What do y’all think? No political junk, just strictly asking what y’all think?
$SPDR S&P 500 ETF(SPY.US$ $Trump Media & Technology(DJT.US$
$SPDR S&P 500 ETF(SPY.US$ $Trump Media & Technology(DJT.US$
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$Taiwan Semiconductor(TSM.US$ Q2 FY24:
• Revenue +40% Y/Y $20.8B ($0.7B beat).
• Gross margin 53% (-1pp Y/Y).
• Operating margin 43% (+1pp Y/Y).
• Capex $6.3B.
• EPADR $1.48 ($0.06 beat).
3nm & 5nm were 15% & 35% of revenue.
• Revenue +40% Y/Y $20.8B ($0.7B beat).
• Gross margin 53% (-1pp Y/Y).
• Operating margin 43% (+1pp Y/Y).
• Capex $6.3B.
• EPADR $1.48 ($0.06 beat).
3nm & 5nm were 15% & 35% of revenue.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71687599/20240718/61ed4a1978d84222a987042d9b9955f2.png/thumb?area=100&is_public=true)
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Wolfe Research today initiated coverage on Facebook $Meta Platforms(META.US$ with an Outperform rating and a $620 price target
Wolfe Research initiated coverage on Amazon $Amazon(AMZN.US$ with an Outperform rating and a $250 price target
Wolfe Research initiated coverage on Google $Alphabet-A(GOOGL.US$ with an Outperform rating and a $240 price target
Wolfe Research initiated coverage on Amazon $Amazon(AMZN.US$ with an Outperform rating and a $250 price target
Wolfe Research initiated coverage on Google $Alphabet-A(GOOGL.US$ with an Outperform rating and a $240 price target
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$Morgan Stanley(MS.US$ raised its price target on Apple $Apple(AAPL.US$ to $273 up from $216 while maintaining its Overweight rating
"Our analysis suggests Apple will ship nearly 500 million iPhones over the next two years (235m in FY25, 262m in FY26), 6% higher than the record FY21-FY22 cycle. This will drive 5% annual iPhone ASP growth, resulting in nearly $485 billion of total revenue and $8.70 in earnings power by FY26 (vs. $459 billion and $8.20 previously), 7-9% above consensus."
"Our analysis suggests Apple will ship nearly 500 million iPhones over the next two years (235m in FY25, 262m in FY26), 6% higher than the record FY21-FY22 cycle. This will drive 5% annual iPhone ASP growth, resulting in nearly $485 billion of total revenue and $8.70 in earnings power by FY26 (vs. $459 billion and $8.20 previously), 7-9% above consensus."
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MACKGforEver
commented on
$Alphabet-A(GOOGL.US$
👉 Key Highlights:
📍 Google in advanced talks to acquire Wiz for $23 billion.
📍 This would be Alphabet's largest acquisition ever.
📍 Wiz, founded in 2020, valued at $12 billion earlier this year.
📍 Wiz hit $100 million in annual recurring revenue after 18 months.
📍 Achieved $350 million in annual recurring revenue in 2023.
📍 Wiz backed by Sequoia Capital, Andreessen Horowitz, and others.
📍 Wiz partners with Amazon, Mi...
👉 Key Highlights:
📍 Google in advanced talks to acquire Wiz for $23 billion.
📍 This would be Alphabet's largest acquisition ever.
📍 Wiz, founded in 2020, valued at $12 billion earlier this year.
📍 Wiz hit $100 million in annual recurring revenue after 18 months.
📍 Achieved $350 million in annual recurring revenue in 2023.
📍 Wiz backed by Sequoia Capital, Andreessen Horowitz, and others.
📍 Wiz partners with Amazon, Mi...
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A great look at the upcoming AI PC chip roadmaps across the industry’s leading players.
$Advanced Micro Devices(AMD.US$ $Qualcomm(QCOM.US$ $Apple(AAPL.US$ $Intel(INTC.US$ $NVIDIA(NVDA.US$
$Advanced Micro Devices(AMD.US$ $Qualcomm(QCOM.US$ $Apple(AAPL.US$ $Intel(INTC.US$ $NVIDIA(NVDA.US$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71687599/20240712/6690bc82df3548e588fb6576a329a6f7.png/thumb?area=100&is_public=true)
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MACKGforEver
commented on
$Palantir(PLTR.US$ is certainly a company with plenty of momentum. The company’s various AI integrations and product launches have been a hit with its core government clientele as well as its booming enterprise business. The market is clearly pricing in plenty of growth from the latter group, judging by the company’s now very inflated valuation multiples.
Palantir trades at more than 230 times earnings and a price-sales ratio of 27 times. Tha...
Palantir trades at more than 230 times earnings and a price-sales ratio of 27 times. Tha...
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MACKGforEver
liked and commented on
hi! i'm very new to the market, and hopes everyone here get good profit :)
![very newbie](https://ussnsimg.moomoo.com/sns_client_feed/73215011/20240708/ef0963322bb01ab99014f90d63de6df7.jpg/thumb?area=100&is_public=true)
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MACKGforEver
liked
Nvidia $NVIDIA(NVDA.US$ has signed a deal with Ooredoo to deploy thousands of GPUs across 26 of Ooredoo’s data centers in Qatar, Kuwait, Oman, Algeria, Tunisia and the Maldives, marking Nvidia’s first major entry into the region.
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