Introduction:
In the previous article, the RockFlow research team conducted an in-depth analysis of the business evolution process, latest business overview, and future stock price catalysts of AI advertising company AppLovin, which ranked first in the Nasdaq 100 Constituent Stock Index in 2024 (with an annual increase of 713%).
In an article a few months ago, the RockFlow research team summarized the true Competitive Edge of NVIDIA, a leading AI company, and why we believe that NVIDIA is not only a great company, but also a potential investment target with high returns.
Highlight:
The development trajectories of AI and mobile internet are very similar. Initially, the value flowed to hardware companies, but as the technology matured, market attention gradually shifted to the software field. Recently, the monetization of AI software companies has made significant progress, and their stock prices have risen sharply, reflecting the strong demand and confidence in AI in the market.
After social media platforms such as Facebook (2012), Twitter (2013), Snap (2017), and Pinterest (2019) went public early, Reddit, which has been established for nearly 20 years, finally successfully went public this year.
There is a company that went public in 2021. Its stock price performed well in the first half of the year, but it continued to suffer heavy losses for more than a year, with a drop of more than 90%. Later, it turned the tables, with the stock price soaring more than 3300% from its lowest point in two years. In just 2024, it rose more than 7 times, and its market value easily exceeded 100 billion.
Introduction:
In July this year, the failure of cyber security service provider CrowdStrike caused a "global downtime", and some US airlines, banks, and supermarkets were paralyzed. On that day, CrowdStrike's stock price plummeted, and multiple cyber security and SaaS stocks were also affected.
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More than a week after Trump's election, Tesla's stock price rose by nearly 50%. This increased the value of Musk's 411 million shares by nearly $50 billion, equivalent to a staggering 420-fold return on $119 million donated to Trump in just over a week.
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1）The original intention of Nubank's establishment was to disrupt traditional banks. In order to create a fully digital Financial Institution, Nubank successfully used technology to provide a more streamlined and humanized experience, reduce management costs, and bring better service to customers.
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The historical trend data of the S & P 500 index since 1901 shows that regardless of which party is in power in the White House, the index will rise in the long run.
