The Smart Investor Tool

The GPU market is expected to grow to approximately $440.0B by 2030, suggesting a CAGR of 34%, implying that there is huge growth potential for AMD. Assuming a 12-15% share in this market, AMD’s sales could be approximately $53B-$66B by 2030 in this segment alone. If AMD can grab a more significant share of the market, its sales could skyrocket to $70B-$80B by 2030 in a more optimistic scenario. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

So far in 2024, Adobe ($ADBE) has performed very poorly (-25%) versus the S&P 500 (+25%). This is despite Adobe's top line, which grew 11% year over year, reaching $5.61B in Q4 FY2024 and $21.51B in Q3 FY2024. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Microsoft ($MSFT) has secured 485,000 $NVDA Hopper GPUs in 2024, double the number of $META ($224,000) and far outpacing $AMZN ($196,000) and $GOOGL ($169,000). CEO Satya Nadella also said, "We're the first cloud to incorporate NVIDIA's Blackwell system with AI servers." #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Taiwan Semiconductor ($TSMC) market share in Q3 2024 stood at around 64% in the foundry industry, reaching the highest level in recent years. TSMC's gap with SMIC, Intel and Samsung is expected to widen in 2025, reaching a market share of around 66-67% and more than 90% of the market share for advanced nodes. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Analysts are very split between Strong Buy and Strong Sell, on Palantir ($PLTR), the company has excellent scores for Growth, Profitability and Momentum, but the lowest score for Valuation. This means that it is a company with excellent fundamentals, strong growth, very bullish technically and high profitability, but that is trading at extremely expensive valuations. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Adobe ($ADBE) has $17.7B remaining of its $25.0B share repurchase authorization, over the past 10 years the company has repurchased 10% of outstanding shares, and is trading at a Forward PE of 28, the lowest since 2022. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

Micron ($MU) trades at a Forward PE of 8, when EPS growth of over 50% is expected. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

97% of Realty Income's ($O) debt is at a fixed rate, which minimizes collateral risks. The average term to maturity of the debt is 6.9 years, so there is a long time before any refinancing issues arise. The largest medium- and long-term debt maturities are scheduled for 2026 ($3.944B) and 2027 ($2.893B); and the long-term ones beyond 2034 ($5.356B), so the company's liquidity needs remain manageable. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

The year 2024 was a successful one for Broadcom ($AVGO). Net revenue increased from $35.8B in 2023 to $51.6B in 2024, resulting in a year-over-year growth of 44.0%. These growth rates were mainly due to the acquisition of VMware. For the next five years, analysts expect earnings per share to grow at a compound annual rate of 23.5%. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool

In the PC sector, AMD is slowly expanding its presence. In the desktop sector, AMD's market share increased by 5.3% QoQ to 28.7% in Q3 2024, the highest in five years. While in the notebook sector, AMD's market share increased by 2% QoQ to 22.3% in Q3 2024, but is still below the record of 24.8% achieved in Q2 2022. #beststocks #stocks #stockmarket #trading #investment #thesmartinvestortool