$ON Semiconductor(ON)$  Stock Performance & Entry Point: • Onsemi’s stock bottomed in late April 2025 and showed an attractive entry point in May. • Though Q1 2025 results showed a 22% revenue contraction, they beat expectations and included raised guidance, suggesting growth to resume in 2026. • The stock trades at 17x earnings (even lower on a forward basis) and offers an attractive risk-to-reward ratio. Growth Drivers & Market Trends: • Long-term growth is supported by key tailwinds: automotive tech, industrial digital tech, AI, and IoT. • These sectors are expected to accelerate in the coming quarters despite ongoing macroeconomic headwinds, which are expected to dissipate over time. Analyst & Institutional Sentiment: • Analyst

$Hims & Hers Health Inc.(HIMS)$  Exceptional Revenue Growth: Revenue surged by 111% year-over-year to $586.0 million. Online revenue saw an even larger increase of 115% to $576.4 million. Wholesale revenue experienced a slight decrease of 7% year-over-year, falling to $9.6 million. Strong Profitability and Cash Flow: The company achieved a net income of $49.5 million, a significant increase from $11.1 million in Q1 2024. Adjusted EBITDA reached $91.1 million, up from $32.3 million in the same period last year. Operating cash flow was robust at $109.1 million, with a free cash flow of $50.1 million. Substantial Subscriber Growth and Engagement: The subscriber base grew by 38% year-over-year to 2.4 million. Notably, over 1.4 million subscri

‌‌$SoFi Technologies Inc.(SOFI)$  ‌  Record Net Revenue: GAAP net revenue reached $771.8 million, a 20% increase year-over-year. Adjusted net revenue was a record $770.7 million, up 33% year-over-year. Net Income: GAAP net income was $71.1 million, and diluted earnings per share were $0.06.   Record Member and Product Growth: SoFi added a record 800,000 new members in the quarter, bringing the total to 10.9 million (a 34% year-over-year increase). They also recorded a record 1.2 million new products, increasing the total by 35% year-over-year to 15.9 million.   Record Fee-Based Revenue: Total fee-based revenue reached a record $315.4 million, a 67% increase year-over-year.   Strong Performance in Financial Services and Tec

$NVIDIA(NVDA)$  Nvidia Faces New AI Chip Competition from Huawei: Nvidia's stock price dropped by 2% on Monday, even as the S&P 500 went up by 0.2%. This happened because a Chinese company, Huawei Technologies, is reportedly getting ready to challenge Nvidia in the market for artificial intelligence (AI) chips. According to The Wall Street Journal, Huawei has approached some Chinese tech companies to test its new chip called the Ascend 910D. Huawei hopes this new chip will be more powerful than Nvidia's H100 chip, which came out in 2022 and has since been followed by newer Nvidia chips like the Hopper series and the Blackwell AI semiconductors. Currently, Nvidia is not allowed to sell its most advanced AI chips to companies in China. Howe

$KULR Technology Group, Inc.(KULR)$  KULR Enters Space Battery Market with AstroForge Partnership: KULR Technology Group ($KULR) has announced a new partnership with space exploration company AstroForge (as of April 22, 2025). Together, they will develop a specialized 500 Wh version of KULR's KULR ONE Space battery to meet the increasing demand for energy solutions in the space industry. This collaboration strengthens KULR's position in providing high-performance, scalable, and safe energy storage for space applications. While analysts at TipRanks currently rate KULR as Neutral, they acknowledge the company's strong revenue growth and successful strategic partnerships that are expanding their technological reach.  However, they also poin

‌$BigBear.ai Holdings(BBAI)$  ‌ BigBear.ai Stock Jumps on Deal to Supply AI Platform to Shipbuilder Austal USA: On Friday, April 25, 2025, BigBear.ai (BBAI) saw its stock price rise by 11% to $3.23 by 10:37 a.m. Eastern Time. This increase followed the company's announcement of a deal to supply its AI-powered manufacturing platform, Shipyard AI, to Austal USA. Shipyard AI will be implemented at Austal USA's facility in Mobile, Alabama, as part of a modernization effort. Austal USA is a major shipbuilder in the U.S. and supplies submarine modules to the U.S. Navy. BigBear.ai's Shipyard AI aims to improve efficiency in shipbuilding by optimizing the use of labor and real estate, with the goals of streamlining capacity planning and reducing prod

