Elephant in the room: $Alphabet-A (GOOGL.US)$ will also skyrocket if it fires the CEO just like $Starbucks (SBUX.US)$ .
Sundar is good and he is exceptionally capable in leading smaller teams, but he is no visionary.
Just look at how well $Microsoft (MSFT.US)$ performed after Ballmer retired and Satya took the reins.
Sundar is good and he is exceptionally capable in leading smaller teams, but he is no visionary.
Just look at how well $Microsoft (MSFT.US)$ performed after Ballmer retired and Satya took the reins.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240819/a54339ac653f4d4fad5bd539e3937274.png/thumb?area=100&is_public=true)
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$Eli Lilly and Co (LLY.US)$ Eli Lilly Q2 FY24:
Mounjaro, Zepbound, and Verzenio drive growth.
• Revenue +36% Y/Y to $11.3B ($1.3B beat).
• EPS $3.92 ($1.16 beat).
FY24 guidance (high end):
• Revenue +$3.0B to $46.6B.
• EPS +$0.29 to $14.00.
Mounjaro, Zepbound, and Verzenio drive growth.
• Revenue +36% Y/Y to $11.3B ($1.3B beat).
• EPS $3.92 ($1.16 beat).
FY24 guidance (high end):
• Revenue +$3.0B to $46.6B.
• EPS +$0.29 to $14.00.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240809/97f88486187445378e72d28cd0deb068.png/thumb?area=100&is_public=true)
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Here's What to Know:
• Q2 EPS Est.: $0.68 (+17.2 Y/Y)
• Q2 Revenue Est.: $5.7B (+5.5% Y/Y)
• Time Of Earnings Release: 4:15PM ET
• Time Of Earnings Call: 5:00PM ET
• $Advanced Micro Devices (AMD.US)$ Implied Move: +/-7.3%
• Q2 EPS Est.: $0.68 (+17.2 Y/Y)
• Q2 Revenue Est.: $5.7B (+5.5% Y/Y)
• Time Of Earnings Release: 4:15PM ET
• Time Of Earnings Call: 5:00PM ET
• $Advanced Micro Devices (AMD.US)$ Implied Move: +/-7.3%
![$AMD Reports Earnings on Tuesday](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240730/bab28ae3273b476eac8a9cabddf64561.jpg/thumb?area=100&is_public=true)
![$AMD Reports Earnings on Tuesday](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240730/6bd50b9074f049ee8e3ea1f031724839.jpg/thumb?area=100&is_public=true)
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$CrowdStrike (CRWD.US)$
Overall it’s not looking good for long term.
Top line/Growth- it’s incredibly difficult now for them to acquire new customers. It will be even more difficult to sell anything new to existing customers. Basically any new revenue growth is hard to come by.
Top line/Growth- existing customers may ask for better terms, discounts and rebates. This will impact growth or even go to stagnant or negative growth in revenues in near terms
Top line/ Growth...
Overall it’s not looking good for long term.
Top line/Growth- it’s incredibly difficult now for them to acquire new customers. It will be even more difficult to sell anything new to existing customers. Basically any new revenue growth is hard to come by.
Top line/Growth- existing customers may ask for better terms, discounts and rebates. This will impact growth or even go to stagnant or negative growth in revenues in near terms
Top line/ Growth...
2
$Broadcom (AVGO.US)$ Broadcom has enjoyed a year of strong, steady growth, mostly due to its AI exposure. The company is vast and multifaceted, with products that include semiconductors and infrastructure software. With gains of more than 91% over the past year, it has become one of the biggest winners of the AI boom. Now, as the Broadcom stock split approaches, AVGO is reaching $1700 per share. With that in mind, it seems an opportune time to split the stock.
It is important to note that Broadcom...
It is important to note that Broadcom...
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$Eli Lilly and Co (LLY.US)$ recent larger M&A: $Morphic (MORF.US)$ , $PNT, $DICE, Versanis
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
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Here are the most held stocks by Hedge Funds
🥇 Microsoft $Microsoft (MSFT.US)$
🥈 Amazon $Amazon (AMZN.US)$
🥉 Google $Alphabet-A (GOOGL.US)$
🥇 Microsoft $Microsoft (MSFT.US)$
🥈 Amazon $Amazon (AMZN.US)$
🥉 Google $Alphabet-A (GOOGL.US)$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240701/2186aca65790462b9f2053c06aeaee03.png/thumb?area=100&is_public=true)
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$Intel (INTC.US)$ is an insane bargain right now, as it is trading at year 1999 stock price.
Every other comparable tech stock is up 5000%-20000% since then.
People are too focused on Intel consumer and data center products, which by the way are improving at impressive rate. Now they have AI chip comparable to $NVIDIA (NVDA.US)$ 's H100 (Guadi 3). Lunar lake SoC for laptops based on 3nm, upcoming desktop CPUs based on Intel 20 (Arrow L...
Every other comparable tech stock is up 5000%-20000% since then.
People are too focused on Intel consumer and data center products, which by the way are improving at impressive rate. Now they have AI chip comparable to $NVIDIA (NVDA.US)$ 's H100 (Guadi 3). Lunar lake SoC for laptops based on 3nm, upcoming desktop CPUs based on Intel 20 (Arrow L...
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$Merck & Co (MRK.US)$ on the prowl for acquisitions up to $15 billion.
$Merck & Co (MRK.US)$ already has an active partnership with $Janux Therapeutics (JANX.US)$ for two TRACtr targets, and CEO Davis has evinced a preference for acquisition of $SPDR S&P Biotech ETF (XBI.US)$ in which $Merck & Co (MRK.US)$ already has a seat at the table.
$Merck & Co (MRK.US)$ acquisition of $HARP earlier this year (for a song) shows their interest in the T Cell engag...
$Merck & Co (MRK.US)$ already has an active partnership with $Janux Therapeutics (JANX.US)$ for two TRACtr targets, and CEO Davis has evinced a preference for acquisition of $SPDR S&P Biotech ETF (XBI.US)$ in which $Merck & Co (MRK.US)$ already has a seat at the table.
$Merck & Co (MRK.US)$ acquisition of $HARP earlier this year (for a song) shows their interest in the T Cell engag...
![Here’s why I think that $MRK buys $JANX soon.](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240625/750b4fcf98214be092e9b34e13929e22.png/thumb?area=100&is_public=true)
![Here’s why I think that $MRK buys $JANX soon.](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240625/39105dc83204470bb4f3acbd4a5c4741.png/thumb?area=100&is_public=true)
![Here’s why I think that $MRK buys $JANX soon.](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240625/aa308ce61fe84704848ba9495e8c6769.png/thumb?area=100&is_public=true)
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BOFA $Eli Lilly and Co (LLY.US)$ full SURMOUNT-OSA results ADA supporting regulatory approval In patients with moderate-to-severe OSA and obesity, tirzepatide treatment resolved disease in 43-51.5% of patients
impressive magnitude of response, expect LLY shares to trade with strength on Monda
impressive magnitude of response, expect LLY shares to trade with strength on Monda