JayZhang
voted
3
1
JayZhang
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When it last released its previous quarterly results, there were little to no insights on how it would capitalize on the AI boom.
Even though it is easily one of the largest GPU designers.
In Q2'23 results, would likely highlight this topic again. Share prices actually rally even though some misses in its results.
1. Revenue continues to decline
Revenue declined 18% YoY as client segment revenue dipped.
Client segment revenue continues to be impacted by the ...
Even though it is easily one of the largest GPU designers.
In Q2'23 results, would likely highlight this topic again. Share prices actually rally even though some misses in its results.
1. Revenue continues to decline
Revenue declined 18% YoY as client segment revenue dipped.
Client segment revenue continues to be impacted by the ...
+1
20
1
JayZhang
voted
Sector Rotation
Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed.
Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy.
Even the NASDAQ announced a special rebalancing later this month, ...
Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed.
Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy.
Even the NASDAQ announced a special rebalancing later this month, ...
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35
JayZhang
voted
On June 30th, at the close of US stocks, $Apple(AAPL.US$ Inc. reported a closing price of $193.97 per share, representing a 2.31% increase in value and resulting in a closing market capitalization of $3.05 trillion.
This achievement marked a significant milestone for Apple as it became the first company ever to attain such a massive market capitalization.
In fact, Apple's market capitalization surpassed the combined valu...
This achievement marked a significant milestone for Apple as it became the first company ever to attain such a massive market capitalization.
In fact, Apple's market capitalization surpassed the combined valu...
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51
7
JayZhang
voted
$Lululemon Athletica(LULU.US$ has always been linked to stylish yoga pants back then.
However, the company has been slowly increasing its product offerings and is now slowly looking more like UNIQLO with a pricier price tag.
Here are 3 points to take note of their latest Q1'23 results release.
1. Revenue increased by 24%
Revenue of Lululemon increased by 24% to USD 2 billion. The surprising part - is a 17% increase in North America, while...
However, the company has been slowly increasing its product offerings and is now slowly looking more like UNIQLO with a pricier price tag.
Here are 3 points to take note of their latest Q1'23 results release.
1. Revenue increased by 24%
Revenue of Lululemon increased by 24% to USD 2 billion. The surprising part - is a 17% increase in North America, while...
1
JayZhang
voted
3
2
TSLA bottom , will go up