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$NVIDIA (NVDA.US)$ Actor, I can't imagine how tomorrow will go. Tesla's mediocre financial report (before the election) can still soar.![]()
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$ZIM Integrated Shipping (ZIM.US)$ Any theories on what the next dividend will be?
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$DBS Group Holdings (D05.SG)$ buy back scheme amount to roughly$1 plus another 0.54 dividend.
At 41.7 now actually it's just equal to 39 yesterday. still have more room to grow.
At 41.7 now actually it's just equal to 39 yesterday. still have more room to grow.
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$DBS Group Holdings (D05.SG)$ dont chase high. every new high will follow with a consolidation later. DYODD.
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$DBS Group Holdings (D05.SG)$ 45 in sight😂, tomorrow ocbc and uob turn 😂
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All the hype about this stock must be from people who don't understand the technology. What they are doing isn't magic, and can be done with less vendor lock-in by a number of other cloud technologies. Palantir is just good at selling a pipe dream to the C-suite.
As Scott Galloway mentioned, this company is more similar to Microstrategy (excluding their Bitcoin stuff ) than other companies.
$Palantir (PLTR.US)$
As Scott Galloway mentioned, this company is more similar to Microstrategy (excluding their Bitcoin stuff ) than other companies.
$Palantir (PLTR.US)$
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$DBS Group Holdings (D05.SG)$ buy buy buy …
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$Super Micro Computer (SMCI.US)$ Earnings call live broadcast is coming soon! Based on the recent market performance of SMCI, I have made predictions for 3 scenarios:
Best case scenario forecast
Probability:30%
In the best case scenario, SMCI can successfully turn the situation around through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with a turnaround opportunity.
Worst-case scenario prediction
Probability:50%
In the worst-case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led to financing difficulties, affecting future business expansion and technology...
Best case scenario forecast
Probability:30%
In the best case scenario, SMCI can successfully turn the situation around through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with a turnaround opportunity.
Worst-case scenario prediction
Probability:50%
In the worst-case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led to financing difficulties, affecting future business expansion and technology...
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