Memory Commander

In this edition of the Smart Investor newsletter, we examine one of the world’s leading memory and storage solutions makers. But first, let’s dive into the latest Portfolio news and updates.

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Portfolio Updates

❖ Taiwan Semiconductor (TSM), aka TSMC, saw its shares rise sharply after it reported its fourth-quarter 2024 financial results. The world’s largest chip foundry sailed past analyst consensus estimates, with its net revenue growing nearly 39% year-over-year, while earnings per share surged by 57% as net profit hit a new record. For the current  quarter, the company expects continued strong demand on the back of AI advancement, with revenues coming in the range of $25.0 billion and $25.8 billion, representing a YoY increase of 34.7% at the midpoint.

TSMC’s revenue growth was driven by strong demand for its advanced chips (defined as 7-nanometer and below), with these technologies accounting for 74% of total wafer revenue. Looking forward, the company said it expects its revenues from advanced chips to double in 2025, even after it tripled in 2024, and approaching mid-40% CAGR for the five-year period. In addition, TSMC said it foresees 2025 AI hardware capex reaching almost 20% above consensus, fueling investor optimism towards chip equipment stocks.

❖ Bank of America raised its price target for Arista Networks (ANET) to $130 from $114 while maintaining a Buy rating on the stock. The firm believes Arista Networks is poised to benefit significantly from the networking infrastructure cycle driven by the rising adoption of Generative AI. According to BofA, the substantial computational requirements of GenAI models are fueling increased demand for switches, routers, optical equipment, and storage solutions. The firm also highlighted Ciena and Cisco (CSCO) as key beneficiaries of this trend. Evercore ISI and Goldman Sachs analysts also lifted their price targets on ANET in the past few days.

❖ Cisco Systems (CSCO) saw some analyst action lately, with its price target raised by Bank of America, Melius Research, and Citi. Citi analysts placed a “30-day positive catalyst watch” on Cisco shares ahead of its earnings report. The firm expects improving conditions in the $20 billion campus switch market – networking equipment used in local area networks (LANs) – to drive strong January quarter results and potentially boost Cisco’s fiscal 2025 sales growth. The analyst highlights that the campus switch market is beginning to recover after a slowdown caused by excess inventory. With consistent growth over the past two quarters and favorable sales comparisons, Cisco is well-positioned to meet its January guidance and possibly increase its sales outlook for 2025.

❖ Citi analysts also lifted their price target on Dell Technologies (DELL) from $110 to $156, citing strong execution, particularly in the AI server sector. The company displays an outstanding ability to strongly capitalize on the surge for AI-supporting infrastructure demand from enterprise customers and cloud providers, who continue to rake up investments in AI hardware. Dell’s focus on AI-driven infrastructure and liquid-cooled AI servers positions it well for future growth. Additionally, Dell’s solid financial performance, with revenues and EPS surpassing expectations, supports the positive outlook. The upward revision of revenue estimates by 10% and improved EV/EBITDA multiples further reinforce the raised price target.

❖ The Netherlands has announced stricter controls on the export of advanced semiconductor technologies, effective April 1st, 2025. These new rules require export licenses for specific technologies, including some used by ASML (ASML). However, the Dutch semiconductor-equipment giant said it did not expect that the expanded export controls would impact its business, leaving its 2025 guidance unchanged.

❖ IBM (IBM) plans to acquire Applications Software Technology, an independent company specializing in providing consulting services and solutions related to Oracle (ORCL) products, including Oracle Cloud Applications, which has been Oracle’s partner since 1996. The acquisition expands IBM’s Oracle Cloud capabilities, strengthens its consulting offerings, and enables it to serve a broader range of clients undergoing digital transformation.

❖ Cantor Fitzgerald emphasized the close connection between AI advancements and infrastructure software, which includes tools and systems supporting IT operations like data management, networking, and computing. The firm noted that the rise of generative AI is driving demand for observable infrastructure, real-time capabilities, and enhanced collaboration and workflows. Cloud infrastructure platforms are expected to play a pivotal role in integrating these functions, positioning companies in this space to benefit from the growing adoption of AI technologies. The brokerage initiated coverage of 18 names in infrastructure and AI software sectors, with Oracle (ORCL) among its “Top Ideas” and Microsoft (MSFT) in the list of its “Overweight” stocks.

