CoreWeave shares are up 200% in the last month and now trade at 14.4x 2025 revenue guidance. That is a high multiple, that can easily go much higher, for this NVIDIA/AI-focused hyperscaler cloud platform (optimized for generative AI workloads, such as Microsoft, Meta and Open AI) through multiple expansion or revenue growth (they can keep landing new contracts/deals).
Veeva: Impressive Moat, Margins, AI Momentum
Veeva Software (VEEV) is dominating in a large TAM industry (life sciences) with its software-as-a-Service solutions benefiting from high margins and AI momentum. This report takes a closer look at the business (post this quarter’s powerful earnings report), competitive moat, AI opportunities, growth, valuation and risks, and then concludes with my strong opinion on investing.
Tesla: Despite "Woke Mob," Musk to Better US Again
We've all been the target of anger, but few as much as Tesla (TSLA) CEO, Elon Musk, after he purchased Twitter and joined forces with Trump. However, an examination of his body of work at Tesla reveals he brilliantly created the modern electric vehicle ("EV") industry in anticipation of renewable energy becoming a significantly larger portion of the US electric grid (see chart below) and thereby enabling EVs to ultimately be powered more by clean energy and less by the dirty fossil fuels that dominated the grid and powered EVs when that industry began. It was a brilliant innovation that improved quality of life in the US, and he seems, presciently, about to do it again. This report is about the existential total addressable market opportunity Full Self-Driving (“FSD”) technology creates for Tesla, including competitive advantages, valuation, risks and concluding with my strong opinion on investing.
Novo Nordisk: 3.4% Dividend Yield, Shares Down 50%
Novo Nordisk (NVO) is a global leader in diabetes and obesity care, and its shares are down 50% since peaking in June 2024 (due to competition, pipeline setbacks and political uncertainty). However, the underlying fundamentals appear compelling. This report reviews the business, growth, risks, valuation and capital allocation, and then concludes with my strong opinion on investing.
Nvidia: 5 Channel Checks Ahead of Earnings
The most important company in the world right now is Nvidia (NVDA), and it’s set to announce earnings on Wednesday, May 28th after the close. Governments, other companies (large and small), and billions of people all rely increasingly on Nvidia’s computer chips directly and indirectly. And considering the massive Artificial Intelligence (AI) megatrend, demand for Nvidia’s Hopper (H100 and H200) and Blackwell chips dramatically exceeds supply (as incredible value-adding use cases are only just beginning to be discovered). This report reviews Nvidia’s business, growth potential, five important channel checks (suggesting Nvidia will surpass its revenue and EPS guidance), valuation, big risks, and then concludes with my strong opinion on investing.
UnitedHealth Group: Post 50% Decline, Shares Worth Considering
UnitedHealth Group, a stalwart Dow Jones component and important part of the healthcare sector, is trading 50% below recent all-time highs due to operational challenges (they pulled guidance), regulatory scrutiny (the DOJ is probing potential Medicare Advantage fraud) and leadership changes. This report reviews the business, growth, capital allocation, valuation and risks, and then concludes with my strong opinion on investing.
CoreWeave: Despite Massive Tail Risk, Big AI Upside Ahead
Generative-AI cloud platform, CoreWeave (CRWV), announced exceptional revenue growth this past week. And the company is delivering on its mission to help hyperscalers, such as Microsoft, get up to speed quickly with early access to leading Nvidia GPUs. And even though the shares likely have dramatically more price upside ahead, there is one massive tail risk investors need to be aware of.
Amazon: Despite Headwinds, Big Opportunities Ahead
Most people recognize Amazon as the global leader in in e-commerce, but it’s also a huge cloud company with massive advertising revenue growth. Further, Amazon is spending heavily on Artificial Intelligence (“AI”) and other innovation, while simultaneously strengthening profitability under CEO Andy Jassy. And despite big risks (such as tariffs, massive scale—which makes growth challenging, and competition), the shares are attractively valued (especially considering its strategic focus on large-TAM megatrends). I review the details in this report and then conclude with my opinion on investing.
Cash Savings → High Income and Safety
Quick Note: Cash Savings → High Income and Safety. Maybe it’s your emergency fund. Maybe it’s your savings for near-term expenses. The stock market is WAY too risky in the short-term, so where can you safely park your cash that also earns a decent yield? This report reviews two compelling options (Vanguard bond ETFs) for you to consider. I use them both regularly.
