$Alphabet-C (GOOG.US)$ $IonQ Inc (IONQ.US)$
For decades, quantum computing has faced a seemingly insurmountable challenge: scaling qubits without introducing overwhelming error rates. Google's revolutionary quantum computing chip, Willow, demolishes this barrier by exponentially reducing errors as qubits scale -- a breakthrough that shatters a 30-year ceiling and redefines the boundaries of possibility.
In performance test...
For decades, quantum computing has faced a seemingly insurmountable challenge: scaling qubits without introducing overwhelming error rates. Google's revolutionary quantum computing chip, Willow, demolishes this barrier by exponentially reducing errors as qubits scale -- a breakthrough that shatters a 30-year ceiling and redefines the boundaries of possibility.
In performance test...
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$MicroStrategy (MSTR.US)$ $Invesco QQQ Trust (QQQ.US)$
The price factors for $MSTR have added another critical condition: it ranks 42nd among stocks meeting the NDX criteria. Therefore, its inclusion in the Nasdaq 100 Index is almost certain.
This will impact all passive funds tracking the index, such as the Invesco QQQ Trust ETF (QQQ), with two significant effects. First, passive NDX investors will gain Bitcoin exposure. Once MSTR constitutes 0.55...
The price factors for $MSTR have added another critical condition: it ranks 42nd among stocks meeting the NDX criteria. Therefore, its inclusion in the Nasdaq 100 Index is almost certain.
This will impact all passive funds tracking the index, such as the Invesco QQQ Trust ETF (QQQ), with two significant effects. First, passive NDX investors will gain Bitcoin exposure. Once MSTR constitutes 0.55...
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$Palantir (PLTR.US)$ Palantir short float down 0.07%, 4.18% of total float short
$Robinhood (HOOD.US)$ Robinhood short float up 19.52%, 2.88% of total float short
$Tesla (TSLA.US)$ Tesla short float down 1.92%, 2.73% of total float short
$MARA Holdings (MARA.US)$ Marathon short float down 7.88%, 20.67% of total float short
$SoFi Technologies (SOFI.US)$ SoFi short float down 8.37%, 14.42% of total float short
$Hims & Hers Health (HIMS.US)$ Hims short float up 16.76%, 22.3% of total float shor...
$Robinhood (HOOD.US)$ Robinhood short float up 19.52%, 2.88% of total float short
$Tesla (TSLA.US)$ Tesla short float down 1.92%, 2.73% of total float short
$MARA Holdings (MARA.US)$ Marathon short float down 7.88%, 20.67% of total float short
$SoFi Technologies (SOFI.US)$ SoFi short float down 8.37%, 14.42% of total float short
$Hims & Hers Health (HIMS.US)$ Hims short float up 16.76%, 22.3% of total float shor...
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Rosenblatt today raised its price target on Nvidia $NVIDIA (NVDA.US)$ to $220 up from $200 while maintaining its Buy rating
Citi raised its price target on Nvidia $NVDA to $175 up from $170 while maintaining its Buy rating
JPMorgan raised its price target on Nvidia $NVDA to $170 up from $155 while maintaining its Overweight rating
Goldman Sachs raised its price target on Nvidia $NVDA to $165 up from $150 while maintaining its Buy rating
Wells Fargo raised its price target on Nvidia $NVDA t...
Citi raised its price target on Nvidia $NVDA to $175 up from $170 while maintaining its Buy rating
JPMorgan raised its price target on Nvidia $NVDA to $170 up from $155 while maintaining its Overweight rating
Goldman Sachs raised its price target on Nvidia $NVDA to $165 up from $150 while maintaining its Buy rating
Wells Fargo raised its price target on Nvidia $NVDA t...
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Mario Timberlake
liked
$PDD Holdings (PDD.US)$
🔹 Non-GAAP Diluted EPS: ¥18.59 (Est. ¥19.58) 🔴
🔹 Revenue: ¥99.35B (Est. ¥102.83B) 🔴; UP +44% YoY
🔹 Non-GAAP Oper. Margin: 26.9% (Est. 27.4%) 🔴
🔹 Adj net income ¥27.46B, (EST ¥29.21B) 🔴
Revenue Breakdown:
🔸 Transaction Services: ¥50.0B (Est. ¥53B) 😕; UP +72% YoY
🔸 Online Marketing Services & Others: ¥49.35B (Est. ¥49.06B) 😑; UP +24% YoY
Expenses:
🔹 Cost of Revenue: ¥39.71B; UP +48% YoY
🔹 Sales & Marketing Expenses: ¥30.48B; UP +40% YoY
🔹 ...
