliver peak data transmissi

‌$Asana, Inc.(ASAN)$  ‌ Summary of Asana’s FY25 Performance (Q1–Q3) Asana exhibited stable revenue growth through the first three quarters of FY25, driven by strategic shifts towards enterprise markets and a strong focus on AI integration. Revenue rose consistently: Q1: $172.4 million, up 13% YoY​ . Q2: Slightly ahead of guidance with 9%-10% YoY growth​ . Q3: $183.9 million, up 10% YoY​ . Key developments included the launch of AI Studio, which aligns with Asana’s focus on embedding AI into workflows. The introduction of usage-based pricing via AI Studio marks a significant pivot from traditional seat-based revenue models. While enterprise penetration showed promise, challenges included slower sales cycles and macroeconomic headwinds, particu

‌$Asana, Inc.(ASAN)$  ‌ Key Facts and Figures from Asana’s FY25 Earnings Calls Revenue and Growth Q1 FY25 Revenue: $172.4 million, up 13% YoY​ . Q2 FY25 Revenue: $177 million–$178 million (guidance), representing 9%-10% YoY growth​ . Reported revenue was slightly ahead of guidance​ . Q3 FY25 Revenue: $183.9 million, up 10% YoY​ . Non-tech verticals grew 15% YoY, faster than overall growth​ . Customer Metrics Core Customers: Q1: 22,162 customers spending $5,000+ annually, contributing 74% of revenue, up from 73%​ . Q3: 23,609 core customers, representing 75% of revenue, up from 74% YoY​ . Enterprise Customers: Q1: 607 customers spending $100,000+ annually, up 19% YoY​ . Q3: 683 customers in this cohort, up 18% YoY​ . Retention Rates: Q1 DBNR:

‌$Asana, Inc.(ASAN)$  ‌ SWOT Analysis of Asana, Inc. Strengths Innovative Product Offering: Asana's Work Graph and AI Studio provide a competitive advantage by enabling seamless collaboration between humans and AI. These features are positioned to disrupt traditional work management models by automating workflows and delivering high efficiency​ ​ . Strong Enterprise Adoption: Significant customer wins across key verticals (e.g., manufacturing, healthcare, energy, and government) highlight Asana’s penetration into large-scale enterprises. Customers like CrowdStrike, NTT East Japan, and a major U.S. government department illustrate trust and scalability​ ​ . AI Leadership and Customization: The AI Studio with its consumption-based pricing model

$KULR Technology Group, Inc.(KULR)$  Multi-Million Dollar Licensing Agreement: Just today, Kulr announced they have signed a multi-million-dollar licensing agreement with a new technology partner to enable advanced carbon fiber cathode applications for nuclear reactor systems in Japan. This is a significant development that expands Kulr's reach into the energy sector. @Tiger_comments @TigerEvents @TigerWire 

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Customer Concentration Risk: Current Status: Nearly 49% of the company’s revenue in the first half of FY25 was derived from a single customer (Customer A). This high dependency exposes the company to significant financial and operational risks if the customer reduces or discontinues its business relationship. Mitigation Strategy: Applied Digital should diversify its customer base by targeting a broader range of clients, particularly in non-crypto sectors like AI and machine learning. Expanding the Cloud Services and HPC segments will be pivotal in reducing dependency on any single customer. Evaluation: The success of diversification will depend on the company’s ability to attract and retain enterprise clients

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Key Fundamental Facts and Figures from Applied Digital’s Fiscal Second Quarter 2025 Report Revenue Total Revenue (Q2 FY25): $63.9 million, up from $42.2 million in Q2 FY24 (51% year-over-year growth). Six-Month Revenue (H1 FY25): $124.6 million, compared to $78.5 million for H1 FY24 (58.7% growth). Revenue Concentration: Customer A accounted for 49% of revenue in the six months ended November 30, 2024. Profitability Net Loss (Q2 FY25): $(138.7) million, significantly higher than $(10.5) million in Q2 FY24. Six-Month Net Loss (H1 FY25): $(143.0) million, compared to $(22.4) million in H1 FY24. Operating Loss (Q2 FY25): $(18.6) million, compared to $(7.9) million in Q2 FY24. Costs and Expenses Cost of Revenue (Q

