$CrowdStrike(CRWD.US$
$CrowdStrike Holdings, Inc.(CRWD)$
1. CIOs will review their Business Continuity Plan (BCP).
2. The problem was a patch that wasn't supposed to be critical. So the team definitely needs to re-examine the impact of their code.
3. The gradual rollout of new code seemed like an obvious workflow and logic, but it wasn't actually adopted. Probably because they think the impact is low.
3. The question now is whether the company will sue CrowdStrike for this glitch. Contracts usually have limited liability. Also, most listed companies take out commercial insurance.
4. In terms of long-term business impact, technicians choose CrowdStrike because their security capabilities are superior to other companies. This will be a problem unless a company with better technology than them comes along. From what I'm seeing now, it's safe to assume that their position is still strong.
5. This is not unusual, as this is not the first time that Microsoft Azure, AWS, Google, etc. have all experienced similar issues. The complicated problem this time was probably Microsoft's slow response, and CrowdStrike's CEO stepped up on all channels to resolve the issue.
Obviously, there will always be some ignorant people who aren't happy with any answers and responses, so I'm guessing we'll see more in the next few weeks if anything comes to light.
...
$CrowdStrike Holdings, Inc.(CRWD)$
1. CIOs will review their Business Continuity Plan (BCP).
2. The problem was a patch that wasn't supposed to be critical. So the team definitely needs to re-examine the impact of their code.
3. The gradual rollout of new code seemed like an obvious workflow and logic, but it wasn't actually adopted. Probably because they think the impact is low.
3. The question now is whether the company will sue CrowdStrike for this glitch. Contracts usually have limited liability. Also, most listed companies take out commercial insurance.
4. In terms of long-term business impact, technicians choose CrowdStrike because their security capabilities are superior to other companies. This will be a problem unless a company with better technology than them comes along. From what I'm seeing now, it's safe to assume that their position is still strong.
5. This is not unusual, as this is not the first time that Microsoft Azure, AWS, Google, etc. have all experienced similar issues. The complicated problem this time was probably Microsoft's slow response, and CrowdStrike's CEO stepped up on all channels to resolve the issue.
Obviously, there will always be some ignorant people who aren't happy with any answers and responses, so I'm guessing we'll see more in the next few weeks if anything comes to light.
...
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$Palantir(PLTR.US$
In the field of artificial intelligence (AI) software, Palantir stands out. Since its inception in 2003, Palantir has been in the AI business. Originally designed to assist governments in processing data to provide actionable insights, it later expanded into the public sector, opening up new ways to do business.
With decades of expertise, Palantir is becoming the go-to for companies looking to incorporate AI models and decisions into their business. Investors noticed the momentum and poured into the stock one after another.
I personally think Palantir is a top AI choice, and I gave myself three reasons to buy it.
1: Palantir's latest product is a huge success
Although some of Palantir's AI tools have been around for a while, its latest product, the Artificial Intelligence Platform (AIP), is getting a lot of attention. While AIP probably should have taken a better name (Palantir's other products have cooler names like Foundry, Gotham, and Apollo), it clearly explains what it does. AIP provides customers with the tools they need to integrate AI into everyday workflows. By centralizing all data flows in one place, AIP helps businesses make decisions based on the most current information they have. It also allows large-scale language model integration (the technology behind generative AI), further providing users with the ability to automate and streamline workflows. Palantir's management has always been discussing AIP requirements...
In the field of artificial intelligence (AI) software, Palantir stands out. Since its inception in 2003, Palantir has been in the AI business. Originally designed to assist governments in processing data to provide actionable insights, it later expanded into the public sector, opening up new ways to do business.
With decades of expertise, Palantir is becoming the go-to for companies looking to incorporate AI models and decisions into their business. Investors noticed the momentum and poured into the stock one after another.
I personally think Palantir is a top AI choice, and I gave myself three reasons to buy it.