$Microsoft(MSFT)$  Microsoft Stock Dips Amid OpenAI Acquisition Concerns and Market Factors: Microsoft (MSFT) stock has fallen over 8.6% in the past five days, partly due to investor concerns about OpenAI's $3 billion acquisition of AI coding assistant Windsurf. Despite Microsoft's partnership boosting MSFT in June 2024, the external acquisition raises worries about OpenAI potentially diverting resources from enhancing Microsoft's AI. This comes after OpenAI's $40 billion funding round. Windsurf, a competitor to Cursor and offerings from Anthropic, is seen as industry consolidation. Despite the downturn, MSFT is down about 12% YTD but outperforming many tech stocks due to its resilient Azure cloud business.  Analysts maintain a "Moderate

$APPLIED DIGITAL CORP(APLD)$  Applied Digital (APLD): AI Pivot with Execution Challenges: Applied Digital, formerly a crypto mining host, strategically pivoted to AI and HPC data centers in 2022, capitalizing on the AI buildout trend. Despite Macquarie's $5 billion investment commitment for 2 GW capacity, APLD's stock has declined due to results not meeting hype. Q3 2025 saw revenue growth (22.1% YoY to $52.92M) but missed estimates, with an EPS loss of $0.08.  While negotiating with hyperscalers, major client wins are absent, unlike competitor Core Scientific's rapid progress with CoreWeave.  APLD plans to sell its growing Cloud Services business and consider a REIT transition. Despite a visionary pivot, slow execution remains a ke

‌$APPLIED DIGITAL CORP(APLD)$  ‌ 📊 Key Financial Highlights – Q3 Fiscal Year 2025 (Ended February 28, 2025) 🟦 Revenue Total Revenue: $52.9 million Growth: +22% YoY (vs. $43.3M in Q3 FY2024)​ ​ Segment Breakdown: Cloud Services: $17.8 million ↑ 220% YoY (from $5.6M) ↓ Sequentially from Q2 FY2025 ($27.7M) due to technical issues & contract model shift Data Center Hosting: $35.2 million ↓ 7% YoY (from $37.8M) HPC Hosting: Revenue not yet recognized (Ellendale build-out still underway) 🟥 Profitability GAAP Net Loss Attributable to Common Stockholders: Q3 FY2025: $36.1 million or $0.16/share Q3 FY2024: $62.8 million or $0.52/share Adjusted Net Loss (Non-GAAP): $17.8 million or $0.08/share Adjusted EBITDA: $10.0 million profit Compared to ($1.

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT analysis of Applied Digital Corporation (APLD), synthesized from the Q3 FY2025 Earnings Report and the 10-Q SEC filing: 🔷 Strengths 1. Revenue Growth and Business Diversification Total revenue for Q3 FY2025 reached $52.9M, a 22% YoY increase, reflecting the company's growing market footprint​. Diversified across three business segments: Cloud Services: $17.8M revenue (+220% YoY) Data Center Hosting: $35.2M High-Performance Compute (HPC) Hosting: Under development, strategic long-term bet 2. Strategic Financial Partnerships Secured $375M in financing from Sumitomo Mitsui Banking Corporation (SMBC) to support the Ellendale HPC campus​. Macquarie Asset Management signed on to invest up to $5B, underlining i

$BigBear.ai Holdings(BBAI)$  BigBear.ai Stock Plummets Amidst Losses and Bleak Outlook: BigBear.ai's stock has significantly dropped (nearly 20% post-earnings, 39% YTD) following disappointing Q4 2024 results, missing revenue expectations ($43.8M vs. $53.84M) and reporting a larger loss per share (-$0.43 vs. -$0.06 expected).  The 2025 revenue guidance ($160M-$180M) also fell short of estimates ($193.9M), with a projected negative adjusted EBITDA. Concerns are amplified by potential defense budget cuts, a challenging macro environment, and substantial insider selling (over $78M). Analyst downgrades further reflect the deteriorating sentiment, suggesting high uncertainty and elevated risks despite a theoretical average price target. A tur

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$  Tech Stocks Tank After Nvidia's China Warning:  A significant selloff has hit the market, triggered by Nvidia's announcement of a $5.5 billion charge due to new US export restrictions on its chip sales to China.  This news has sent tech stocks tumbling, leading to a sharp drop in major indexes. The S&P 500 is down 2.24%, the Dow Jones Industrial Average has fallen by 1.73%, and the Nasdaq Composite has plunged by 3.07%, nearing bear market levels. • S&P 500: 5,275.70 (-2.24%) • Dow: 39,669.39 (-699.57 points) • Nasdaq: 16,307.16 (-3.07%) • VIX: Above 34 (+4 points) - FEAR SP

