‌$e.l.f. Beauty Inc.(ELF)$  ‌ Recent Performance: ELF stock has dropped -10.2% over the past month, underperforming both the Zacks S&P 500 composite (+2.1%) and the Zacks Cosmetics industry (+3.1%). Earnings Estimates: Current quarter EPS is projected at $0.76, up +2.7% year-over-year, with a +2.6% revision in the last 30 days. FY23 EPS is expected at $3.61, a +13.5% increase, with a +0.1% revision over 30 days. FY24 EPS estimate is $4.35, reflecting a +20.6% year-over-year growth, but revised down -0.7% recently. Revenue Growth: Current quarter sales estimate: $329.49 million, up +21.6% YoY. FY23 sales estimate: $1.34 billion, a +30.7% increase. FY24 sales estimate: $1.57 billion, up +17.4%. Recent Earnings: Last quarter revenue: $301.08

‌$Tempus AI(TEM)$  ‌ Tempus AI: Balancing Innovation and Profitability – Is It Time to Buy, Hold, or Sell? Here's the approach: Evaluate Financial Position: Analyze Tempus AI’s revenue growth, profitability, cash reserves, and spending patterns (e.g., R&D, stock-based compensation). Consider Strategic Developments: Assess recent news, including the Ambry Genetics acquisition and product launches, to understand how they enhance Tempus’ competitive edge. Compare Market Price to Valuation: Use the company’s performance metrics and the stock’s current price ($47.64) to judge whether it’s undervalued, fairly priced, or overvalued. Risk Analysis: Identify key risks (e.g., declining genomics margins, operational losses) to gauge long-term sustain

‌$Tempus AI(TEM)$  ‌ SWOT Analysis of Tempus AI Based on Q2 and Q3 2024 Reports Strengths Strong Revenue Growth: Revenue growth of 25% in Q2 and 33% in Q3 showcases robust demand for Tempus AI’s services and products​ ​ . Data and services revenue grew by 64% in Q3, driven by the success of the Insights (data licensing) business, which grew 86.6% year-over-year. Innovative Product Portfolio: Expansion into the minimal residual disease (MRD) market with tumor-informed and tumor-naïve assays broadens its diagnostic capabilities​ . FDA clearance of the ECG-AF device demonstrates the company’s ability to commercialize AI-driven solutions​ . Strategic Partnerships: Joint ventures with SoftBank and collaborations with BioNTech and Merck EMD highligh

‌$Tempus AI(TEM)$  ‌ Key Fundamental Facts and Figures Revenue Q2 2024 Revenue: Total Revenue: $166.0 million (25% year-over-year growth)​ . Genomics Revenue: $112.3 million (22.2% growth year-over-year)​ . Data and Services Revenue: $53.6 million (32.5% growth year-over-year)​ . Q3 2024 Revenue: Total Revenue: $180.9 million (33.0% year-over-year growth)​ . Genomics Revenue: $116.4 million (20.3% growth year-over-year, driven by 23.9% unit growth)​ . Data and Services Revenue: $64.5 million (64.4% growth year-over-year, led by Insights with 86.6% growth)​ . Full-Year Revenue Projection: Expected to reach ~$700 million, representing approximately 32% annual growth​ ​ . Net Profit / Loss Q2 2024: Net Loss: $(552.2) million. Major contributor: $

‌$Tempus AI(TEM)$  ‌ ‌[财迷] ‌ Tempus AI Shares Soar Following Launch of AI-Powered Health App 'Olivia' Tempus AI (TEM) shares surged over 32% in recent trading after the company unveiled "Olivia," a cutting-edge AI-powered app designed to deliver actionable health insights. The app integrates personal health data from over 1,000 health systems using electronic health record connectivity. Additionally, users can sync data from Google (GOOG, GOOGL) and Apple (AAPL) health devices or upload records manually. Available on both iOS and Android platforms, Olivia promises to enhance patient access and health management. ‌@Daily_Discussion  ‌‌

‌$Asana, Inc.(ASAN)$  ‌ SWOT Analysis of Asana, Inc. Strengths Innovative Product Offering: Asana's Work Graph and AI Studio provide a competitive advantage by enabling seamless collaboration between humans and AI. These features are positioned to disrupt traditional work management models by automating workflows and delivering high efficiency​ ​ . Strong Enterprise Adoption: Significant customer wins across key verticals (e.g., manufacturing, healthcare, energy, and government) highlight Asana’s penetration into large-scale enterprises. Customers like CrowdStrike, NTT East Japan, and a major U.S. government department illustrate trust and scalability​ ​ . AI Leadership and Customization: The AI Studio with its consumption-based pricing model

