胡说八道之一步
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$NVIDIA (NVDA.US)$
NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
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NVIDIA Q3 FY2025 earnings conference call is scheduled for November 20 at 5:00 PM EDT /November 21 at 6:00 AM SGT /November 21 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
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What do you expect from NVIDIA's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
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NVIDIA Q3 FY2025 earnings conference call
Nov 20 16:00
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Palantir's move from the New York Stock Exchange (NYSE) to the Nasdaq (Nasdaq) is usually driven by several main reasons:
Palantir is a technology company focused on data analysis and artificial intelligence. Nasdaq is known for its lineup of technology companies, including most major tech companies such as Apple, Microsoft, Google, Meta (Facebook), and more. Moving to Nasdaq can help Palantir better position itself as a leading technology company, leveraging Nasdaq's brand effect to attract more investors interested in technology stocks. Nasdaq typically has more tech companies listed, as well as a larger base of tech stock investors, which could bring more market liquidity to Palantir. More investors and higher trading volume mean stocks may be easier to buy and sell, and price volatility may also decrease, benefiting the long-term value of the company and shareholders. In reality, public companies need to pay listing and maintenance fees, which may differ between the New York Stock Exchange and Nasdaq. For some companies, Nasdaq may offer lower costs or more favorable terms, especially in the competitive landscape of attracting well-known tech companies, which may be one of the reasons companies consider switching exchanges. Palantir has shifted its strategic focus to artificial intelligence and software as a service (SaaS) in recent years, and Nasdaq has more similar companies and more investors focusing on trends like artificial intelligence and cloud computing. By moving to Nasdaq, Palantir can benefit from investor attention and attract funds specializing in the technology sector. Nasdaq provides specific innovative products and services, such as market data, trading technology, and tools for ESG (Environmental, Social, Governance). Palantir may want to leverage these services, especially given its focus on ESG reporting and analysis.
Palantir is a technology company focused on data analysis and artificial intelligence. Nasdaq is known for its lineup of technology companies, including most major tech companies such as Apple, Microsoft, Google, Meta (Facebook), and more. Moving to Nasdaq can help Palantir better position itself as a leading technology company, leveraging Nasdaq's brand effect to attract more investors interested in technology stocks. Nasdaq typically has more tech companies listed, as well as a larger base of tech stock investors, which could bring more market liquidity to Palantir. More investors and higher trading volume mean stocks may be easier to buy and sell, and price volatility may also decrease, benefiting the long-term value of the company and shareholders. In reality, public companies need to pay listing and maintenance fees, which may differ between the New York Stock Exchange and Nasdaq. For some companies, Nasdaq may offer lower costs or more favorable terms, especially in the competitive landscape of attracting well-known tech companies, which may be one of the reasons companies consider switching exchanges. Palantir has shifted its strategic focus to artificial intelligence and software as a service (SaaS) in recent years, and Nasdaq has more similar companies and more investors focusing on trends like artificial intelligence and cloud computing. By moving to Nasdaq, Palantir can benefit from investor attention and attract funds specializing in the technology sector. Nasdaq provides specific innovative products and services, such as market data, trading technology, and tools for ESG (Environmental, Social, Governance). Palantir may want to leverage these services, especially given its focus on ESG reporting and analysis.
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胡说八道之一步
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The data analysis giant Palantir's opportunities and challenges after Trump's victory in the 2024 U.S. Presidential election have settled, with Trump returning to the White House. This news has not only caused waves in the political arena but also stirred up a storm in the capital markets. Palantir Technologies, a technology company with big data analysis at its core, saw its stock price rise by over 40% after the election results were announced, becoming the focus of the market. However, does such a soaring stock price truly reflect the company's fundamentals and future prospects? This article will explore the opportunities and challenges Palantir may face after Trump's victory.
Founded in the 2000s, Palantir is known for assisting the government in handling big data analysis. Initially, the company made a name for itself in the United States' war on terror, participating in highly classified missions such as assisting in the capture of terrorist Osama bin Laden. With technological advancements, Palantir's software has gradually been applied in various sectors including law enforcement, finance, and healthcare. During Trump's first presidential term from 2016 to 2020, the U.S. Immigration and Customs Enforcement (ICE) collaborated with Palantir to track and deport illegal immigrants using its software. Palantir's software can access government records (such as the Department of Motor Vehicles, children's services, etc.) to analyze potential information on illegal immigrants and provide the data to law enforcement. This functionality has garnered attention and sparked widespread controversy among the public and privacy advocates.
