If the MnM+ ๐ CPI consensus is met, risk on
Good morning.mNm+ (Microsoft Nvidia Meta + ARM etc)
Metrics:13th (Tue) Domestic Corporate Goods Price Index NISA's Japan-US CPI
$Arm Holdings(ARM.US$ใCan't stop laughing...
Settlement
$ANET Earnings Conference Call Overview:
We surpassed our performance in 2023. The fourth quarter was one of the strongest international quarters in our recent history. Over the past three years, our corporate revenue has more than doubled, making it the network's gold standard. Since 2008, data center bandwidth has increased 350 times, and has doubled in the past two years. There are only a few companies that are making very expensive bids for AI, and we have successfully bid for most of them. AI hasn't arrived yet, but it's definitely coming. We solve the congestion problem common to most AI networks. Our guidance is not conservative. The balance is in place. With a new CFO in place and issues to address for the transition to AI, we'll be migrating quarterly to see how all companies that buy from us have recently increased their capital investments.
52-week new high
Nvidia $NVDA Amazon $AMZN Berkshire Hathaway $BRK.bGoldman Sachs $GS Palantir $PLTR Home Depot $HD General Electric $GE Shopify $SHOP MongoDB $MDB Super micro $SMCI Snowflake $SNOW Airbnb $ABNB Applied materials $AMAT Arista $ANET Amphenol $APH Abercrombie & Fitch $ANF Apollo $APG Cadence $CDNS Cigna $CI CyberArk $CYBR DoorDash $DASH Digital Realty $DLRELF beauty $ELF $ICE $KKR Lennar $LEN Lam Research $LRCX Moody's $MCO NXP Semiconductor $NXP IUiPath $PATH Ralph Lauren $RL SentinelOne $sSimon property $SPG Splunk $SPLK Stellantis $STLA Travelers $TRV Vertiv $VRT Williams Sonoma $WSM
Impressions
ใปThe market price you know is a bubble and you can't enter
ใปMarket price I can't enter because I know it's a bubble
ใปMarket price I can't enter because I know it's a bubble
ใปWhat if I hadn't invested in semiconductors or AI since '22 at this market...
ใปWhat if I were fascinated by 10-year US bond yields at this market and recommend bonds...
ใปWhat if I hadn't invested in semiconductors that would grow at this market...
ใปWhat if I were fascinated by 10-year US bond yields at this market and recommend bonds...
ใปWhat if I hadn't invested in semiconductors that would grow at this market...
What is important is the company that sells โ pickaxes in this $GLD rush. Railways, Levi's, and pickaxes will continue to sell until the AI bubble bursts.
The S&P 500 is currentlymNm+It was traded around 20 times the expected PE due to soaring prices. This level was reached only twice: the dotcom bubble and after COVID-19. I'll adjust it sometime. Dash and samba up to that point. Then I hurriedly went home and took a cold shower.
The S&P 500 is currentlymNm+It was traded around 20 times the expected PE due to soaring prices. This level was reached only twice: the dotcom bubble and after COVID-19. I'll adjust it sometime. Dash and samba up to that point. Then I hurriedly went home and took a cold shower.
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