Shaaaw
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Battle of the tech titans: Microsoft $Microsoft (MSFT.US)$ versus Alphabet $Alphabet-A (GOOGL.US)$ 🥊✨
Which is your favorite?👇
Which is your favorite?👇
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$Salesforce (CRM.US)$ CEO: "So many customers are so disappointed in what they bought from Microsoft CoPilots because they're not getting the accuracy and the response that they want. Microsoft is disappointed so many customers with AI" $Microsoft (MSFT.US)$
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Shaaaw
liked
One of my favorite Warren Buffett quotes -
“You pay a very high price in the stock market for a cheery consensus."
The above quote basically means if there's widespread agreement that a company is great, then the stock will not be cheap.
A wise investor will not buy popular stocks but try and identify unpopular stocks of companies with great prospects because they will be available at cheaper valuations. And as they grow in earnings they start unlocking value and grow in stock prices.
“You pay a very high price in the stock market for a cheery consensus."
The above quote basically means if there's widespread agreement that a company is great, then the stock will not be cheap.
A wise investor will not buy popular stocks but try and identify unpopular stocks of companies with great prospects because they will be available at cheaper valuations. And as they grow in earnings they start unlocking value and grow in stock prices.
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Shaaaw
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Elephant in the room: $Alphabet-A (GOOGL.US)$ will also skyrocket if it fires the CEO just like $Starbucks (SBUX.US)$ .
Sundar is good and he is exceptionally capable in leading smaller teams, but he is no visionary.
Just look at how well $Microsoft (MSFT.US)$ performed after Ballmer retired and Satya took the reins.
Sundar is good and he is exceptionally capable in leading smaller teams, but he is no visionary.
Just look at how well $Microsoft (MSFT.US)$ performed after Ballmer retired and Satya took the reins.
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$Eli Lilly and Co (LLY.US)$ Eli Lilly Q2 FY24:
Mounjaro, Zepbound, and Verzenio drive growth.
• Revenue +36% Y/Y to $11.3B ($1.3B beat).
• EPS $3.92 ($1.16 beat).
FY24 guidance (high end):
• Revenue +$3.0B to $46.6B.
• EPS +$0.29 to $14.00.
Mounjaro, Zepbound, and Verzenio drive growth.
• Revenue +36% Y/Y to $11.3B ($1.3B beat).
• EPS $3.92 ($1.16 beat).
FY24 guidance (high end):
• Revenue +$3.0B to $46.6B.
• EPS +$0.29 to $14.00.
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Here's What to Know:
• Q2 EPS Est.: $0.68 (+17.2 Y/Y)
• Q2 Revenue Est.: $5.7B (+5.5% Y/Y)
• Time Of Earnings Release: 4:15PM ET
• Time Of Earnings Call: 5:00PM ET
• $Advanced Micro Devices (AMD.US)$ Implied Move: +/-7.3%
• Q2 EPS Est.: $0.68 (+17.2 Y/Y)
• Q2 Revenue Est.: $5.7B (+5.5% Y/Y)
• Time Of Earnings Release: 4:15PM ET
• Time Of Earnings Call: 5:00PM ET
• $Advanced Micro Devices (AMD.US)$ Implied Move: +/-7.3%
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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. $Alphabet-C (GOOG.US)$...
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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...
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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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