Founded in the 2000s, Palantir is known for assisting the government in handling big data analysis. Initially, the company made a name for itself in the United States' war on terror, participating in highly classified missions such as assisting in the capture of terrorist Osama bin Laden. With technological advancements, Palantir's software has gradually been applied in various sectors including law enforcement, finance, and healthcare. During Trump's first presidential term from 2016 to 2020, the U.S. Immigration and Customs Enforcement (ICE) collaborated with Palantir to track and deport illegal immigrants using its software. Palantir's software can access government records (such as the Department of Motor Vehicles, children's services, etc.) to analyze potential information on illegal immigrants and provide the data to law enforcement. This functionality has garnered attention and sparked widespread controversy among the public and privacy advocates.
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胡说八道之一步
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$Palantir (PLTR.US)$
Shortly after joining the S&P 500, Palantir performed well in the third quarter earnings report, much to the surprise of investors, and its stock price soared 20%. CEO Alex Karp attributed this success to the company's demand for artificial intelligence “AI” products, which bodes well not only for Palantir, but for the AI industry as a whole. The company demonstrated the value of AI in the real world, which justifies the large capital investment in “AI.” Strong performance in the third quarter surpassed Wall Street expectations. The company's third-quarter revenue reached 0.725 billion US dollars, easily exceeding analysts' estimates of $0.703 billion, an increase of more than 27% over the previous year. Revenue has been growing steadily, but this time the 27% increase is the biggest since mid-2022. What is truly amazing is Palantir's ability to increase efficiency. Its profit margin increased nearly 20% month-on-month and 275% year-over-year. This meant that earnings per share (EPS) also increased significantly, up 80% year over year. Earnings per share is one of the most important metrics for investors. Palantir's commercial segment is growing rapidly, and while government contracts remain central to Palantir's success, US commercial customers have injected strong impetus into its growth. Its commercial segment revenue increased 54% year over year, and the company...
Shortly after joining the S&P 500, Palantir performed well in the third quarter earnings report, much to the surprise of investors, and its stock price soared 20%. CEO Alex Karp attributed this success to the company's demand for artificial intelligence “AI” products, which bodes well not only for Palantir, but for the AI industry as a whole. The company demonstrated the value of AI in the real world, which justifies the large capital investment in “AI.” Strong performance in the third quarter surpassed Wall Street expectations. The company's third-quarter revenue reached 0.725 billion US dollars, easily exceeding analysts' estimates of $0.703 billion, an increase of more than 27% over the previous year. Revenue has been growing steadily, but this time the 27% increase is the biggest since mid-2022. What is truly amazing is Palantir's ability to increase efficiency. Its profit margin increased nearly 20% month-on-month and 275% year-over-year. This meant that earnings per share (EPS) also increased significantly, up 80% year over year. Earnings per share is one of the most important metrics for investors. Palantir's commercial segment is growing rapidly, and while government contracts remain central to Palantir's success, US commercial customers have injected strong impetus into its growth. Its commercial segment revenue increased 54% year over year, and the company...
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胡说八道之一步
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$Microsoft (MSFT.US)$ Microsoft Q1 2025 earnings conference call is scheduled for October 30 at 5:30 PM ET /October 31 at 5:30 AM SGT /October 31 8:30 AM AEST. Subscribe to join the live earnings conference with management NOW!
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What do you expect from Microsoft's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
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This presentation is for informatio...
Beat or Miss?
What do you expect from Microsoft's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for informatio...