❖ Alphabet (GOOGL) recently received price target upgrades from Bank of America Securities and BMO Capital. BofA analysts attributed their increase to the potential of Google’s AI Overviews to drive “healthy search trends,” alongside other positives such as strong profit margins. BMO, on the other hand, raised its outlook based on expected revenue growth in Search, Google Cloud Platform (GCP), and YouTube. In Search, the Performance Max tool is enhancing advertising efficiency, while YouTube’s use of lower-funnel QR codes is resonating with advertisers. Additionally, GCP is benefiting from AI advancements, particularly with tools like Gemini and Vertex AI.

❖ BMO Capital analysts have also raised their price target on Amazon (AMZN) to $265 from $236. The firm expects Amazon Web Services (AWS) to see accelerated growth of 20% in 2025, driven by Bedrock (AWS’s platform for building and deploying AI applications) enabling more IT spending and AI workloads. AWS’s major customers currently have 10%-40% of their workloads in the cloud, with the potential to increase to 70%-80%. In Retail, BMO notes strong adoption of Amazon’s Same-Day/Next-Day delivery, which could boost order frequency and free cash flow, enabling more IT spending and AI workloads. AWS’s major customers currently have 10%-40% of their workloads in the cloud, with potential to increase to 70%-80%. In Retail, BMO notes strong adoption of Amazon’s Same-Day/Next-Day delivery, which could boost order frequency and free cash flow.

❖ Interactive Brokers (IBKR) reported a record Q4 2024 pre-tax income exceeding $1 billion, with a GAAP pre-tax margin of 75%. Revenue and earnings significantly outpaced estimates, driven by a 37% year-over-year surge in commission revenues, fueled by higher trading volumes. Customer trading volumes rose sharply, with options up 32% and stocks up 65%. Additionally, net interest income increased by 11%, supported by a 30% growth in customer accounts.

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Portfolio Stocks Under Review

❖ Oracle (ORCL) is removed from our “Review” bracket due to several positive developments that led to a strong rebound in its stock and to a significant improvement in its outlook. Oracle is one of the Smart Portfolio’s longest-held stocks and a high-conviction holding, which has successfully transformed itself from a legacy database company into a cloud and AI champion. A consistent rise in ORCL’s cloud infrastructure and cloud services revenues are a testament to this pivot, resonating with both its corporate clients and investors.

As a reminder, we placed ORCL under review following downward pressure due to concerns that its valuation outran its potential, along with wider stock market trends. An additional factor igniting investor anxiety was the impending TikTok ban, since Oracle provides cloud infrastructure services to ByteDance, TikTok’s parent company, and in fact hosts all of its U.S. user data. If TikTok is eventually banned, Oracle could lose a significant client for its cloud services, which contribute about 1.5% of the company’s total revenues.

While TikTok’s status is still in flux, these concerns have been alleviated lately thanks to wide analyst support and multiple price-target upgrades, as well as new promising product launches and strategic collaborations. Beyond compensating for the potential loss of TikTok’s revenue, these developments could take the company’s top-line to the next level. Oracle’s long-term case is strongly supported by its AI-focused initiatives and strategic collaborations with technology majors, including Nvidia, Meta Platforms, Microsoft (MSFT), Amazon (AMZN), and others. In addition, the company has been recognized as a Leader in the 2024 “Gartner Magic Quadrant” for Cloud Database Management Systems, further confirming ORCL’s industry leadership.

Moreover, in recent news, President Donald Trump announced a landmark private sector investment in AI infrastructure through the Stargate joint venture, involving OpenAI, SoftBank, and Oracle. The initiative plans to invest up to $500 billion over four years, starting with an initial $100 billion commitment to build AI-focused data centers, beginning in Texas. Oracle is poised to benefit significantly, with Oracle Cloud Infrastructure (OCI) playing a central role in supporting these high-performance computing facilities. The partnership enhances Oracle’s market presence, expanding its customer base and solidifying its reputation as a leader in AI-driven enterprise solutions. By hosting and supporting OpenAI’s workloads on its platform, Oracle aligns with its strategy to drive long-term revenue growth while positioning itself at the forefront of next-generation cloud and AI innovations.

