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SA Asks: Which Magnificent 7 Stocks Could React Positively to Earnings?
Warren Buffett's Berkshire Hathaway Lifts Sirius XM Stake Above 32%
Microsoft Q1 Earnings Might Be Mixed Due to New Metrics: Piper Sandler
Guo Mingchi: Microsoft's Q4 GB200 orders surged 3-4 times, exceeding the total of all other cloud computing service providers.
microsoft order volume has surged from the previous 300-500 cabinets (mainly NVL36) to around 1400-1500 cabinets, with approximately 70% being NVL72. Subsequent orders will mainly focus on NVL72.
This year, the stock price was cut in half, but Warren Buffett significantly increased his shareholding. Who exactly is this satellite broadcasting company Sirius?
Sirius XM is a North American radio entertainment company that provides live, curated, and other services through satellite broadcasting, offering music, sports, drama, talk shows, news, and other content, mainly maintaining stable profitability through in-car scenarios. Last week, Berkshire Hathaway increased its shareholding in Sirius XM by approximately $86.73 million, now becoming the latter's largest shareholder.
Is nvidia expensive? Both Bank of America and Goldman Sachs sing praises together: the current valuation is still attractive, and continue to be bullish on its prospects.
Bank of America Merrill Lynch stated that Nvidia's PEG ratio is lower than its peers, its valuation remains attractive, and it is expected that its PE ratio will decrease to 24 times by 2027; Goldman Sachs believes that Nvidia's valuation is close to the median PE ratio of the past three years, and compared to its peers, its historical valuation is relatively low.
