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[News: China's Moonshot AI Adds to Chip Investors' Worries] Cost optimized AI models and open source platforms are essential to drive and sustain future businesses given the AI development acceleration. Healthy competition keeps the Innovation ecosystem alive.
China's Moonshot AI Adds to Chip Investors' Worries
$Sezzle Inc(SEZL)$
Based on the IPO table, SPCX looks not a single IPO but a flurry of sequential IPOs of millions of shares which progressively flood and dilute the market. In addition, how many debt raisings are going to happen, we don’t know. SpaceX business is solid, but question is how and when the integrated business model will become profitable and investors can reap benefits. Remember the saying that past performance is not a guarantee for future success!
Reality bites, but at least genuine reports and results regarding Accenture Q3 REV impact of about $100Mln vs Expectations due to Middle East.
Accenture CEO: Q3 REV Impact of About $100 Mln Compared to Expectations Due to Middle East Conflict - Conf Call
Nice PR tactics! Every single post on SpaceX by Elon Musk will boost the stock price by another 20%. Keep coming!
SpaceX Stock Jumps Again as Elon Musk Unveils Meteoric Revenue Target
As long as the stock fundamentals are good and have a great future story ahead, I think it is a good idea to invest on. Except Nuclear, Defenceand military stocks of course!
Almost All major AI stocks are overpriced for absolute perfection! PE, PS and PB are all insanely high crushing the fundamentals. New Trillion$ IPOs are also adding more fuel to that. Need to tread carefully the AI stocks.
NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year =) Good news! But not exciting enough to the Investors. Better create more Trillion dollars Companies for investors.
NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year
$Palo Alto Networks(PANW)$
Wow, now Micron is accelerating to the next target of $2K and 2Tril market cap in record time, no stopping!
Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck
Good preview, all looking good for ambitious SMCI except the stock price not moving up. One little non-compliance popping up in the last minute will pull all the strings. Need a damage control strategy or revamp the entire system.
Earning Preview: SUPER MICRO COMPUTER INC this quarter’s revenue is expected to increase by 127.61%, and institutional views are bullish
SoFi Shares Tumbled as the company declined to raise its Full-Year Forecast =) Wow, that's the stock market reality now. What an amazing Q1 performance, beating both Revenue and EPS with announcement of 'Strong Outlook' and still tumbling because of not raising its full year forecast. Lol, Looks pre-meditated move!
SoFi Shares Tumbled As The Company Declined To Raise Its Full-Year Forecast
Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).
Lots of momentum and optimism in AI related tech companies acting as full catalysts. Better to hold and continue the ride as long as eps growth continues.
AI Beneficiary List: Which Company We Can Catch? —>. Why not one each... 1) TSM 2)ARM 3)AVGO 4)AAOI 5)MU 6)CRWV.
Google Cloud Focus: Launch TPU 8T + 8I combined with 'Gemini Enterprise' push =) Tech giant firing all the engines to build a massive lead in the 'AI full stack'.
$Astera Labs, Inc.(ALAB)$ Taking a small break here....
$Amazon.com(AMZN)$
$Netflix(NFLX)$ plunges ~10%; Ad Growth Disappoints. =) A disappointing Q2 outlook (both revenue and earnings) and the departure of co-founder Reed Hastings from the board, triggered a sharp sell-off. The quarter was financially solid but strategically clouded by near-term uncertainty. May need time to bounce back with strategic guidance on growth sustainability.
Keep going 👍
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