AI Boom | Strong Demand, but W-To The Moon - Tiger Brokers Online Investing Community - To The Moon

AI Boom | Strong Demand, but Where Are the Profits? 🐯

Hotter-than-expected US CPI pressured technology stocks, with $Invesco QQQ(QQQ)$ falling 0.68% and $NVIDIA(NVDA)$ declining 5.47%.

Meanwhile, $Taiwan Semiconductor Manufacturing(TSM)$ reported 59.7% year-on-year October revenue growth, highlighting resilient semiconductor demand.

$CoreWeave, Inc.(CRWV)$ raised revenue guidance, but its US$846M quarterly net interest expense far exceeded US$207M operating income. Its US$132.5B backlog offers visibility, not guaranteed profits.

Anthropic's proposed IPO and Alibaba's T-Head spin-off also raise questions about valuation versus actual earnings.

My take: AI demand remains strong, but revenue growth alone cannot justify premium valuations. I prioritise free cash flow, sustainable margins and returns on invested capital over order backlogs or IPO hype.

Jensen Huang Resigns: Can Nvidia Hold After a 4.34% Drop?

Nvidia (NVDA) fell 4.34% Thursday (Nov 12) after saying CEO Jensen Huang resigned immediately as president, CEO and director; the stock was down as much as 14.35% intraday. CFO Colette Kress becomes interim CEO, Harvey C. Jones takes the chair, and the board is still seeking a permanent successor, with no reason given. Bulls say the GPU lineup, software ecosystem and contracts won't vanish overnight; bears fear the handover slows R&D, order talks and the valuation premium. Which first validates the worry: succession, cloud procurement, or AMD's share shift?

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CFO Colette Kress becomes interim CEO, Harvey C. Jones takes the chair, and the board is still seeking a permanent successor, with no reason given. Bulls say the GPU lineup, software ecosystem and contracts won't vanish overnight; bears fear the handover slows R&D, order talks and the valuation premium. 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Its US$132.5B backlog offers visibility, not guaranteed profits.</p>\n<p>Anthropic's proposed IPO and Alibaba's T-Head spin-off also raise questions about valuation versus actual earnings.</p>\n<p>My take: AI demand remains strong, but revenue growth alone cannot justify premium valuations. I prioritise free cash flow, sustainable margins and returns on invested capital over order backlogs or IPO hype.</p></body></html>","htmlText":"<html><head></head><body>AI Boom | Strong Demand, but Where Are the Profits? 🐯\n<p></p>\n<p>Hotter-than-expected US CPI pressured technology stocks, with $Invesco QQQ(QQQ)$ falling 0.68% and $NVIDIA(NVDA)$ declining 5.47%.</p>\n<p>Meanwhile, $Taiwan Semiconductor Manufacturing(TSM)$ reported 59.7% year-on-year October revenue growth, highlighting resilient semiconductor demand.</p>\n<p>$CoreWeave, Inc.(CRWV)$ raised revenue guidance, but its US$846M quarterly net interest expense far exceeded US$207M operating income. Its US$132.5B backlog offers visibility, not guaranteed profits.</p>\n<p>Anthropic's proposed IPO and Alibaba's T-Head spin-off also raise questions about valuation versus actual earnings.</p>\n<p>My take: AI demand remains strong, but revenue growth alone cannot justify premium valuations. I prioritise free cash flow, sustainable margins and returns on invested capital over order backlogs or IPO hype.</p></body></html>","text":"AI Boom | Strong Demand, but Where Are the Profits? 🐯 Hotter-than-expected US CPI pressured technology stocks, with $Invesco QQQ(QQQ)$ falling 0.68% and $NVIDIA(NVDA)$ declining 5.47%. Meanwhile, $Taiwan Semiconductor Manufacturing(TSM)$ reported 59.7% year-on-year October revenue growth, highlighting resilient semiconductor demand. $CoreWeave, Inc.(CRWV)$ raised revenue guidance, but its US$846M quarterly net interest expense far exceeded US$207M operating income. Its US$132.5B backlog offers visibility, not guaranteed profits. Anthropic's proposed IPO and Alibaba's T-Head spin-off also raise questions about valuation versus actual earnings. My take: AI demand remains strong, but revenue growth alone cannot justify premium valuations. 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