Sahm Research Center

Sahm Research Center provides professional stock analysis reports to help investors make more informed decisions.

Catalog

Weekly Report (December 22 – December 26)

In-Depth Equity Analysis: On Holdings (ONON.NYSE)

Weekly Report (December 15 – December 19)

The AI Smart Glasses Boom and Must-Watch Stocks

Salesforce: Surfing the AI Growth Wave for Market Leadership

Meta: Can AI Drive Growth Amid Profit Pressures?

Alibaba: Attractive Valuation Amid Growth and Policy Shifts

NIO: Navigating Through the EV Storm

PDD's Growth Dilemma: Challenge or Breakthrough?

SMCI Stock Drops: Time to Invest?

Nvidia Stock Rollercoaster: What's Ahead?

Sahm Research Center

Sahm Research Center provides professional stock analysis reports to help investors make more informed decisions.

Weekly Report (December 22 – December 26)

Weekly Report: US Stocks Surge While Saudi Market Stagnates. Looking Ahead: Can the Rally Persist Through Year-End?

632

In-Depth Equity Analysis: On Holdings (ONON.NYSE)

On Holdings (ONON.NYSE): Premium Sports Brand with Strong Growth Potential

4,239

Weekly Report (December 15 – December 19)

Weekly Report: Fed Drops "Super Bomb" - Why Are Global Markets in Freefall?

1,193

The AI Smart Glasses Boom and Must-Watch Stocks

AI-Powered Smart Glasses: The Next Computing Platform Revolution

2,788

Salesforce: Surfing the AI Growth Wave for Market Leadership

From a valuation perspective, CRM has risen approximately 40% since September, with its current price-to-sales ratio at around 9x, which is slightly above its historical average.

2,800

Meta: Can AI Drive Growth Amid Profit Pressures?

Meta's Q3 overall performance and guidance exceeded market expectations. However, active user growth fell short of expectations, while AI business losses and investments were excessive.

3,132

Alibaba: Attractive Valuation Amid Growth and Policy Shifts

Attractive Valuation Emerges Amid Growth Moderation and Policy Catalyst Expectations

2,618

NIO: Navigating Through the EV Storm

NIO Inc.: Dual-Brand Strategy Unlocks New Growth Curve, Chinese Economic Policies Boost Industry Recovery

6,128

PDD's Growth Dilemma: Challenge or Breakthrough?

Although PDD's earnings report fell short of expectations, the overall deviation was not significant, with profit growth even exceeding expectations.

1,079

SMCI Stock Drops: Time to Invest?

Q2 revenue was $5.31 billion, up 143.6% year-over-year, slightly above market expectations.

7,244

Nvidia Stock Rollercoaster: What's Ahead?

Sahm Research Center: We have previously covered and researched NVIDIA. Following the release of their latest Q2 financial report, we have updated our views and investment outlook.

2,645

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