Giada De Laurentiis finally felt like she was taken seriously when she opened a restaurant in Vegas. “I think I was one of the first female celebrity chefs to have a restaurant in her name on the Strip.” https://t.co/hE5N75Yqgi ...

[মিউজিক] বাস্তব আর স্বপ্ন কিছু সময় আগেও বা কিছু ঘন্টা আগেও আমার স্বপ্ন ছিল এটা হন আমি যদি কিছু বলতাম আমাকে যখন এইজন্য মনোনয়ন দেয়া হলো আমি চিন্তা করলাম যে আমি তো ভাতের ব্যবসা করি রাস্তার পাশে ভাত বিক্রি করি আমার আবার কি বলার আছে ওরা আমাকে বলল জন্য আমি কিছু বলতেই হবে তখন আমার একটা স্বপ্ন থেকে ফেল আমি কিছু বলবো আর এখন বাস্টার স্বপ্নটাই আমার বাসটা হল যে আমি বলতেছি আমার কুমিল্লা জেলার উপজেলায় এলাকায় আমার বাড়ি আমার নাম এত বুফুর রহমান আমরা পীর ভাই বাবা সরকারি চাকরি করতেন মা এখনো আমাদের সাথে ছায়ার মত আছে এই রেস্ ...

Culinary Industry Insights - The restaurant industry has long been shrouded in mysticism, with rumors of intense kitchen environments [4] - Only 10% of culinary school graduates remain in the restaurant industry, highlighting the challenges of the profession [9] - The transition from culinary school to a professional kitchen requires a shift in mindset from learning to delivering a product [14] Success Factors in the Culinary Field - Embracing expectations and standards of the culinary community is crucial for growth and avoiding stagnation [16] - A "sense of urgency" is emphasized in professional kitchens, highlighting the importance of efficiency and timeliness [24] - Personal satisfaction with one's best effort is essential, even when it doesn't meet external expectations [27] - Passion for cooking can make long and demanding work hours feel less burdensome [28][29] Personal Growth and Awareness - Understanding the feelings associated with one's passions is key to finding fulfillment [31][32] - Cooking creates memories and enhances experiences beyond just the food itself [33][34] - Awareness of external influences and interconnectedness is crucial for personal freedom and success [40]

Core Insights - Investors should focus on companies with strong growth potential, competitive advantages, and adaptability to technology trends Group 1: Nvidia - Nvidia is the leader in AI infrastructure, holding a 92% market share in Q1 [2] - The company's competitive edge lies in its CUDA software platform, which has been widely adopted in research and development [3] - Nvidia is expanding into new markets, including autonomous driving, while recently receiving approval to sell H20 chips in China [4] Group 2: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing is the leading chip foundry, producing chips for major companies like Nvidia and Apple [6] - The company has seen a rise in revenue from high-performance computing, which now constitutes 60% of its revenue, up from 52% a year ago [7] - TSMC's advanced manufacturing capabilities position it as a key player in the growing AI and autonomous driving markets [8] Group 3: Meta Platforms - Meta Platforms is leveraging AI to enhance its digital advertising capabilities, increasing user engagement on Facebook and Instagram [9] - The company is beginning to monetize WhatsApp and Threads, which have significant user bases, providing a long growth runway [10] - CEO Mark Zuckerberg is investing heavily in AI talent to achieve ambitious goals, positioning Meta as a potential leader in AI [11] Group 4: GitLab - GitLab is evolving into a comprehensive software development lifecycle platform, integrating AI to enhance development processes [12] - The introduction of over 30 new features in GitLab 18 aims to improve efficiency across the software development lifecycle [13] - GitLab's focus on AI-driven solutions positions it well for future growth in an increasingly AI-centric software landscape [13] Group 5: Toast - Toast is becoming essential in the restaurant industry by providing software that enhances operational efficiency and sales [14] - The integration of AI tools like ToastIQ is helping restaurants make data-driven decisions in real time [15] - As restaurants face economic pressures, Toast's technology solutions offer significant growth opportunities in a large and fragmented market [16]

Consumer Behavior & Market Trends - Chipotle experienced a decline in instore traffic for two consecutive quarters [1] - Cameron Mitchell Restaurants observed a potential shift towards more cautious consumer spending based on sales data [1] - The restaurant industry is facing challenges in maintaining profitability [5][6] - Consumers are starting to spend slightly less, potentially ordering fewer desserts or appetizers [9] - There's cautious optimism with recent same-store sales increases [3][9] Cost & Pricing Pressures - Cameron Mitchell Restaurants is approaching the limit of price increases it can implement in the market [3] - Rising meat prices are significantly impacting the company's profit and loss (P&L), potentially forcing price adjustments in the second half of the year [4] - Increased costs across labor, food, construction materials, and interest rates are impacting profitability [6] - Labor costs are up, but turnover is at an all-time low [7][8] Restaurant Industry Challenges - Many restaurant closures are occurring, particularly affecting independent restaurants with fewer resources [6][7] - Inflation and persistently high prices are making the restaurant business tougher [7]

You may have heard President Trump talk about no tax on tips >> and we will deliver no tax on tips. Very important. No tax on tips.>> Now that his massive tax and spending bill is law, he's now followed through on that promise. What does that catchphrase actually look like in practice. Any workers who have historically received tips like restaurant servers will be able to deduct up to $25,000 from their taxable income starting next year through 2028.The deduction begins phasing out for workers who earn more ...

