The Trade Desk, simply put, helps advertisers spend their money more wisely. Advertising can be simple or complex, but at its core, it is about who can more accurately find potential customers; that is who can get the best value for their money. What The Trade Desk does is take "precision" to the extreme.
In 2024, its revenue reached 2.445 billion USD, a 26% increase from last year, earning over 0.5 billion more in total. Moreover, its gross margin is astonishingly high, with an adjusted Net income of 0.832 billion USD, and EBITDA even surpassing 1 billion, meaning that more than 40% of every dollar earned goes into its own pocket. Few companies in the advertising Industry have such earning capabilities.
The strong earning capability primarily comes from its sufficiently lightweight business model. It does not sell advertising space nor relies on overseeing advertising placements; instead, it provides advertisers with a complete set of Asia Vets to buy advertisements. In simple terms, traditional advertisers spend money on ads by finding intermediaries, channels, and negotiating prices, relying on experience and connections. The platform provided by The Trade Desk is like a super-efficient automatic Exchange, helping advertisers accurately find the most suitable advertising space, with more flexible bidding and smarter strategy. This model not only allows it to earn easily but also facilitates rapid expansion.
However, relying solely on the model is not enough; market trends are a bigger driving force. The...

This time Palantir's earnings report has blown up the market, with the stock price soaring 22% after hours. But what truly excites people is not just this report card, but the sound of the AI business engine is now roaring completely. Previously, the biggest concern about Palantir was its excessive reliance on government contracts, with the commercial side seeming like a half-finished product struggling to take off. However, this time, the data is here: U.S. commercial revenue skyrocketed by 64%, customer numbers increased by 73%, and million-dollar contracts were smashed by 129. This is no longer just a 'concept landing,' but companies are going all in on Palantir's AI solution. Their sales tactics can also be described as extreme output, holding an AI tactical demonstration every 90 minutes, not giving the market a chance to calm down. What's even more intense is that clients are not just dipping their toes; the contract amounts are getting larger each time, with the total value of U.S. commercial contracts (TCV) directly increasing by 134%, locking in growth for the next 12 months. This model already has a bit of the taste of 'enterprise-level ChatGPT' - whoever first solves business problems with AI will be able to dominate their industry, leaving everyone rushing in, eager to spend money. Of course, government contracts still remain Palantir's cash cows, with a growth rate of 40%, especially the U.S. government business soaring by 45%. If the commercial side is the new battleground for AI, then the government side is their moat. It goes without saying that the military, intelligence agencies, and now 'non-traditional' government departments like health insurance and climate monitoring have also started becoming Palantir's clients. This business structure allows them to withstand economic fluctuations better than purely commercial companies, as government budgets tend to be more stable than those of businesses. This total revenue growth far exceeded market expectations this time, with Q4 directly hitting $0.828 billion, a 36% year-over-year increase, 14% higher than the previous quarter's $0.726 billion. This is not an AI fantasy from a PowerPoint presentation, but a real breakthrough in performance. More importantly, Palantir has achieved profitability for six consecutive quarters, completely shaking off the hat of 'relying solely on government funding.' In terms of financial data, this time Palantir not only 'grew fast,' but also grew extremely healthily - free cash flow increased by 70% year-on-year, operating cash flow increased by 53%, the cash and short-term investments on hand have piled up to $5.2 billion, and they are debt-free. In other words, they are not just making money, but making it quite steadily.

In the fourth quarter of 2024, Meta (formerly Facebook) once again showcased its strong growth momentum and strategic vision to the market. The Earnings Reports show that Meta’s total revenue in this quarter reached $48.39 billion, a year-on-year increase of 21%, and net income soared by 49%, reaching $20.8 billion. This remarkable financial performance is mainly attributed to the strong recovery of the advertising Business and the deep application of AI Technology in advertising delivery. Although its Reality Labs (Virtual Reality and augmented reality Business) still reported a loss of $4.97 billion, the overall robust growth of the Business has left investors optimistic about Meta's future.
However, what truly draws attention to this Earnings Reports is not the financial data itself, but the comprehensive upgrade of Meta in the AI (Artificial Intelligence) field. CEO Mark Zuckerberg announced emphatically during the earnings call that Meta plans to invest "hundreds of billions of dollars" in AI infrastructure development over the next few years to ensure the company occupies a leading position in the Global AI competition. This significant investment will mainly be used to build the world’s largest AI Datacenter, expand computational capacity, and optimize AI reasoning efficiency.
Specifically, Meta's AI Global Strategy includes several key aspects: First, the company is investing in building a 2 gigawatt (GW) AI Datacenter in Louisiana, expected to be completed by 2030. This datacenter will become the core pillar of Meta's AI computing power. Secondly, Meta...