‌$Asana, Inc.(ASAN)$  ‌ Summary of Asana’s FY25 Performance (Q1–Q3) Asana exhibited stable revenue growth through the first three quarters of FY25, driven by strategic shifts towards enterprise markets and a strong focus on AI integration. Revenue rose consistently: Q1: $172.4 million, up 13% YoY​ . Q2: Slightly ahead of guidance with 9%-10% YoY growth​ . Q3: $183.9 million, up 10% YoY​ . Key developments included the launch of AI Studio, which aligns with Asana’s focus on embedding AI into workflows. The introduction of usage-based pricing via AI Studio marks a significant pivot from traditional seat-based revenue models. While enterprise penetration showed promise, challenges included slower sales cycles and macroeconomic headwinds, particu

‌$Asana, Inc.(ASAN)$  ‌ Key Facts and Figures from Asana’s FY25 Earnings Calls Revenue and Growth Q1 FY25 Revenue: $172.4 million, up 13% YoY​ . Q2 FY25 Revenue: $177 million–$178 million (guidance), representing 9%-10% YoY growth​ . Reported revenue was slightly ahead of guidance​ . Q3 FY25 Revenue: $183.9 million, up 10% YoY​ . Non-tech verticals grew 15% YoY, faster than overall growth​ . Customer Metrics Core Customers: Q1: 22,162 customers spending $5,000+ annually, contributing 74% of revenue, up from 73%​ . Q3: 23,609 core customers, representing 75% of revenue, up from 74% YoY​ . Enterprise Customers: Q1: 607 customers spending $100,000+ annually, up 19% YoY​ . Q3: 683 customers in this cohort, up 18% YoY​ . Retention Rates: Q1 DBNR:

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT Analysis of Applied Digital Corporation (Fiscal Second Quarter 2025) Strengths Revenue Growth: The company's total revenue for the quarter increased significantly to $63.9 million compared to $42.2 million in the same period last year, highlighting robust demand for its services. Diverse Business Segments: Applied Digital operates across three key segments: Data Center Hosting, Cloud Services, and High-Performance Compute Hosting (HPC). This diversification spreads risk and caters to multiple markets. Strategic Financing: Successful issuance of $450 million in Senior Unsecured Convertible Notes demonstrates strong access to capital markets and investor confidence. Additional funding through equity raises

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Key Fundamental Facts and Figures from Applied Digital’s Fiscal Second Quarter 2025 Report Revenue Total Revenue (Q2 FY25): $63.9 million, up from $42.2 million in Q2 FY24 (51% year-over-year growth). Six-Month Revenue (H1 FY25): $124.6 million, compared to $78.5 million for H1 FY24 (58.7% growth). Revenue Concentration: Customer A accounted for 49% of revenue in the six months ended November 30, 2024. Profitability Net Loss (Q2 FY25): $(138.7) million, significantly higher than $(10.5) million in Q2 FY24. Six-Month Net Loss (H1 FY25): $(143.0) million, compared to $(22.4) million in H1 FY24. Operating Loss (Q2 FY25): $(18.6) million, compared to $(7.9) million in Q2 FY24. Costs and Expenses Cost of Revenue (Q

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Customer Concentration Risk: Current Status: Nearly 49% of the company’s revenue in the first half of FY25 was derived from a single customer (Customer A). This high dependency exposes the company to significant financial and operational risks if the customer reduces or discontinues its business relationship. Mitigation Strategy: Applied Digital should diversify its customer base by targeting a broader range of clients, particularly in non-crypto sectors like AI and machine learning. Expanding the Cloud Services and HPC segments will be pivotal in reducing dependency on any single customer. Evaluation: The success of diversification will depend on the company’s ability to attract and retain enterprise clients

‌$ON Semiconductor(ON)$  ‌ SWOT Analysis of onsemi (Q1-Q3 2024) Strengths Robust Revenue Streams: Consistent revenue generation, averaging around $1.75 billion per quarter in 2024, highlights stable demand for its products​ ​ ​ . Strong performance in critical business segments such as Power Solutions Group (PSG) and Intelligent Sensing Group (ISG). Gross Margin Resilience: Maintained high gross margins of approximately 45%, showcasing operational efficiency despite challenging market conditions​ ​ ​ . Focus on Strategic Markets: Leadership in power and sensing technologies positions onsemi as a key player in automotive, industrial, and AI data center sectors, catering to rising power efficiency demands​ . Strategic supply agreements, such as t

‌$Archer Aviation Inc.(ACHR)$  ‌ Strengths Strong Liquidity Position Over $500M in cash and cash equivalents, providing financial stability to sustain operational expansion and R&D efforts. Consistent funding inflows, including $400M potential investment from Stellantis and $171.7M equity financing in Q3, highlight investor confidence. Scalable Manufacturing Capabilities Completion of the ARC facility in Georgia, a ~350,000 sq. ft. site capable of producing 650 aircraft annually by 2030, positions Archer to meet future demand. Efficient construction completed within 18 months for $65M, showcasing strong project execution capabilities. Global Partnerships and Order Book Agreements with Japan Airlines, Sumitomo Corporation (Japan), and a UA

