Shares of Hilton Grand Vacations (NYSE: HGV ) have been a poor performer over the past year, losing about 7% of the value, as the company has faced increasing credit losses on its timeshare loan portfolio. I have been cautious on shares givenOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me ...

Hims & Hers (NYSE: HIMS ) is a good long-term, high-growth, though higher-risk investment. I own it and plan to add more on declines and keep it for 3-5 years, hoping to double my investment with a 3-year targetFinancial Analyst and Portfolio Manager for over 3 decades, with a 5 Star TipRanks rating in the top 3%.I love to find great, undervalued, best-in-class companies using the same fundamental analysis and strategies used by Warren Buffett and Peter Lynch.Analyst’s Disclosure:I/we have a beneficial long ...

Viasat (NASDAQ: VSAT ) is a satellite communications company that presents a compelling investment proposition. This situation is driven by significant strategic catalysts and improving financial performance, including apparent debt reduction over the next year. The company faced significantZvi provides advisory services to companies, trusts, and individuals, including consulting expert services regarding retirement and estate planning. Zvi is admitted to practice law in the state of New York, where he offe ...

Though the markets retreating from all-time highs is a sign that investors are concerned on valuations, I'm making a few exceptions in my portfolio for truly exceptional growth stocks that have long-term expansion opportunities regardless of pricey multiples.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He ha ...

Looking back over the past decade and beyond, I don't think there are many folks out there who would deny just how impressive Tesla's success has been. This innovative business, led by polarizing CEO Elon Musk, disrupted the global auto industry with its electric vehicles (EVs).While the EV stock trades 32% below its peak (as of June 10), that's still a gain of 1,810% in the past 10 years. That long-term performance made it one of the world's largest tech companies, which is why Bank of America analyst Mich ...

公司核心业务与市场地位 - 英伟达在人工智能芯片领域占据关键地位 其芯片为AI模型训练提供核心算力支持 类比互联网对世界的变革潜力[1] - 公司最新Blackwell架构专为AI推理设计 契合当前客户需求焦点 该架构推动Q1营收同比增长69%至440亿美元 超分析师预期[6] - 管理层表示市场需求持续强劲 首席执行官黄仁勋用"我们已进入快车道"形容增长前景[7] 近期股价表现与催化剂 - Q1财报发布后两周内股价累计上涨约6% 尽管期间存在单日波动[7] - 历史数据显示 过去三年股东大会后股价均出现短期下跌 2022年跌幅达两位数 但2023年后续实现反弹[9][11] - 市场反应更多取决于管理层释放的新信号 而非例行股东大会议程本身[12] 行业前景与投资逻辑 - AI推理作为"思考"过程 对算力需求显著 构成公司技术布局的战略方向[6] - 公司在创新投入方面保持领先 巩固其市场主导地位 适合长期配置AI主题投资组合[14] - 短期择时并非关键 历史表现显示股东大会前后入场对长期收益影响有限[13][14] 即将召开的重大事件 - 6月25日年度股东大会将审议董事选举 高管薪酬咨询投票等常规事项[8] - 议程内容本身对股价直接影响有限 但管理层关于业务前景的评论可能成为股价催化剂[8]

标普500及"七巨头"表现 - 标普500指数自2022年10月熊市低点以来上涨近70%，但涨幅主要由少数股票驱动[1] - "七巨头"整体盈利增长显著优于标普500其他成分股，2023年一季度实际盈利增长27.7%，远超分析师预期的16%[2][4] - 其中6家公司盈利超预期，5家增速高于标普500其他493家公司9.4%的平均水平[4] 各公司业绩分化 - **亚马逊**：每股收益1.59美元（预期1.36），同比增长62%，AWS销售额增长17%，利润率提升至39.5%[5][7] - **Alphabet**：每股收益2.81美元（预期2.01），同比增长49%，谷歌云销售额增长28%，运营利润率从9.4%升至17.8%[5][7] - **特斯拉**：每股收益0.27美元（预期0.41），同比下滑40%，交付量下降13%，受中国车企BYD竞争及AI研发投入拖累[5][6] - **英伟达**：受对华GPU销售限制影响，但剔除库存减记后潜在盈利增速可达57%[8] 未来展望 - 分析师预计"七巨头"盈利优势将持续至2025年底，但2026年一季度其10.2%的预期增速将首次低于标普500其他公司10.3%的平均值[10] - Alphabet成为七巨头中唯一前瞻市盈率低于25倍的公司（18.5倍），其余公司估值压力显现[12] - 标普500等权重指数基金（如RSP）可能受益于中小市值公司增长机会[14] - 随着市场均衡化，中小市值股票未来一年表现可能超越高估值的"七巨头"[15]

Canopy Growth (CGC -2.61%) emerged as a leader in the cannabis industry when Canada legalized recreational, adult use of the substance in 2018. Investors had high hopes for the company and the rest of the market but, unfortunately, these hopes have now evaporated.Over the past five years, Canopy Growth has lost 99% of its value, and the company's shares now trade for under $2 apiece. Yet the stock remains unattractive. Here's why.Terrible financial resultsCanopy Growth has a deep footprint in the Canadian c ...

Ackman's Pershing Square Capital Management just plowed more money into another "Magnificent Seven" stock.Bill Ackman is a billionaire hedge fund manager as CEO of Pershing Square Capital Management. Unlike many of his peers on Wall Street, Ackman primarily keeps a tightly concentrated portfolio, with Pershing Square owning only about 10 stocks at any given time.For the last couple of years, Pershing Square's most direct artificial intelligence (AI) investment has been a sizable position in Alphabet. Ackman ...

Rivian Automotive (RIVN -3.34%) has a very promising future. Starting in early 2026, management expects to start production of three new affordable electric vehicles (EVs). Making affordable EVs priced under $50,000 is a huge milestone for an automaker. When Tesla released its affordable Model Y and Model 3 vehicles, sales boomed. Today, those two vehicles account for more than 90% of Tesla's auto sales. Some recent news, however, could be a giant blow to Rivian's growth plans. President Donald Trump's new ...