Monolithic Power: Impressive Dividend Growth, Valuation
Monolithic Power Systems (MPWR) presents a particularly compelling investment opportunity. Not only is it an Nvidia AI megatrend beneficiary (enabling energy-efficient semiconductor technologies), but it’s an enormously profitable (~80% net margin), strong-balance sheet, dividend-growth powerhouse that is currently trading at an attractive price. In this report, I review the business, market opportunity, growth, valuation, dividend and risks, and then conclude with my strong opinion on who may want to consider investing, and how.
Top 10 Growth Stocks: Tariff Fear Creates AI Opportunity
It’s a cloud-AI world, and the companies capitalizing on this will dominate in market performance for years to come. What’s more, tariff fear has created more attractive buying opportunities as this turmoil too shall pass and stocks are eventually going higher (some of them much higher). This report ranks our top 10 growth stocks, starting with #10 and counting down to our very top ideas. Five years from now, people will wish they had been buying more stocks in 2025, and this report highlights a few very top ideas for you to consider.
Microsoft Earnings Bode Well for the AI Megatrend
40+ Big-Yield BDCs: Down, But Not Out
Here is a look at recent performance data for 40+ big-yield business development companies (or BDCs). As you can see, the prices are down this year, more so than the S&P 500, and the price-to-book values (a common BDC valuation metric) are down too. Let’s consider why, whether there is more pain to come, and if you should be hitting the eject button, holding tight or buying more.
Google: Despite Big Risks, It’s a Great Time to Be Alphabet
Google is a great business (thanks to ad revenue from search dominance, growing cloud and AI megatrends, and other big bets like driverless Waymo), and its new earnings release crushed expectations and demonstrated extreme financial strength, despite growing big risks (such as antitrust pressures, concentrated revenue from search ads and scary-massive capital expenditure plans). I review the details, and conclude with my opinion on investing.
ServiceNow: Shares Down, Megatrend Upside Big
If you are looking for disruptive companies with sticky high revenue growth that have also just sold off hard as part of this year’s economic fears, consider ServiceNow (down 27% ytd). It’s a leader in cloud-based workflow automation solutions, benefiting dramatically from the ongoing digital revolution and AI megatrends. This report reviews ServiceNow’s business, market position, growth prospects, valuation and risks, and then concludes with my strong opinion on investing.
CoreWeave: Despite Big Risks, Massive AI Upside
CoreWeave is a Generative-AI cloud platform on the frontlines of the AI infrastructure megatrend. As a new IPO (March 28, 2025), the company basically helps hyperscalers get up and running fast with early access to leading Nvidia GPUs optimized for AI. Microsoft is their biggest customer at 62% of revenues, but OpenAI signed a big deal in March that should make the future revenue split about 45% OpenAI and 23% Microsoft. This report reviews the business model, market position, growth prospects, valuation and risks (including tariffs and macroeconomics, to name two), and then concludes with my opinion on investing.
UTG: Big Steady Income, Healthy AI Price Pullback
The Reaves Utility Income Trust (UTG) is a special, utility sector focused, closed-end fund (“CEF”) offering big, tax-advantaged, monthly income (7.6% yield) and unique exposure to the AI datacenter megatrend, which has just pulled back and thereby offers some compelling price appreciation potential (not to mention it also trades at a small but attractive discount to net asset value (“NAV”)). This report reviews the fund’s strategy, holdings, distribution safety, valuation (and megatrend exposure) and risks, and then concludes with our strong opinion on investing.
Top 7 Big Yields: CEFs And BDCs
In case you have been living under a rock, the stock market is down big, thanks (in large part) to turmoil caused by President Trump's new tariffs. Without arguing the pros and cons of these draconian tariffs, it has most certainly created a lot of fear. And fear creates opportunity. Like every other market crisis, we believe this too shall pass. But before it does, investors may want to take advantage of the attractive "buy low" sales prices it has created (in select big yield opportunities). This report ranks our top 7 big-yield investment opportunities (currently on sale) starting with #7 and counting down to our very top ideas.
The Trade War is Not Over—Neither is the Stock Market Pain
If you think this week’s relief rally (after Trump’s 90-day pause on tariffs) is the end of the trade war—it’s not. And it’s not the end of stock market pain either.
Regarding the trade war, here is another look at the US trade deficit with China. The US is importing a lot more from China than it is exporting to them.
Big Yield Flash Sale: 3 Top Ideas (REIT, BDC And CEF)
The market is currently offering a "flash sale" on select big-yield opportunities (i.e. those offering 10% yields or more). This doesn't happen often, so let's review these temporary "sale prices" to make sure we are getting quality and not junk. In this report, we review three top big-yield opportunities that are currently down big (including a BDC, a CEF and a REIT) and then conclude with our strong opinion on investing.