Microsoft Q1 2025 earnings conference call
Oct 30 16:30
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胡说八道之一步
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$Meta Platforms (META.US)$
Although Meta has shown amazing growth in the company this year, its stock price remains within a reasonable valuation range. The recovery of digital advertising over the past year helped Meta's second-quarter revenue grow by 22% year-on-year, the second highest growth rate in the “Magnificent Seven”. Meta is proving it can successfully enhance its advertising business through artificial intelligence (AI), purchasing a large number of Nvidia GPUs to support its AI infrastructure. The company also launched the Llama series of large language models in February 2023, since then has been making significant progress. Compared to last year, Meta's revenue doubled, and it continues to invest in new AI features, such as its Meta AI on social media platforms, while strictly controlling operating costs. This precise cost management helped its earnings per share grow by 73% year-on-year in the second quarter. Meta's AI enhancements to the Advantage+ advertising tool have improved ad delivery efficiency, helping advertising clients achieve better advertising roi. The company claims these new tools have brought U.S. advertisers a 22% higher return on ad spend, which also explains why Meta's revenue growth is so strong. In this AI era, Meta will obviously benefit greatly. The company generated $49 billion in free cash flow in the past year, making it a leader...
Although Meta has shown amazing growth in the company this year, its stock price remains within a reasonable valuation range. The recovery of digital advertising over the past year helped Meta's second-quarter revenue grow by 22% year-on-year, the second highest growth rate in the “Magnificent Seven”. Meta is proving it can successfully enhance its advertising business through artificial intelligence (AI), purchasing a large number of Nvidia GPUs to support its AI infrastructure. The company also launched the Llama series of large language models in February 2023, since then has been making significant progress. Compared to last year, Meta's revenue doubled, and it continues to invest in new AI features, such as its Meta AI on social media platforms, while strictly controlling operating costs. This precise cost management helped its earnings per share grow by 73% year-on-year in the second quarter. Meta's AI enhancements to the Advantage+ advertising tool have improved ad delivery efficiency, helping advertising clients achieve better advertising roi. The company claims these new tools have brought U.S. advertisers a 22% higher return on ad spend, which also explains why Meta's revenue growth is so strong. In this AI era, Meta will obviously benefit greatly. The company generated $49 billion in free cash flow in the past year, making it a leader...
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胡说八道之一步
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$SoFi Technologies (SOFI.US)$
SoFi Technologies is gradually becoming one of the most anticipated companies in the fintech sector, providing many services and products that are hard to match with traditional banks. Although its stock is down about 10% this year, I believe this is mainly due to investors being overly concerned about short-term challenges, particularly the impact of the current high interest rate environment, which is beginning to gradually change. I'll explain the reasons that support my optimism about SOFI stock from a few key perspectives, especially at the current share price level. First, the highlight of SoFi's investment is its significant revenue growth. In its latest second-quarter results released on July 30, SoFi achieved a 22% year-on-year adjusted net revenue increase to a record $0.597 billion. Furthermore, revenue from its financial services and technology platforms increased 46% year over year and now accounts for 45% of total adjusted net revenue, a significant increase from 38% in the same period last year. This gradual shift in revenue streams from loans to diversification of financial services and technology platforms has not only increased SoFi's growth potential, but also reduced its reliance on a single source of revenue, making the company more resilient to risk. Second, SoFi has found a niche in financial services, focusing on serving high-income young people that traditional banks often overlook. Unlike most big banks that only offer limited specialized services, SoFi offers everything from student loans to...
SoFi Technologies is gradually becoming one of the most anticipated companies in the fintech sector, providing many services and products that are hard to match with traditional banks. Although its stock is down about 10% this year, I believe this is mainly due to investors being overly concerned about short-term challenges, particularly the impact of the current high interest rate environment, which is beginning to gradually change. I'll explain the reasons that support my optimism about SOFI stock from a few key perspectives, especially at the current share price level. First, the highlight of SoFi's investment is its significant revenue growth. In its latest second-quarter results released on July 30, SoFi achieved a 22% year-on-year adjusted net revenue increase to a record $0.597 billion. Furthermore, revenue from its financial services and technology platforms increased 46% year over year and now accounts for 45% of total adjusted net revenue, a significant increase from 38% in the same period last year. This gradual shift in revenue streams from loans to diversification of financial services and technology platforms has not only increased SoFi's growth potential, but also reduced its reliance on a single source of revenue, making the company more resilient to risk. Second, SoFi has found a niche in financial services, focusing on serving high-income young people that traditional banks often overlook. Unlike most big banks that only offer limited specialized services, SoFi offers everything from student loans to...
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