Use these criteria to eliminate 95% of stocks:
Revenue growth > 10%
ROIC > 15%
Free cash flow growth > 15%
Earnings per share growth > 15%
Net Debt to EBITDA< 1.5
No increase in shares outstanding
20 companies that qualify:
Here are the 12 steps that outline what the new digital economy will look like 🧐
1. $ASML designs and manufactures advanced photolithography machines essential for semiconductor chip production, which are used by $TSM to fabricate high-performance semiconductor chips.
2.
JPMorgan today raised its price target on Nvidia $NVDA to $155 up from $115 while maintaining its Overweight rating
Bank of America raised its price target on Nvidia $NVDA to $165 up from $150 while maintaining its Buy rating
Morgan Stanley raised its price target on Nvidia
Stock market bull Tom Lee said today on CNBC:
“I think a 7-10% pullback can happen over the next 8 weeks, but it would be a situation to buy the dip” ... "It's a strong market... Don't think we've seen the tops for 2024."
Nvidia $NVDA CEO Jensen Huang said today:
“Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy” ... “It won’t be the only one. We’re going to need energy from all sources and balance the availability and the cost of energy as well as
$TSLA
Tesla is up 4.5%.
- Biden planning to ban all Chinese self-driving tech in the US, seems bullish for Tesla
- Tesla put out a new video showing off the new Actually Smart Summon feature they have, getting the market excited about how strong FSD is becoming
- 10/10 is
Palantir CEO explains why 87% of the most important tech companies in the world are American 🇺🇸, & the societal pillars contributing to this reality:
↳ Rigorous Thought
↳ Meritocracy
↳ Truth
↳ Founders retain value
mentioned:
@elonmusk
's
@SpaceX
& $PLTR
$PYPL is +24% in the past month — is it still attractive? Let’s have a look at some earnings estimates & multiple assumptions:
2024E: $4.40 (-13.7% YoY) *FY Dec
2025E: $4.83 (9.7% YoY)
2026E: $5.41 (12.0% YoY)
$PYPL has an ok track record of meeting analyst estimates ~2 years
$PLTR BREAKING Palantir USG Inc., Palo Alto, California, was awarded a $99,804,561 firm-fixed-price contract for user licenses for the Maven Smart System AI tool, ancillary software support and hardware. Work locations and funding will be determined with each order, with an
BREAKING: The US personal savings rate dropped to 2.9% in July, its lowest print in 2 years.
Savings as a percentage of disposable personal income are is at its second lowest level since the 2008 Financial Crisis.
Now, the savings rate has declined for 14 consecutive months.