Roku generates revenues from subscriptions and advertising, with the latter offering long term potential for sustainable growth. Roku monetized video ads rose 67% year over year in the fourth quarter and nearly doubled year over year in 2021, driven by an increase in client acquisition, retention and spending per client. In 2021, Roku’s total number of advertisers grew more than 20% (excluding political). The company retained over 95% of advertisers who spent $1 million or more compared with 2020 levels. The company is the market leader in ad-supported streaming space. The Roku Channel reached active accounts with an estimated 60.1 million viewers in fourth-quarter 2021 and more than 270 live linear channels.

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Roku’s acquisition of demand-side platform, Dataxu will position the streaming service provider to compete more fiercely for ad dollars as it shifts from the $70 billion linear TV market to digital platform. The acquisition will enhance and automate services provided to marketers on Roku’s advertising platform. dataxu’s software will provide marketers on Roku the ability to automate how they purchase video ads across platforms, including online video TV and over-the-top (OTT), on Roku’s owned and operated properties using a self-serve interface.

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Roku connects content publishers to users at scale, and provides a deep array of promotion tools to help drive engagement and reach. Launches of third-party streaming channels, as well as continued investments in The Roku Channel, contributed to engagement growth in 2020. Continued strong growth of Disney+ (launched in late 2019), as well as the launch of NBC Universal’s Peacock and HBO Max followed

by the recent launch of Discovery+ in the first quarter 2021 are expected to aid user growth in the near term. These services have done well

on the Roku platform owing to its large base of engaged users and promotional capabilities.

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Roku’s improved liquidity makes the stock attractive to investors. As of Dec 31, 2021, cash and cash equivalents were $2.15 billion compared with $2.18 billion as of Sep 30, 2021. The improved liquidity will help Roku to meet its working capital requirements. The company’s total debt of $89.9 million as of Dec 31, 2021, should not be a concern for Roku due to its solid cash balance.

As more of the economy transitions into the digital realm, a growing number of companies will find themselves with access to game-changing tech like artificial intelligence. In the second quarter of fiscal 2022, C3.ai said it was serving 14 different industries, double the amount from the corresponding quarter in the previous year. It indicates that more sectors are already proactively seeking the benefits of AI.

One of those sectors is oil and gas, which represents the largest portion of C3.ai's total revenue. The company has a long-standing partnership with oil giant $BKR. Together, the two companies have developed a suite of AI applications to predict critical equipment failures and reduce carbon emissions in drilling and production operations. Shell is a core customer of these applications, and it's using them to monitor 10,000 devices and 23 large-scale oil assets, with the technology processing 1.3 trillion predictions per month.

In the recent Q3 of fiscal 2022, C3.ai revealed a new partnership with the U.S. Department of Defense worth $500 million over the next five years. It's designed to accelerate the adoption of AI applications across the defense segment of the federal government.

But some of C3.ai's most impressive partnerships are those with tech behemoths like $MSFT and $GOOGL. They're collaborating with C3.ai to deploy AI applications in the cloud to better serve their customers in manufacturing, healthcare, and financial services, among other industries.

Bullish: Walmart is gaining from its sturdy comp sales record, driven by its constant omnichannel efforts. The company has been posting positive comp sales in the U.S. division for 29 straight quarters.

Bearish: The ongoing pandemic and its potential impact on the global retail environment could continue to effect business results. Supply chain, inflation and labor are likely to keep margins under pressure.

Lululemon expects to capture the growing online demand and ensure robust shopping experience through its accelerated e-commerce investments this year. It has been investing in developing sites, building transactional omni functionality and increasing fulfillment capabilities. The company continues to strengthen omni-channel capabilities such as curbside pickups, same day deliveries and BOPUS (buy online pick up in store). It is enhancing its mobile app in a bid to offer the curbside pickup facility and train its store associates to help customers speed up transactions. Free online digital educator service for people who can't make it into our stores also bodes well. In the digital channel, revenues increased 21% year over year and 54% on a two-year CAGR basis in the fiscal third quarter, driven by its expanded omnichannel capabilities as well as strength in websites and apps. Digital comps were up 21% for the fiscal third quarter. Management plans to boost online category offerings and creative content.

