AkhenOsiris
$AMZN
JPMorgan sees solid online holiday sales growth, Amazon still top pick.
JPMorgan analyst Doug Anmuth expects solid online holiday season sales growth of 7.5% year-over-year heading toward Thanksgiving and the Cyber 5 weekend, below last year's up 9.8%, but suggesting continued strong share gains online. Third party estimates suggest an e-commerce growth range of 7%-10% while total holiday spending, online and offline, third party estimates range from up 2.0%-3.5% year-over-year growth, below last year's 3.9% growth, the analyst tells investors in a research note. JPMorgan says Amazon (AMZN) remains its best idea in internet. It believes U.S. e-commerce penetration of adjusted retail sales could nearly double from 22% today to 40%-plus long term. With a shorter holiday season, Amazon, Walmart (WMT) and Target (TGT) are all running early promotional cycles, which should support demand & ease stress on retail networks during the holiday season.
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$AMZN
JPMorgan sees solid online holiday sales growth, Amazon still top pick.
JPMorgan analyst Doug Anmuth expects solid online holiday season sales growth of 7.5% year-over-year heading toward Thanksgiving and the Cyber 5 weekend, below last year's up 9.8%, but suggesting continued strong share gains online. Third party estimates suggest an e-commerce growth range of 7%-10% while total holiday spending, online and offline, third party estimates range from up 2.0%-3.5% year-over-year growth, below last year's 3.9% growth, the analyst tells investors in a research note. JPMorgan says Amazon (AMZN) remains its best idea in internet. It believes U.S. e-commerce penetration of adjusted retail sales could nearly double from 22% today to 40%-plus long term. With a shorter holiday season, Amazon, Walmart (WMT) and Target (TGT) are all running early promotional cycles, which should support demand & ease stress on retail networks during the holiday season.
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Offshore
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App Economy Insights
$NVDA NVIDIA Q3 FY25 (October quarter).
• Revenue +17% Q/Q to $35.1B ($2.0B beat).
• Gross margin 75% (-1pp Q/Q).
• Operating margin 62% (flat Q/Q).
• Non-GAAP EPS $0.81 ($0.06 beat).
Q4 FY25 guidance:
• Revenue ~$37.5B ($1.5B beat). https://t.co/Ww5gYfBsD0
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$NVDA NVIDIA Q3 FY25 (October quarter).
• Revenue +17% Q/Q to $35.1B ($2.0B beat).
• Gross margin 75% (-1pp Q/Q).
• Operating margin 62% (flat Q/Q).
• Non-GAAP EPS $0.81 ($0.06 beat).
Q4 FY25 guidance:
• Revenue ~$37.5B ($1.5B beat). https://t.co/Ww5gYfBsD0
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Offshore
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Investing visuals
NVIDIA $NVDA Q3'24 earnings:
🔹Revenue: $35.1 Bln vs est. $33.1Bln (6% beat🟢)
🔹Earnings per share: $0.78 vs est. $0.75 (4% beat🟢)
Initial stock reaction 📈
Down -2% 🔴
Updated one-pager will be out tomorrow🫡
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NVIDIA $NVDA Q3'24 earnings:
🔹Revenue: $35.1 Bln vs est. $33.1Bln (6% beat🟢)
🔹Earnings per share: $0.78 vs est. $0.75 (4% beat🟢)
Initial stock reaction 📈
Down -2% 🔴
Updated one-pager will be out tomorrow🫡
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $33.1B (+83%)
🔹Est. EPS: $0.75 (+85%) https://t.co/MAcrRCCNy8 tweet
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Investing visuals
RT @Stocktwits: BREAKING 🚨 $NVDA JUST REPORTED EARNINGS...
✅ EPS of $0.78, beating expectations of $0.75
✅ Revenue of $35.1B, beating expectations of $33.1B
Stock is DOWN 4.7%
Listen to the call LIVE on Stocktwits: https://t.co/N0xGxmE5fV https://t.co/CmmeKaOxXX
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RT @Stocktwits: BREAKING 🚨 $NVDA JUST REPORTED EARNINGS...
✅ EPS of $0.78, beating expectations of $0.75
✅ Revenue of $35.1B, beating expectations of $33.1B
Stock is DOWN 4.7%
Listen to the call LIVE on Stocktwits: https://t.co/N0xGxmE5fV https://t.co/CmmeKaOxXX
It's almost $NVDA earnings time...
So what's going to happen?
@Buncahn joined @StockSavvyShay and @AcetheKidTA to break it all down, but he didn't get the leather jacket memo 😬
Don't miss Daily Rip LIVE at 8:30am daily...it's literally in the name https://t.co/JF6mTM4WVi tweet
Quiver Quantitative
RT @InsiderRadar: 🚨 New CEO Insider Purchase
The CEO of $ENPH has reported the purchase of ~$300K of the company's stock.
This is the second insider purchase he has reported in the last week
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RT @InsiderRadar: 🚨 New CEO Insider Purchase
The CEO of $ENPH has reported the purchase of ~$300K of the company's stock.
This is the second insider purchase he has reported in the last week
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Capital Employed
Some very interesting ideas here...
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Some very interesting ideas here...
Our usual quarterly post. 🚨
What's your favorite small/microcap (sub $1 billion) idea right now?
Do feel free to retweet so we can gather more ideas 👍 tweet
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Stock Analysis Compilation
Brandes on Takeda Pharmaceutical $4502 JP
Thesis: Takeda’s strategic deleveraging and diversified drug pipeline, combined with strong market positioning, offer compelling upside despite recent challenges
(Extract from their Q3 letter) https://t.co/BiVuYpeXvT
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Brandes on Takeda Pharmaceutical $4502 JP
Thesis: Takeda’s strategic deleveraging and diversified drug pipeline, combined with strong market positioning, offer compelling upside despite recent challenges
(Extract from their Q3 letter) https://t.co/BiVuYpeXvT
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Hidden Value Gems
Enjoyed Sohn London 2025 conference yesterday, quite a few ideas including @muddywatersre short thesis on $ELF.
The ones I found most exciting are:
1/ $UBI.PA
2/ $YOU.L
3/ $BORR https://t.co/Wd4XGEbYgR
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Enjoyed Sohn London 2025 conference yesterday, quite a few ideas including @muddywatersre short thesis on $ELF.
The ones I found most exciting are:
1/ $UBI.PA
2/ $YOU.L
3/ $BORR https://t.co/Wd4XGEbYgR
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