Shaaaw
liked
$CrowdStrike(CRWD.US$ $Microsoft(MSFT.US$
👉 Key Highlights:
📍 CrowdStrike update caused a global tech outage affecting 8.5 million Microsoft devices.
📍 Less than 1% of all Windows machines impacted, but broad effects on critical services.
📍 Outage grounded flights, disrupted broadcasters, and affected healthcare and banking.
📍 Microsoft collaborating with AWS and Google Cloud to accelerate fix. $Alphabet-C(GOOG.US$...
👉 Key Highlights:
📍 CrowdStrike update caused a global tech outage affecting 8.5 million Microsoft devices.
📍 Less than 1% of all Windows machines impacted, but broad effects on critical services.
📍 Outage grounded flights, disrupted broadcasters, and affected healthcare and banking.
📍 Microsoft collaborating with AWS and Google Cloud to accelerate fix. $Alphabet-C(GOOG.US$...
![CrowdStrike Software Update Causes Global Tech Outage, Affects 8.5M Microsoft Devices](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240722/436c92be33c74f9090e395225013d00f.png/thumb?area=999&is_public=true)
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$CrowdStrike(CRWD.US$
Overall it’s not looking good for long term.
Top line/Growth- it’s incredibly difficult now for them to acquire new customers. It will be even more difficult to sell anything new to existing customers. Basically any new revenue growth is hard to come by.
Top line/Growth- existing customers may ask for better terms, discounts and rebates. This will impact growth or even go to stagnant or negative growth in revenues in near terms
Top line/ Growth...
Overall it’s not looking good for long term.
Top line/Growth- it’s incredibly difficult now for them to acquire new customers. It will be even more difficult to sell anything new to existing customers. Basically any new revenue growth is hard to come by.
Top line/Growth- existing customers may ask for better terms, discounts and rebates. This will impact growth or even go to stagnant or negative growth in revenues in near terms
Top line/ Growth...
1
Shaaaw
liked
$Alphabet-A(GOOGL.US$
👉 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 $350 million in annual recurring revenue in 2023.
📍 Wiz backed by Sequoia Capital, Andreessen Horowitz, and others.
📍 Wiz partners with Amazon, Mi...
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$Broadcom(AVGO.US$ Broadcom has enjoyed a year of strong, steady growth, mostly due to its AI exposure. The company is vast and multifaceted, with products that include semiconductors and infrastructure software. With gains of more than 91% over the past year, it has become one of the biggest winners of the AI boom. Now, as the Broadcom stock split approaches, AVGO is reaching $1700 per share. With that in mind, it seems an opportune time to split the stock.
It is important to note that Broadcom...
It is important to note that Broadcom...
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$Eli Lilly and Co(LLY.US$ recent larger M&A: $Morphic(MORF.US$ , $PNT, $DICE, Versanis
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
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Here are the most held stocks by Hedge Funds
🥇 Microsoft $Microsoft(MSFT.US$
🥈 Amazon $Amazon(AMZN.US$
🥉 Google $Alphabet-A(GOOGL.US$
🥇 Microsoft $Microsoft(MSFT.US$
🥈 Amazon $Amazon(AMZN.US$
🥉 Google $Alphabet-A(GOOGL.US$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240701/2186aca65790462b9f2053c06aeaee03.png/thumb?area=100&is_public=true)
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Shaaaw
liked
$Intel(INTC.US$
👉 Key Highlights:
📍 Intel showcases first fully integrated optical compute interconnect (OCI) chiplet.
📍 OCI chiplet co-packaged with Intel CPU, running live data.
📍 Designed for high-bandwidth interconnects in AI and HPC.
📍 Supports 64 channels of 32 Gbps data transmission per direction.
📍 Enables 4 Tbps bidirectional data transfer with PCIe Gen5 compatibility.
📍 Uses eight fiber pairs with 8 dense wavelength div...
👉 Key Highlights:
📍 Intel showcases first fully integrated optical compute interconnect (OCI) chiplet.