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❖ GE Aerospace (GE) remains under review despite the rebound in the past month. It now seems that investor worries about possible overvaluation, which have weighed on the stock since reaching an all-time high in mid-October, have eased. While concerns regarding Trump’s plans to slash government spending remain in place, GE’s low exposure to the U.S. government’s defense spending should alleviate these concerns. However, we plan to follow company news closely, specifically focusing on the details of its Q4 2024 earnings release, scheduled for tomorrow.

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Portfolio Earnings and Dividend Calendar

❖ The Q4 2024 earnings season is under way, with Amphenol (APH) scheduled to report its earnings today, and GE Aerospace (GE) tomorrow.

❖ The ex-dividend date for Dell Technologies (DELL) is today, while for Pentair (PNR) it is January 24th.

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New Buy: Micron Technology, Inc. (MU)

Micron Technology, Inc. is an American multinational corporation that designs, develops, and manufactures memory and storage solutions used in a wide range of industries, including computing, automotive, mobile, and data centers. MU is a global leader in semiconductor memory technologies, known for its flagship DRAM, NAND, and NOR products. It dominates the market for high-performance memory and storage solutions, holding a leading position in enabling next-generation computing and data storage capabilities worldwide.

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Memorable Surge

Founded in 1978 as a four-person semiconductor design company in Boise, Idaho, Micron Technology, Inc. quickly established itself as a pioneer in memory innovation. By 1980, the company had broken ground on its first fabrication plant and, shortly after, introduced the world’s smallest 256K dynamic random-access memory (DRAM). In 1994, Micron earned a spot on the Fortune 500 list, marking its emergence as a key player in the semiconductor industry. Over the years, Micron grew into a global leader through technology breakthroughs, key partnerships, and strategic acquisitions.

Acquisitions have played a central role in Micron’s expansion. The 2016 acquisition of Inotera Memories, a Taiwanese DRAM manufacturer, enhanced Micron’s production capabilities and secured a reliable supply chain. In 2019, the company acquired Intel’s stake in IM Flash Technologies, advancing its research and development (R&D) in emerging memory technologies. More recently, in August 2024, Micron acquired two factories from AUO Corporation in Taiwan to expand its capacity for high-bandwidth memory (HBM) chips, crucial for artificial intelligence (AI) data centers.

Partnerships further cement Micron’s critical role in its industry. Collaborations with major technology leaders like Nvidia, Broadcom, and AMD have driven advancements in HBM for AI and data centers, while alliances with automotive manufacturers and cloud service providers strengthen its position in autonomous vehicles, IoT, and next-generation computing solutions. A notable example is Micron’s partnership with Pure Storage, announced in January 2025, to deliver scalable, energy-efficient solutions for hyperscale data centers.

Today, with a market cap of nearly $118 billion and annual revenues of $29 billion, Micron is ranked #264 on the Fortune 500. MU controls approximately 20-25% of the global DRAM market and just under 12% of the NAND flash market, making it the world’s third-largest producer of memory chips, behind Samsung Electronics and SK Hynix.

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Frontiers of Innovation

Micron has consistently led the semiconductor industry in innovation, expanding its product portfolio and production capacity to meet the growing demand for memory and storage solutions. In the 1990s and 2000s, the company diversified beyond DRAM into NAND and NOR flash memory. Breakthroughs like 3D XPoint technology and advancements in 3D NAND technology established Micron as a pioneer in efficient, high-capacity storage solutions. The surge in AI, 5G, and autonomous vehicles (AVs) has further amplified the demand for high-performance memory, particularly HBM, which powers GPUs and AI accelerators.

Micron is aggressively expanding its manufacturing footprint to increase market share. As the largest U.S.-based memory-chip producer, it benefits significantly from federal initiatives to bolster domestic semiconductor production. In 2024, Micron secured $6.2 billion in federal subsidies to support domestic manufacturing. As part of these efforts, the company broke ground on a cutting-edge memory production facility in Idaho, with plans to invest $15 billion in the project. The company also plans to invest $2.2 billion to expand its Virginia memory plant, which is expected to receive $275 million in CHIPS funding, up to $70 million in state funds, and additional tax incentives.

Internationally, Micron is also ramping up efforts to stay competitive, announcing plans to spend $150 billion on new fabs by 2030 globally. In January 2025, it announced a $7 billion advanced packaging facility for HBM production in Singapore to supply Nvidia and Broadcom. Additionally, a new EUV lithography facility for DRAM production in Hiroshima, Japan, set to open by 2027, will enable Micron to develop the advanced 1-gamma node, with financial support by the Japanese government. These investments aim to sustain Micron’s competitive edge and align its global production with its ambition to increase its HBM market share to match its strong position in DRAM.

