Yeize
commented on
$Amazon (AMZN.US)$ is reportedly negotiating a $475 million agreement to provide $NVIDIA (NVDA.US)$ processors for IBM's (IBM) AI training via the cloud.
This deal would enable IBM to use AWS's EC2 servers equipped with Nvidia's GPUs, showcasing the rising demand for Nvidia's technology. This collaboration is expected to enhance AI solutions for their shared customers, building on IBM's earlier integration of its AI platform with Am...
This deal would enable IBM to use AWS's EC2 servers equipped with Nvidia's GPUs, showcasing the rising demand for Nvidia's technology. This collaboration is expected to enhance AI solutions for their shared customers, building on IBM's earlier integration of its AI platform with Am...
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Grab last announced its earnings data on August 25th, 2022. The reported ($0.15) earnings per share for the quarter, missing the consensus estimate of ($0.07) by $0.08. The firm had revenue of $321 million for the quarter, compared to analysts' expectations of $307.69 million. Earnings for Grab are expected to grow in the coming year, from ($0.40) to ($0.24) per share.
Yeize
commented on
$Sea (SE.US)$
Given continued uncertainty in the global macroenvironment, especially across the Asia-Pacific region, the company provided a wider range of their E-Commerce revenue expectations. They now expect E-Commerce revenue to be $8.5-9.1 billion (~72% growth at the midpoint), which was lowered at the low-end from the previous guidance range of $8.9-9.1 billion.
While disappointed with the commentary, it’s important to note that only...
Given continued uncertainty in the global macroenvironment, especially across the Asia-Pacific region, the company provided a wider range of their E-Commerce revenue expectations. They now expect E-Commerce revenue to be $8.5-9.1 billion (~72% growth at the midpoint), which was lowered at the low-end from the previous guidance range of $8.9-9.1 billion.
While disappointed with the commentary, it’s important to note that only...
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Yeize
commented on
$Sea (SE.US)$
When investors are turning their focus towards more stable, profitable companies in fear of a potential recession, SE’s ability to demonstrate profitability improvement is paramount to a turnaround in the stock’s performance.
Gross profit during the quarter grew 81% yoy to $1.2 billion and reflected a gross margin of 40.4%, improving quite nicely relative to 36.6% in the year...
When investors are turning their focus towards more stable, profitable companies in fear of a potential recession, SE’s ability to demonstrate profitability improvement is paramount to a turnaround in the stock’s performance.
Gross profit during the quarter grew 81% yoy to $1.2 billion and reflected a gross margin of 40.4%, improving quite nicely relative to 36.6% in the year...
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ARK $ARK ETFs (LIST2551.US)$ sold about 330000 shares of SE $Sea (SE.US)$ , cash out is about US $26 million.
As of May 23, ARK Innovation ETF(ARKK)、ARK Fintech Innovation ETF(ARKF)、ARK Web x.0 ETF（ARKW）still hold 285414 shares, 516431 shares and 522845 shares of Sea Limited respectively.
As of May 23, ARK Innovation ETF(ARKK)、ARK Fintech Innovation ETF(ARKF)、ARK Web x.0 ETF（ARKW）still hold 285414 shares, 516431 shares and 522845 shares of Sea Limited respectively.
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$Zoom Video Communications (ZM.US)$ Stifel: Zoom (ZM.US) new products are worthy of attention, lower the target price to 300 US dollars and maintain "hold"
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Yeize : Wondering if these cloud partnerships are just the start—think NVDA can keep up the momentum?