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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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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$Palantir(PLTR.US$ 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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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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The next wave of AI will be in robotics & humanoid AI.
The biggest benefactor of this wave: $Amazon(AMZN.US$ . It doesn't disrupt but enhances them on both the revenue side (AWS) & the cost side (e-commerce).
Profits could rise way more than even the biggest optimists expect right now.
The biggest benefactor of this wave: $Amazon(AMZN.US$ . It doesn't disrupt but enhances them on both the revenue side (AWS) & the cost side (e-commerce).
Profits could rise way more than even the biggest optimists expect right now.
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$Snowflake(SNOW.US$ $Global-E Online(GLBE.US$ Goldman Sachs Adds to US Conviction List
SNOW’s new CEO’s strategy to accelerate product development will increase velocity and customer consumption which will culminate in a rare combination of fast top-line growth and high free cash margins that SNOW’s current valuation does not reflect.
SNOW’s new CEO’s strategy to accelerate product development will increase velocity and customer consumption which will culminate in a rare combination of fast top-line growth and high free cash margins that SNOW’s current valuation does not reflect.
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The survey, highlighting the views of 166 CIOs responsible for $123B in annual enterprise IT spending, showed that Microsoft had the top position in every major category:
#1 in spending intentions
#1 most critical IT mega-vendor
#1 in Cloud Computing plans
#1 future IaaS market share
#1 platform for GenAI activity
In addition to Microsoft, the best-performing companies in the firm's survey across multiple categories included Amazon AWS, Google...
#1 in spending intentions
#1 most critical IT mega-vendor
#1 in Cloud Computing plans
#1 future IaaS market share
#1 platform for GenAI activity
In addition to Microsoft, the best-performing companies in the firm's survey across multiple categories included Amazon AWS, Google...
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