ProShares Ultra Bitcoin ETF is unsuitable for long-term holding due to daily 2x leverage and compounding decay. BITU can deliver strong returns during sustained Bitcoin rallies but amplifies losses and underperforms spot ETFs during choppy or declining markets. I believe Bitcoin has likely seen its cycle top, with further downside risk of up to 30% from current levels.
Boeing demonstrated robust November order inflow, led by strong 777X and 787 wide-body demand, with 164 gross orders and 126 net orders valued at $17 billion. BA's deliveries declined sequentially as 737 MAX inventory was depleted, but year-to-date deliveries and order backlog remain substantially above prior-year levels. The completed Spirit AeroSystems acquisition enhances BA's control over 737 MAX quality and supply chain, supporting sustainable production increases and future cash flow improvement.
Q3 2025 delivered record revenue of $634M, with 4.6% YoY growth and EBITDA margin expanding to 8%. The MRC Global acquisition expands scale and customer base, supporting topline growth beyond FY25 amid ongoing U.S. market strength. Operating leverage and cost management are expected to benefit margins in the quarters ahead.
Delta Gold Technologies PLC (AQSE:DGQ) earlier this week discussed its ongoing research in quantum computing and the company's commercial strategy following its recent listing on the Aquis Stock Exchange. The company is pursuing a novel approach to building qubits, the core component of quantum computers, by using nanoscale gold.
QQQ carries a higher expense ratio than VUG and has delivered a slightly stronger 5-year total return. Both ETFs are extremely liquid, with QQQ showing a somewhat lower volatility profile and similar tech-heavy sector allocations.
Nvidia (NVDA 3.27%) is pushing open AI at NeurIPS and showing why Blackwell is becoming the platform that makes frontier mixture-of-experts models practical, faster, and cheaper to run at scale. But China uncertainty and AI bubble fears are real, and when expectations are this high, the next catalyst can move the stock in either direction.
Warren Buffett likes to buy well-run businesses when they are attractively priced. This reliable dividend stock's dividend yield is toward the high end of its historical yield range.
I believe Credo's AI interconnect thesis is validated by triple-digit revenue growth, with its AECs the de facto standard for inter-rack connectivity. Q2 FY26 revenue rose 20% sequentially to $268M, beating guidance and the Street's consensus ($235M). Profitability and cash flow followed through. Non-GAAP gross margin was 67.7%, non-GAAP net income was $128M, operating cash flow was $61.7M, and free cash flow was $38.5M. The trend in margin is positive, but there are risks.
Bayer Aktiengesellschaft remains deeply undervalued despite ongoing operational and litigation headwinds, supporting a bullish stance. Q3/25 results were weak, but technicals and intrinsic value calculations indicate potential upside, especially if glyphosate litigation abates. Trump administration support for Supreme Court review of glyphosate cases could materially reduce litigation provisions and unlock value.
Visa (V +0.63%) is one of the most profitable companies in the world when measured by the operating profit margin.
Cheniere Energy is rated a buy following a 23% pullback from all-time highs, driven by weak European and Asian natural gas prices. LNG's Q3 results showed 28% revenue growth and 33% net income growth, with a solid 21% income-to-revenue ratio. US LNG exports are poised to surpass Norway as Europe's top gas supplier, enhancing LNG's future pricing power.
Like a thrilling corporate drama, the battle for Warner Bros Discovery acquired a sensational new subplot last week when, not willing to let go, Paramount Skydance made a comeback with a $108.4 billion all-cash hostile bid for the studio powerhouse, just days after WBD had sealed a deal with Netflix.
Artificial intelligence (AI) is the common thread that unites many of the world's most valuable companies. Broadcom and Meta Platforms have each reported accelerating growth in large part due to AI.
Navitas (NVTS 6.43%) is repositioning itself for long-term growth by exiting low-margin segments and focusing on AI data centers, advanced computing, and high-power electrification. With Nvidia selecting its GaN and SiC power chips and new distribution strength in Asia, the company could be approaching a meaningful turning point that investors should not overlook.
Enterprise Products Partners (EPD) is rated a Strong Buy due to its robust core operations, consistent volume growth, and 27-year streak of distribution increases. EPD's fee-based toll model ensures highly predictable revenues, supporting a forward yield of 6.77% and a potential 5%+ annual distribution growth. Volume growth in NGL and natural gas pipelines, strategic acquisitions, and efficient capital allocation drive sustainable margin expansion and future distribution coverage.
Evergy offers an attractive dividend yield and has strong growth prospects. Prudential Financial's dividend is rock-solid.
Eli Lilly is positioned for a secular growth trajectory, leveraging its duopoly in diabetes and obesity therapies while investing heavily in pipeline diversification. LLY faces intensifying competition and looming patent expirations, but is proactively expanding into oral, triple-agonist, and novel biologic modalities to sustain long-term revenue. Valuation risk is high in the near term, yet the robust pipeline support a buy rating for long-term investors.
The Trade Desk (TTD 1.00%) faces increasing competition, which is concerning to investors.
Inclusion showcases a strong U.S. market presence and commitment to long-term shareholder value AMSTERDAM , Dec. 13, 2025 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, today announced its inclusion in the Nasdaq-100 Index®, marking a significant milestone in its global growth strategy. This achievement comes one and a half years after the company's initial listing on the U.S. stock market.
Linde's EPS growth is underpinned by management actions, pricing power, cost control, and productivity, supporting a credible path to low-to-mid-teens EPS growth. Emerging growth vectors in space and electronics, alongside AI-driven productivity, provide additional upside to organic volume and margin expansion. Following the recent sell-off, shares offer 20% upside over 12 months plus a 1.5% dividend yield, reinforcing our Buy view on this high-quality, long-duration compounder.