Djokovic's Digest: Wall Street's Love-Love Game with AI, Autonomous Growth, and Maybe Some Trash (Talk?)

Citi's Ace: US Foods Gets a 'Buy' Rating

Namaste investors! Your boy Nole here giving you the inside scoop from the world of finance. Citi's apparently got a thing for US Foods slapping a 'Buy' rating on them. They're talking about 'accelerating growth' and 'steady leverage.' Sounds a bit like my game plan against Federer back in '19 eh? But instead of forehands and backhands we are talking profits and expansion. I always say you gotta believe in your serve... or in this case the gross profit per case! Like I always say “Believe in your capabilities!” They seem to be and so should you...maybe.

BofA's Baseline Blast: Nvidia's AI Potential

Bank of America is all in on Nvidia especially with this AI boom. They're basically saying Nvidia's got the 'Djokovic' of AI – a unique advantage. Even with a few 'near term headwinds' (we all get 'em like that dodgy line call in Rome) they're sticking with the 'Buy' rating. They're also banking on China sales bouncing back. It's all about the mental game people! You gotta visualize that win whether it's a Grand Slam or a quarterly report. That's why they are saying: "possibility for China sales recovery on new redesigned/compliant products later in the year."

Jefferies' Jump Shot: Microsoft Is Still King

Jefferies went to Microsoft's 'Build' conference and came back all starry eyed. Copilot is apparently getting smarter and everyone wants a piece. The only problem? Data access and governance. Sounds like trying to explain my diet to a room full of pizza chefs no? But hey Microsoft's seen as a 'safe haven.' Reminds me of my backhand down the line – always reliable always there. They are leaning into an open platform to be the AI hub. “I am what I am. I love competing. I love being under pressure.”

Evercore's Error: Deckers Downgraded?

Ouch! Evercore ISI just slapped Deckers (UGG and Hoka shoes) with a downgrade. Apparently the growth engine is sputtering. It's like losing that first set – suddenly everything feels a bit off. They are saying that the company is entering a new phase of lower growth profile. Even the best players have their slumps right? Time to regroup re strategize and maybe get some new insoles!

Baird's Backhand Winner: Wix Gets an Upgrade

Baird's feeling bullish on Wix saying the product's getting 'compelling.' Post 1Q print expectations seem more reasonable. Sometimes you just need a good bounce to get back in the game right? Sometimes you just need that little bit of help from others. "We are adopting a constructive stance on WIX because: 1) the product is becoming increasingly compelling 2) expectations now seem more reasonable post 1Q print and 3) the long term drivers of the investment case are attractive."

JPMorgan's Junk Shot: Waste Management Going Up?

JPMorgan's throwing some love at Waste Management upgrading them to 'Overweight.' They're talking about 'revenue and cost synergies' and 'sustainability projects.' Look even I Mr. Organic himself can appreciate a good waste management strategy. After all we all need to clean up our act on and off the court! "Longer term WM's valuation gap vs. peers should narrow as we expect ~HSD% topline and HSD LDD% [high single digits low single digits] EBITDA growth targets in the next five years at the June Analyst Day driven by revenue and cost synergies in Healthcare Solutions/Stericycle and sustainability projects gaining traction."