$Advanced Micro Devices (AMD.US)$ stands at a fascinating crossroads -- a company making substantial strides while contending with the monolithic presence of $NVIDIA (NVDA.US)$ , a juggernaut that dominates the AI and data center landscapes. NVIDIA’s grip on the industry isn’t merely a matter of hardware -- it’s the strength of an ecosystem so seamlessly interwoven it feels almost unassailable.
CUDA, NVIDIA’s cornerstone, isn’t just software -- it...

Here's what Bloomberg Intelligence thinks is most likely to happen:
Addition:
Palantir $Palantir (PLTR.US)$
MicroStrategy $MicroStrategy (MSTR.US)$
$Axon Enterprise (AXON.US)$
Removal:
Super Micro $Super Micro Computer (SMCI.US)$
Moderna $Moderna (MRNA.US)$

Over the past few weeks, industry leaders like $Salesforce (CRM.US)$ , $Intuit (INTU.US)$ , and $Snowflake (SNOW.US)$ have showcased how Al is reshaping their offerings.
Cybersecurity firms are no exception, demonstrating that innovation in security is keeping pace with broader enterprise trends.
As Al shifts from hype to application, a pivotal moment has emerged. Autonomous Al agents are driving enterprise innovation, automating pro...

Here's a full recap:
1. MicroStrategy $MicroStrategy (MSTR.US)$ has bought 21,550 Bitcoin $BTC for $2.1B at an average cost of $98,783. MicroStrategy now owns 2% of all Bitcoin with 423,650 $BTC at an average price of $60,234 a coin. Additionally, U.S. spot ETFs $iShares Bitcoin Trust (IBIT.US)$ $Fidelity Wise Origin Bitcoin Fund (FBTC.US)$ have surpassed Satoshi Nakamoto in total Bitcoin holdings, now owning over 1.1 million BTC—more than anyone else globally—and they ...

$Palantir (PLTR.US)$ The strongest assets of successful investors are optimism and contrarianism.
“It’s never going to recover”
That is the phrase you hear so often once assets are cheapest. The same individuals are buying up things like $PLTR now.
Throughout my short investor career I have seen the craze of covid, the despair of depressed growth in 2021, the end of the FAANGs, the end of China and much more…
One thing happens each time.
It is not until people get praise for being a pessimi...

$Salesforce (CRM.US)$
Pretty positive on AgentForce ongoing proof-of-concept and deployment over time.
Background
-AXA has 150k employees w/ 30-50k seats of CRM.  Top 100 customer and spend 50-80m EUR / year.  Purchase sales, marketing, fin svcs, health clouds – along w/ MULE and DATA.
-Have 2 contracts w/ CRM for 5 years as of 1/24.  1 is for France and the other is for all entities.  Have been increasing spend materially as expanded deployment, and also went from enterprise contract to unlimite...

$ASML Holding (ASML.US)$ The digital world hums with the silent energy of semiconductors -- a vast and intricate network that powers everything from our smartphones to the engines of artificial intelligence. At the heart of this extraordinary ecosystem lies ASML, a company that doesn’t just play the game; it writes the rules. As AI charges forward, reshaping industries at an almost surreal pace, the demand for semiconductors capable of mi...

$Snowflake (SNOW.US)$ is a good example of second derivative:
Story not getting worse and maybe even improving.
Numbers not going down and maybe even improving.
Risk / reward doesn't matter near-term but uninteresting longer-term.
Ran more bullish upside case for kicks (attached).  Growing net product rev additions each year despite much larger scale / increased competition, and giving them credit for higher incremental margins (ie efficiency) than they historically have generated.

$PDD Holdings (PDD.US)$ Story is getting worse as growth is slowing (grew 130% yy in Q1 and down to 44% in Q3) and margins are decreasing (32% net margin in Q1 down to 25% in Q3). They pitch it as investment to drive volumes. Bears think they were just over-earning.
Numbers moving sideways to lower.
Risk / reward longer-term seems favorable as company still growing revs / profits on an absolute basis ...