‌$ON Semiconductor(ON)$  ‌ Onsemi and DENSO Deepen Partnership to Advance Autonomous Driving and ADAS Technologies: Onsemi (Nasdaq: ON) and leading automotive supplier DENSO CORPORATION have announced an expanded collaboration to enhance autonomous driving (AD) and advanced driver assistance systems (ADAS) technologies. For over a decade, onsemi has provided DENSO with state-of-the-art intelligent automotive sensors, critical to advancing vehicle connectivity and reducing traffic fatalities. These cutting-edge semiconductors have played a pivotal role in boosting vehicle intelligence for safer driving. "DENSO's commitment to strengthening our partnership highlights their trust in our innovation, expertise, and reliable supply of automotive tech

‌$Himax(HIMX)$  ‌ Himax Expands AI and Sensing Capabilities for Diverse Applications Himax is strategically expanding its AI and sensing capabilities through key partnerships and investments, focusing on democratizing endpoint AI and addressing the growing demand for advanced machine vision. Democratizing Endpoint AI with NVIDIA TAO: Himax's collaboration with NVIDIA TAO allows WiseEye Module customers to easily optimize and quantize deep learning models for resource-constrained endpoint devices. By leveraging NVIDIA's pretrained enterprise-ready AI models and tools, this partnership accelerates the development of cost-effective, production-ready AI modules for various use cases, facilitating the rapid democratization of endpoint AI applicati

S&P 500: Started 2025 on a weak note after rising 23% in 2024, marking its second consecutive year with gains over 20%. Major Stock Moves Tesla (-6.1%): Missed Q4 delivery estimates (495,570 vs. 507,000 expected) and reported an annual sales decline. CEO Elon Musk said a Cybertruck explosion in Las Vegas was unrelated to the vehicle itself. Tesla gained 63% in 2024, boosted by Donald Trump’s election win. Palantir (-0.6%): 2024's top S&P 500 stock (+340%) due to AI focus. Vistra (+8.5%): Second-best 2024 performer (+258%). Nvidia (+3%): Third-best (+171%). Walgreens (-1.5%): Worst S&P 500 performer in 2024 (-64%), struggled with store closures despite buyout interest from Sycamore Partners. Apple (-2.6%): UBS lowered iPhone sales estimates, predicting a 5% decline in revenue fo

‌$Himax(HIMX)$  ‌ Himax Unveils Groundbreaking 400K Nit LCoS Microdisplay for Next-Gen AR Applications at CES 2025 Himax Technologies, Inc., a leader in fabless display driver ICs and other semiconductors, has announced it will showcase its next-generation, proprietary ultra-luminous Color Sequential Front-lit LCoS Microdisplay solution at CES 2025 in Las Vegas, from January 7-10, 2025. This display sets a new standard for brightness in microdisplays, solidifying Himax's leadership in LCoS technology and its commitment to advancing AR applications.   Key Features and Benefits: Unprecedented Brightness: The microdisplay boasts an industry-leading brightness of 400K nits, ensuring excellent visibility even in bright outdoor environments. &

‌$Archer Aviation Inc.(ACHR)$  ‌ Archer Aviation (NYSE: ACHR) has received the certificate of occupancy for its 400,000-square-foot aircraft manufacturing facility, ARC, located in Covington, Georgia, adjacent to the Covington Municipal Airport. A ribbon-cutting ceremony marked this milestone, with tooling load-in for the initial production line already underway. Key Highlights: Initial Production Timeline: Production is set to begin in early 2025, targeting a ramp-up to two aircraft per month by the end of the year. Future Scaling Goals: Archer aims to scale the facility to produce 650 aircraft annually by 2030. Partnership with Stellantis: Stellantis will serve as Archer’s exclusive contract manufacturer for the Midnight eVTOL aircraft. St

‌$Himax(HIMX)$  ‌ Himax's WiseEye PalmVein: Revolutionizing Biometric Authentication for Battery-Powered Devices Himax's WiseEye PalmVein, a key component of its WiseEye AI module business, offers a groundbreaking approach to contactless biometric authentication. This innovative solution integrates Himax's WiseEye2 AI processor, an AoS CMOS sensor, and a proprietary palm vein authentication algorithm.   Key features and benefits include: Ultra-Fast and Power-Efficient: Authentication occurs in under 100 milliseconds while consuming minimal power (just a few milliwatts), making it ideal for battery-powered devices.   Enhanced Security: Palm vein authentication offers superior accuracy and robust liveness detection, significantly redu