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Hidden Value Gems
Interesting. Looks like the small-cap index is also heavily influenced by just a few super stocks:
$SMCI and $MSTR have soared 237% and 156%, respectively. They accounted for more than a third of the Russell 2000’s 5.2% return in the first quarter.
via @WSJ https://t.co/2pW7BE6tiP
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Interesting. Looks like the small-cap index is also heavily influenced by just a few super stocks:
$SMCI and $MSTR have soared 237% and 156%, respectively. They accounted for more than a third of the Russell 2000’s 5.2% return in the first quarter.
via @WSJ https://t.co/2pW7BE6tiP
tweet
Offshore
Photo
Hidden Value Gems
Interesting. Looks like the small-cap index is also heavily influenced by just a few super stocks:
$SMCI and $MSTR have soared 237% and 156%, respectively. They accounted for more than a third of the Russell 2000’s 5.2% return in the first quarter.
via @WSJ https://t.co/WbB0SciGbv
tweet
Interesting. Looks like the small-cap index is also heavily influenced by just a few super stocks:
$SMCI and $MSTR have soared 237% and 156%, respectively. They accounted for more than a third of the Russell 2000’s 5.2% return in the first quarter.
via @WSJ https://t.co/WbB0SciGbv
tweet
Offshore
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Hidden Value Gems
This may be another reason why markets have been so strong:
➡️ “The global supply of public equity is shrinking at its fastest pace in at least 25 years, as economic and geopolitical uncertainty weighs on new share sales while companies keep buying back large volumes of their own stock.”
➡️ “The number of listed companies in the US has fallen from more than 7,000 to fewer than 4,000 since 2000.”
via @FT
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This may be another reason why markets have been so strong:
➡️ “The global supply of public equity is shrinking at its fastest pace in at least 25 years, as economic and geopolitical uncertainty weighs on new share sales while companies keep buying back large volumes of their own stock.”
➡️ “The number of listed companies in the US has fallen from more than 7,000 to fewer than 4,000 since 2000.”
via @FT
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Offshore
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Antonio Linares
$CRWD is shaping up to be a big winner in cybersecurity this decade.
The company's competitive advantage is robust and continually reinforcing, driven by the following 5 factors:
1. Ease of implementation: Their software stands out as the most user-friendly in the market, attracting a larger customer base and generating more data for analysis.
2. Unified data framework: By consolidating all data into a single model, they simplify the understanding of the threat landscape and facilitate AI model training.
3. Efficient module deployment: Their streamlined data architecture enables swift and cost-effective deployment of new AI modules, allowing for continual innovation.
4. Growth synergy: The introduction of new modules stimulates customer acquisition, increases data input, enhances AI capabilities, and catalyzes the development of even more advanced modules, creating a self-reinforcing cycle that drives sustained cash flow growth.
5. Fixed costs, escalating profits: With each new module adoption, the company experiences a significant surge in cash generation, requiring minimal additional effort. This cycle strengthens the company's competitive position, leading to further growth in cash flow.
Witness the progression of cash flow from operations for $CRWD over time 👇
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$CRWD is shaping up to be a big winner in cybersecurity this decade.
The company's competitive advantage is robust and continually reinforcing, driven by the following 5 factors:
1. Ease of implementation: Their software stands out as the most user-friendly in the market, attracting a larger customer base and generating more data for analysis.
2. Unified data framework: By consolidating all data into a single model, they simplify the understanding of the threat landscape and facilitate AI model training.
3. Efficient module deployment: Their streamlined data architecture enables swift and cost-effective deployment of new AI modules, allowing for continual innovation.
4. Growth synergy: The introduction of new modules stimulates customer acquisition, increases data input, enhances AI capabilities, and catalyzes the development of even more advanced modules, creating a self-reinforcing cycle that drives sustained cash flow growth.
5. Fixed costs, escalating profits: With each new module adoption, the company experiences a significant surge in cash generation, requiring minimal additional effort. This cycle strengthens the company's competitive position, leading to further growth in cash flow.
Witness the progression of cash flow from operations for $CRWD over time 👇
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Offshore
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Antonio Linares
In the long run, $NVDA's monolithic chip approach has an expiry date and $AMD stands to benefit greatly from that.
The stage is set for $AMD to disrupt $NVDA's AI dominance over the coming decade.
A quick explanation 👇
$AMD's chip design revolves around chiplets, which are smaller chips assembled to form a larger one. This approach not only enhances yields but also slashes production costs.
In conventional manufacturing, a single faulty component doesn't necessitate discarding the entire unit. Consequently, chiplet-based architectures typically boast superior manufacturing yields compared to monolithic designs.
Contrarily, $NVDA's chips are monolithic and intricately engineered, dominating the market with top-notch performance, allowing $NVDA to command premium prices and enjoy substantial profit margins.
However, with the introduction of the MI300 chip, $AMD is evolving its chiplet-based GPUs. While not an immediate threat to $NVDA's dominance, $AMD's chiplets promise continual improvement over time.
Chiplet designs inherently offer lower profit margins due to their inability to command premium prices based on performance.
Within $NVDA, the focus remains on maximizing profits and pursuing higher margins. Despite some experimentation with chiplet designs, enthusiasm among salespeople and engineers for a potentially less profitable chiplet division is lacking.
This reluctance stems from what's known as "The Innovator's Dilemma." Unless $NVDA shifts its strategy significantly, it's bound to face challenges ahead.
Meanwhile, $AMD will continue refining its chiplet-based GPUs, eventually:
1. Capturing significant market share.
2. Attaining performance parity, or close to it, with monolithic chips, but at more competitive prices.
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In the long run, $NVDA's monolithic chip approach has an expiry date and $AMD stands to benefit greatly from that.
The stage is set for $AMD to disrupt $NVDA's AI dominance over the coming decade.
A quick explanation 👇
$AMD's chip design revolves around chiplets, which are smaller chips assembled to form a larger one. This approach not only enhances yields but also slashes production costs.
In conventional manufacturing, a single faulty component doesn't necessitate discarding the entire unit. Consequently, chiplet-based architectures typically boast superior manufacturing yields compared to monolithic designs.
Contrarily, $NVDA's chips are monolithic and intricately engineered, dominating the market with top-notch performance, allowing $NVDA to command premium prices and enjoy substantial profit margins.
However, with the introduction of the MI300 chip, $AMD is evolving its chiplet-based GPUs. While not an immediate threat to $NVDA's dominance, $AMD's chiplets promise continual improvement over time.
Chiplet designs inherently offer lower profit margins due to their inability to command premium prices based on performance.
Within $NVDA, the focus remains on maximizing profits and pursuing higher margins. Despite some experimentation with chiplet designs, enthusiasm among salespeople and engineers for a potentially less profitable chiplet division is lacking.
This reluctance stems from what's known as "The Innovator's Dilemma." Unless $NVDA shifts its strategy significantly, it's bound to face challenges ahead.
Meanwhile, $AMD will continue refining its chiplet-based GPUs, eventually:
1. Capturing significant market share.
2. Attaining performance parity, or close to it, with monolithic chips, but at more competitive prices.
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Offshore
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Thomas | heyapollo.com
IMPRESSIVE: Fidelity ETF has now accumulated 150 Thousand #BTC
Look at that pace! 🚀 https://t.co/4lDFYegj40
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IMPRESSIVE: Fidelity ETF has now accumulated 150 Thousand #BTC
Look at that pace! 🚀 https://t.co/4lDFYegj40
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