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Cryptos ebb and flow. The Nasdaq has been a little weak. Investor sentiment is negative and it's a volatile asset class.

A beast, up 18% this year. She loves mineral rights. Is affiliate with Diamondback.

For it to jump to $55, sentiment in China needs to change first. Now is a good entry point though. Copper will go into everything, many products, so it's good long term.

We won't power all these data centres with only wind and solar energy.

Obviously, there will be a beat and raise, but it's about the magnitude of that beat and raise and guidance. What will they say about capex spending by other companies and the ecosystem. MSFT already announced a significant capex for 2025 of $80 billion. The highway leads to Nvidia.

Is up 17% YTD, EPS growth of 32%, revenue growth 22% as their AI tools boost their product prices.

They continue to hit on all cylinders: ad commitments are up 150% YOY, the ad tier is working, so is the password crackdown. Live sports is also working while their content library is strong.

Spending remains robust. Revenue will grow 9-11% based on the strong, upper-end consumer.

They beat top and bottom lines, but missed guidance so it's been down. Likes it.

The sector has been going nowhere. It needs a catalyst like an event in the Middle East to move shares up. Likes Diamondback and Exxon.

In 2022, their cash flow went positive, and they will generate $10 billion free cash flow in 2026. They continue to grow revenue at 15%. Strong momentum.

Great with AI software execution. It remains underowned. It's no longer about government contracts, but growth comes from corporations. A definite name in AI monetization.

We think it is a high risk growth company with nearly $800M in net debt at a market cap of $551M. The stock is extremely cheap at 2x forward earnings and it has recently made an acquisition which should help it continue to grow. Recent quarterly results were also strong reflecting this acquisition. The upgrade highlighted SOIL as a diversified entity, with a strong management team that should be able to optimze free cash flow generation. We think it is an risky purchase, at a small size in a volatile industry, but the potential for growth is there and it is extremely cheap.
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ELF is trading at 42.7x Forward P/E, and the growth over the next few years is expected to be solid, above 15%. In the last five years, ELF’s valuation has ranged from a 26.5x forward P/E to as high as 52.7x. We think the current valuation is fair, but we would not consider it to be an aggressive buy yet.
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HEI is a high-quality name in the aerospace industry; the company possesses a track record of compounding EPS by double-digits through acquisitions lasting for decades. In Q3-2024, HEI reported revenue growth of 37% to $992M, slightly below the expectation of $994M, and EBITDA also grew 40% to $2.84B. HEI also reported EPS of $0.97, beating the estimate of $0.92. HEI’s Flight Support segment experienced very strong demand with around 15% organic growth. HEI also runs a moderately leveraged balance sheet with net debt/EBITDA of 2.11x. Overall the result looks okay, in line with expectations, but its valuation is still not cheap enough to add at the current levels. Still, we would be comfortable holding HEI here for the long term.
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