Jamie Louko

The stock is highly valued today, but there's a path to positive stock returns for this fast-growing company.

Taiwan Semiconductor Manufacturing (NYSE: TSM) and Semrush Holdings (NYSE: SEMR) are also performing better so far this year. After experiencing drops of 38% and 61% last year, respectively, Taiwan Semi has jumped nearly 19% in 2023 while shares of Semrush are roughly flat. The median price target from analysts over the past month for Taiwan Semi is $103, implying a 9% upside from the company's stock price as of this writing.

The stock is highly valued today, but there's a path to positive stock returns for this fast-growing company.

The picture might look bleak for most e-commerce companies, but this one could be the exception.

With nearly 35% of the entire population of South Korea using its platform, Coupang is the e-commerce stalwart in the country. It provides an Uber Eats-style offering (Coupang Eats) and a streaming service called Coupang Play. Coupang also does something that few other e-commerce businesses do: It sells consumer staples.

After a rosy fourth-quarter earnings report, shares of Mastercard (NYSE: MA) still slumped roughly 2%. More pressing, however, was the company's performance over the past quarter, which gave investors insight into the consumer spending landscape.

It might be time to follow one of Wall Street's most bullish technology investors.

In 2022, investors grappled with the deepest bear market since the global financial crisis in 2008, and the technology sector took the brunt of the pessimism. Cathie Wood's Ark Invest is focused on the technology sector, so it experienced a steep decline in the value of its exchange-traded funds (ETFs). Its flagship Ark Innovation ETF fell a whopping 66% for 2022.

Shares of Amazon (NASDAQ: AMZN) slumped after the company reported its fourth-quarter earnings. This was largely due to underwhelming profitability in Q4, along with lackluster guidance. However, what investors should be focusing on is Amazon's operating income, and in this episode, Jamie explains the concerns he has behind this number.

What does the future hold for this up-and-coming EV company?