In another growth-supporting factor, MU could benefit from the new U.S. export controls that further limit China’s access to advanced computing and semiconductor manufacturing items. These limitations are slated to reduce competitive pressures on Micron in the global market, allowing the company to strengthen its position in supplying advanced memory solutions.

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Strategic Resilience

Micron Technology operates in the highly capital-intensive semiconductor industry, incurring substantial costs for fabrication plants, specialized equipment, and ongoing investments in research and development to maintain competitiveness. Despite these significant expenditures, MU maintains an industry-low net debt-to-equity ratio of ~8%, with debt well-covered by operating cash flow and EBIT covering interest obligations multiple times over. Additionally, Micron’s cash and short-term investments, totaling $9.2 billion, highlight its robust liquidity position.

The company’s investment-grade credit ratings – “BBB” at Fitch and “BBB-” at S&P – reflect its solid financial position, even within the cyclical semiconductor industry. Micron’s conservative financial management, including maintaining sufficient liquidity to cover a year of capital expenditures and keeping debt levels low, enables the company to weather cyclical downturns while continuing to invest in technological leadership. This flexibility is particularly critical, as the memory industry undergoes a significant investment cycle driven by the HBM production “arms race.”

PCs represent only about 20% of DRAM usage today, compared to 80% historically, with mobile phones and data centers now accounting for the majority of the memory market. Micron has successfully diversified its revenue streams, reducing reliance on traditional markets like PCs and aligning its strategy with high-growth sectors. The company has made a strategic pivot toward markets such as data centers, mobile phones, and automotive, while also expanding flash memory applications, which diversifies its revenue base and positions it for sustainable, long-term growth.

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Profitable Ascent

Recent financial results highlight Micron’s strong recovery from a cyclical downturn, with accelerated revenue and earnings growth. In FQ1 2025, the company reported $8.71 billion in revenue, up over 12% sequentially and ~84% year-over-year. This builds on fiscal 2024’s $25.11 billion revenue, a 62% increase from 2023. Data center revenue – exceeding 50% of total revenue for the first time – rose 40% sequentially and over 400% YoY, fueled by strong AI server memory chip demand.

Profitability surged alongside this impressive revenue growth. Operating income reached $2.15 billion in FQ1 2025, compared to a loss of $1.13 billion a year ago, with operating margin climbing to 25%, up from under 20% the prior quarter. Non-GAAP net income was $2.04 billion, or $1.79 per share, marking YoY growth of 288% and the fourth consecutive quarter of triple-digit EPS growth. Operational cash flow reached $3.24 billion in FQ1, more than doubling from the same period last year, and $8.51 billion for FY2024. This tremendous cash influx allows Micron to accelerate its investments in fab expansion and bolster its R&D efforts to maintain a leadership edge in AI-optimized memory solutions.

Despite these outstanding results, shares fell due to weaker-than-expected FQ2 guidance, reflecting persistent NAND market weakness, delays in the PC refresh cycle, and cautious consumer demand. However, NAND headwinds primarily affect non-data center markets, with enterprise and data center SSDs – 65% of Micron’s NAND business – remaining resilient. NAND shipments are expected to recover in fiscal Q3 as demand from data centers and other key markets improves.

Meanwhile, robust demand for data center DRAM and high-bandwidth memory (HBM) drives growth. DRAM has risen to 73% of Micron’s total revenue, a portion that is expected to rise further. HBM, less affected by pricing pressures, serves high-margin, AI-driven applications, solidifying Micron’s position in next-generation computing. The company’s focus on high-margin products like HBM and improving production yields is expected to expand gross margins, enabling sustained growth through FY25. Micron’s strategic leadership in AI, data center, and eSSD technologies positions it for strong revenue growth, particularly as supply-demand dynamics stabilize.

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Valued Resurgence

With data center-related NAND recovery and surging DRAM demand, it’s no surprise that top Wall Street analysts remain optimistic about Micron’s long-term prospects, despite weak FQ2 guidance. Micron is rated a “Strong Buy,” with an average price target suggesting an upside of about 25%, even after its explosive start to the year. Just a few short weeks into 2025, MU has already surged nearly 30% year-to-date, driven by analyst optimism, strategic partnerships, and attractive valuations.

