Mario Timberlake
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EV stocks revving up! Futures higher led by gains in big tech like $Microsoft(MSFT.US$ , $Amazon(AMZN.US$ & $Tesla(TSLA.US$ despite recent yield pressures.All eyes on Fed's Bowman & Mester today after Powell/Jefferson signaled higher rates for longer.
No major econ data but jobless claims & home sales due Thu. $Tesla(TSLA.US$ $XPeng(XPEV.US$ among EV names catching a bid on individual catalysts.
No major econ data but jobless claims & home sales due Thu. $Tesla(TSLA.US$ $XPeng(XPEV.US$ among EV names catching a bid on individual catalysts.
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Mario Timberlake
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$NVIDIA(NVDA.US$ may generate more data center revenue this year than in the past six years combined.
Data center revenue could double to $95 billion in FY25, compared to $87.7 billion in revenue from FY18 through FY24.
Data center revenue could double to $95 billion in FY25, compared to $87.7 billion in revenue from FY18 through FY24.
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Mario Timberlake
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$NVIDIA(NVDA.US$ $Amazon(AMZN.US$
👉 Key Highlights:
📍 $110 million AI partnership announced between the US and Japan, involving NVIDIA and Amazon.
📍 Collaboration to enhance AI education at the University of Washington and University of Tsukuba.
📍 NVIDIA commits $25 million in resources and technologies to both universities.
📍 Initiative aims to prepare students for AI-driven job market, addressing global talent shortage.
📍 Ja...
👉 Key Highlights:
📍 $110 million AI partnership announced between the US and Japan, involving NVIDIA and Amazon.
📍 Collaboration to enhance AI education at the University of Washington and University of Tsukuba.
📍 NVIDIA commits $25 million in resources and technologies to both universities.
📍 Initiative aims to prepare students for AI-driven job market, addressing global talent shortage.
📍 Ja...
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JPMorgan's Jamie Dimon warns the world is on fire — and plenty of people are way too bullish
Jamie Dimon is deeply concerned about international relations — and worries investors are too optimistic about threats such as inflation, interest rates, and recession.
The JPMorgan CEO made his case in a dour shareholder letter published on Monday.
"We may be entering one of the most treacherous geopolitical eras since World War II," Dim...
Jamie Dimon is deeply concerned about international relations — and worries investors are too optimistic about threats such as inflation, interest rates, and recession.
The JPMorgan CEO made his case in a dour shareholder letter published on Monday.
"We may be entering one of the most treacherous geopolitical eras since World War II," Dim...
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Mario Timberlake
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1. $Salesforce(CRM.US$ or $HubSpot(HUBS.US$ acquires $Twilio(TWLO.US$ to redefine what customer engagement can become.
2. $Advanced Micro Devices(AMD.US$ or $NVIDIA(NVDA.US$ make a strategic acquisition in the quantum computing space, aiming to leapfrog competitors in the race for quantum supremacy and secure a future position in high-performance computing markets
3. $Netflix(NFLX.US$ acquires $Paramount Global-B(PARA.US$...
2. $Advanced Micro Devices(AMD.US$ or $NVIDIA(NVDA.US$ make a strategic acquisition in the quantum computing space, aiming to leapfrog competitors in the race for quantum supremacy and secure a future position in high-performance computing markets
3. $Netflix(NFLX.US$ acquires $Paramount Global-B(PARA.US$...
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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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