Undoubtedly, Amazon has made early investors earn a huge profit. The stock price of this tech giant has skyrocketed by an astonishing 222,100% over the past 28 years. If you subscribed to Amazon's IPO stocks in 1997 for $451, the market cap of these shares has now reached $1 million. This far exceeds the performance of the Nasdaq Composite Index.
However, investors who missed this early train are now looking to the future, trying to find opportunities that can work miracles for their investment portfolios. So, can this stock, known as one of the 'Brilliant Seven Giants,' be your 'ticket' to achieving the million-dollar dream before 2030?
Amazon's founder and former CEO Jeff Bezos advocates for a 'Day 1' corporate culture. This concept means that a company can never be complacent and must continuously explore new markets and improve service models. This culture still plays a crucial role in Amazon's growth today.
Amazon is now a leader in the e-commerce sector, despite e-commerce still accounting for only a small portion of overall retail spending. In addition, Amazon has also entered the streaming media industry, benefiting from the trend of cord-cutting through Prime Video. Furthermore, the company's digital advertising business saw a 19% year-on-year increase in sales in the third quarter of 2023, showing strong growth momentum.
Unlike most companies, Amazon has multiple...

When mentioning Amazon, the first thing that comes to mind for most people may be the world's largest e-commerce platform or the leading AWS cloud computing market. However, this innovative company is quietly entering a completely different field: nuclear power generation.
With the promotion of global Carbon Neutrality goals, clean energy is becoming the focus of global attention. While solar energy and wind energy are popular, their instability and regional limitations have brought nuclear energy back to the center stage. In particular, small modular reactors (SMRs) are attracting more and more companies with their modular design, cost control, and higher safety standards.
Microsoft recently partnered with Constellation Energy to plan the restart of the Three Mile Island nuclear power plant to provide stable power for its Datacenters. Google, on the other hand, has chosen to work with Kairos Power to explore new nuclear energy solutions for its Global Datacenters. Amazon is clearly not willing to fall behind. According to PBS News, it has become the largest investor in the Hanford Nuclear Project in Washington state, an initiative to build four small modular nuclear reactors with a total capacity of 320 megawatts. In the future, this plan could even expand to 12 reactors, with a total capacity of nearly 960 megawatts, equivalent to the output level of a traditional large nuclear power plant.
For Amazon, this is not only about providing stable power to the AWS Datacenters in the Northwest, but also a potential long-term strategic investment. Current Global Datacenters consume astonishing amounts of electricity, and...

In 2024, one of the focal points of the stock market is undoubtedly the trend of stock splits. From Nvidia to Broadcom, and then to Super Micro Computer, the 10:1 split of these technology giants not only significantly lowers the stock price threshold but also allows investors to enjoy a significant premium in the 12 months following the split. As these giants complete their "split shows," investors can't help but begin to speculate: who will be the star of the split in 2025?
Among many speculations, Meta Platforms undoubtedly occupies the spotlight. As the global social media dominator, Meta is not only one of the "Magnificent Seven" (seven major technology giants) but also the only member that has not experienced a stock split. After its stock price surged to $620 (as of December 10, 2024), the topic of whether to split or not has also gained popularity.
The business model of Meta is almost textbook-level in terms of attracting money. Despite the market's hot discussion of AI technology, the core of Meta's revenue still comes from advertising. In the first three quarters of 2024, out of its $116.1 billion revenue, as much as $113.8 billion came from the advertising business. Platforms like Facebook, Instagram, WhatsApp, Threads attracted a total of 3.29 billion daily active users, making it not only the largest social empire in human history but also the most indispensable traffic entrance for global advertisers. Me...

2024 was a brilliant year for Palantir Technologies (PLTR -5.08%). As one of the key platforms driving the wave of artificial intelligence (AI), this company has attracted a lot of attention. Its stock price has soared by more than 300% this year, and it is also ranked in the S&P 500 index.
However, 2024 is coming to an end, and Palantir probably still has one last “killer weapon” hidden. Next, let's discuss why December 13 is significant for Palantir investors and whether this is a good time to buy the stock. December 13, another important moment for Palantir?
This year, December 13th coincides with Friday. Although “Black Friday” is often associated with bad luck and superstition, there may be more good news for Palantir's investors. Next Friday, the Nasdaq 100 index will be readjusted. This means that a new batch of companies will be included in this high-profile index to replace stocks that are no longer eligible.
This is significant for Palantir, as the NASDAQ 100 generally represents high-growth stocks and potential opportunities to surpass the S&P 500. As early as September 6, Palantir announced its official entry into the S&P 500 index. Since that day, by the close of trading on December 5, its stock price had soared 1...