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT Analysis of Applied Digital Corporation (Fiscal Second Quarter 2025) Strengths Revenue Growth: The company's total revenue for the quarter increased significantly to $63.9 million compared to $42.2 million in the same period last year, highlighting robust demand for its services. Diverse Business Segments: Applied Digital operates across three key segments: Data Center Hosting, Cloud Services, and High-Performance Compute Hosting (HPC). This diversification spreads risk and caters to multiple markets. Strategic Financing: Successful issuance of $450 million in Senior Unsecured Convertible Notes demonstrates strong access to capital markets and investor confidence. Additional funding through equity raises

CPI on the Horizon: Can Inflation Data Spark a Market Recovery? Investors are holding their breath as the latest Consumer Price Index (CPI) data is set to be released. This key economic indicator, which measures the average change in prices paid by consumers for a basket of goods and services, is closely watched by market participants as it provides crucial insights into the state of inflation. The question on everyone's mind: can this data finally provide the catalyst for a much-anticipated market recovery?   The Significance of CPI Data The CPI is a critical gauge of inflationary pressures in the economy. High inflation erodes purchasing power, forces the Federal Reserve to implement tighter monetary policies (like raising interest rates), and can contribute to economic slowdowns. C

‌$ON Semiconductor(ON)$  ‌ SWOT Analysis of onsemi (Q1-Q3 2024) Strengths Robust Revenue Streams: Consistent revenue generation, averaging around $1.75 billion per quarter in 2024, highlights stable demand for its products​ ​ ​ . Strong performance in critical business segments such as Power Solutions Group (PSG) and Intelligent Sensing Group (ISG). Gross Margin Resilience: Maintained high gross margins of approximately 45%, showcasing operational efficiency despite challenging market conditions​ ​ ​ . Focus on Strategic Markets: Leadership in power and sensing technologies positions onsemi as a key player in automotive, industrial, and AI data center sectors, catering to rising power efficiency demands​ . Strategic supply agreements, such as t

‌$ON Semiconductor(ON)$  ‌ Onsemi and DENSO Deepen Partnership to Advance Autonomous Driving and ADAS Technologies: Onsemi (Nasdaq: ON) and leading automotive supplier DENSO CORPORATION have announced an expanded collaboration to enhance autonomous driving (AD) and advanced driver assistance systems (ADAS) technologies. For over a decade, onsemi has provided DENSO with state-of-the-art intelligent automotive sensors, critical to advancing vehicle connectivity and reducing traffic fatalities. These cutting-edge semiconductors have played a pivotal role in boosting vehicle intelligence for safer driving. "DENSO's commitment to strengthening our partnership highlights their trust in our innovation, expertise, and reliable supply of automotive tech

$Tiger Brokers(TIGR)$  The Uneven Playing Field: Information Asymmetry in Stock Trading In the world of stock trading, the ideal scenario is a level playing field where all participants have equal access to information. However, the reality is often quite different. Information asymmetry, the concept where one party in a transaction possesses more or better information than the other, plays a significant role in the stock market and can have a profound impact on trading outcomes.   What is Information Asymmetry? Information asymmetry exists when some traders have access to non-public information, such as insider knowledge about a company's upcoming earnings, mergers, or new product launches, while others rely solely on publicly available

$NVIDIA(NVDA)$  Is NVDA's Pullback a Buying Opportunity? Navigating the "Sell the Fact" Phenomenon Nvidia (NVDA) has been a dominant force in the tech world, particularly with the rise of artificial intelligence. However, after periods of significant gains, it's not uncommon for stocks to experience pullbacks. The question on many investors' minds is: Is this a temporary dip or a sign of a larger correction? And more importantly, does it present a buying opportunity?    Factors Contributing to NVDA's Pullback Profit-Taking: After a substantial run-up, some investors may choose to take profits, contributing to selling pressure.   Valuation Concerns: Rapid price appreciation can lead to concerns about overvaluation, prompting som

$Palantir Technologies Inc.(PLTR)$  Palantir Stock Retreats from Record High Amidst Analyst Downgrade and Sell-Off Palantir shares have continued their downward trend, retreating from the record high they reached in late December. This recent decline follows an "underweight" rating initiated by Morgan Stanley and reports that Cathy Wood's ARK Investment Management funds have sold off some of their holdings in the company.   Technical Breakdown and Renewed Selling Pressure Technically, Palantir's stock broke down from a rising wedge pattern in late December and has experienced renewed selling pressure upon retesting the pattern's lower trendline. This technical breakdown has amplified the negative sentiment surrounding the stock.   K