ROM-STAR
liked
1. $Amazon (AMZN.US)$ | E-Commerce & Cloud
• Amazon's unmatched logistics network is nearly impossible to replicate, and AWS continues to reign as the king of cloud computing, set to accelerate further with the AI explosion.
2. $Microsoft (MSFT.US)$ | Cloud & AI
• They are poised to redefine productivity & enterprise solutions, becoming the definitive platform for cloud computing and AI integration across global...
• Amazon's unmatched logistics network is nearly impossible to replicate, and AWS continues to reign as the king of cloud computing, set to accelerate further with the AI explosion.
2. $Microsoft (MSFT.US)$ | Cloud & AI
• They are poised to redefine productivity & enterprise solutions, becoming the definitive platform for cloud computing and AI integration across global...
35
ROM-STAR
liked
Here's a look at planned and/or allocated global chip investments, led by China with $142B.
$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $Micron Technology (MU.US)$ $Texas Instruments (TXN.US)$
$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $Micron Technology (MU.US)$ $Texas Instruments (TXN.US)$
3
1
Here's my updated DCA (Dollar Cost Averaging) plan for my growth portfolio for the rest of the year -- listed in order of priority 🧐
1. $Palantir (PLTR.US)$ | Palantir
2. $Amazon (AMZN.US)$ | Amazon
3. $Axon Enterprise (AXON.US)$ | Axon Technologies
4. $NVIDIA (NVDA.US)$ | NVIDIA
5. $Cloudflare (NET.US)$ | Cloudfare
1. $Palantir (PLTR.US)$ | Palantir
2. $Amazon (AMZN.US)$ | Amazon
3. $Axon Enterprise (AXON.US)$ | Axon Technologies
4. $NVIDIA (NVDA.US)$ | NVIDIA
5. $Cloudflare (NET.US)$ | Cloudfare
4
$Hims & Hers Health (HIMS.US)$ : It posted a solid double beat but got hammered down because future EBITDA margin missed expectation by 0.3%.
$SoFi Technologies (SOFI.US)$ : Delivered a triple beat, fintech revenue now makes up 45% of the total sales and lending is set to skyrocket post rate cuts.
$Celsius Holdings (CELH.US)$ : Sales up 12% Q/Q and also delivered 3% gross margin expansion. International sales also grew 30% YoY.
These three are set to outperfor...
$SoFi Technologies (SOFI.US)$ : Delivered a triple beat, fintech revenue now makes up 45% of the total sales and lending is set to skyrocket post rate cuts.
$Celsius Holdings (CELH.US)$ : Sales up 12% Q/Q and also delivered 3% gross margin expansion. International sales also grew 30% YoY.
These three are set to outperfor...
3
$Microsoft (MSFT.US)$ continues big tech earnings tomorrow after the close. The two most important topics (in order of importance):
Azure Growth: The Street is looking for 30.2% y/y, compared to 31% in Mar-24, 30% in Dec-23, and 29% in Sep-23. The bottom line is this number needs to be above 30% to continue Azure’s trend of gaining Cloud marketshare.
Here’s what the cloud marketshare race looks like: Last week, $Alphabet-C (GOOG.US)$ posted a slight acceleration in GCP growth, going from 28% in Mar-2...
Azure Growth: The Street is looking for 30.2% y/y, compared to 31% in Mar-24, 30% in Dec-23, and 29% in Sep-23. The bottom line is this number needs to be above 30% to continue Azure’s trend of gaining Cloud marketshare.
Here’s what the cloud marketshare race looks like: Last week, $Alphabet-C (GOOG.US)$ posted a slight acceleration in GCP growth, going from 28% in Mar-2...
5
$Autodesk (ADSK.US)$
Pointed out that 1) they are very tied to $AMZN for GenAI because that is where their production data lives, and they need compute and data to be co-located for AI in production, 2) a killer app for GenAI doesn’t exist yet outside code generation, and 3) their most compelling GenAI project is a code generator for their 3D design tools.
Highlights
-Team sits within ADSK Research which consists of 200 people. Sub-team of 20 people f...
Pointed out that 1) they are very tied to $AMZN for GenAI because that is where their production data lives, and they need compute and data to be co-located for AI in production, 2) a killer app for GenAI doesn’t exist yet outside code generation, and 3) their most compelling GenAI project is a code generator for their 3D design tools.
Highlights
-Team sits within ADSK Research which consists of 200 people. Sub-team of 20 people f...
5
Yesterday’s Google’s earnings may have been bit of “meh” at first glance, but there were nuggets in the call that may have important implications for the broader market.
My highlights from $Alphabet-C (GOOG.US)$ earnings. Full piece below.
My highlights from $Alphabet-C (GOOG.US)$ earnings. Full piece below.
6
$AMC Entertainment (AMC.US)$ 1. Revenue Decline: Total revenues are expected to be around $1,030.6 million, down from $1,347.9 million in Q2 2023, representing a significant decrease.
2. Net Loss: The company anticipates a net loss of approximately $32.8 million, compared to net earnings of $8.6 million in the same quarter last year.
3. Earnings Per Share: Diluted loss per share is expected to be around $(0.10), down from earnings per share of $0.06 in Q2 2023.
4. Adjusted EBITDA...
2. Net Loss: The company anticipates a net loss of approximately $32.8 million, compared to net earnings of $8.6 million in the same quarter last year.
3. Earnings Per Share: Diluted loss per share is expected to be around $(0.10), down from earnings per share of $0.06 in Q2 2023.
4. Adjusted EBITDA...
3
3
Interview with a Former $NVIDIA (NVDA.US)$ employee on what is next for the semi-market and $NVIDIA (NVDA.US)$ 's CUDA in detail:
1. $Advanced Micro Devices (AMD.US)$ 's answer to $NVDA's CUDA is ROCm. But he thinks there are big differences between these two. CUDA is a mature ecosystem, and most developers know CUDA as it has been around since 2006. CUDA is also much more optimized and stable.
2. $AMD has made significant strides in optimizing ROCm, but it still needs to catch up with CUDA. He...
1. $Advanced Micro Devices (AMD.US)$ 's answer to $NVDA's CUDA is ROCm. But he thinks there are big differences between these two. CUDA is a mature ecosystem, and most developers know CUDA as it has been around since 2006. CUDA is also much more optimized and stable.
2. $AMD has made significant strides in optimizing ROCm, but it still needs to catch up with CUDA. He...
+1
20
1
$Verizon (VZ.US)$ They are wed to $Alphabet-A (GOOGL.US)$ as their tech provider for both structured / unstructured data / AI and happy with them.
Highlights
-15 AI use cases currently in production
-Internal employee search: knowledge management for retail store reps, customer support reps, telesales, etc.
-Customer service: actively listening to calls and making suggestions to call center reps. Rep approval of tool has gone from 50% a year ago ...
Highlights
-15 AI use cases currently in production
-Internal employee search: knowledge management for retail store reps, customer support reps, telesales, etc.
-Customer service: actively listening to calls and making suggestions to call center reps. Rep approval of tool has gone from 50% a year ago ...
3