Tax Policy Change - Republicans decided free meals and snacks for workers are no longer tax deductible [1] - The tax deduction exception applies to the Alaska fishing industry and restaurants [1] Employer Strategies - Employers have been using free meals and snacks to attract workers back to the office [1]

French bistro Belon is infusing a Turkish flair into the Michelin-starred restaurant under Mina Güçlüer, one of the youngest chefs to lead a top restaurant https://t.co/pzwgzF8WB4 ...

Core Viewpoint - The consumer sector presents attractive growth stock opportunities, particularly as many stocks remain undervalued due to ongoing tariff concerns. Initial investments in these stocks can be beneficial for investors. Group 1: Amazon - Amazon's stock is currently attractively valued despite a rally from its lows, with a record Prime Day generating $24.1 billion in sales, more than double last year's Black Friday sales [3][4] - The company has made significant investments in logistics, automation, and AI, leading to improved operational efficiency and cost savings [4][5] - Amazon Web Services (AWS) continues to lead in cloud computing, with customers utilizing its services for AI model development, supported by custom chips for enhanced performance [5] Group 2: Alibaba - Alibaba's stock trades at a forward P/E of 11, with over 30% of its market cap in cash and investments, indicating it is undervalued [6][8] - The company's cloud business has seen AI-related revenue double for seven consecutive quarters, and partnerships with major companies like Apple could drive growth [6][7] - Alibaba is enhancing its e-commerce platforms and expanding international operations, with expectations of profitability in its international segment soon [7][8] Group 3: E.l.f. Beauty - E.l.f. Beauty's stock has faced a slowdown but is poised for transformation through its acquisition of Rhode, a fast-growing premium brand [9][10] - Rhode generated $212 million in sales with minimal marketing, indicating strong potential for growth as it enters retail partnerships [10][11] - The strategy to integrate premium brands is expected to yield better margins compared to mass-market products, presenting a long-term opportunity [12] Group 4: JAKKS Pacific - JAKKS Pacific has improved operations and profitability under new leadership, with shares up over 200% in five years despite a recent 30% decline due to tariff concerns [13][15] - The company reported a 26% sales increase in Q1, driven by popular licensed products, and is expected to maintain momentum with upcoming launches [14][15] - JAKKS is diversifying revenue through partnerships to create seasonal products, enhancing its market position [15] Group 5: Cava Group - Cava Group's stock is down nearly 50% from its highs, providing a favorable entry point for investors [16][18] - The company has achieved double-digit same-store sales growth for four consecutive quarters, driven by increased customer traffic [16][17] - Cava aims to expand its locations from under 400 to 1,000 by 2032, indicating significant growth potential in the fast-casual dining sector [18]

Market Overview - Volatility in the U.S. stock market is expected to continue due to uncertainty regarding interest rate cuts, new tariffs, and geopolitical tensions, complicating portfolio management for individual investors [1] Investment Strategy - Selecting inappropriate stocks can negatively affect returns, undermining investment goals; adhering to broker advice is suggested as brokers possess extensive knowledge of stocks and the broader economy [2] Recommended Stocks - Broker-friendly stocks identified for potential healthy returns include BrightSpring Health Services (BTSG), GXO Logistics (GXO), BrightView Holdings (BV), Bloomin' Brands (BLMN), and Archer Daniels Midland Company (ADM) [3][9] Screening Methodology - A screening strategy was developed to identify stocks based on improving broker recommendations and upward revisions in earnings estimates over the past four weeks, incorporating the price/sales ratio as a valuation metric [4] Screening Criteria - The screening criteria include: - Top 75 companies with net upgrades in broker ratings over the last four weeks [5] - Top 10 stocks with positive earnings estimate revisions for the upcoming quarter [5] - Bottom 10% of stocks based on price/sales ratio [5] - Stocks priced above $5 to attract investor interest [5] - Average daily volume exceeding 100,000 shares over the last 20 trading days [6] - Top 3000 stocks by market capitalization [6] Company Highlights - **BrightSpring Health Services (BTSG)**: Expected earnings growth rate of 55.4% for 2025, with a projected revenue increase of 9.1% over 2024; currently holds a Zacks Rank 2 (Buy) [7][9] - **GXO Logistics (GXO)**: Benefits from increased e-commerce and cost-cutting efforts; projected revenue growth of 9.9% for 2025; currently holds a Zacks Rank 3 (Hold) [10][11] - **BrightView Holdings (BV)**: Largest commercial landscaper in the U.S., with expected earnings growth of 10.5% for 2025; currently holds a Zacks Rank 3 [12][13] - **Bloomin' Brands (BLMN)**: Performance driven by off-premise channels and technology upgrades; Zacks Consensus Estimate for 2025 earnings revised upward by 1.7% [14][15] - **Archer Daniels Midland Company (ADM)**: Focus on flexitarian diets and sustainable materials; currently holds a Zacks Rank 3 [16][17]