Core Points - HUB Cyber Security Ltd. has received a 14-day extension from the Nasdaq Hearings Panel to comply with the minimum bid price requirement, now having until April 14, 2025, to achieve 10 consecutive trading days of at least $1 per share [1][2] - The extension was granted after the Panel reviewed HUB's recent developments and progress, indicating confidence in the company's achievements and roadmap for continued listing on Nasdaq [2] Company Overview - HUB Cyber Security Ltd. was established in 2017 by veterans of the Israeli Defense Forces and specializes in advanced cybersecurity solutions that protect sensitive commercial and government information [3] - The company's offerings include encrypted computing technologies and innovative data theft prevention solutions, operating in over 30 countries and serving a diverse client base [3]

Core Viewpoint - The current correction in the Nasdaq Composite presents an opportunity for investors to buy stocks at lower prices, particularly in the AI sector, which is expected to continue thriving despite market fluctuations [1][2]. Group 1: AI Hardware Providers - Nvidia and Broadcom are highlighted as key beneficiaries of the ongoing investment in AI hardware, with Nvidia's revenue expected to reach $204 billion in 2023, driven by strong AI demand [4][5]. - Nvidia's GPUs are essential for training AI models and handling inference, positioning the company to benefit from increased capital expenditures by major tech firms in 2025 [5]. - Broadcom is also poised for growth, with a projected market opportunity for its custom-designed XPUs estimated between $60 billion and $90 billion by 2027, alongside a trailing-12-month revenue of $55 billion [6][7]. Group 2: AI Hyperscalers - Major tech companies such as Amazon, Alphabet, and Meta Platforms are investing heavily in AI infrastructure, supported by their robust core businesses [9][10]. - Amazon's cloud computing segment, AWS, contributes significantly to its operating profits, accounting for 58% over the past year, making it a strong player in the AI space [11]. - Alphabet and Meta Platforms leverage their advertising revenues to fund AI investments, with both companies generating substantial cash flow from their various platforms [12][13]. Group 3: Investment Strategy - The recent market sell-off has made stocks of these companies more affordable, presenting a favorable entry point for long-term investors [13][14]. - From a forward price-to-earnings perspective, many of these stocks are considered attractive and represent a good buying opportunity during the current market conditions [14].

Market Overview - The Nasdaq Composite index has entered correction territory, down more than 13% from its December 16 highs, driven by economic developments leading to risk aversion among investors [1][2] - Factors contributing to the correction include tariffs imposed by the Trump administration, a weaker-than-expected jobs report, and declining consumer confidence due to potential inflation [2] Investment Opportunities - Market corrections can present solid buying opportunities, as historical trends indicate that corrections are often followed by sharp recoveries [3] - The Nasdaq Composite experienced corrections in early 2020 and 2022, followed by significant gains, suggesting that savvy investors who bought during sell-offs have benefited [4] Company Analysis: Nvidia - Nvidia shares have increased over 3,000% since 2019, demonstrating the potential for significant returns despite market volatility [5] - Investors are encouraged to seek companies with long-term growth potential, with Nvidia being a prime example [6] Company Analysis: Advanced Micro Devices (AMD) - AMD has achieved respectable gains of 413% since 2019, but has pulled back nearly 24% during the recent Nasdaq correction, making its current valuation attractive at 21 times forward earnings [8] - AMD's revenue increased by 14% in 2024, with non-GAAP earnings rising 25% to $3.31 per share, driven by record data center revenue and a 52% increase in client processor revenue [9][10] Growth Catalysts for AMD - AMD's data center graphics card business is expected to generate "tens of billions of dollars" in annual revenue in the coming years, up from $5 billion in 2024, as it launches next-generation AI graphics cards [11] - The global AI chip market is projected to exceed $500 billion by 2033, providing AMD with significant growth potential in data center revenue [12] - AMD's share of the server CPU market reached 35.5% in Q4 2024, up 3.7 percentage points year-over-year, indicating its competitive position against Intel [13] Future Projections - If AMD captures 40% of the AI server CPU market by 2028, its annual revenue from this segment could exceed $10 billion [14] - AMD is also gaining market share in PC CPUs, with a notable increase in revenue share for server CPUs, which could lead to stronger growth in the client segment [15] - Analysts forecast a 42% increase in AMD's earnings this year, followed by a 35% jump next year to $6.33 per share, indicating robust growth potential [15] Valuation and Price Target - AMD's potentially faster earnings growth and cheaper valuation compared to Nvidia make it an attractive buy during the ongoing market correction [16] - If AMD's earnings reach $6.33 per share and it trades at 25 times forward earnings, its stock price could rise to $158, representing a 62% gain from current levels [16]

