Rockyturki
liked
Part of $NVIDIA(NVDA.US$ 's moat & value-add is its control of the networking for AI data center.
And $Broadcom(AVGO.US$ remains the only alternative chip vendor to it, while $Arista Networks(ANET.US$ served as the end OEM.
$Meta Platforms(META.US$ 's latest two H100 DCs use two different networking infra, one from $NVIDIA(NVDA.US$ 's full stack including Mellanox switch while another uses $Arista Networks(ANET.US$ switch powered by $Broadcom(AVGO.US$ chip, and $Cisco(CSCO.US$ swi...
And $Broadcom(AVGO.US$ remains the only alternative chip vendor to it, while $Arista Networks(ANET.US$ served as the end OEM.
$Meta Platforms(META.US$ 's latest two H100 DCs use two different networking infra, one from $NVIDIA(NVDA.US$ 's full stack including Mellanox switch while another uses $Arista Networks(ANET.US$ switch powered by $Broadcom(AVGO.US$ chip, and $Cisco(CSCO.US$ swi...
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A one pager with all key information of this unique company👇
Main takeaways 📢
• $ASML Holding(ASML.US$ is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry
• The business is prone to geopolitical tension and criticality, which is something to be aware of
• Based on its current free cashflow, $ASML is overvalued with a fair price around $675
As of today, I have a 7% position in $ASML at a $539 cost basis...
Main takeaways 📢
• $ASML Holding(ASML.US$ is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry
• The business is prone to geopolitical tension and criticality, which is something to be aware of
• Based on its current free cashflow, $ASML is overvalued with a fair price around $675
As of today, I have a 7% position in $ASML at a $539 cost basis...
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Global cloud spending is forecast to rise 20% to nearly $350 billion in 2024, a slight acceleration from 18% growth to $290 billion in 2023.
$Amazon(AMZN.US$$Microsoft(MSFT.US$$Alphabet-C(GOOG.US$$Oracle(ORCL.US$$Snowflake(SNOW.US$
$Amazon(AMZN.US$$Microsoft(MSFT.US$$Alphabet-C(GOOG.US$$Oracle(ORCL.US$$Snowflake(SNOW.US$
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$Alphabet-A(GOOGL.US$$Amazon(AMZN.US$ According to The Information, the companies have internally begun to adjust expectations to their sales teams, emphasizing the gap between the current technology of generative AI and its marketing hype.
Most customers have shown caution in investing in new AI services, concerned about the high cost of use, lack of accuracy, and the difficulty of assessing the value the technology brings.
Last year...
Most customers have shown caution in investing in new AI services, concerned about the high cost of use, lack of accuracy, and the difficulty of assessing the value the technology brings.
Last year...
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Rockyturki
liked
In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇
1. $ASML Holding(ASML.US$ - monopoly in lithography machines
2. $Applied Materials(AMAT.US$ - makes machines across manufacturing process
3. $Lam Research(LRCX.US$ - largest etching equipment provider
4. $KLA Corp(KLAC.US$ - dominates process diagnostics & control space
1. $ASML Holding(ASML.US$ - monopoly in lithography machines
2. $Applied Materials(AMAT.US$ - makes machines across manufacturing process
3. $Lam Research(LRCX.US$ - largest etching equipment provider
4. $KLA Corp(KLAC.US$ - dominates process diagnostics & control space
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Rockyturki
liked
$Advanced Micro Devices(AMD.US$ was obvious to buy at $100 and many waited
$Celsius Holdings(CELH.US$ at $48 (this year) was the easiest money and people waited.
$Palantir(PLTR.US$ at $14 was extremely undervalued and many waited
$Meta Platforms(META.US$ was obvious to buy at $200 and everyone waited
$CrowdStrike(CRWD.US$ was a clear buy at $150 and people waited
$TransMedics(TMDX.US$ at $38 with a market cap of $1 Billion was a steal and nobody wanted to buy it.
Focus on the essentials: align...
$Celsius Holdings(CELH.US$ at $48 (this year) was the easiest money and people waited.
$Palantir(PLTR.US$ at $14 was extremely undervalued and many waited
$Meta Platforms(META.US$ was obvious to buy at $200 and everyone waited
$CrowdStrike(CRWD.US$ was a clear buy at $150 and people waited
$TransMedics(TMDX.US$ at $38 with a market cap of $1 Billion was a steal and nobody wanted to buy it.
Focus on the essentials: align...
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$Reddit(RDDT.US$ Reddit to commence roadshow for NYSE debut, with trading to start post-March 20 IPO pricing.
Targeting $31 to $34 per share, valuing the company at up to $6.5 billion.
Seeks an anchor investor amid fast-growing advertising business and data sales potential.
Valuation marks a decrease from $10 billion in 2021, reflecting current IPO market conditions.
NYSE hosting Reddit marks a significant te...
Targeting $31 to $34 per share, valuing the company at up to $6.5 billion.
Seeks an anchor investor amid fast-growing advertising business and data sales potential.
Valuation marks a decrease from $10 billion in 2021, reflecting current IPO market conditions.
NYSE hosting Reddit marks a significant te...
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Rockyturki
liked
$NVIDIA(NVDA.US$ leads with a jaw-dropping 489% increase, followed by $Amazon(AMZN.US$ 's impressive 304% climb 📈. While most tech giants are on the rise, $Tesla(TSLA.US$ takes an unexpected detour, down 40% 📉. What does this spell for the future of tech and innovation?
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Rockyturki
liked
This is where cathie woods sold nvidia shares for a massive loss $ARK Innovation ETF(ARKK.US$
Cathie owned ~ 800,000 shares of $NVIDIA(NVDA.US$ in arkk before selling it at the bottom in november
Causing investors to lose over $500 million in potential profits
$S&P 500 Index(.SPX.US$
Cathie owned ~ 800,000 shares of $NVIDIA(NVDA.US$ in arkk before selling it at the bottom in november
Causing investors to lose over $500 million in potential profits
$S&P 500 Index(.SPX.US$
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