To The Moon

‌$NVIDIA(NVDA)$  ‌ Despite Nvidia's stock suffering its largest one-day drop ever due to China's DeepSeek launching a new AI model, short-term traders are heavily betting on a rapid recovery. They're pouring money into leveraged ETFs that double Nvidia's daily returns. While these ETFs experienced significant losses on Monday (around 33-34%), they also saw substantial inflows, indicating strong bullish sentiment and speculative trading activity. ‌@TigerCommunity  ‌‌@Tiger_comments  ‌‌@TigerWire  ‌‌@TigerEvents  

‌$SoFi Technologies Inc.(SOFI)$  ‌ Financial Performance, Market Reaction, and Current Valuation Financial Performance: In Q4 2024, SoFi reported record adjusted net revenue of $739.1 million, significantly surpassing analysts' expectations. The company also recorded substantial growth in fee-based revenue, financial services revenue, and loan originations, demonstrating strong operational momentum. Market Reaction and Analyst Sentiment: Despite robust revenue growth, SoFi's stock experienced a 10.3% decline following the earnings announcement. This decline was primarily driven by a downbeat profitability outlook for the upcoming quarter, with projected adjusted EBITDA of $175 million to $185 million, falling short of the FactSet consensus of

‌$SoFi Technologies Inc.(SOFI)$  ‌ SWOT Analysis of SoFi Technologies (Q4 2024) Strengths Consistent Revenue and Profit Growth Record net revenue of $734M in Q4 2024 (+19% YoY) and $2.7B for FY 2024 (+26% YoY)​ ​ Achieved GAAP profitability for the first full year with net income of $499M for FY 2024 and $332M for Q4 2024​ Sustained growth in adjusted EBITDA with a margin of 26% in FY 2024, signaling operational efficiency​ Diversified Revenue Streams Financial Services and Tech Platform segments accounted for 49% of total adjusted net revenue in Q4 2024, growing 52% YoY​ ​ Strong fee-based revenue growth (+63% YoY) supports a capital-light business model​ Expanding Membership and Products Membership grew 34% YoY, reaching 10.1M members, with

‌$SoFi Technologies Inc.(SOFI)$  ‌ Q4 2024 Earnings Release (Key Highlights) Financial Performance: Record net revenue of $734 million for Q4 (19% YoY growth), and $2.7 billion for FY 2024 (26% YoY growth). Achieved GAAP profitability for the first full year, with a net income of $499 million for FY 2024 and $332 million for Q4. Adjusted EBITDA of $198 million for Q4 and $666 million for FY 2024, with an adjusted EBITDA margin of 26%. Segment Performance: Significant revenue growth in Financial Services (84% YoY) and Tech Platform (6% YoY) segments. Lending remained a strong contributor, with net interest income driving 82% of the segment’s revenue. Operational Metrics: Member growth of 34% YoY, reaching over 10.1 million members. Total produ

‌$e.l.f. Beauty Inc.(ELF)$  ‌ 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

‌$Tempus AI(TEM)$  ‌ 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  ‌‌

‌$Asana, Inc.(ASAN)$  ‌ 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

‌$APPLIED DIGITAL CORP(APLD)$  ‌ 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

‌$ON Semiconductor(ON)$  ‌ 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

‌$KULR Technology Group, Inc.(KULR)$  ‌ KULR Technology Group Collaboration with U.S. Army Partnership: KULR is collaborating with the U.S. Army to evaluate its KULR VIBE system for vibration reduction and balance optimization on AH-64E Apache and UH-60 Black Hawk helicopters. Study Details: A 12-month study starting in 2025 at South Carolina’s McEntire Joint National Guard Base. Goals: Improve vibration standards, streamline track/balance operations, reduce maintenance costs, and enhance aircraft longevity and reliability. Potential Outcome: Boost operational efficiency and safety while reducing costs, paving the way for broader adoption. Track Record: KULR previously helped the U.S. Marine Corps save a $39M AH-1Z Viper asset and reduced tro

S&P 500: Started 2025 on a weak note after rising 23% in 2024, marking its second consecutive year with gains over 20%. Major Stock Moves Tesla (-6.1%): Missed Q4 delivery estimates (495,570 vs. 507,000 expected) and reported an annual sales decline. CEO Elon Musk said a Cybertruck explosion in Las Vegas was unrelated to the vehicle itself. Tesla gained 63% in 2024, boosted by Donald Trump’s election win. Palantir (-0.6%): 2024's top S&P 500 stock (+340%) due to AI focus. Vistra (+8.5%): Second-best 2024 performer (+258%). Nvidia (+3%): Third-best (+171%). Walgreens (-1.5%): Worst S&P 500 performer in 2024 (-64%), struggled with store closures despite buyout interest from Sycamore Partners. Apple (-2.6%): UBS lowered iPhone sales estimates, predicting a 5% decline in revenue fo

‌$Joby Aviation, Inc.(JOBY)$  ‌ Joby Aviation, Inc. (NYSE: JOBY) has entered the final phase of FAA certification for its electric air taxi, marking significant progress toward commercial service. The company recently conducted its first FAA testing under Type Inspection Authorization (TIA), a critical step where FAA test pilots evaluate aircraft performance, safety, and human factors. This milestone highlights Joby's leadership in the eVTOL industry and the maturity of its testing program. Joby plans to begin TIA flight testing in 2025 with its first FAA-conforming aircraft, currently under construction in Marina, California. The air taxi, designed to carry a pilot and up to four passengers, offers speeds of up to 200 mph, low noise, and zer