Market Overview - The Nasdaq Composite has experienced a decline of approximately 13% in less than a month, which is a common occurrence with 10% market corrections happening roughly every two years [1][2] The Trade Desk - The Trade Desk's stock has fallen 53% from its 2025 highs, contrasting with major competitors like Meta Platforms and Amazon [3][5] - The company connects ad agencies with publishers, providing an independent alternative to larger platforms, which has contributed to its significant growth since 2016 [4][5] - Despite a recent earnings report that did not meet expectations, leading to a significant drop in stock value, the company is transitioning to a new AI-powered platform, Kokai, which may temporarily affect growth [5][6] - The Trade Desk's sales growth of 22% in Q4 2024, although below expectations, still outpaced the global advertising industry's growth rate [6][8] - The company holds a small market share of about 1% in the $1 trillion global advertising industry, indicating substantial growth potential [8] - Megatrends in connected television, premium video, and international expansion could drive The Trade Desk's stock back to new highs [9] Wingstop - Wingstop's stock has decreased by 31% from its 2025 highs, despite achieving its 21st consecutive year of same-store sales growth [10][11] - The market reacted negatively to a slight miss in sales expectations, reducing Wingstop's market capitalization from $9 billion to $6 billion [11][12] - The company is viewed as a strong buy due to its growth potential, with plans to quadruple its store count from the current 2,550 locations [13][14] - Wingstop's store count grew by 16% in 2024, with similar growth expected in 2025, alongside mid- to high-single-digit same-store sales increases [14][15] - The company's dividend yield has increased significantly over the past seven years, making it an attractive investment opportunity [15]

Core Viewpoint - Wingstop's stock is currently cheaper than it has been but is still considered expensive relative to the broader market, with a P/E ratio of around 57 compared to the S&P 500's 27.5 [2][12] Valuation Analysis - Wingstop's P/E ratio has decreased significantly from its highs, where it reached approximately 130 in September 2024 and nearly 150 in March of the previous year, making the current ratio of 57 appear relatively cheap [3][12] - Despite the current valuation being at the lower end of its historical range, it remains high on an absolute basis, indicating that it may not attract value investors until prices drop further [11][12] Market Sentiment - The stock has experienced a 50% decline from its peak, influenced by a broader market correction affecting the Nasdaq Composite, which is down about 10% [2][5] - Investor sentiment has shifted negatively, leading to increased selling pressure on Wingstop shares, which have underperformed compared to the Nasdaq over the past month [8][12] Business Performance - Wingstop's restaurant business is performing well, with a 36.8% increase in sales and a 19.9% rise in same-store sales in the U.S. for 2024, supported by 349 new store openings [7] - The company plans to expand its store base by up to 15% in 2025, indicating potential for continued growth [7] Investment Strategy - For aggressive growth investors, a hybrid approach is suggested: initiating a starter position at the current lower valuation and planning to buy more if the stock continues to decline [9][10][12] - Value investors may find Wingstop unattractive due to its low yield of 0.5%, which does not appeal to income-focused strategies [11]

Core Viewpoint - The AI sector has experienced significant growth, with stocks leading the Nasdaq to substantial gains, but recent economic concerns have led to a correction in the market, presenting potential buying opportunities for investors [1][2][3]. Industry Overview - The current AI market is valued at $200 billion and is projected to exceed $1 trillion by the end of the decade, indicating strong long-term growth potential for AI companies [4]. Company Analysis: Nvidia - Nvidia holds an 80% market share in the AI chip market, with its GPUs being the most expensive yet highest performing, attracting major tech companies [5]. - The company has consistently reported impressive growth, with quarterly revenue increasing by 78% to a record $39 billion and full-year revenue soaring by 114% to $130 billion [6]. - Nvidia's focus on annual GPU updates and innovation positions it well against competitors, making it a compelling long-term investment at a current valuation of 25x forward earnings estimates, down from 50x earlier this year [7][12]. Company Analysis: AMD - AMD is the second-largest player in the AI chip market with a 10% market share, offering solid performance at competitive prices, which appeals to cost-conscious customers [8]. - The company reported a 69% increase in data center revenue to $3.9 billion in Q4 and a 94% increase for the year to $12.6 billion, indicating strong growth in the AI sector [10]. - AMD trades at 21x forward earnings estimates, down from over 27x in January, presenting a potential buying opportunity despite being behind Nvidia in market share [10]. Investment Recommendation - While both Nvidia and AMD are strong candidates for investment in the AI sector, Nvidia is recommended as the better buy due to its dominant market position and commitment to innovation, which is expected to drive continued earnings growth [11].

