Ordinary Boy
voted
Last week's most important AI news:
1.Most AI stocks rose last week, Microsoft shares hit a new high
2.Adobe raised its annual performance expectation, becoming the trendsetter of software companies
3."AI Android moment" is really here!
4.McKinsey report: What industries will be most impacted by AI?
5.Institutions say AI will keep driving the stock market up
6.How to deal with the AI boom? Investing in infrastructure is the best strat...
1.Most AI stocks rose last week, Microsoft shares hit a new high
2.Adobe raised its annual performance expectation, becoming the trendsetter of software companies
3."AI Android moment" is really here!
4.McKinsey report: What industries will be most impacted by AI?
5.Institutions say AI will keep driving the stock market up
6.How to deal with the AI boom? Investing in infrastructure is the best strat...
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Ordinary Boy
voted
Rewards
● An equal share of 1,000 points: For mooers who correctly guess NVDA's closing price range on 25 May ET by 2:30 PM, May 25 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing NVDA's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
Note: 1. Rewards ...
● An equal share of 1,000 points: For mooers who correctly guess NVDA's closing price range on 25 May ET by 2:30 PM, May 25 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing NVDA's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
Note: 1. Rewards ...
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Ordinary Boy
voted
The interest sparked in artificial intelligence driven by ChatGPT and other large language models has led to a market cap creation of $1.4 trillion and driven more than half the gains in the S&P 500 this year, according toan analysis from JPMorgan.
The analysis includes $Microsoft(MSFT.US$, $Alphabet-A(GOOGL.US$, $Amazon(AMZN.US$, $Meta Platforms(META.US$, $NVIDIA(NVDA.US$ and $Salesforce(CRM.US$ in what...
The analysis includes $Microsoft(MSFT.US$, $Alphabet-A(GOOGL.US$, $Amazon(AMZN.US$, $Meta Platforms(META.US$, $NVIDIA(NVDA.US$ and $Salesforce(CRM.US$ in what...
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Ordinary Boy
voted
$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$ Google parent company Alphabet has closed up more than 4% for the past two consecutive trading days, and the stock price has quietly rallied to its highest price since last August, with market capitalization once again standing at $1.43 trillion. It seems that the AI report card delivered by Google at the I/O conference has been recognized by the capital market. And this is exactly the messa...
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Ordinary Boy
voted
It seems like the worst is over for $Meta Platforms(META.US$.
Just a few quarters back, many were spelling the end of Meta with its lost crusade against other social media platforms like TikTok and its quest for the metaverse.
Though there are bright spots in the latest quarter results, there too are some points to take note of.
1. YoY revenue growth, but QoQ still lower
Although revenue grew YoY from Q1'22 to Q1'23, QoQ wise it is still a drop.
I k...
Just a few quarters back, many were spelling the end of Meta with its lost crusade against other social media platforms like TikTok and its quest for the metaverse.
Though there are bright spots in the latest quarter results, there too are some points to take note of.
1. YoY revenue growth, but QoQ still lower
Although revenue grew YoY from Q1'22 to Q1'23, QoQ wise it is still a drop.
I k...
+1
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Ordinary Boy
voted
Netflix Q1 FY23:
Subs +1.75M Q/Q.
ARM +4% Y/Y fx neutral.
• Revenue +4% Y/Y to $8.16B ($20M miss).
• +8% Y/Y fx neutral.
• Operating margin 21% (1pp beat).
• EPS $2.88 ($0.01 beat).
Q2 FY23 Guidance:
• Revenue +3% Y/Y (+6% fx neutral).
• Operating margin 19%.
Netflix subscribers Q1 FY23:
Overall: 232.50M (+1.75M Q/Q).
• UCAN: +0.10M Q/Q.
• EMEA: +0.64M Q/Q.
• LATAM: (0.45M) Q/Q.
• APAC: +1.46M Q/Q.
$Netflix(NFLX.US$earnings after hours
Sell puts, they will report HORRIBLE earnings
Buy...
Subs +1.75M Q/Q.
ARM +4% Y/Y fx neutral.
• Revenue +4% Y/Y to $8.16B ($20M miss).
• +8% Y/Y fx neutral.
• Operating margin 21% (1pp beat).
• EPS $2.88 ($0.01 beat).
Q2 FY23 Guidance:
• Revenue +3% Y/Y (+6% fx neutral).
• Operating margin 19%.
Netflix subscribers Q1 FY23:
Overall: 232.50M (+1.75M Q/Q).
• UCAN: +0.10M Q/Q.
• EMEA: +0.64M Q/Q.
• LATAM: (0.45M) Q/Q.
• APAC: +1.46M Q/Q.
$Netflix(NFLX.US$earnings after hours
Sell puts, they will report HORRIBLE earnings
Buy...
Ordinary Boy
commented on and voted
On March, Buffett spent US$470 million to buy 7.9 million shares of $Occidental Petroleum(OXY.US$, and then it rose by more than 2%, which attracted the attention of many investors.
If you want to make reference but worry about the risks, or stay on the sidelines but are afraid of missing the opportunity to potentially make money, come and test what kind of investor persona you are!
There are also surprise rewards w...
If you want to make reference but worry about the risks, or stay on the sidelines but are afraid of missing the opportunity to potentially make money, come and test what kind of investor persona you are!
There are also surprise rewards w...
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Ordinary Boy
commented on
$NVIDIA(NVDA.US$ lol. wait till the bubble burst
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Ordinary Boy
voted
With all the looming bad news like Fed rates hike, Bubble 🫧, doomsday forecasts. Its a good juncture to hit the pause button to take a moment. Breath a little, think back on how to invest wisely.
For me, I’m a strong beliver in DYDD. Only invest in companies that you share their long term vision and growth. Else its called a gamble.
TA helps but with all the data, market sentiments does affect the sway of short term profitability. Stick to your fundamentals and don’t Pa...
For me, I’m a strong beliver in DYDD. Only invest in companies that you share their long term vision and growth. Else its called a gamble.
TA helps but with all the data, market sentiments does affect the sway of short term profitability. Stick to your fundamentals and don’t Pa...
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