To The Moon

$Netflix(NFLX)$  The company behind the world's leading premium video streaming service reports its fourth-quarter results on Tuesday afternoon, the first trading day of the holiday-abridged market week. Expectations are high, but so is Netflix's share price. Netflix stock soared 83% in 2024, hitting a new all-time last month. Netflix is now a 17% gain away from crossing the $1,000 mile marker. A strong financial update this week could make that happen. If not, a couple of analysts believe that the shares will be trading in four figures later this year. It wouldn't be a surprise if Netflix goes ahead and announces a stock split.

$Tiger Brokers(TIGR)$ Analysts estimate TikTok U.S. could be valued between $20B and $100B. So far, real estate mogul Frank McCourt - joined by Canadian investor Kevin O'Leary - has made an offer for the app, while former U.S. Treasury Secretary Steven Mnuchin previously showed interest.

$Apple(AAPL)$  The company is dedicated to integrating AI across its product lines, and has invested approximately $20 billion in AI, with an estimated $4 billion invested in 2024 alone. We acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings.

On a monthly basis, the Consumer Price Index surged by 0.4%, the largest increase since March and higher than the anticipated 0.3%. The energy index alone rose by 2.6%, contributing to over 40% of the monthly rise, primarily due to a 4.4% increase in gasoline prices. Food prices also saw a modest increase of 0.3%, and shelter costs edged up by the same margin. Investors still expect a low probability of a rate cut in January. However, interest rate futures traders increased their bets on the Federal Reserve's interest rate cut in June, and the probability of a second Fed rate cut in 2025 rose to about 50%.

Quantum computing is an emerging field with huge potential to revolutionize industries like AI and cryptography, but it's also very risky since many companies are still in early development Investing in quantum shares could bring massive gains if the technology succeeds, but it requires:  1. Understanding the field to pick promising companies.  2. Patience because the technology might take years to mature.  3. Smart risk management, like diversifying your investments. In short, it's about being bold but smart -- accepting risks for the chance at transformative wealth.

$Taiwan Semiconductor Manufacturing(TSM)$  The world's largest supplier of made-to-order chips gave investors an upbeat outlook and delivered fourth quarter earnings that beat analysts' estimates.  The supplier to $Apple(AAPL)$ , and $NVIDIA(NVDA)$ known as TSMC forecast revenue in the first quarter to reach $25 billion to $25.8 billion, bolstered by robust demand for chips that power artificial intelligence (AI) applications. That exceeded the $24.6 billion Bloomberg consensus.  The company also predicted gross margin could be between 57% to 59%, the midpoint of which is higher than the 57.2% analysts were anticipating, according to estim

$Advanced Micro Devices(AMD)$  AMD's delay to the AI market could be interpretated in two ways. On one hand, the company has been carefully studying its target niche, refining its AI solutions to avoid rushing into the market and risking product failures. Alternatively, AMD may be taking a cautious approach by observing and identifying AI needs that promise the greatest returns before making significant investments. Over the past quarters, AMD has seen steady growth in its data center revenue, while profits have surged significantly due to improved production yields. The company's strategy of outsourcing manufacturing to TSMC has been beneficial, enabling AMD to reduce fixed overhead costs. As the company looks toward 2025, it remains optimist

The TikTok drama took another twist Tuesday amid reports that billionaire entrepreneur Elon Musk is being discussed as a potential buyer. The popular social-media platform is facing a ban unless it sells its U.S. operations. Legislators have cited national security concerns as the basis for banning the app under its current ownership -- it is owned by ByteDance, a Chinese company. The Supreme Court is now set to make a decision by Jan. 19 on whether to uphold a bill passed by Congress.

Taiwan Semiconductor will host its fourth-quarter analyst meeting on Jan. 16. Lu expected another year of solid revenue growth in 2025E by 26.8% for Taiwan Semiconductor, following 29.4% revenue growth in 2024E (all in USD terms), driven by strong demand in leading-edge nodes mainly supported by continuous strong momentum from AI. The analyst also noted a more favorable competition landscape, with $Samsung Electronics Co., Ltd.(SSNLF)$ foundry and $Intel(INTC)$   foundry facing more difficulties as they move to more advanced nodes. Therefore, he modeled a mid-high single-digit price hike for 3nm and 5nm nodes and a 10%+ price hike for chip-on-wafer-on-substrate starting in 2025.

VeriSign currently trades on a much higher than expected P/E since its forecast growth is lower than the wider market. Right now we are increasingly uncomfortable with the high P/E as the predicted future earnings aren't likely to support such positive sentiment for long. Unless these conditions improve markedly, it's very challenging to accept these prices as being reasonable. There are also other vital risk factors to consider.