Mario Timberlake
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Here’s why Big Tech is scrambling to purchase Nvidia’s $NVIDIA(NVDA.US$ GPUs as quickly as possible:
Nvidia explains that a $1 investment in GPUs and networking can create $5 in revenue for CSPs over four years via GPU renting.
Nvidia explains that a $1 investment in GPUs and networking can create $5 in revenue for CSPs over four years via GPU renting.
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Mario Timberlake
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$Xiaomi Corp. Unsponsored ADR Class B(XIACY.US$$Tesla(TSLA.US$$NIO Inc(NIO.US$
👉 Key Highlights:
📍 Xiaomi introduces its first electric vehicles, the SU7 series, with prices starting at $29,900.
📍 The lineup includes the base SU7 model and the higher-end SU7 Max, topping out at $29,900.
📍 Mass deliveries expected by the end of April, with early orders receiving perks like a built-in fridge.
📍 Xiaomi's EV venture represents a $10 ...
👉 Key Highlights:
📍 Xiaomi introduces its first electric vehicles, the SU7 series, with prices starting at $29,900.
📍 The lineup includes the base SU7 model and the higher-end SU7 Max, topping out at $29,900.
📍 Mass deliveries expected by the end of April, with early orders receiving perks like a built-in fridge.
📍 Xiaomi's EV venture represents a $10 ...
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Mario Timberlake
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The $GOOGL bear case is pretty loud right now (Search monopoly facing first real threat from GenAI).
Predicting the future here is tough but worth at least exploring a strawman for a more constructive outcome in search for $Alphabet-A(GOOGL.US$ .
Some thoughts and search comparisons:
#1 : Search queries are growing. Some have stated this is not the case but pay attention to footnotes in these exhibits ("does not represent any specific data" ?). Last week, $GOOGL Chief Business Officer stated "...
Some thoughts and search comparisons:
#1 : Search queries are growing. Some have stated this is not the case but pay attention to footnotes in these exhibits ("does not represent any specific data" ?). Last week, $GOOGL Chief Business Officer stated "...
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Mario Timberlake
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$ByteDance(FT0001$$Meta Platforms(META.US$
👉 Key Highlights:
📍 Trump identifies TikTok as a national security threat, similar to Facebook.
📍 House to vote on a bill requiring ByteDance to divest TikTok within six months.
📍 Trump criticizes Facebook for past actions, highlighting its potential gain from a TikTok ban.
📍 Biden indicates readiness to sign the bill if passed, amidst TikTok's defense on ...
👉 Key Highlights:
📍 Trump identifies TikTok as a national security threat, similar to Facebook.
📍 House to vote on a bill requiring ByteDance to divest TikTok within six months.
📍 Trump criticizes Facebook for past actions, highlighting its potential gain from a TikTok ban.
📍 Biden indicates readiness to sign the bill if passed, amidst TikTok's defense on ...
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Mario Timberlake
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$Amazon(AMZN.US$
Amazon Stock Chases 2021 Record High
Amazon stock's next milestone could be returning to a record high it reached in 2021. That would mark a full recovery for the company after a rough 2022.
Jeff Bezos Sells $6 Billion In Amazon Stock
Meanwhile, Amazon founder Jeff Bezos recently completed sold shares in the company for the first time since late 2021. Bezos late last week sold roughly $2 billion worth of Amazon shares, accor...
Amazon Stock Chases 2021 Record High
Amazon stock's next milestone could be returning to a record high it reached in 2021. That would mark a full recovery for the company after a rough 2022.
Jeff Bezos Sells $6 Billion In Amazon Stock
Meanwhile, Amazon founder Jeff Bezos recently completed sold shares in the company for the first time since late 2021. Bezos late last week sold roughly $2 billion worth of Amazon shares, accor...
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Mario Timberlake
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The top 10% of stocks in the US now reflect ~75% of the entire market.
This is, by far, the most concentrated stock market since the Great Depression in 1931.
In the Dot-com bubble of 2001, concentration of the top 10% of stocks peaked at ~72%.
Even prior to the 2008 Financial Crisis, concentration of the top 10% of stocks peaked at ~66%.
On average, the top 10% of stocks reflect 64% of the entire stock market.
Is a correction overdue?
