Yesterday’s Google’s earnings may have been bit of “meh” at first glance, but there were nuggets in the call that may have important implications for the broader market.
My highlights from $Alphabet-C(GOOG.US$ earnings. Full piece below.
My highlights from $Alphabet-C(GOOG.US$ earnings. Full piece below.
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$AMC Entertainment(AMC.US$ 1. Revenue Decline: Total revenues are expected to be around $1,030.6 million, down from $1,347.9 million in Q2 2023, representing a significant decrease.
2. Net Loss: The company anticipates a net loss of approximately $32.8 million, compared to net earnings of $8.6 million in the same quarter last year.
3. Earnings Per Share: Diluted loss per share is expected to be around $(0.10), down from earnings per share of $0.06 in Q2 2023.
4. Adjusted EBITDA...
2. Net Loss: The company anticipates a net loss of approximately $32.8 million, compared to net earnings of $8.6 million in the same quarter last year.
3. Earnings Per Share: Diluted loss per share is expected to be around $(0.10), down from earnings per share of $0.06 in Q2 2023.
4. Adjusted EBITDA...
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Interview with a Former $NVIDIA(NVDA.US$ employee on what is next for the semi-market and $NVIDIA(NVDA.US$ 's CUDA in detail:
1. $Advanced Micro Devices(AMD.US$ 's answer to $NVDA's CUDA is ROCm. But he thinks there are big differences between these two. CUDA is a mature ecosystem, and most developers know CUDA as it has been around since 2006. CUDA is also much more optimized and stable.
2. $AMD has made significant strides in optimizing ROCm, but it still needs to catch up with CUDA. He...
1. $Advanced Micro Devices(AMD.US$ 's answer to $NVDA's CUDA is ROCm. But he thinks there are big differences between these two. CUDA is a mature ecosystem, and most developers know CUDA as it has been around since 2006. CUDA is also much more optimized and stable.
2. $AMD has made significant strides in optimizing ROCm, but it still needs to catch up with CUDA. He...
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$Verizon(VZ.US$ They are wed to $Alphabet-A(GOOGL.US$ as their tech provider for both structured / unstructured data / AI and happy with them.
Highlights
-15 AI use cases currently in production
-Internal employee search: knowledge management for retail store reps, customer support reps, telesales, etc.
-Customer service: actively listening to calls and making suggestions to call center reps. Rep approval of tool has gone from 50% a year ago ...
Highlights
-15 AI use cases currently in production
-Internal employee search: knowledge management for retail store reps, customer support reps, telesales, etc.
-Customer service: actively listening to calls and making suggestions to call center reps. Rep approval of tool has gone from 50% a year ago ...
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$Alphabet-A(GOOGL.US$ $Alphabet-C(GOOG.US$
1. The acquisition makes sense for GCP's portfolio.
GCP’s security portfolio is strong across analytics & managed services (Mandiant), SecOps/SIEM (Google Chronicle), and monitoring/governance (Cloud Monitoring, Dataplex).
Wiz is the top cloud security company and fills a lagging area in GCP’s roadmap.
2. Wiz significantly improves GCP's security competitive positioning with $Microsoft(MSFT.US$ .
Microsoft has the lar...
1. The acquisition makes sense for GCP's portfolio.
GCP’s security portfolio is strong across analytics & managed services (Mandiant), SecOps/SIEM (Google Chronicle), and monitoring/governance (Cloud Monitoring, Dataplex).
Wiz is the top cloud security company and fills a lagging area in GCP’s roadmap.
2. Wiz significantly improves GCP's security competitive positioning with $Microsoft(MSFT.US$ .
Microsoft has the lar...
![Some thoughts on the $GOOGL Wiz deal:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240716/49618e323a7a484a8a4b983eb90537af.png/thumb?area=100&is_public=true)
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A really high-quality interview with a Former $NVIDIA(NVDA.US$ Director on $NVDA's moat and the AI semi-industry. A must read:
1. $NVDA is not just a GPU. The real moat is in writing custom CUDA code to make the models run faster, using both the GPUs and the networking, and combining both. According to him, $NVDA can reduce computation time by almost 50% compared to its competitors. This edge was formed when $NVDA bought Mellanox, a networking company.
2. The reason why $Alphabet-A(GOOGL.US$ doesn't r...
1. $NVDA is not just a GPU. The real moat is in writing custom CUDA code to make the models run faster, using both the GPUs and the networking, and combining both. According to him, $NVDA can reduce computation time by almost 50% compared to its competitors. This edge was formed when $NVDA bought Mellanox, a networking company.
2. The reason why $Alphabet-A(GOOGL.US$ doesn't r...
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AI monetization
1) Cloud
2) Price increases
3) New ad formats
$Amazon(AMZN.US$ $Microsoft(MSFT.US$ $Meta Platforms(META.US$ $Alphabet-A(GOOGL.US$
1) Cloud
2) Price increases
3) New ad formats
$Amazon(AMZN.US$ $Microsoft(MSFT.US$ $Meta Platforms(META.US$ $Alphabet-A(GOOGL.US$
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1. $Tesla(TSLA.US$ -- Often assessed by traditional auto industry metrics, Tesla's Full Self-Driving technology is overlooked, which shifts the focus from selling cars to providing autonomous ride services.
2. $SoFi Technologies(SOFI.US$ -- Regarded as just another fintech company, SoFi distinguishes itself with a unified financial platform that spans loan refinancing, investment services, and per...
2. $SoFi Technologies(SOFI.US$ -- Regarded as just another fintech company, SoFi distinguishes itself with a unified financial platform that spans loan refinancing, investment services, and per...
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Checks on digital advertisers have been non-value add for years now; but just pointing out William Blair ad check highlights $Alphabet-A(GOOGL.US$ AI search is increase clicks and conversion rates.
That would certainly be one of the counterintuitive outcomes previously discussed.
Separately, risk / reward for stock more balanced up here over next 12 months. Remains interesting w/ longer-term point of view.
That would certainly be one of the counterintuitive outcomes previously discussed.
Separately, risk / reward for stock more balanced up here over next 12 months. Remains interesting w/ longer-term point of view.
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CIO commentary about gen-AI plans, via JPMorgan's CIO survey. Lot of firms are still figuring out how to proceed, but it's notable how many of them plan to lean on major ISVs ( $Microsoft(MSFT.US$ , $Adobe(ADBE.US$ , $Salesforce(CRM.US$ , $ServiceNow(NOW.US$ , etc.).
Also, much like the MS CIO survey, $Microsoft(MSFT.US$ is in a league of its own in JPMorgan's survey when it comes to spending intentions. $Alphabet-C(GOOG.US$ punches a bit above its weight.
Also, much like the MS CIO survey, $Microsoft(MSFT.US$ is in a league of its own in JPMorgan's survey when it comes to spending intentions. $Alphabet-C(GOOG.US$ punches a bit above its weight.
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