Core Viewpoint - The recent sell-off in the stock market, particularly the Nasdaq, presents a buying opportunity for investors, allowing them to acquire positions at lower prices and potentially generate higher returns when the market rebounds [1][9]. Group 1: ETF Overview - The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) aims to provide monthly income and exposure to the Nasdaq-100 with reduced volatility [3]. - The ETF employs a two-pronged strategy that includes an options overlay to generate income and an equity portfolio focused on Nasdaq-100 stocks [6]. Group 2: Performance Metrics - Over the past 12 months, the ETF's options strategy has yielded an income of 10.1%, significantly higher than other asset classes [3]. - The total return of the ETF has been 16.4%, slightly below the Nasdaq-100's return of 16.6% [4]. Group 3: Income Generation - Monthly cash distributions from the ETF are a key driver of returns, fluctuating based on the options premium income generated [5]. - The ETF benefits from increased volatility, which raises the price of options and allows for higher cash distributions during such periods [6]. Group 4: Future Outlook - With the Nasdaq experiencing increased volatility, the ETF is expected to generate more options premium income in the near term, leading to higher cash returns [7]. - The ETF's value has declined by 11.5%, which is less than the Nasdaq's 12.6% decline, suggesting potential for higher total returns as the market recovers [8].

Core Viewpoint - The Nasdaq Composite is experiencing a correction as investors are selling growth stocks due to concerns over tariffs, trade wars, and a potential economic slowdown, but long-term investments may yield significant returns [1] Group 1: Nvidia - Nvidia reported sales of $130.5 billion for the fiscal year ending January 26, more than double the previous year's $60.9 billion [3] - The company projects revenue of around $43 billion for the current quarter, a 65% increase from the previous year [4] - Nvidia trades at a forward P/E multiple of 26, which is only slightly above the average tech stock's forward P/E of 25, making it an attractive investment despite a recent 14% decline in stock price [5] Group 2: Amazon - Amazon has integrated AI into its operations, enhancing its online marketplace and logistics with robotics [6] - The company is launching an upgraded Alexa+ assistant for $19.99 per month, free for Prime members, and has invested $8 billion in AI company Anthropic [7] - With $33 billion in free cash flow reported in 2024, Amazon is well-positioned to invest in AI opportunities, trading at a forward P/E of 30 [8] Group 3: Advanced Micro Devices (AMD) - AMD has seen a 50% decline in stock value over the past 12 months, attributed to a slow rollout of AI chips and competitive concerns [9] - The company reported a 14% sales growth last year, totaling $25.8 billion, with potential for significant revenue growth in the future [11] - AMD trades at a forward P/E of 22, offering a lower-cost alternative to Nvidia's chips, but faces risks in proving its competitiveness in the AI chip market [10][11]

Company Overview - Senti Biosciences, Inc. is a clinical-stage biotechnology company focused on developing next-generation cell and gene therapies using its proprietary Gene Circuit platform [1][5] - The company aims to create therapies with enhanced precision and control to treat patients with incurable diseases [5] Leadership Appointment - Feng Hsiung has been appointed to the Board of Directors, effective March 7, 2025, bringing extensive experience in investment strategy and capital markets [2][3] - Hsiung is the Founder, Chief Investment Officer, and CEO of Acion Partners, with a background that includes leadership roles at York Capital [2] Stock Options Grant - On March 7, 2025, the Board granted stock options to three new employees, totaling 202,700 shares at an exercise price of $3.52 per share [4] - The majority of these options, 174,200, were awarded to the new Chief Financial Officer, Jay Cross, under the 2022 Inducement Equity Plan [4] Product Pipeline - Senti Bio's lead program, SENTI-202, targets hematologic cancers and has shown promising initial clinical data, with two out of three patients achieving MRD-negative complete remissions [5] - The company is also advancing its Gene Circuits technology in T cells and exploring applications beyond oncology [5]

Artificial intelligence innovation could be a massive tailwind for these three "Magnificent Seven" stocks.In today's video, I discuss Nvidia (NVDA 0.92%) and my other top two "Magnificent Seven" stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of March 10, 2025. The video was published on March 10, 2025. ...