$Apple(AAPL.US$$Microsoft(MSFT.US$$Amazon(AMZN.US$$Alphabet-A(GOOGL.US$$Nasdaq Composite Index(.IXIC.US$$S&P 500 Index(.SPX.US$
This is, by far, the most concentrated stock market since the Great Depression in 1931.
In the Dot-com bubble of 2001, concentration of the top 10% of stocks peaked at ~72%.
Even prior to the 2008 Financial Crisis, concentration of the top 10% of stocks peaked at ~66%.
On average, the top 10% of stocks reflect 64% of the entire stock market.
Is a correction overdue?
$Apple(AAPL.US$$Microsoft(MSFT.US$$Amazon(AMZN.US$$Alphabet-A(GOOGL.US$$Nasdaq Composite Index(.IXIC.US$$S&P 500 Index(.SPX.US$
5
Mario Timberlake
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Current situation:
1. The $S&P 500 Index(.SPX.US$ can't decide if the top is in or not
2. Tech stocks are falling like the bull market is over
3. $CBOE Volatility S&P 500 Index(.VIX.US$ is near its lows like the bull market just started
4. The Nasdaq is down 600 points in 10 days like Nvidia already missed earnings expectations
5. Bond markets are down like we are in risk-on mode
Welcome to a market controlled by $NVIDIA(NVDA.US$ .
$Amazon(AMZN.US$$Microsoft(MSFT.US$
1. The $S&P 500 Index(.SPX.US$ can't decide if the top is in or not
2. Tech stocks are falling like the bull market is over
3. $CBOE Volatility S&P 500 Index(.VIX.US$ is near its lows like the bull market just started
4. The Nasdaq is down 600 points in 10 days like Nvidia already missed earnings expectations
5. Bond markets are down like we are in risk-on mode
Welcome to a market controlled by $NVIDIA(NVDA.US$ .
$Amazon(AMZN.US$$Microsoft(MSFT.US$
4
Mario Timberlake
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In today’s market, one of the biggest winners generating outsized interest is $Emergent BioSolutions(EBS.US$ . This mid-cap biotech company remains a unique turnaround story for investors, and many appear to be placing their bets on this company to come out of the pile as a key winner. Indeed, EBS stock has surged over 70% higher on some intriguing news this afternoon.
The company’s turnaround efforts appear to be receiving a jolt today, wit...
The company’s turnaround efforts appear to be receiving a jolt today, wit...
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Mario Timberlake
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$Microsoft(MSFT.US$$Intel(INTC.US$$Taiwan Semiconductor(TSM.US$$Apple(AAPL.US$
Key Details:
📍 Intel secures Microsoft as a customer for its custom chip business.
📍 Microsoft to use Intel's 18A tech for in-house designed chip.
📍 Move signifies Intel's push in the foundry market against TSMC.
📍 Satya Nadella emphasizes reliable, advanced semiconductor supply.
📍 Partnership could bolster Intel's comeback and foundry market stance.
📍 Intel aims t...
Key Details:
📍 Intel secures Microsoft as a customer for its custom chip business.
📍 Microsoft to use Intel's 18A tech for in-house designed chip.
📍 Move signifies Intel's push in the foundry market against TSMC.
📍 Satya Nadella emphasizes reliable, advanced semiconductor supply.
📍 Partnership could bolster Intel's comeback and foundry market stance.
📍 Intel aims t...
7
Mario Timberlake
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$Roblox(RBLX.US$$Take-Two Interactive Software(TTWO.US$$Microsoft(MSFT.US$
Key Details:
📍 Roblox Corp. paid $740.8M to creators in 2023, up 19% from 2022.
📍 Nearly 100 games earned over $1M each; 9 surpassed $10M.
📍 Over 12,000 developers monetized their creations on the platform.
📍 68M daily users contributed to $3.5B in bookings last year.
📍 Roblox's top 10 games captured 30% of player engagement.
Context/Background:
Roblox has transformed from a...
Key Details:
📍 Roblox Corp. paid $740.8M to creators in 2023, up 19% from 2022.
📍 Nearly 100 games earned over $1M each; 9 surpassed $10M.
📍 Over 12,000 developers monetized their creations on the platform.
📍 68M daily users contributed to $3.5B in bookings last year.
📍 Roblox's top 10 games captured 30% of player engagement.
Context/Background:
Roblox has transformed from a...
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