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Tesla (TSLA) Analysis - Tesla has transformed into a dynamic technology innovator in the EV space [1] - Tesla's Energy Generation and Storage business is experiencing robust growth due to strong demand for Megapack and Powerwall products [1] - Tesla possesses high liquidity and low leverage, providing financial flexibility for growth opportunities [1] - Tesla launched its robotaxi in Austin in June 2025, with potential expansion to other U S regions by year-end, pending regulatory approvals [1] - Tesla anticipates significant cost and scaling advantages in its robotaxi venture [1] - Tesla is scheduled to release its third quarter 2025 results on Wednesday, October 22nd, after market close [1] - Shares of Tesla have rallied 93% over the past six months, outperforming the industry and peers [1] Cryptocurrency (iShares Bitcoin Trust - IBIT) Analysis - Cryptocurrency sentiment is turning upbeat in October, with analysts anticipating a potential "Uptober" rally [1] - Increasing interest from institutional investors is sending a positive signal to the market [1] - Pro-crypto moves by the Trump administration and the growing ties to the broader financial ecosystem are key tailwinds [1] - Fundamental drivers of digital currencies are expected to remain robust and support anticipated stability [1]

Market Overview & Strategy - The analysis focuses on the "MAG7" stocks (excluding Nvidia due to prior reporting) as market leaders, questioning their defensive nature [1][2] - Analyst owns Microsoft, Alphabet, and Amazon in personal portfolio as long-term picks [24] - The analysis suggests that most MAG7 stocks are breaking out and, while some are expensive, earnings growth remains strong, except for Tesla [25] Individual Stock Analysis - **Tesla (TSLA):** Earnings are volatile with inconsistent beats and misses; earnings are expected to fall 32% this year but rebound 48.5% in 2026; focus is on robo-taxi rollout and new stripped-down car sales [3][4][5] - **Microsoft (MSFT):** Consistent earnings growth with fiscal 2026 expected to be up 12.9% and fiscal 2027 up 16%; shares are up 23.5% year-to-date [8][9] - **Alphabet (GOOGL):** Good earnings growth expected for 2025 at 23.6%, but slower growth of 7.2% in 2026; year-to-date, up 35.5% and relatively cheaper with a price-to-sales ratio of 8.3% and PE of 25 [11][12] - **Meta (META):** Strong earning surprise track record; earnings expected to be up 18% this year, but only 5.5% next year; year-to-date up 21.7%, PE of 25, and price-to-sales of 10 [13][14][15] - **Apple (AAPL):** Shares hitting new all-time highs, but only up 8.3% year-to-date; slower growth expected for next year; PE of 32, price-to-sales of 9.1% [16][17][19] - **Amazon (AMZN):** Shares are down 2.4% year-to-date and underperforming the S&P 500 over five years; cheapest of the MAG7s with a price-to-sales of 3.4%; earnings growth of 23.5% this year and 12.2% next year [20][21] Valuation Metrics - Price-to-sales ratios are stretched for many MAG7 stocks, with some above 10 [9][12] - Amazon is the cheapest of the MAG7s with a price-to-sales ratio of 3.4 [20] Key Dates - Microsoft, Alphabet, and Meta are all reporting on October 29th [7][13] - Apple and Amazon are reporting on October 30th [23] - Tesla will be reporting this week [23]

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Business Overview & Market Position - First Solar is benefiting from policy support, analyst upgrades, and strong business fundamentals [1] - The company is a prime beneficiary of the Inflation Reduction Act, which incentivizes clean energy investments [2] - First Solar's US production facilities are reportedly sold out through 2028, specializing in cadmium telluride thin-film solar modules [2] Financial Performance & Projections - First Solar's Q3 sales are expected to increase by 74% to over $1.5 billion, compared to $887.67 million in the prior year quarter [5] - Q3 earnings are projected to climb 46% to $4.24 per share, versus $2.91 in Q3 2024 [5] - Foreseeable expectations of high double-digit top and bottom-line growth in fiscal years 2025 and 2026 [6] Stock Performance & Valuation - First Solar stock (FSLR) has spiked 10% in October and is up nearly 40% year-to-date, recently hitting a 52-week peak of $248 [3] - The stock has outperformed broader indexes significantly, although it has trailed the Zach's Solar Industries gains of over 20% in the last month [4] - First Solar's PE valuation is considered reasonable at 16 times forward earnings [7][8] - Several analysts have recently upgraded their price targets for First Solar stock to over $260, with Citigroup having a street-high price target of $300, offering over 20% upside [9] Technical Analysis & Risks - First Solar's 50-day and 200-day SMA support levels are currently around $169 and $210 per share, respectively [7] - Zach's rank for First Solar is currently a number three hold, with EPS revisions being positive but dipping in the last week for fiscal years 2025 and 2026 [10] - The technical analysis of FSLR shows that the stock can be very volatile and influenced by trading indicators [11]

[Music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is Zach's Market Edge. Welcome to Zach's Market Edge, the podcast about investing in your life.I'm your host, Tracy Rinick, and this week I'm giving you what you all want, just three of the hottest stocks of 2025. Well, actually, one of them isn't even as hot as it was last year, but I'm including it here because you are all still talking about it. You know these names, especially if you're a trader.I thought we'd take a quick look at what ...

Take a look at today's bull of the day. A Zach's rank number one, strong buy. And today's bear of the day, a Zach's rank number five, strong cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

Heat. Heat. Heat. Heat. Heat.Heat. ...

[Music] Take a look at today's bull of the day. A Zach's rank number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...