🔹 Non-GAAP Diluted EPS: ¥18.59 (Est. ¥19.58) 🔴
🔹 Revenue: ¥99.35B (Est. ¥102.83B) 🔴; UP +44% YoY
🔹 Non-GAAP Oper. Margin: 26.9% (Est. 27.4%) 🔴
🔹 Adj net income ¥27.46B, (EST ¥29.21B) 🔴
Revenue Breakdown:
🔸 Transaction Services: ¥50.0B (Est. ¥53B) 😕; UP +72% YoY
🔸 Online Marketing Services & Others: ¥49.35B (Est. ¥49.06B) 😑; UP +24% YoY
Expenses:
🔹 Cost of Revenue: ¥39.71B; UP +48% YoY
🔹 Sales & Marketing Expenses: ¥30.48B; UP +40% YoY
🔹 ...
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Mario Timberlake
commented on and voted
$NVIDIA (NVDA.US)$ , the kingpin of the semiconductor industry, especially shining bright in the AI chip market with its robust growth potential, always piques the market's curiosity before its fiscal report drops. 👀
Historical data whispers that Nvidia often dips into discount territory before its earnings announcement, then bounces back post-release. Currently, its price action suggests it's consolidating around a fair value ...
Historical data whispers that Nvidia often dips into discount territory before its earnings announcement, then bounces back post-release. Currently, its price action suggests it's consolidating around a fair value ...
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$Palantir (PLTR.US)$ $Invesco QQQ Trust (QQQ.US)$
Palantir on November 14, 2024 filed an 8k detailing the company's decision to transfer its stock listing from the New York Stock Exchange (NYSE) to the Nasdaq Global Select Market (Nasdaq). This move will officially take place after market close on November 25, 2024, with trading on Nasdaq beginning on November 26, 2024 under the same ticker symbol, PLTR.
Key Highlights...
Palantir on November 14, 2024 filed an 8k detailing the company's decision to transfer its stock listing from the New York Stock Exchange (NYSE) to the Nasdaq Global Select Market (Nasdaq). This move will officially take place after market close on November 25, 2024, with trading on Nasdaq beginning on November 26, 2024 under the same ticker symbol, PLTR.
Key Highlights...
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Mario Timberlake
liked
ABSOLUTELY BLOWOUT $Alphabet-C (GOOG.US)$ numbers! 👏👌🚀🙇♂️My wife just spontaneously orgasmed reading them. Rev +15%. Cloud +35% 😳 Wow! Subscriptions +28%, YouTube +12%. Op margin UP to 32%! Cost control 👍 still going! America, F*ck Yeah! 🇺🇸 Extra raita & poppadoms for Sundar-bae! 🥰
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$Amazon (AMZN.US)$ N-T set up looks challenging as investors fear Q4 EBIT guide will miss cons. due to weak consumer and AWS compression from record 1H mgns. Also, stock has rebounded since Q2 earnings and is beating GOOGL & MSFT YTD. We think mgn fears are overblown as cost discipline continue under CEO Jassy, high-mgn AWS and Advertising outgrow retail, and macro is stable. Valuation attractive at 12.1x EV/EBITDA-N...
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$NVIDIA (NVDA.US)$ 's design flaw with Blackwell AI chips now fixed, CEO says Reuters
- We had a design flaw in Blackwell, It was functional, but the design flaw caused the yield to be low. It was 100% Nvidia's fault.
- In order to make a Blackwell computer work, seven different types of chips were designed from scratch and had to be ramped into production at the same time.
- What TSMC did, was to help us recover from that yield difficulty and resume the manufacturing of Blackwell at an in...
- We had a design flaw in Blackwell, It was functional, but the design flaw caused the yield to be low. It was 100% Nvidia's fault.
- In order to make a Blackwell computer work, seven different types of chips were designed from scratch and had to be ramped into production at the same time.
- What TSMC did, was to help us recover from that yield difficulty and resume the manufacturing of Blackwell at an in...
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