MORGAN STANLEY: ".. Following $Meta Platforms(META.US$ , $Microsoft(MSFT.US$ & $Alphabet-A(GOOGL.US$ reports last week, [our] 2024 Cloud Capex Tracker now points to +44%y/y growth in 2024 (vs +26%y/y prior) adding >$50B of spend .. the strongest Cloud Capex 'Supercycle' since 2018."
2
Rockyturki
liked
Buffett over the last 12 months has been a net seller.
Buffett is not a technical guy, he focuses solely on fundamentals
When the market is overvalued, he net sells and builds cash, at $168 Billion now
$Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Occidental Petroleum(OXY.US$
Buffett is not a technical guy, he focuses solely on fundamentals
When the market is overvalued, he net sells and builds cash, at $168 Billion now
$Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Occidental Petroleum(OXY.US$
4
1
Rockyturki
liked
1) There’s plenty of bad news within $Intel(INTC.US$ 's report, and recent news/reports about competitors ( $Taiwan Semiconductor(TSM.US$ 's A16 commentary, reported demand for $NVIDIA(NVDA.US$ 's Arm-powered GB200, reported IPC gains for $Advanced Micro Devices(AMD.US$ 's Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...
2
Rockyturki
liked and voted
$PayPal(PYPL.US$
Once a market darling, PYPL is now down 79% from its all-time highs.
To understand what direction PayPal is heading, we need to look at where they sit in the payments ecosystem.
1.) The "PayPal Button" - Often referred to as Branded Checkout, this is their most important business as it accounts for roughly 1/3rd of all transaction volume and an estimated 2/3rds of gross profit.
This segment includes the standard "Pay with PayPal" solution you...
Once a market darling, PYPL is now down 79% from its all-time highs.
To understand what direction PayPal is heading, we need to look at where they sit in the payments ecosystem.
1.) The "PayPal Button" - Often referred to as Branded Checkout, this is their most important business as it accounts for roughly 1/3rd of all transaction volume and an estimated 2/3rds of gross profit.
This segment includes the standard "Pay with PayPal" solution you...
3
1
Rockyturki
liked
The FDA PDUFA Calendar is a chronological calendar of PDUFA target dates as well as Advisory meetings (ADCOMM). PDUFA target dates are dates by which the FDA aims to deliver their decision regarding an NDA or BLA filing. These decisions can however come before the PDUFA target date.
$Pfizer(PFE.US$ $Dynavax Technologies(DVAX.US$ $Sandstorm Gold(SAND.US$ $Bristol-Myers Squibb(BMY.US$ $SPDR S&P Biotech ETF(XBI.US$
$Pfizer(PFE.US$ $Dynavax Technologies(DVAX.US$ $Sandstorm Gold(SAND.US$ $Bristol-Myers Squibb(BMY.US$ $SPDR S&P Biotech ETF(XBI.US$
9
1
Rockyturki
liked
$Microsoft(MSFT.US$ - They make money and do AI things so it will drop -20%
- Bull Case - They lose a lot of money
- Bear Case - They make a lot of money and they're involved in AI
$Alphabet-A(GOOGL.US$ (forgot) - They make money and AI so it will drop -18.75%
- Bull Case - They lose money and search market share shrinks heavily. They have Googler's streak through Pinchia's office for a group sit-in regarding go...
- Bull Case - They lose a lot of money
- Bear Case - They make a lot of money and they're involved in AI
$Alphabet-A(GOOGL.US$ (forgot) - They make money and AI so it will drop -18.75%
- Bull Case - They lose money and search market share shrinks heavily. They have Googler's streak through Pinchia's office for a group sit-in regarding go...
15
5
Google Cloud does not plan to offer AMD AI chips, The Information reports, meaning 2 of the 3 major US cloud providers remain unconvinced AMD’s offerings are a good alternative to Nvidia’s GPUs. It will offer its own TPUs and Nvidia GPUs to customers.
$Alphabet-C(GOOG.US$ $Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$
$Alphabet-C(GOOG.US$ $Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$
3
2
$Morgan Stanley(MS.US$ raises $NVIDIA(NVDA.US$ target to US$1000 from $795, keeps Overweight rating.
- large corporations planning to expand their data centres over the next 3-4 years, signalling enduring demand
- the market is still too focused on the use of chips for large language models, to the detriment of other AI applications
- large corporations planning to expand their data centres over the next 3-4 years, signalling enduring demand
- the market is still too focused on the use of chips for large language models, to the detriment of other AI applications
4
1
Rockyturki
liked
$Trump Media & Technology(DJT.US$ It's still vaued at like 6 billion after going down 30%. Could it half to 3 billion? Or even less? What assets does it even have that won't be drained or diluted by Trump? Realistically if Trump loses again what value does he have?
4
5
Small caps are breaking out, pretty much as active managers want nothing to do with them.
$Nasdaq Composite Index(.IXIC.US$ $SPDR S&P 500 ETF(SPY.US$
$Nasdaq Composite Index(.IXIC.US$ $SPDR S&P 500 ETF(SPY.US$
3