This year’s rally was ignited by Nvidia CEO Jensen Huang’s announcement that MU is supplying memory for GPUs in Nvidia’s new gaming chips, highlighting Micron’s critical role in high-performance computing. Analysts project the company’s EPS for fiscal 2025 to reach $6.95, implying a 434% increase year-over-year, with an additional 64% growth expected in fiscal 2026 as AI-related demand and hyperscaler capex continue to rise. New Street Research recently named MU a top pick for 2025, projecting over 40% upside, while Rosenblatt Securities set a bullish price target implying a potential 126% surge.

Despite the recent rally, Micron’s stock remains undervalued compared to its Tech sector and industry peers on both GAAP and non-GAAP metrics. Its forward valuation of about 14.5x earnings represents a significant discount to the sector average and slower-growing competitors.

Strengthening its shareholder-value proposition, Micron pays a dividend with a modest yield of 0.45%. Supported by strong cash flows, the company has room for dividend growth. In addition, in August 2024, Micron resumed its share repurchase program, suspended in 2022 due to the semiconductor downturn. Improving net debt-to-EBITDA further positions the company to implement notable buybacks and dividend increases in the coming quarters while maintaining its investment-grade credit rating.

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Investing Takeaway

Micron Technology is a global leader in memory and storage solutions, excelling in high-performance DRAM and NAND technologies for AI, automotive, mobile, and data center industries. The company’s strategic focus on HBM and data center DRAM ensures robust growth, particularly as demand from data centers and hyperscalers accelerates. With plans to invest $150 billion globally by 2030 and significant federal subsidies supporting U.S. manufacturing, the company is well-placed to capitalize on next-generation computing. Its collaborations with Nvidia, Broadcom, and other technology leaders highlight its critical role in AI and high-performance computing markets. Despite near-term NAND challenges, diversified revenue streams and a focus on high-margin HBM drive the company’s resilience. With industry-low valuations, a growing dividend, and resumed buybacks, Micron is undervalued compared to its growth prospects and shareholder-return potential. Its innovation leadership, strong financials, and alignment with AI-driven growth trends make MU a compelling long-term investment and an ideal addition to the Smart Investor Portfolio.

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New Sell 1: Workday (WDAY)

Workday, Inc. offers enterprise cloud applications for financial management, human capital management, and analytics. Its software-as-a-service (SaaS) solutions enable organizations of all sizes and industries to streamline operations and enhance decision-making. Workday’s platform is widely used for workforce planning, payroll management, and financial performance tracking, emphasizing scalability and innovation.

In recent developments, Citigroup analysts reduced their price target for Workday’s stock by $17, maintaining a “Hold” rating. This adjustment reflects a cautious outlook driven by near-term uncertainties, despite positive trends in the application software sector, such as advancements in AI and improving stock-market sentiment. The lower price target highlights specific concerns about Workday, including challenges in subscription revenue growth and potential delays in deal closures. The “Hold” rating suggests that while growth opportunities exist, risks may constrain the stock’s near-term performance.

Despite the recent progress, WDAY continues to struggle with achieving substantial GAAP profitability, with its GAAP operating margins lagging behind industry peers. Additionally, organic revenue growth is slowing, creating pressure to pursue acquisitions as a means of sustaining growth. While acquisitions have benefited many competitors, Workday’s recent buyouts have yet to make a meaningful impact on its revenue outlook, adding uncertainty to this strategy.

Meanwhile, the company has issued a cautious outlook for subscription services revenue, supporting analyst concerns about its ability to maintain growth momentum. This has further weighed on the stock’s performance, leading to a significant underperformance compared to both its peers and the broader market. Despite this underperformance, WDAY’s stock remains richly valued, raising concerns that it may be overpriced relative to its growth and profitability prospects.

Given these factors, we have reevaluated our stance on Workday. Investor skepticism toward the stock appears well-founded, at least in the short term. While we may revisit Workday in the future if growth and profitability challenges are addressed, we currently view selling the stock as a prudent decision.

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New Sell 2: Intuit (INTU)

Intuit, Inc. is a financial software company that provides financial management, compliance, and marketing products and services for small and medium enterprises (SMEs), accountants, and individuals.

