How the recent $CrowdStrike (CRWD.US)$ outage will affect their business remains to be seen.
But looking at the real time data, like job openings mentioning CRWD as a needed skill, they have not seen any drop since the event.
But looking at the real time data, like job openings mentioning CRWD as a needed skill, they have not seen any drop since the event.
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I think this acquisition move by $Advanced Micro Devices (AMD.US)$ to acquire ZTSystems will be deemed one of the best moves the company has made. This acquisition will bring tons of value to AMD shareholders.
Lisa Su is a long-term thinker, and in about 2 years, this will be the moment AMD mentions was a pivotal moment for their huge AI Chip Revenue Growth of the MI400 and potentially even the MI350.
Lisa Su is a long-term thinker, and in about 2 years, this will be the moment AMD mentions was a pivotal moment for their huge AI Chip Revenue Growth of the MI400 and potentially even the MI350.
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Was taking another look at the key players in the semiconductor equipment space. In recent years, $ASML Holding (ASML.US)$ has been the fastest growing while $KLAC has been the most profitable. $Applied Materials (AMAT.US)$ currently trades at the cheapest valuation and $Lam Research (LRCX.US)$ has highest exposure to memory.
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Apple, $Apple (AAPL.US)$ , is spending billions of dollars a year on original programming, but its streaming service is attracting just 0.2% of TV viewing in the US, per Bloomberg.
In fact, Apple TV+ generates less viewing in one month than Netflix, $Netflix (NFLX.US)$ , does in one day
In fact, Apple TV+ generates less viewing in one month than Netflix, $Netflix (NFLX.US)$ , does in one day
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Layoffs a False Flag - Cisco $Cisco (CSCO.US)$ Earnings Recap
This is no $Intel (INTC.US)$ layoffs repeat - solid quarter for a beaten-up, left for dead name.
Stock +5.5% in response.
This is no $Intel (INTC.US)$ layoffs repeat - solid quarter for a beaten-up, left for dead name.
Stock +5.5% in response.
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1) $Airbnb (ABNB.US)$ : Actively taking market share from $Booking Holdings (BKNG.US)$ yet the stock has gone nowhere since IPO despite the 3x revenue.
2) $Hims & Hers Health (HIMS.US)$ : Has 54% market share in new telemedicine customers, set to win the whole market.
3) $Amazon (AMZN.US)$ : Set to generate at least $150 billion operating income from cloud in 2032, yet the market ignores this.
4) $SoFi Technologies (SOFI.US)$ : It remains under...
2) $Hims & Hers Health (HIMS.US)$ : Has 54% market share in new telemedicine customers, set to win the whole market.
3) $Amazon (AMZN.US)$ : Set to generate at least $150 billion operating income from cloud in 2032, yet the market ignores this.
4) $SoFi Technologies (SOFI.US)$ : It remains under...
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$SoundHound AI (SOUN.US)$
- Reported revenue was $13.5 million, an increase of 54% year-over-year
- GAAP gross margin was 63%; non-GAAP gross margin was 67%
- GAAP earnings per share was a loss of ($0.11); non-GAAP earnings per share was a loss of ($0.04)
- GAAP net loss was ($37.3) million; non-GAAP net loss was ($14.8) million
- Adjusted EBITDA was ($13.8) million
“This has been a milestone quarter, with strong customer momentum across all of our key industries – including severa...
- Reported revenue was $13.5 million, an increase of 54% year-over-year
- GAAP gross margin was 63%; non-GAAP gross margin was 67%
- GAAP earnings per share was a loss of ($0.11); non-GAAP earnings per share was a loss of ($0.04)
- GAAP net loss was ($37.3) million; non-GAAP net loss was ($14.8) million
- Adjusted EBITDA was ($13.8) million
“This has been a milestone quarter, with strong customer momentum across all of our key industries – including severa...
Core Scientific $Core Scientific (CORZ.US)$ expanded its deal with Nvidia $NVIDIA (NVDA.US)$ backed CoreWeave to deliver an additional 112MW of computing power, providing $Core Scientific (CORZ.US)$ an additional $2B in revenue over the next 12 years.
The new agreement is now worth ~$6.7B.
The new agreement is now worth ~$6.7B.
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$CrowdStrike (CRWD.US)$
I know Crowdstrike is like catching a falling knife right now. Since last week the stock has dropped 18% to $254. Not a major sale but at a certain point the stock becomes attractive again.
My main question is when is a good time to start building a small position? What are some red and yellow flags to look out for?
The obvious ones are potential lawsuits/liabilities from F500 companies. Which is very hard to price. So I do see the st...
I know Crowdstrike is like catching a falling knife right now. Since last week the stock has dropped 18% to $254. Not a major sale but at a certain point the stock becomes attractive again.
My main question is when is a good time to start building a small position? What are some red and yellow flags to look out for?
The obvious ones are potential lawsuits/liabilities from F500 companies. Which is very hard to price. So I do see the st...
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