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[Long-Term Pick @long_term_pick]

↗️ #TSMC CEO C.C. #Wei:

"The outlook for the next five to ten years is very good".

✅ EPS Estimate 5Y: 19.36%
✅ Forward Price/Earnings: 15.5x (5Y: 19.5x)
✅ Forward Price/Sales: 6.5x (5Y: 7.4x)
✅ PEG: 0.80 (5Y: 1.31)
✅ D/E: 0.23 (5Y: 0.28)
✅ ROIC: 22.05% (5Y: 21.64%)

$TSM

[Long-Term Pick @long_term_pick]

#Paxman: Medical Scalp Cooling Systems Leader

A #Swedish medical #technology company that develops and sells a scalp cooling system that helps reduce chemotherapy-induced hair loss. Used in more than 65 countries.

» https://t.co/e11KGouMas

#PAX #LTPAnalysis @RichPaxman

[Long-Term Pick @long_term_pick]

☀️ How #solar and batteries provide much of #California's energy.

$ICLN $FSLR

[Long-Term Pick @long_term_pick]

📺 #YouTube's revenue from #adverts surged 400%+ from 2017 to 2024.

$GOOGL #Google

[Long-Term Pick @long_term_pick]

https://t.co/dgbBwIKzu4

[TrendSpider @TrendSpider]

Hang it in the Louvre. 🖼️ $SPX

[Long-Term Pick @long_term_pick]

$GLD, the largest #gold #ETF, saw its biggest daily inflow on Friday since November 2016.

[Long-Term Pick @long_term_pick]

🌎 Global trade looks a lot different in 2024 than it did in 2000.

#economy

[Long-Term Pick @long_term_pick]

📺 YouTube crosses 1B mark for monthly podcast users

#YouTube is now the most frequently used service for listening to #podcasts in the U.S. and often the first place people go when looking for a new #podcast. Their unique #search and #recommendations help people discover their next favorite podcast.

YouTube has been a household name for nearly 20 years. It launched in December 2005 and in its initial days, the site was receiving 8M views a day and #video #clips at the time were limited to 100MB, as little as 30 seconds of #footage. The company did not even complete a year and was bought by #Google for $1.65B in November 2006.

#GOOGL $GOOGL

[Patient Investor @patientinvestor]

$ASML is giving long term investors a second chance!

[Long-Term Pick @long_term_pick]

👀 #Snapchat cumulative stock-based comp and net losses since going public in 2017:

- Net loss: ~$10.6 billion
- Stock-based comp: ~$9.5 billion

What does this mean?

• The company keeps losing money but is heavily diluting shareholders to pay employees.

• SBC helps reduce cash expenses, but issuing too much stock lowers existing shareholders' value.

• If a company isn’t profitable but keeps granting stock, long-term investors suffer from dilution.

» https://t.co/YrkIJi4HQt

$SNAP #learn

[Long-Term Pick @long_term_pick]

$NVDA, $FSLR, $TSM: Strong Buy
$NVO, $GOOGL, $LRCX, $MPWR: Buy

[Long-Term Pick @long_term_pick]

↘️ Apple needs a new product

#Apple’s products have been struggling in recent years. #iPhone sales have been flattish, while sales for other product lines are declining. Vision Pro hasn’t been as much of a success and Apple has stopped working on cars. They need a new product.

$AAPL

[Long-Term Pick @long_term_pick]

🚗 #BYD is now outselling #Tesla in the #UK, #Spain and #Portugal

$TSLA $BYDDY

[Long-Term Pick @long_term_pick]

💡 InPost is projected to grow revenues by around 21% in 2025 and EPS by around 25% in 2025. Trading at a forward PE of 23.4.

#InPost is a high-growth #logistics company revolutionizing standard delivery through automated parcel machines (APMs). InPost’s APM network offers an advantage by reducing delivery costs and improving efficiency compared to traditional services.

Analysis » https://t.co/inaH5OmO4h

#INPOY $INPOY $INPST #LTPQuickAnalysis

[Long-Term Pick @long_term_pick]

$NVDA in just one chart 😉 via @KoyfinCharts

[Long-Term Pick @long_term_pick]

↗️ Demand for #datacenter capacity (McKinsey).

[Long-Term Pick @long_term_pick]

😴 ResMed: Medical Devices For Sleep Apnea By Leading Company

ResMed (RMD) is a global leader in #sleepapnea and #respiratory care #solutions. Its cloud-connected #devices and #digitalhealth #software improve patient outcomes and drive strong recurring revenue. A dominant #market position, strategic #acquisitions, and growing demand for home #healthcare.

» https://t.co/CI8vcZUKs0

#stockmarket #stocks #stockstowatch #stockstoinvest #investing $RMD #ResMed #RMD

[Long-Term Pick @long_term_pick]

↘️ #AWS is losing market share

$AMZN $MSFT $GOOGL

[Long-Term Pick @long_term_pick]

💡 Molina Healthcare Quick Overview:

• New Florida Medicaid Contract: #MolinaHealthcare was awarded a new Medicaid managed care contract by the Florida Agency for Healthcare Administration, which had to begin on January 1, 2025, and will last until December 31, 2030. This contract will enable Molina to serve approximately 90,000 Medicaid beneficiaries in Miami-Dade and Monroe Counties, significantly expanding its footprint in Florida.

• Wisconsin Contract Award: MH of Wisconsin received a notice of intent to award a contract from the Wisconsin Department of Health Services. The contract had to start on January 1, 2025 and will last for two years, with options for extensions. This will enhance Molina's services in the region.

• Expansion into Dual-Eligible Market: Molina secured significant contracts in Michigan and Idaho to serve dual-eligible populations (those enrolled in both Medicare and Medicaid). The Michigan contract will start on January 1, 2026, covering eleven service regions, while the Idaho contract will also begin on the same date. The new contracts in Michigan and Idaho represent substantial membership growth potential for Molina.

• Quality Improvement Initiative: MH launched a quality improvement project in collaboration with the California Medical Association’s Physician Services Organization. This initiative aims to enhance Medi-Cal healthcare in the Inland Empire by empowering physicians with resources and support over the next two years.

• Senior Notes Offering: Molina completed an offering of $750 million in senior notes due in 2033, carrying a 6.250% interest rate. The proceeds will be used for various corporate purposes, including debt repayment and capital expenditures.

» https://t.co/KLbv9kGdk5

#MOH #LTPOverview $MOH