$NVIDIA(NVDA)$  US Tightens AI Chip Grip on China: Nvidia Faces $5.5B Hit: The US government's decision to impose a license requirement on Nvidia's H20 AI chip exports to China marks a significant tightening of export controls, carrying substantial implications. This action, leading to an anticipated $5.5 billion charge for Nvidia, underscores the US's heightened concern over China's access to advanced AI technology, even in modified forms designed to comply with previous regulations. The move disrupts Nvidia's strategy to serve the Chinese market with the H20, a chip crucial for inference tasks and sought after by major Chinese tech companies. It signals a US focus on preventing even nuanced pathways for China to enhance its AI capabilities,

$NVIDIA(NVDA)$  Nvidia's $5.5 Billion Hit: The US government's new license requirement for Nvidia's H20 AI chip exports to China is a significant escalation in tech trade restrictions. This $5.5 billion blow to Nvidia highlights the US concern that even modified chips could aid China's supercomputing ambitions. It disrupts Nvidia's China strategy, potentially slowing China's AI development while pushing its domestic chip industry. This move underscores the intensifying tech competition between the two nations. @TigerCommunity @TigerStars @Daily_Discussion

$JM Smucker(SJM)$  J.M. Smucker (SJM) has a small slice (1.2%) of the U.S. jam and jelly market, but they have a good chance to grow in 2025. A lot of the jam and jelly Americans buy (almost 25%) comes from other countries. This means there's a big opportunity for Smucker's, as a U.S. company with potentially lower prices, to take some of that market share. Even grabbing just 1% of that import market could boost Smucker's yearly sales by about 3%. Other food areas Smucker's is in have similar potential. Smucker's stock price has dropped recently because the company is making some changes, and analysts have adjusted their expectations. This has made Smucker's dividend (the regular cash payment to shareholders) quite attractive, at over 3.6%. Th

$Tesla Motors(TSLA)$  Tesla has suspended taking new orders for Model S and Model X vehicles on its Chinese website. Tesla has not yet released an official statement explaining this suspension. However, the timing and the current geopolitical and market context strongly suggest that the increased tariffs and competitive pressures are significant contributing factors. @TigerEvents @TigerWire @Tiger_comments @Daily_Discussion @TigerCommunity

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  US Debt Refinancing: Interest Rates, China, and Trade Tensions: The U.S. faces the challenge of refinancing over $9 trillion in debt by June 2025, making interest rates a critical factor. President Trump has advocated for Federal Reserve rate cuts, as higher rates increase the cost of this refinancing, straining the federal budget and expanding the deficit. Conversely, lower rates would allow the U.S. to refinance at a reduced cost, saving billions.   However, Trump's trade policies, specifically tariffs on China, have complicated this situation. China is a major holder of U.S. Treasury bonds, effectively lending money to the U.S. government. C

‌$NVIDIA(NVDA)$  ‌‌$Qualcomm(QCOM)$  ‌ Two giants of the chipmaking world, NVIDIA (NVDA) and Qualcomm (QCOM), have recently experienced a downturn in their stock prices. However, there are growing indications that their momentum might be shifting towards a recovery, presenting investors with a compelling dilemma: which of these tech powerhouses deserves their investment? NVIDIA, despite trading at $114 – nearly 30% below its January peak – shows signs of forming a bullish "double bottom" pattern, suggesting that buyers may be stepping in after sellers failed to push the price lower. This positive sentiment aligns with NVIDIA's impressive recent earnings report, which revealed record-breaking rev

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  Trump Halts New Tariffs Amid Trade Deal Talks: President Trump has announced a 90-day pause on his newly imposed "reciprocal" import tariffs, which varied by country, just hours after they were implemented. This pause, which takes effect immediately, will still see a base 10% tariff remain. Trump stated that the delay is due to numerous trade deal requests from over 75 countries.  Treasury Secretary Scott Bessent explained that these trade agreements will require customized solutions and time to finalize, hence the temporary suspension of the full tariff plan. @Tiger_comments

$NVIDIA(NVDA)$  Nvidia (NVDA), once the darling of the AI boom, has seen its stock plummet amid market turmoil. With investors panicking, some are wondering: Could $100 be the perfect buy-in point, or is the selloff just beginning? The Case for $100 as a Buy Zone Nvidia’s dominance in AI chips remains unchallenged, and long-term demand for GPUs is only growing. If the market selloff is driven by short-term fear rather than fundamentals, a steep drop to $100 could be an overreaction—just like previous tech crashes that later saw massive recoveries. Historically, Nvidia has rebounded from sharp declines, rewarding patient investors. With AI adoption still in its early stages, buying at $100 could be like grabbing Apple or Amazon at their lows b