1: Palantir's latest product is a huge success
Although some of Palantir's AI tools have been around for a while, its latest product, the Artificial Intelligence Platform (AIP), is getting a lot of attention. While AIP probably should have taken a better name (Palantir's other products have cooler names like Foundry, Gotham, and Apollo), it clearly explains what it does. AIP provides customers with the tools they need to integrate AI into everyday workflows. By centralizing all data flows in one place, AIP helps businesses make decisions based on the most current information they have. It also allows large-scale language model integration (the technology behind generative AI), further providing users with the ability to automate and streamline workflows. Palantir's management has always been discussing AIP requirements...
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When Nvidia last announced its stock split, its share price rose 20% in two months. In 2021, Nvidia carried out a 4-split 1 share split, reducing its price of $600 per share to around $150. Due to the company's success over the past few years, management decided to split the shares again.
At a recent earnings conference, Nvidia announced a 10-split 1 share split, reducing its price of $1,000 per share to $100. The split will take effect on June 10. Many people, including me, have already anticipated this split. Stock split announcements often trigger a sharp rise in stock prices within a few weeks before the split takes effect. Last time, Nvidia's stock price increased 20% between the announcement and the effective date.
I gave myself three reasons to support this decision to buy and hold Nvidia shares for the long term.
1. Data center revenue growth is not slowing down
Nvidia's main product is a graphics processing unit (GPU), which is suitable for processing complex tasks such as artificial intelligence (AI) model training. In the past year, demand for AI was at an all-time high, driving stock prices to new highs. Nvidia's data center division's revenue for the first quarter of fiscal year 2024 (ending April 28) increased 427% year over year. The increase was 23% month-on-month, indicating that demand for AI computing is still growing. Nvidia expects revenue for the second quarter to be around $28 billion, an increase of 107% year over year and an increase of 8% month on month. Although growth seems to be slowing down, the company often exceeds expectations. The target for the first quarter is 24 billion US dollars. Actually...
At a recent earnings conference, Nvidia announced a 10-split 1 share split, reducing its price of $1,000 per share to $100. The split will take effect on June 10. Many people, including me, have already anticipated this split. Stock split announcements often trigger a sharp rise in stock prices within a few weeks before the split takes effect. Last time, Nvidia's stock price increased 20% between the announcement and the effective date.
I gave myself three reasons to support this decision to buy and hold Nvidia shares for the long term.
1. Data center revenue growth is not slowing down
Nvidia's main product is a graphics processing unit (GPU), which is suitable for processing complex tasks such as artificial intelligence (AI) model training. In the past year, demand for AI was at an all-time high, driving stock prices to new highs. Nvidia's data center division's revenue for the first quarter of fiscal year 2024 (ending April 28) increased 427% year over year. The increase was 23% month-on-month, indicating that demand for AI computing is still growing. Nvidia expects revenue for the second quarter to be around $28 billion, an increase of 107% year over year and an increase of 8% month on month. Although growth seems to be slowing down, the company often exceeds expectations. The target for the first quarter is 24 billion US dollars. Actually...
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$Palantir(PLTR.US$
PLTR's second-quarter revenue outlook exceeds expectations
Palantir Technologies Inc.'s stock price rose on Monday, surpassing the software company's latest earnings report, but those gains were erased in extended trading after the results were announced.
However, Palantir boosted the continued strong momentum of its artificial intelligence platform, known as AIP, on Monday.
The software company now expects full-year revenue of $26.77 billion to $26.89 billion, compared to its previous forecast of $26.52 billion to $26.68 billion. The revenue forecast for the second quarter was between $649 million and $653 million, which surpassed the agreed forecast of $643 million.
Palantir also expects adjusted operating profit of US$868 million to US$880 million for the full year, compared to the previous forecast of US$834 million to US$850 million.
