Over the last two weeks, we have seen some volatility trading over $Palantir(PLTR.US)$ as plenty of hash out from the bulls and bears. Bulls are focusing on the improved profitability for Palantir stock. Bears are focused on decelerating revenue growth for Palantir stock.
And there have been a buzz over artificial intelligence stocks to consider on top of Nvidia rally which diminish. As of yesterday’s close price (27 June 2024), ...

$Arista Networks(ANET.US)$Since the 2022.6.16 analysis was excluded due to lack of sufficient growth data, the stock price has increased 2.4 times so far.
The US company, which was listed in 2014, is mainly in the cloud network solution business. The main market is in the US, and the current price is 308.
In the past 5 years, revenue has increased for 4 years except 2020, with an average growth rate of 22%. The growth rate has increased dramatically in the past 3 years. The average operating profit growth rate is 27.2%, and the average net profit growth rate is 44.6%. There has been no interest burden since 2017, and interest income reached 150 million in 2023. Gross margin fell from 64.1% to 62% in the past 5 years, and after falling from 35% to 27.4%, it slowly rebounded to 35.6%, and the return on net assets reached 34.5%.
2024Q1 revenue increased 16.3%, operating profit increased 36.2%, and net profit increased 46.1%.
The balance ratio has declined from 30.8% to 27.4% over the past 5 years, and total assets and net assets have increased dramatically. The ratio and growth rate of accounts receivable are normal. Inventory is slightly higher. Goodwill and other intangible assets are $357 million, accounting for 5% of the net assets of $7.219 billion, and there are no interest-bearing liabilities.
The net operating cash flow over the past five years has been much higher than the net investment amount. Currently, cash has reached 5.01 billion dollars.
Currently, the price-earnings ratio is 46.8, and the price-earnings ratio is TTM42.8. Considering that recent high growth shows no signs of slowing down, you can choose carefully (⭐️)

☁️ Cloud market is a very interesting one. Even before AI it was expected to maintain a 15% CAGR by 2030
💰 Several ways to play the theme. Here are some examples sorted by net profit margin
1️⃣ CLOUD SERVICE PROVIDER
🇺🇸 Microsoft $Microsoft(MSFT.US)$ 35.9%
🇺🇸 Alphabet $Alphabet-A(GOOGL.US)$ 27.1%
🇺🇸 Oracle $Oracle(ORCL.US)$ 20.0%
🇺🇸 Amazon $Amazon(AMZN.US)$ 7.6%
🇫🇷 OVH $OVH(0220.MY)$ -2.5%
2️⃣ DATA CENTER
Build, manage, maintain
🇫🇷 Schneider 11.9%
🇺🇸 Equinix $Equinix Inc(EQIX.US)$ 11.6...

$OCK(0172.MY)$
OCK Group Bhd is on an uptrend, rising 6% to close at 62 sen on July 5. The good run may likely continue as an upward shift is anticipated backed by increased trading volume.
Its share price could break out from an existing trading range of between 57.5 sen and 65 sen. The stock is expected to climb and challenge resistance thresholds of 66 sen and 75 sen. These thresholds will mean surpassing its 52-w...

$Advanced Micro Devices(AMD.US)$
In 2017, when Ryzen was first introduced to the world, AMD share price was USD12.  Market cap was about 10-12B.
Today 277.84B.  Intel was 170B undisputed leader of CPU then in 2017, now 136B.
Convinced Ryzen was a product of excellent engineering team and technology with a great CEO, started accumulating the shares over the years.
Was laughed at by many.
Comments “AMD will never be able to beat Intel for CPU in consumer and data centre market, Intel is easily ...

$Tesla(TSLA.US)$
[Core Tips🔔: At this stage, all ten major US financial institutions are in place to invest in Tesla; and there are no fairy fights (there are still fights between fairies). The drop is a big gift package for makeup removal. Tesla's main upward trend has begun, and Tesla's bearish short selling has no technical or fundamental chain support. After several rounds of competition in the 253.780-246.520 range (median value of 251.140), it will be taken over again by new buying forces. If the region is unable to stop the stock price from falling, then the stock price will gain support at 235.010 points and push back up. Tesla's weekly chart KD gold prongs an increase, and looking at 267.190 on the first line, Tesla's true sense of the word will only arrive. Fluctuations in stock prices point to Tesla's all-time high of 414.49 after the split. When 138.800 and 160.510 and 167.410 were difficult in the beginning, we all made it through. How can a 253.780-246.520 rising barrier stop the steel torrent from advancing Tesla's stock price? At least until August 8, another wave of gains hit the 280.000-300.000 area. If the macro is clear and the micro level is still hazy, just the right thing to do: After ten years, you might...

$Advanced Micro Devices(AMD.US)$
The stock has been punished on account of weaker-than-expected growth in the artificial intelligence (AI) business in the first quarter of 2024, as a result of which the company missed the market's growth expectations. Additionally, the stock was recently downgraded by Morgan Stanl...

$Palantir(PLTR.US)$
This has been a year to remember for shareholders of Palantir Technologies (NYSE: PLTR). Investors endured the pain of the stock falling to the single digits after the company went public. However, the technological marvel of artificial intelligence (AI) breathed life back into the stock, and the company's repeated quarters of strong performance further fueled market sentiment.
Whil...