‌$SoFi Technologies Inc.(SOFI)$  ‌ SWOT Analysis of SoFi Technologies (Q4 2024) Strengths Consistent Revenue and Profit Growth Record net revenue of $734M in Q4 2024 (+19% YoY) and $2.7B for FY 2024 (+26% YoY)​ ​ Achieved GAAP profitability for the first full year with net income of $499M for FY 2024 and $332M for Q4 2024​ Sustained growth in adjusted EBITDA with a margin of 26% in FY 2024, signaling operational efficiency​ Diversified Revenue Streams Financial Services and Tech Platform segments accounted for 49% of total adjusted net revenue in Q4 2024, growing 52% YoY​ ​ Strong fee-based revenue growth (+63% YoY) supports a capital-light business model​ Expanding Membership and Products Membership grew 34% YoY, reaching 10.1M members, with

‌$SoFi Technologies Inc.(SOFI)$  ‌ Q4 2024 Earnings Release (Key Highlights) Financial Performance: Record net revenue of $734 million for Q4 (19% YoY growth), and $2.7 billion for FY 2024 (26% YoY growth). Achieved GAAP profitability for the first full year, with a net income of $499 million for FY 2024 and $332 million for Q4. Adjusted EBITDA of $198 million for Q4 and $666 million for FY 2024, with an adjusted EBITDA margin of 26%. Segment Performance: Significant revenue growth in Financial Services (84% YoY) and Tech Platform (6% YoY) segments. Lending remained a strong contributor, with net interest income driving 82% of the segment’s revenue. Operational Metrics: Member growth of 34% YoY, reaching over 10.1 million members. Total produ

‌$SoFi Technologies Inc.(SOFI)$  ‌ Financial Performance, Market Reaction, and Current Valuation Financial Performance: In Q4 2024, SoFi reported record adjusted net revenue of $739.1 million, significantly surpassing analysts' expectations. The company also recorded substantial growth in fee-based revenue, financial services revenue, and loan originations, demonstrating strong operational momentum. Market Reaction and Analyst Sentiment: Despite robust revenue growth, SoFi's stock experienced a 10.3% decline following the earnings announcement. This decline was primarily driven by a downbeat profitability outlook for the upcoming quarter, with projected adjusted EBITDA of $175 million to $185 million, falling short of the FactSet consensus of

‌$NVIDIA(NVDA)$  ‌ Despite Nvidia's stock suffering its largest one-day drop ever due to China's DeepSeek launching a new AI model, short-term traders are heavily betting on a rapid recovery. They're pouring money into leveraged ETFs that double Nvidia's daily returns. While these ETFs experienced significant losses on Monday (around 33-34%), they also saw substantial inflows, indicating strong bullish sentiment and speculative trading activity. ‌@TigerCommunity  ‌‌@Tiger_comments  ‌‌@TigerWire  ‌‌@TigerEvents  

‌$Tempus AI(TEM)$  ‌ 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

‌$Tempus AI(TEM)$  ‌ 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

‌$Asana, Inc.(ASAN)$  ‌ 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

‌$Tempus AI(TEM)$  ‌ 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: $

‌$Asana, Inc.(ASAN)$  ‌ 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

‌$APPLIED DIGITAL CORP(APLD)$  ‌ 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

‌$APPLIED DIGITAL CORP(APLD)$  ‌ 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

‌$Asana, Inc.(ASAN)$  ‌ 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:

‌$APPLIED DIGITAL CORP(APLD)$  ‌ 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

‌$e.l.f. Beauty Inc.(ELF)$  ‌ 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

‌$ON Semiconductor(ON)$  ‌ 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

‌$Tempus AI(TEM)$  ‌ ‌[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  ‌‌

‌$Archer Aviation Inc.(ACHR)$  ‌ Strengths Strong Liquidity Position Over $500M in cash and cash equivalents, providing financial stability to sustain operational expansion and R&D efforts. Consistent funding inflows, including $400M potential investment from Stellantis and $171.7M equity financing in Q3, highlight investor confidence. Scalable Manufacturing Capabilities Completion of the ARC facility in Georgia, a ~350,000 sq. ft. site capable of producing 650 aircraft annually by 2030, positions Archer to meet future demand. Efficient construction completed within 18 months for $65M, showcasing strong project execution capabilities. Global Partnerships and Order Book Agreements with Japan Airlines, Sumitomo Corporation (Japan), and a UA

‌$ON Semiconductor(ON)$  ‌ 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

‌$Himax(HIMX)$  ‌ Himax Expands AI and Sensing Capabilities for Diverse Applications Himax is strategically expanding its AI and sensing capabilities through key partnerships and investments, focusing on democratizing endpoint AI and addressing the growing demand for advanced machine vision. Democratizing Endpoint AI with NVIDIA TAO: Himax's collaboration with NVIDIA TAO allows WiseEye Module customers to easily optimize and quantize deep learning models for resource-constrained endpoint devices. By leveraging NVIDIA's pretrained enterprise-ready AI models and tools, this partnership accelerates the development of cost-effective, production-ready AI modules for various use cases, facilitating the rapid democratization of endpoint AI applicati

Palantir is making headlines with its decision to shift from the New York Stock Exchange to the Nasdaq, effective November 26. The company anticipates qualifying for the Nasdaq-100 index, a move that could bring new momentum to its already soaring stock. With a 52-week low of $15.67, Palantir has surged 282.88% year-to-date to $67.88. Wedbush Securities recently raised its price target to $75. Could this strategic relisting push Palantir beyond $70?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. @HMH: Palantir - Is