📍 OCI chiplet co-packaged with Intel CPU, running live data.
📍 Designed for high-bandwidth interconnects in AI and HPC.
📍 Supports 64 channels of 32 Gbps data transmission per direction.
📍 Enables 4 Tbps bidirectional data transfer with PCIe Gen5 compatibility.
📍 Uses eight fiber pairs with 8 dense wavelength div...
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$Intel(INTC.US$ is an insane bargain right now, as it is trading at year 1999 stock price.
Every other comparable tech stock is up 5000%-20000% since then.
People are too focused on Intel consumer and data center products, which by the way are improving at impressive rate. Now they have AI chip comparable to $NVIDIA(NVDA.US$ 's H100 (Guadi 3). Lunar lake SoC for laptops based on 3nm, upcoming desktop CPUs based on Intel 20 (Arrow L...
Every other comparable tech stock is up 5000%-20000% since then.
People are too focused on Intel consumer and data center products, which by the way are improving at impressive rate. Now they have AI chip comparable to $NVIDIA(NVDA.US$ 's H100 (Guadi 3). Lunar lake SoC for laptops based on 3nm, upcoming desktop CPUs based on Intel 20 (Arrow L...
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Shaaaw
liked
$Merck & Co(MRK.US$ on the prowl for acquisitions up to $15 billion.
$Merck & Co(MRK.US$ already has an active partnership with $Janux Therapeutics(JANX.US$ for two TRACtr targets, and CEO Davis has evinced a preference for acquisition of $SPDR S&P Biotech ETF(XBI.US$ in which $Merck & Co(MRK.US$ already has a seat at the table.
$Merck & Co(MRK.US$ acquisition of $HARP earlier this year (for a song) shows their interest in the T Cell engag...
$Merck & Co(MRK.US$ already has an active partnership with $Janux Therapeutics(JANX.US$ for two TRACtr targets, and CEO Davis has evinced a preference for acquisition of $SPDR S&P Biotech ETF(XBI.US$ in which $Merck & Co(MRK.US$ already has a seat at the table.
$Merck & Co(MRK.US$ acquisition of $HARP earlier this year (for a song) shows their interest in the T Cell engag...
![Here’s why I think that $MRK buys $JANX soon.](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240625/750b4fcf98214be092e9b34e13929e22.png/thumb?area=100&is_public=true)
![Here’s why I think that $MRK buys $JANX soon.](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240625/39105dc83204470bb4f3acbd4a5c4741.png/thumb?area=100&is_public=true)
![Here’s why I think that $MRK buys $JANX soon.](https://ussnsimg.moomoo.com/sns_client_feed/70042928/20240625/aa308ce61fe84704848ba9495e8c6769.png/thumb?area=100&is_public=true)
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Shaaaw
liked
$Apple(AAPL.US$ $Meta Platforms(META.US$
👉 Key Highlights:
📍 Apple declined Meta's AI chatbot partnership months ago.
📍 Preliminary talks occurred in March but did not progress.
📍 Apple prefers ChatGPT and Alphabet's Gemini for AI integration.
📍 Privacy concerns influenced Apple's decision against Meta's Llama.
📍 Apple views ChatGPT as a superior offering compared to Llama.
📍 Google is already an Apple partner for Safari search.
📍 Apple ...
👉 Key Highlights:
📍 Apple declined Meta's AI chatbot partnership months ago.
📍 Preliminary talks occurred in March but did not progress.
📍 Apple prefers ChatGPT and Alphabet's Gemini for AI integration.
📍 Privacy concerns influenced Apple's decision against Meta's Llama.
📍 Apple views ChatGPT as a superior offering compared to Llama.
📍 Google is already an Apple partner for Safari search.
📍 Apple ...
![Apple Rejected AI Partnership with Meta Months Ago](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240625/f5df229f9c194ec0ad1310c4f3c215fc.png/thumb?area=999&is_public=true)
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