CEO Alex Karp said in a letter to shareholders: “The growth of the American corporate sector is now increasingly seeking us, and they know more than ever how artificial intelligence and big language models will reshape their industry.”
The outlook for this increase comes after Palantir beat expectations in the first quarter. The company reported revenue of $634 million, compared to $525 million in the same period last year, while analysts tracked by FactSet estimated $615 million.
Net income was $106 million and earnings per share were 4 cents, compared to the same period last year...
PLTR's second-quarter revenue outlook exceeds expectations
Palantir Technologies Inc.'s stock price rose on Monday, surpassing the software company's latest earnings report, but those gains were erased in extended trading after the results were announced.
However, Palantir boosted the continued strong momentum of its artificial intelligence platform, known as AIP, on Monday.
The software company now expects full-year revenue of $26.77 billion to $26.89 billion, compared to its previous forecast of $26.52 billion to $26.68 billion. The revenue forecast for the second quarter was between $649 million and $653 million, which surpassed the agreed forecast of $643 million.
Palantir also expects adjusted operating profit of US$868 million to US$880 million for the full year, compared to the previous forecast of US$834 million to US$850 million.
CEO Alex Karp said in a letter to shareholders: “The growth of the American corporate sector is now increasingly seeking us, and they know more than ever how artificial intelligence and big language models will reshape their industry.”
The outlook for this increase comes after Palantir beat expectations in the first quarter. The company reported revenue of $634 million, compared to $525 million in the same period last year, while analysts tracked by FactSet estimated $615 million.
Net income was $106 million and earnings per share were 4 cents, compared to the same period last year...
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Meta Facebook announced its financial results for the first quarter of 2024, showing that revenue increased 27% year over year to $28.65 billion, and net profit more than doubled to $12.37 billion. This is Meta's fastest growth rate since 2021.
However, despite impressive earnings results, Meta's stock price plummeted 15% in after-hours trading. The reason behind this is investors' concerns about Meta's future growth.
Meta said in its earnings report that second-quarter revenue is expected to reach $365 billion to $39 billion, up 18% year over year. This forecast falls short of analysts' average expectations, and is also lower than Meta's growth rate in the first quarter.
Additionally, Meta also announced that it will increase investment in new businesses such as artificial intelligence and virtual reality. This has raised concerns among investors, as these businesses are currently unprofitable and could drag down Meta's overall profit margins.
The sharp drop in Meta's stock price reflects investors' concerns about the company's future growth. Despite Meta's strong growth in the first quarter, investors are worried that the company will be able to maintain this growth momentum in the future.
Meta faces intense competition from emerging social media platforms such as TikTok. Additionally, Meta will need to invest heavily in new fields such as artificial intelligence and virtual reality to remain competitive. All of these factors have caused investors to worry about Meta's future prospects.
Right...
However, despite impressive earnings results, Meta's stock price plummeted 15% in after-hours trading. The reason behind this is investors' concerns about Meta's future growth.
Meta said in its earnings report that second-quarter revenue is expected to reach $365 billion to $39 billion, up 18% year over year. This forecast falls short of analysts' average expectations, and is also lower than Meta's growth rate in the first quarter.
Additionally, Meta also announced that it will increase investment in new businesses such as artificial intelligence and virtual reality. This has raised concerns among investors, as these businesses are currently unprofitable and could drag down Meta's overall profit margins.
The sharp drop in Meta's stock price reflects investors' concerns about the company's future growth. Despite Meta's strong growth in the first quarter, investors are worried that the company will be able to maintain this growth momentum in the future.
Meta faces intense competition from emerging social media platforms such as TikTok. Additionally, Meta will need to invest heavily in new fields such as artificial intelligence and virtual reality to remain competitive. All of these factors have caused investors to worry about Meta's future prospects.
Right...
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$First Republic Bank(FRCB.US$
when will they open trade for this stock ?
when will they open trade for this stock ?
1
70% of the growth set for this year should meet the standards 💪💪💪
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