NoCutLoss
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Sunway Healthcare $SUNMED (5555.MY)$ is Malaysia's leading private healthcare provider and the only major group offering comprehensive services covering the full lifecycle of care. Its flagship, Sunway Medical Centre Sunway City Kuala Lumpur, is the country's largest private hospital with 848 licensed beds and one of the largest in Southeast Asia.
The Group operates five hospitals (one quaternary...
The Group operates five hospitals (one quaternary...
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Key Takeaways (AI-Generated)
Financial Performance:
- NVIDIA reported record Q4 revenue of $68 billion, a 73% increase year-over-year.
- Data center revenue reached $62 billion, up 75% year-over-year and 22% sequentially, largely driven by strong Blackwell architecture sales.
- Gaming revenue increased to $3.7 billion, up 47% year-on-year, supported by strong demand for Blackwell architecture.
- GAAP and non-GAAP gross margins were both reported at 75%, d...
Financial Performance:
- NVIDIA reported record Q4 revenue of $68 billion, a 73% increase year-over-year.
- Data center revenue reached $62 billion, up 75% year-over-year and 22% sequentially, largely driven by strong Blackwell architecture sales.
- Gaming revenue increased to $3.7 billion, up 47% year-on-year, supported by strong demand for Blackwell architecture.
- GAAP and non-GAAP gross margins were both reported at 75%, d...
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NoCutLoss
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Global AI chip titan $NVIDIA (NVDA.US)$ released its highly anticipated FY26Q4 earnings after the bell, delivering financial metrics that crushed expectations across the board. Management provided guidance that soared past market consensus, yet the stock dipped in after-hours trading as investors stuck to the "sell-the-news" pattern seen in recent quarters.
Let's unpack the true quality of this print.
Three Things to Watch
Networkin...
Let's unpack the true quality of this print.
Three Things to Watch
Networkin...
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Hi, mooers! 👋
The countdown is on! With $NVIDIA (NVDA.US)$ 's Q4 FY2026 earnings set for February 25, 5:00 PM ET, investors are keenly focused on updates regarding AI demand trends, the impact of new product launches on revenue, and the company's forward-looking guidance amidst intensifying competition—will these elements propel another standout quarter? Predict the opening price to earn rewards and stay ahead of the curve! 🎉
Stay Ahead of th...
The countdown is on! With $NVIDIA (NVDA.US)$ 's Q4 FY2026 earnings set for February 25, 5:00 PM ET, investors are keenly focused on updates regarding AI demand trends, the impact of new product launches on revenue, and the company's forward-looking guidance amidst intensifying competition—will these elements propel another standout quarter? Predict the opening price to earn rewards and stay ahead of the curve! 🎉
Stay Ahead of th...
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NoCutLoss
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Rental rates are repricing higher, fast
This chart shows a clear February squeeze in cloud GPU rentals. As of Feb 24, the Silicon Data A100 Rental Index prints 1.40, while the H100 Rental Index prints 2.43. That puts H100 at about a 74% premium versus A100 (2.43 vs 1.40), and A100 still clears roughly 58% of H100's level, which is a surprisingly "non-obsolete" price for an older generation.
The simplest read is brut...
This chart shows a clear February squeeze in cloud GPU rentals. As of Feb 24, the Silicon Data A100 Rental Index prints 1.40, while the H100 Rental Index prints 2.43. That puts H100 at about a 74% premium versus A100 (2.43 vs 1.40), and A100 still clears roughly 58% of H100's level, which is a surprisingly "non-obsolete" price for an older generation.
The simplest read is brut...
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NoCutLoss
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Columns Oriental Kopi Earnings Preview | Growth Momentum vs. Margin Compression: What to Watch for FY26Q1
Oriental Kopi $KOPI (0338.MY)$ is expected to release its FY26Q1 (First Quarter FY2026) financial results for the period ended December 31, 2025, on or around February 24, 2026. After a stellar debut as a 2025 ACE Market darling, the stock has recently entered a consolidation phase. Investors are now laser-focused on whether the company’s aggressive store expansion can outpace rising operating overhea...
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Best trades so far..
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