The Smart Investor Tool

Palantir ($PLTR) reported revenue of $725 million and non-GAAP earnings per share (EPS) of 10 cents. The results were better than expected, with sales beating the estimate by $22 million and earnings per share a penny better than expected. More importantly, Palantir reported better-than-expected guidance, about $25 million above the consensus estimate of $744 million. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

AMD has shown a bearish divergence in recent months, this divergence was validated after its mixed earnings report, in addition, the bearish volume in recent sessions has been considerable and it is still trading 21% above its Fair Value. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

The committee that oversees the construction of the Dow Jones Industrial Average made a major announcement. Later this month, it will remove Intel ($INTC) and Dow Chemical ($DOW) from the 30-stock index and replace them with Nvidia ($NVDA) and Sherwin Williams ($SHW). We will likely see increased buying pressure for NVDA and SHW as all ETFs that track the Dow Industrials will have to buy shares to match the composition of the index. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Amazon ($AMZN) has delivered strong results in both its e-commerce and cloud businesses. In total, the e-commerce giant reported revenue of $158.9B, an 11% revenue growth. Amazon Web Services grew +19%, international e-commerce +12%, and North American e-commerce +9%. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

AMD posted revenue of $6.82 billion [+17.6% YoY, +16.8% QoQ], beating estimates of $6.71 billion by $104.3 million, driven by strong growth in its Data Center [$3.5 billion, +122% YoY] and Client [$1.9 billion, +29% YoY] segments. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Semiconductor manufacturing equipment is very expensive (typically 7-8 figures or more) and foundries and industrial component manufacturers have limited insight into future demand, orders are, as is typical in the industrial sector, quite irregular. This causes cyclicality throughout the sector, despite secular growth. ASML Holding ($ASML) is the largest in this sector. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

MSFT released its previous quarter results on July 30, and the stock has gained just 0.4% since then. This weakness cannot be explained by the weakness of the broader stock market, because the S&P 500 index gained nearly 7% over the same period. The stock's year-to-date performance is also modest compared to the S&P 500. So the market seems to disagree with my optimism. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

The battery segment has become a core part of Enphase’s revenue. Tesla has a very competitive product, which is confirmed by its huge market share (~50%). Tesla, LG and Enphase controlled 80% of the US market for solar-coupled batteries. This market is susceptible to subsidies, which is why three states, California, New York and Massachusetts, account for more than 50% of the total demand. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Enphase ($ENPH) and First Solar ($FSLR) are the two largest companies in the solar sector. Enphase's valuation multiples remain high, and for those looking for less risk, First Solar is trading at better valuations. This is a company with much lower volatility at the moment and a similarly solid medium-term horizon to Enphase. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

According to Tesla ($TSLA), its vehicles driven with Autopilot (Advanced driver assistance) average one accident every 7 million miles driven, 14 times better than the US accident average of 483,000 miles driven per accident. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool