1. $NVIDIA(NVDA.US$ | Semiconductors
• They're set to cement their status as the core of the AI & gaming revolutions, making their GPU technology indispensable for the future tech ecosystem.
2. $CrowdStrike(CRWD.US$ | Cybersecurity
• Destined to become the security backbone for enterprises worldwide due to the surge in AI & LLMs, positioning them to be on the brink of becoming synonymous with corporate cybersecurity.
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• They're set to cement their status as the core of the AI & gaming revolutions, making their GPU technology indispensable for the future tech ecosystem.
2. $CrowdStrike(CRWD.US$ | Cybersecurity
• Destined to become the security backbone for enterprises worldwide due to the surge in AI & LLMs, positioning them to be on the brink of becoming synonymous with corporate cybersecurity.
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AI-generated content in $Alphabet-C(GOOG.US$ search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12%
The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space…
Perversely, I think this trend benefits Google.
As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space…
Perversely, I think this trend benefits Google.
As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
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$Disney(DIS.US$
Disney Q2 2024 earnings conference call is scheduled for May 7 at 8:30 AM ET/May 7 at 8:30 PM SGT/May 7 at 10:30 PM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Disney's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational use only and is not a recommendation or endorse...
Disney Q2 2024 earnings conference call is scheduled for May 7 at 8:30 AM ET/May 7 at 8:30 PM SGT/May 7 at 10:30 PM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Disney's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational use only and is not a recommendation or endorse...
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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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$Microsoft(MSFT.US$ 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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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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$Tesla(TSLA.US$ 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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