Singh Rahul
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$Taiwan Semiconductor(TSM.US$
Trump suggests Taiwan should pay the US for defense services.
Shares of TSMC fall more than 2% following Trump's remarks.
Trump claims Taiwan took 100% of the US chip business.
US bound by law to provide Taiwan with means to defend itself.
No formal defense agreement exists between the US and Taiwan.
Trump suggests Taiwan should pay the US for defense services.
Shares of TSMC fall more than 2% following Trump's remarks.
Trump claims Taiwan took 100% of the US chip business.
US bound by law to provide Taiwan with means to defend itself.
No formal defense agreement exists between the US and Taiwan.
![TRUMP SAYS TAIWAN SHOULD PAY US FOR PROTECTION](https://ussnsimg.moomoo.com/sns_client_feed/70040925/20240717/cf69c4f930bc46d58f61a38b67c99bd7.png/thumb?area=100&is_public=true)
![TRUMP SAYS TAIWAN SHOULD PAY US FOR PROTECTION](https://ussnsimg.moomoo.com/sns_client_feed/70040925/20240717/460aa5c625df4001ad664d4b6be7ad61.jpg/thumb?area=100&is_public=true)
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Singh Rahul
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Rumor: Intel has placed 3nm orders to TSMC for its next-generation AI chip, Falcon Shores, media report, adding TSMC’s CoWoS will be used for advanced packaging. The final chip design (tape out) has already been completed and production will begin in late 2025. Intel and TSMC both declined to comment on the report.
$Taiwan Semiconductor(TSM.US$ $Intel(INTC.US$
$Taiwan Semiconductor(TSM.US$ $Intel(INTC.US$
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Singh Rahul
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$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$ Wiz reportedly doing close to $400m in ARR growing +120% as of middle of this year.
Assuming grows another 100% this year ($800m in ARR), Google is paying ~30x EV/NTM ARR.
$23b would be ~100% premium over $12b valuation in May ‘24 raise
WE ARE SO BACK 🚀
100% growth is by no means easy, just meant to illustrate how high takeout multiple is.
Minimal decel at this scale is very hard. If growth comes down to 60-70% (still very good at this scale vs history)...
Assuming grows another 100% this year ($800m in ARR), Google is paying ~30x EV/NTM ARR.
$23b would be ~100% premium over $12b valuation in May ‘24 raise
WE ARE SO BACK 🚀
100% growth is by no means easy, just meant to illustrate how high takeout multiple is.
Minimal decel at this scale is very hard. If growth comes down to 60-70% (still very good at this scale vs history)...
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70040925/20240715/3419dc05414f41c7833d2d93a1fc21d7.png/thumb?area=100&is_public=true)
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Singh Rahul
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Singh Rahul
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$NVIDIA(NVDA.US$ bought Mellanox in 2019 for $7B. The networking from Mellanox together with the $NVIDIA(NVDA.US$ GPUs gives them a huge advantage.
Imagine if $NVIDIA(NVDA.US$ 's attempt to buy $Arm Holdings(ARM.US$ for $40B in 2020 went through.
Jesus...
Imagine if $NVIDIA(NVDA.US$ 's attempt to buy $Arm Holdings(ARM.US$ for $40B in 2020 went through.
Jesus...
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$Taiwan Semiconductor(TSM.US$ -AI demand remains hot, strong demand for HPC and smartphone chips
-2nd quarter (Q2) results will be better than expected, revenue may top US$20 billion
-Q3 revenue will grow more than 10% vs Q2
-Full year revenue (in US dollars) will rise 21% to 26%
--Strong demand for 3nm family process technologies
-Price hikes for chip manufacturing and CoWoS advanced packaging
-Capex next year will be higher than 2024
-2nd quarter (Q2) results will be better than expected, revenue may top US$20 billion
-Q3 revenue will grow more than 10% vs Q2
-Full year revenue (in US dollars) will rise 21% to 26%
--Strong demand for 3nm family process technologies
-Price hikes for chip manufacturing and CoWoS advanced packaging
-Capex next year will be higher than 2024
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$Palantir(PLTR.US$
- Crossed 1300 bootcamps worldwide
- Won a $480M US Gov Maven Contract
- Multiple Commercial Space Partnerships with Starlab & Voyager
- First ever contract from the youngest US Public Health Agency ARPA for $19M
- Tampa General 7 Year $50M extension
- Eaton 5 Year extension
- Hosted 4th AIPCon
Expecting $650M in Q2 revenues, up from $633M in Q1
- Crossed 1300 bootcamps worldwide
- Won a $480M US Gov Maven Contract
- Multiple Commercial Space Partnerships with Starlab & Voyager
- First ever contract from the youngest US Public Health Agency ARPA for $19M
- Tampa General 7 Year $50M extension
- Eaton 5 Year extension
- Hosted 4th AIPCon
Expecting $650M in Q2 revenues, up from $633M in Q1
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Singh Rahul
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$NVIDIA(NVDA.US$ traded around 5x sales for most of its history. It currently trades at 38x sales. If it grows sales at 20% for the next decade and trades at 10x sales in 10
years (rosy assumptions), it will have delivered only a 5% CAGR.
I’d rather just buy a 10 year treasury at 4.4%.
years (rosy assumptions), it will have delivered only a 5% CAGR.
I’d rather just buy a 10 year treasury at 4.4%.
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Singh Rahul
liked
$Palantir(PLTR.US$ Like a lot of you, I was bullish on Palantir (PLTR) for a long time. But after spending more time looking into it, I'm starting to feel less optimistic. Here's what feels off to me:
I've spent a lot of time with data science and AI, but I rarely see Palantir products in the wild. Snowflake's products, for comparison, are pretty ubiquitous for data engineering.
The AIP (Artificial Intelligence Platform) looks great on paper, ...
I've spent a lot of time with data science and AI, but I rarely see Palantir products in the wild. Snowflake's products, for comparison, are pretty ubiquitous for data engineering.
The AIP (Artificial Intelligence Platform) looks great on paper, ...
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