Starbucks is strengthening its product portfolio with significant innovation around beverages, refreshment, health and wellness, tea and core food offerings. Starbucks is leaning toward fast-growing categories like Cold Brew, Draft Nitro beverages, and plant- based modifiers, including almond, coconut, and soy milk alternatives. Apart from the numerous beverage innovations, Starbucks has also been making an effort to offer more nutritional and healthy products to its customers. Meanwhile, the company’s Reserve Roastery and Tasting Room elevates the coffee experience to the next level, with small-batch super-premium coffee produced using innovative coffee-brewing techniques. Starbucks’ collaboration with $BYND to roll out a plant-based lunch menu in the China is a testament to the same. Now Starbucks customers can enjoy pastas and lasagna made utilizing Beyond Meat's plant-based beef products. It will also include meatless pork alternative known as Omnipork and popular non-dairy milk called Oatley. The new menu is available at more than 3,300 Starbucks locations in China. Both the companies have already partnered to roll out a plant-based sandwich to Canadian locations.

Strong performance and impressive design of Tesla vehicles are ramping up sales volumes. With Model 3 being its flagship vehicle, Tesla has established itself as a leader in the EV segment. Currently, it is the best-selling sedan in the world. Along with rising demand of Model 3, which forms a major chunk of the automaker’s overall deliveries, Model Y is boosting Tesla’s prospects. Despite the global chip crunch, Tesla’s vehicle deliveries jumped 90% in 2021 and the company targets more than 50% year-over-year growth in 2022.

Tesla hit an incredible milestone in Q4, with record deliveries and production. Most importantly gross margin, excluding credits, came in at +29.2% — at an all-time record high. High volumes are aiding Tesla to achieve cost and production efficiencies, thereby strengthening margins. Over a multi-year horizon, Tesla anticipates achieving 50% average annual growth in vehicle deliveries. Along with high automotive revenues, Tesla’s energy generation and storage revenues are also growing thanks to positive reception of Megapack and Powerwall products. Solar and energy storage deployments witnessed a year over year growth of 68% and 32% in 2021.

With China being the biggest EV market, Tesla’s ambitious production plans in the country bode well. Robust production of Model 3 and Y from gigafactory 3 (in Shanghai) is aiding top-line growth. Importantly, the Shanghai factory commands a high market share in China’s EV market and the company remains focused on further improvements to increase production rates. Progress of gigafactory 4 (in Berlin) and 5 (in Austin) is also on track, with production at both factories having commenced in Q4’21.

Falling debt levels is another positive. Long-term debt and finance leases, net of current portion as on Dec 31, 2021 totaled $5,245 million, down from $6,438 million and $9,556 million as of Sep 30, 2021 and Dec 31, 2021, respectively. Its long-term debt-to-capital ratio stands at 0.16, declining from 0.20 in the prior quarter as well as lower than the industry's 0.52. Low leverage provides the firm with financial flexibility to tap onto growth opportunities.

$EDIT lead pipeline candidate is EDIT-101 that

employs CRISPR gene editing to treat LCA10 - a rare genetic illness that causes blindness.

LCA10 disease has a significant unmet need as no therapies are presently approved to cure

the disease either in the United States or in Europe. EDIT-101, if developed successfully and

eventually approved, can reap huge profits.

In June 2021, Editas started enrollment in the first of two planned pediatric cohorts in the

phase V/I BRILLIANCE study evaluating EDIT-101 for LCA10. In September 2021, Editas

announced initial data from the phase V/I BRILLIANCE study evaluating EDIT-101 for the

treatment of blindness due to LCA10. The company will now run the pediatric mid-dose cohort and the adult high-dose cohort concurrently, with dosing completion anticipated in the first half of 2022.