Summary: Palantir’s stock surged 360.6% due to AI integration, strong financial performance, strategic government contracts,
Summary: PayPal Holdings, Inc. has outperformed the market and several of its peers in the
Summary: Meta’s aggressive AI infrastructure investments, with CAPEX expected to hit $40 billion in 2024,
Summary: Sterling Infrastructure’s valuation has surged from under 10x PE to 27x PE due to
Summary: StoneCo faces challenges from Brazil’s volatile economy and increased competition, leading to a cautious
Summary: Google’s stock has limited upside at $190, despite its strong AI, cloud, and quantum
Summary: Unity Software’s stock, despite past struggles, is set for a comeback in 2025. Unity’s
Summary: Getty Realty has underperformed despite a stable, low-risk business profile and strong financial results,
Summary: AMD’s strong fundamentals and market share gains highlight its growth potential in data centers,
Summary: Energy Transfer is a well-run midstream company with consistent growth in EBITDA and distributions,