DemotedShade
reacted to and commented on
DemotedShade
commented on
reaction to the USA credit rating downgrade
$Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$ $Apple (AAPL.US)$
$Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$ $Apple (AAPL.US)$
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DemotedShade
voted
$Meta Platforms (META.US)$ Meta Q2 FY23:
• Daily active people +7% Y/Y to 3.07B.
• Revenue +11% Y/Y to $32B ($1.2B beat).
• Operating margin 29% (flat Y/Y).
• FCF margin 34% (+19pp Y/Y).
• EPS $2.98 ($0.05 beat).
Q3 FY23 guidance:
• Revenue ~$32B-$34.5 (~$2B beat).
- In the second quarter, revenue achieved the largest year-and-a-half YoY growth, and EPS rebounded, halting the decline, with an ...
• Daily active people +7% Y/Y to 3.07B.
• Revenue +11% Y/Y to $32B ($1.2B beat).
• Operating margin 29% (flat Y/Y).
• FCF margin 34% (+19pp Y/Y).
• EPS $2.98 ($0.05 beat).
Q3 FY23 guidance:
• Revenue ~$32B-$34.5 (~$2B beat).
- In the second quarter, revenue achieved the largest year-and-a-half YoY growth, and EPS rebounded, halting the decline, with an ...
10
DemotedShade
voted
Columns INTC - Back from the dead?
It seems like $Intel (INTC.US)$ is back from the dead!
After two straight quarters of losses, Intel is finally back in the black.
Not only that, it has issued a stronger forecast.
The share price jumped after the results
So is it time to enter into this chip IDM?
1. Down YoY, but beat estimates, so share price is up
YoY-wise, everything is down for Intel.
Under normal circumstances, share prices should be reacting negatively.
However, the gloomy forecasts provided a few...
After two straight quarters of losses, Intel is finally back in the black.
Not only that, it has issued a stronger forecast.
The share price jumped after the results
So is it time to enter into this chip IDM?
1. Down YoY, but beat estimates, so share price is up
YoY-wise, everything is down for Intel.
Under normal circumstances, share prices should be reacting negatively.
However, the gloomy forecasts provided a few...
+1
23
2
DemotedShade
voted
Columns ASML - Coast is clear?
$ASML Holding (ASML.US)$ stock is doing well these days
In light of better results, stock prices have shown up trend.
But what are the key points and potential pitfalls if any?
1. Revenue and gross profit is up
Previously a concern highlighting sales disruption due to restrictions on certain regulations might affect sales growth.
This might have no effect or little effect on the current Q2'23 results.
Revenue is up 2.31% from the preceding quarter, while the gross margin is...
In light of better results, stock prices have shown up trend.
But what are the key points and potential pitfalls if any?
1. Revenue and gross profit is up
Previously a concern highlighting sales disruption due to restrictions on certain regulations might affect sales growth.
This might have no effect or little effect on the current Q2'23 results.
Revenue is up 2.31% from the preceding quarter, while the gross margin is...
+1
16
DemotedShade : gas is cheaper per mile than it has been since 1985.
DemotedShade : improvements in MPG not only offset the virtually non-existent long term inflation in gas prices, since the average American still basically drives the same miles per year, a higher MPG car actually further insulates people from price fluctuations at the pump. for 13k miles@28 MPG a $1 change in gas is a whole $30/mo
DemotedShade : gas has been floating around $3/gal since 2006. it trends at 4.1% unless there is a shock to the supply and demand balance.
DemotedShade : Imagine how much it takes to redefine March 2020 as an economic success because was cheap. Cheap was a symptom of a shuttered economy, low demand and oversupply.
You are aware that prices tend to rise when the economy is expanding, and tend to fall in contractions right?