Latest Stock Buy or Sell? Make More Informed Decisions!

Everyone knows that they're going to have a great quarter. $24.5-25B in revenue, which is 3x that of a year ago. People will be looking at the margins. Gross margins now are 76%, phenomenal. Most importantly, people will look at the guidance, and analyst interviews will be key as they look out to 2025. Will have to see what the competition has in store.

It was all about the picks and shovels. But now it's spread out to what people are calling the AI grid, so the whole energy grid and how energy is going to be sucked over into the AI ecosystem. Everyone's starting to participate.

If AI revolution started back in the fall of 2022, when OpenAI came out, you'd think that by now the software companies would have been able to get some traction. But the end users are still trying to figure out how to monetize the opportunity.

So the best opportunities for this year remain with picks and shovels, such as chip suppliers, designers, data centres. There aren't that many participants when it comes to the real data centres, the two main ones are EQIX and DLR.

Cloud communications. Great idea, difficult to monetize. Have to wait a couple more quarters to see how they'll monetize the AI side. He got in, and got out as the stock was climbing the "mountain" as seen on the chart.

Profitable, but just sort of flatlined. You have to gravitate to the big guys, because those are the ones with the muscle and cash to spend, and can turn a profit from AI.

Profitable, but has flatlined. Has all the ingredients. Dominates connected TV market with about 53% market share in NA. Having difficulty monetizing. Revenue comes from selling devices, ads, and licensing.

Not time to add, as it's already travelled through its price target. Try to pick it up in thirds around $70, $67 and, if you're really lucky, $63.50.

Upgraded to Buy today at Goldman Sachs, giving the stock a bit of oomph. When it recently reported, guidance showed some clouds on horizon. Nice runway. 12-month price target of $81.75. Buy in thirds here around $59, $56, and $53.

12-month price target of $3980. Poster child for Canadian tech. He'd still buy 1/3 here around $3740. Buy another 1/3 if you see it around $3550, and the final 1/3 at $3325. So well managed. All about vertical integration, a great way to expand. He has a full position at 4.5%.

12-month price target for Visa of $315. 12-month target for MA is $490. It's really a flip of the coin right now. Both have reasonable runway. Lots of people do pair trades, and right now that's long MA and short Visa.

12-month price target for Visa of $315. 12-month target for MA is $490. It's really a flip of the coin right now. Both have reasonable runway. Lots of people do pair trades, and right now that's long MA and short Visa.

Pretty fully priced. He's taken profits. You could probably look a little further down the food chain, perhaps at some of the equipment suppliers like ASML or ALAB.

In the semiconductor space, you could probably look a little further down the food chain, perhaps at some of the equipment suppliers like this one.

In the semiconductor space, you could probably look a little further down the food chain. Loves this one. Small. Favourite for a lot of the giants. Works inside the cloud to make chips more efficient. Makes the data in data centres run faster on less energy.

IPO'd only 2 months ago at $38. Don't put a lot of money in, just a small position. Can buy here at $72-73, and in the low $60s. Doesn't think it will go much below that. Will be a star performer in the years ahead. In the AI trend on the infrastructure side.

He just traded out of it, as his price target was $23.75. Has done fantastically well. Total addressable market is $119B. Keep it on your radar. Don't touch it here, but pick it up in thirds at $21, $20, and $19.

He took profits, but then got back in. Met both top and bottom lines, but guidance was a bit difficult, and this provided an opportunity. Can still buy in thirds here around $74.50, $71, and $67.