Use this to improve holding your winning trades on $SPDR S&P 500 ETF(SPY.US$ $Invesco QQQ Trust(QQQ.US$ $Tesla(TSLA.US$ $Apple(AAPL.US$ $NVIDIA(NVDA.US$
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$Microsoft(MSFT.US$ is one of the most diversified technology companies on Earth, with exposure to a number of key growing industries within technology.
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After $Alphabet-A(GOOGL.US$ , $Microsoft(MSFT.US$ and $Meta Platforms(META.US$ , cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from $Amazon(AMZN.US$ , $Oracle(ORCL.US$ and China hyper-scalers, but I’d imagine they will follow a similar trend.
Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment.
And in terms of use cases, copilots are s...
Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment.
And in terms of use cases, copilots are s...
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ROM-STAR
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$Microsoft(MSFT.US$ Microsoft Q3 FY24 (ending in March):
• Revenue +17% Y/Y to $61.9B ($1.0B beat).
• Gross margin 70% (+0pp Y/Y)
• Operating margin 44% (+2pp Y/Y).
• EPS $2.94 ($0.11 beat).
☁️ Azure +31% fx neutral.
• Revenue +17% Y/Y to $61.9B ($1.0B beat).
• Gross margin 70% (+0pp Y/Y)
• Operating margin 44% (+2pp Y/Y).
• EPS $2.94 ($0.11 beat).
☁️ Azure +31% fx neutral.
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ROM-STAR
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A one pager with all key information of one of the world's most known companies👇
Main takeaways 📢
• $Alphabet-A(GOOGL.US$ has massive presence in the daily live of billions of people. Monetizing a user base of such a magnitude has been a big driver of the success of $Alphabet-A(GOOGL.US$ over the years
• With its Cloud offerings, $Alphabet-A(GOOGL.US$ has a strong presence in many businesses. Though, competing against $Microsoft(MSFT.US$ and $Amazon(AMZN.US$ is no easy ...
Main takeaways 📢
• $Alphabet-A(GOOGL.US$ has massive presence in the daily live of billions of people. Monetizing a user base of such a magnitude has been a big driver of the success of $Alphabet-A(GOOGL.US$ over the years
• With its Cloud offerings, $Alphabet-A(GOOGL.US$ has a strong presence in many businesses. Though, competing against $Microsoft(MSFT.US$ and $Amazon(AMZN.US$ is no easy ...
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$Alphabet-A(GOOGL.US$ Punchline is Waymo is far safer than a human driver which isn't that surprising to anyone who has ridden in one.
It also probably helps that Waymo's generally are driving at low speeds in urban environments, and are kitted out with tons of sensors identifying objects / calculating trajectories - so can just detect threats and react pretty quickly. Versus a human driver just can't compete since we can only look in one direction ...
It also probably helps that Waymo's generally are driving at low speeds in urban environments, and are kitted out with tons of sensors identifying objects / calculating trajectories - so can just detect threats and react pretty quickly. Versus a human driver just can't compete since we can only look in one direction ...
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ROM-STAR
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$Tesla(TSLA.US$ trading higher premarket after 2 down days. Reports suggest Musk could announce $2-3B India investment for new factory during visit next week, tapping into the growing EV market. Shareholders urged to back CEO pay plan after court rejection.
Barclays cuts PT to $180 from $225.
Barclays cuts PT to $180 from $225.
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ROM-STAR
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Some predictions:
1. $Microsoft(MSFT.US$ 's AI Copilots will transform into an essential daily tool for everyone.
2. $Palantir(PLTR.US$ will become the platform in which folks build companies on first.
3. $Advanced Micro Devices(AMD.US$ is set to shake up $NVIDIA(NVDA.US$ , leveraging a ten-year lead in chiplets that Nvidia will inevitably adopt.
4. $Amazon(AMZN.US$ 's cash flow is poised to hit unprecedented highs, fueled by a surge in operating leverage from recent capital investments.
5...
1. $Microsoft(MSFT.US$ 's AI Copilots will transform into an essential daily tool for everyone.
2. $Palantir(PLTR.US$ will become the platform in which folks build companies on first.
3. $Advanced Micro Devices(AMD.US$ is set to shake up $NVIDIA(NVDA.US$ , leveraging a ten-year lead in chiplets that Nvidia will inevitably adopt.
4. $Amazon(AMZN.US$ 's cash flow is poised to hit unprecedented highs, fueled by a surge in operating leverage from recent capital investments.
5...
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$Walmart(WMT.US$ $Costco(COST.US$ $Amazon(AMZN.US$ $Microsoft(MSFT.US$
The answer lies in their culture.
These companies are engines of continuous innovation.
There are moments when their cultural compass might veer off track, but corrections are eventually made.
If the culture declines, the company’s performance follows suit.
Once the cultural issues are addressed, the company returns to prosperity.
A stron...
The answer lies in their culture.
These companies are engines of continuous innovation.
There are moments when their cultural compass might veer off track, but corrections are eventually made.
If the culture declines, the company’s performance follows suit.
Once the cultural issues are addressed, the company returns to prosperity.
A stron...
2
ROM-STAR
liked
Top Shopping Websites:
1. $Amazon(AMZN.US$ 55%
2. SHEIN 12%
3. $Nike(NKE.US$ 6%
Top Clothing Brands:
1. $Nike(NKE.US$ 34%
2. $American Eagle(AEO.US$ 6%
3. $Lululemon Athletica(LULU.US$ 5%
Top Cosmetics Brands:
1. $e.l.f. Beauty(ELF.US$ 38%
2. Rare Beauty 9%
3. Maybelline $L'Oreal SA Unsponsored ADR(LRLCY.US$ 6%
More 🔽
1. $Amazon(AMZN.US$ 55%
2. SHEIN 12%
3. $Nike(NKE.US$ 6%
Top Clothing Brands:
1. $Nike(NKE.US$ 34%
2. $American Eagle(AEO.US$ 6%
3. $Lululemon Athletica(LULU.US$ 5%
Top Cosmetics Brands:
1. $e.l.f. Beauty(ELF.US$ 38%
2. Rare Beauty 9%
3. Maybelline $L'Oreal SA Unsponsored ADR(LRLCY.US$ 6%
More 🔽
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