GOCHAN P
reacted to
$Rigetti Computing (RGTI.US)$
Unfortunately, I think it's tough here already. Let's wait for the right timing to let go.
Unfortunately, I think it's tough here already. Let's wait for the right timing to let go.
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GOCHAN P
reacted to and commented on
$Rigetti Computing (RGTI.US)$
Bought 1000 shares for the first time and achieved a tenbagger ✌️
Bought 1000 shares for the first time and achieved a tenbagger ✌️
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GOCHAN P
voted
Last year, chip design company's $Arm Holdings (ARM.US)$It was one of Wall Street's hottest initial public offerings. Stock prices showed a sharp rise due to hype against artificial intelligence (AI) -related tailwinds, but recently adjustments have been made.Currently, the stock price has fallen nearly 30% from its high price.
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
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Major US EVs $Tesla (TSLA.US)$It is scheduled to announce 2023Q4 financial results after closing on 1/24 EST.
According to market consensus, Tesla's fourth quarter sales compared to the same period last year$25.764 billion, up 5.95%, EPS compared to the same period last year$0.62, down 42.11%It is expected.
Sales of 2023Q3 and Tesla were 23.35 billion dollars, up 9% from the same period last year, and EPS was 0.53 dollars, down 44% from the same period last year.
In 2023, investors' “enthusiasm for artificial intelligence (AI)” and “expectations for interest rate cuts from Western central banks”, etc. led 7 US high-tech companies called “M7,” including Tesla, to a 3-digit rise. While the “M7” continues to approach or update the highest value in history, only Tesla is slightly weak. Even if Tesla's stock price achieves a 112% growth rate in 2023, the current stock price is 48% or more below the all-time high.
“Increasing the number of cars delivered at the expense of gross profit” can be said to be Tesla's strategy in 2023. In the first half of 2023, the strategy paid off, and the number of Tesla car deliveries recorded a record high for 2 consecutive quarters. However, in the third quarter, Tesla's price reduction strategy...
According to market consensus, Tesla's fourth quarter sales compared to the same period last year$25.764 billion, up 5.95%, EPS compared to the same period last year$0.62, down 42.11%It is expected.
Sales of 2023Q3 and Tesla were 23.35 billion dollars, up 9% from the same period last year, and EPS was 0.53 dollars, down 44% from the same period last year.
In 2023, investors' “enthusiasm for artificial intelligence (AI)” and “expectations for interest rate cuts from Western central banks”, etc. led 7 US high-tech companies called “M7,” including Tesla, to a 3-digit rise. While the “M7” continues to approach or update the highest value in history, only Tesla is slightly weak. Even if Tesla's stock price achieves a 112% growth rate in 2023, the current stock price is 48% or more below the all-time high.
“Increasing the number of cars delivered at the expense of gross profit” can be said to be Tesla's strategy in 2023. In the first half of 2023, the strategy paid off, and the number of Tesla car deliveries recorded a record high for 2 consecutive quarters. However, in the third quarter, Tesla's price reduction strategy...
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