Intuit’s stock has been under pressure since the IRS expanded its Direct File program nationwide, offering free tax-filing services. Furthermore, the Department of Government Efficiency (DOGE), led by Elon Musk, is reportedly considering the launch of a free tax-filing app. These developments present direct competition to Intuit’s TurboTax, threatening its market share.

Competitors such as H&R Block are also enhancing their offerings, while platforms like Block’s Cash App are introducing free services that could cannibalize segments of Intuit’s market. This growing competition may weaken Intuit’s pricing power and challenge its ability to retain customers. Moreover, Intuit’s Mailchimp division is facing difficulties, particularly in retaining smaller customers, which could negatively impact revenue and profitability.

Despite exceeding expectations with its fiscal Q1 2025 results, Intuit’s guidance for the current quarter disappointed investors. The company forecasted FQ2 EPS below analyst consensus, leading to a significant decline in the stock price. Furthermore, Intuit’s valuation remains high, raising concerns about its sustainability if growth prospects falter.

In recent developments, Exane BNP Paribas recently downgraded Intuit from “Hold” to “Sell”, reducing its price target from $610 to $530. The downgrade reflects concerns over Intuit’s heavy reliance on pricing strategies rather than customer or unit growth, potential competitive disruption from generative AI, and the increasing need for research and development investments.

Given these factors – intensifying competition, an uncertain financial outlook, and a premium valuation – we believe selling Intuit’s stock is a prudent decision at this time. However, the company’s strong fundamentals and market position warrant a potential re-evaluation in the future if these challenges are adequately addressed.

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Smart Investor’s Winners Club

The 30% Winners Club includes stocks from the Smart Investor Portfolio that have risen at least 30% since their purchase dates.

The markets have ebbed and flowed, but our exclusive club’s membership remained unchanged, still including 16 stocks: AVGO, GE, ANET, EME, TPLTSM, ORCL, HWM, PH, APH, IBKR, ITT, KKR, PNR, PYPL, and CRM.

The first contender is still AMZN with a 28.49% gain since purchase. Will it close this minute gap, or will another stock outrun it to the finish line?

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New Portfolio Additions

Ticker Date Added Current Price
MU Jan 22, 25 $109.38

New Portfolio Deletions

Ticker Date Added Current Price % Change
INTU Oct 9, 24 $609.41 -0.65%
WDAY Dec 11, 24 $250.72 -7.44%

Current Portfolio Holdings

Ticker Date Added Current Price % Change
AVGO Mar 22, 23 $240.31 +280.90%
GE Jul 27, 22 $187.50 +235.54%
ANET Jun 21, 23 $121.50 +220.75%
EME Nov 1, 23 $527.16 +155.44%
TPL Jun 5, 24 $1417.66 +142.55%
TSM Aug 23, 23 $218.70 +133.18%
ORCL Dec 21, 22 $172.57 +111.74%
HWM Apr 10, 24 $127.16 +93.11%
PH Oct 11, 23 $678.42 +70.54%
APH Aug 9, 23 $72.72 +64.45%
ITT Oct 18, 23 $153.88 +61.11%
IBKR Jun 19, 24 $192.83 +61.04%
KKR Jun 12, 24 $160.71 +45.82%
PNR Jun 26, 24 $105.35 +41.77%
PYPL Apr 17, 24 $89.77 +41.53%
CRM Sep 4, 24 $326.84 +31.76%
AMZN Sep 11, 24 $230.71 +28.49%
GOOGL Jul 31, 24 $198.05 +16.30%
DKS Dec 4, 24 $234.49 +11.93%
BRK.B Aug 7, 24 $468.57 +11.00%
ASML Oct 16, 24 $763.00 +10.79%
IBM Nov 20, 24 $224.26 +6.66%
MET Jan 8, 25 $86.88 +5.77%
RGA Nov 6, 24 $224.13 +5.25%
CSCO Dec 18, 24 $61.03 +4.29%
V Jan 1, 25 $323.63 +2.40%
FANG Oct 30, 24 $176.95 +0.75%
MTDR Jan 15, 25 $62.72 -0.02%
ADSK Dec 25, 24 $296.91 -1.43%
MSFT Sep 18, 24 $428.50 -1.53%
DELL Mar 27, 24 $111.55 -2.70%
UBER Nov 27, 24 $67.74 -5.34%

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Disclaimer

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