Rockyturki
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$NVIDIA(NVDA.US$
A lot of people think Nvidia is overvalued or a bubble, but I think Nvidia will easily get to $150 by the end of July or beginning of August and $200 by the end of the year.
AI, and Nvidia along with it, are generational investment opportunities. Nvidia has a first mover advantage in which they’ve continuously blown expectations out of the water in earnings reports but they don’t settle for ju...
A lot of people think Nvidia is overvalued or a bubble, but I think Nvidia will easily get to $150 by the end of July or beginning of August and $200 by the end of the year.
AI, and Nvidia along with it, are generational investment opportunities. Nvidia has a first mover advantage in which they’ve continuously blown expectations out of the water in earnings reports but they don’t settle for ju...
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Any $NVIDIA(NVDA.US$ bear arguments for these two main catalysts:
1. Trillions worth of CPUs to be replaced by GPU compute.
2. A new Industrial Revolution: AI Factory, powered by Nvidia, to produce intelligence at scale.
1. Trillions worth of CPUs to be replaced by GPU compute.
2. A new Industrial Revolution: AI Factory, powered by Nvidia, to produce intelligence at scale.
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I started building a position in $Micron Technology(MU.US$ today in the low $130s (so I’m a little biased) but the stock is simply too cheap especially when you compare it to $Advanced Micro Devices(AMD.US$ .
$Advanced Micro Devices(AMD.US$ has a $250B market cap and is expected to do $5.5B of EBITDA over the next 12 months so it’s trading at 45x NTM EV/EBITDA.
$Micron Technology(MU.US$ has a $150B market cap and is expected to do $20B of EBITDA over the next 12 months so it’s trading at 7.5x NTM EV/EBITD...
$Advanced Micro Devices(AMD.US$ has a $250B market cap and is expected to do $5.5B of EBITDA over the next 12 months so it’s trading at 45x NTM EV/EBITDA.
$Micron Technology(MU.US$ has a $150B market cap and is expected to do $20B of EBITDA over the next 12 months so it’s trading at 7.5x NTM EV/EBITD...
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$Amazon(AMZN.US$ 's market cap crossed above $2 trillion today for the first time. This is 4,560 times higher than its $442 million market cap at its IPO 27 years ago. One of the most incredible growth stories in history.
It took Amazon more than 4 years to go from a $1 Trillion to $2 Trillion
How long do you think it will take Amazon to go from $2 Trillion to $3 Trillion??
It took Amazon more than 4 years to go from a $1 Trillion to $2 Trillion
How long do you think it will take Amazon to go from $2 Trillion to $3 Trillion??
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Rockyturki
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$Amazon(AMZN.US$ We size global eCommerce sales at $3.6tn in 2023 growing +8% YoY to $3.9tn in 2024. We model eCommerce growing at a +7% CAGR (2023-2028) towards $5.0tn in 2028 supported by the growth of overall retail sales and increases in eCommerce penetration rates as eCommerce continues to gain share. We see eCommerce penetration reaching 34% of global core retail sales (excluding food, auto, gas) in 2028, up from 30% in 2023 - $Goldman Sachs(GS.US$ PT $225
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1. $Palantir(PLTR.US$ will be the primary platform for building new companies.
2. $Advanced Micro Devices(AMD.US$ will challenge and disrupt $NVIDIA(NVDA.US$ 's AI dominance.
3. $Amazon(AMZN.US$ 's free cash flow will grow exponentially.
4. $Spotify Technology(SPOT.US$ will evolve into the $Alphabet-C(GOOG.US$ of audio.
5. $Tesla(TSLA.US$ will usher in an era of material abundance worldwide.
6. $Microsoft(MSFT.US$ 's copilots will become essential ...
2. $Advanced Micro Devices(AMD.US$ will challenge and disrupt $NVIDIA(NVDA.US$ 's AI dominance.
3. $Amazon(AMZN.US$ 's free cash flow will grow exponentially.
4. $Spotify Technology(SPOT.US$ will evolve into the $Alphabet-C(GOOG.US$ of audio.
5. $Tesla(TSLA.US$ will usher in an era of material abundance worldwide.
6. $Microsoft(MSFT.US$ 's copilots will become essential ...
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Rockyturki
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Hey, mooers!
It's time to talk trading! Ever heard of left-side and right-side trading? Want to find out which one aligns with your investment style? We're breaking down these styles to help you figure it out.
Before we dive in, be sure to hit like❤️ and save⭐ this post!
Ready to learn? Here we go!
1 | Understanding left-side and right-side trading
Left-side trading: Attempts to forecast market shifts
Left-side trading...
It's time to talk trading! Ever heard of left-side and right-side trading? Want to find out which one aligns with your investment style? We're breaking down these styles to help you figure it out.
Before we dive in, be sure to hit like❤️ and save⭐ this post!
Ready to learn? Here we go!
1 | Understanding left-side and right-side trading
Left-side trading: Attempts to forecast market shifts
Left-side trading...
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Rockyturki
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$NVIDIA(NVDA.US$ is currently just ~2% away from overtaking $MSFT as the largest company in the world by market cap.
Visualizing the rapid rise of NVIDIA:
Visualizing the rapid rise of NVIDIA:
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Rockyturki
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As outlined in the chart below, $Tesla(TSLA.US$ has typically been able to "move metal" into quarter end via discounts, incentives, fleet deals (RIP $HTZ mgmt), etc. - but that failed in Q1'24, resulting in a $2.5B cash burn.
As we approach Q2'24 end, the inventory mountain has never been higher. Will we see $TSLA's most aggressive discounting ever in the next few weeks? Or will they take it on the chin via cash bu...
As we approach Q2'24 end, the inventory mountain has never been higher. Will we see $TSLA's most aggressive discounting ever in the next few weeks? Or will they take it on the chin via cash bu...
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$NVIDIA(NVDA.US$
Did you know that in addition to investments in public companies like $Recursion Pharmaceuticals(RXRX.US$ , $Arm Holdings(ARM.US$ , $Nano X Imaging(NNOX.US$ , $TuSimple(TSPH.US$ , $SoundHound AI(SOUN.US$ , $Serve Robotics(SERV.US$ , Nvidia also has been actively investing in many private AI startups?
I did some digging, and with the help of ChatGPT, found some interesting results. Here is a summary of some private venture compan...
Did you know that in addition to investments in public companies like $Recursion Pharmaceuticals(RXRX.US$ , $Arm Holdings(ARM.US$ , $Nano X Imaging(NNOX.US$ , $TuSimple(TSPH.US$ , $SoundHound AI(SOUN.US$ , $Serve Robotics(SERV.US$ , Nvidia also has been actively investing in many private AI startups?
I did some digging, and with the help of ChatGPT, found some interesting results. Here is a summary of some private venture compan...
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