4 stocks to evaluate with the market in the grip of uncertainty

Recent market uncertainty, fueled by a variety of factors, has divided the investing public into two distinct camps: on the one hand, the incurable pessimists, who predict a significant new market crash; on the other, the insatiable optimists, who maintain a strong belief in the continuation of the "everything rally".
However, the market, as a whole, does not yet seem to have taken a clear direction, while the first profit-taking is starting to be noticed on some stocks.
In this context of declining stock prices, the question arises as to which stocks can still be considered promising.
So let's look at some noteworthy companies.
1) Super Micro Computer (SMCI) One company that deserves attention, currently ranked among the small caps of the Russell 2000 Index, particularly in the gworth section, is Super Micro Computer (SMCI).
The strong appreciation of its shares has, without a doubt, been fueled by the explosion of interest in artificial intelligence (AI).
SMCI shares reached a high of $1000 before going through a correction phase.
Over the last five years, the company has achieved exceptional performance, with an increase of more than 4000%.
Specializing in the production of high-performance server and storage solutions, Super Micro Computer has benefited enormously from the AI boom, attracting the attention of investors and driving up its share price, to the point of becoming one of the most followed companies in the industry.
of the Russell 2000.
Recent financial results have further strengthened the market's confidence: sales increased by more than 100%, while earnings grew by 70%, with earnings per share (EPS) of $5.59.
Forecasts for 2024 point to a strong growth outlook, with the company estimating a first-quarter EPS increase of more than 250%.
These growth rates clearly highlight the reasons for the market's optimism regarding SMCI's future.
However, the valuation of SMCI shares remains uncertain: it is unclear whether they are overvalued or whether they continue to offer growth potential (alpha).
Despite this, Super Micro Computer undoubtedly remains a company to monitor carefully, especially considering the current phase of global technological transformation.
2) ARM Holdings When analyzing the trends of 2024, it is impossible not to mention the semiconductor sector.
NVIDIA, the undisputed leader in this market thanks to the notable stock market performance of its shares, frequently stands out in discussions.
However, there are other equally solid companies in this area, among which ARM Holdings stands out, a company that has repeatedly attracted the interest of the market, thanks to a possible acquisition by NVIDIA.
ARM's business model clearly differs from that of other companies in the sector: instead of producing chips directly, ARM develops the architecture and licenses it to major semiconductor manufacturers.
ARM's financial results for the third fiscal quarter of 2024 showed a 14% increase in revenue, accompanied by an extremely positive outlook for the future.
This optimism is also reflected in the performance of ARM shares, which have grown from $67 to $125 in early 2024.
This significant graphic growth, for many, makes it conceptually complex to open new positions on ARM shares.
Despite this, it remains an entity that has demonstrated remarkable solidity and an extraordinary ability to adapt to emerging technological innovations.
3) CrowdStrike (CRWD The boom in artificial intelligence (AI) has generated marked enthusiasm for the shares of companies engaged in the production of software, hardware, and often involved in the development of AI systems.
An aspect that experts monitor carefully , concerns cybersecurity, a critical topic in the current technological revolution.
CrowdStrike (CRWD) is one of the companies particularly monitored by traders and investors.
This company offers managed security solutions in the cloud, protecting endpoints, cloud workloads, identities and data.
Recently, CRWD stock surpassed its previous all-time highs, reaching the $300 level, a sign of strong dynamism.
CrowdStrike also reported growing balance sheets, confirming sustained interest in this sector.
This is not the only reality focused on cybersecurity: Many also consider Palo Alto Networks (PANW), which provides firewall appliances and software.The latter company, also characterized by robust technical and fundamental expansion, is highly rated by market participants.
4) Palantir (PLTR) Palantir stands out as a company that is as promising as it is controversial.
It offers advanced software platforms to intelligence in the United States, providing support in counterterrorism investigations and operations.
Its business is particularly delicate and closely linked to the US government.
Many observers look with interest at the company's actions, not only because of the far-sighted vision of its CEO, Alex Karp, but also because of the current geopolitical context in which the United States is engaged.
The company's revenue shows strength, and on a technical level, Palantir, although it has not yet reached 2021 highs, is catching up quickly.
The price-to-earnings (P/E) ratio is an impressive 71.72, reflecting the high growth expectations traders attach to the PLTR stock price.