AkhenOsiris
$AMZN $NVDA
Amazon Web Services, the world’s largest cloud computing provider, told the Financial Times that it had “fully transitioned” its previous orders for Nvidia’s Grace Hopper superchip, which was launched in August, and replaced them with its successor Grace Blackwell.
The company said the move “made sense” given “that the window between Grace Hopper and Grace Blackwell was small”.
Nvidia declined to comment ahead of its quarterly earnings report on Wednesday, citing quiet period rules.
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$AMZN $NVDA
Amazon Web Services, the world’s largest cloud computing provider, told the Financial Times that it had “fully transitioned” its previous orders for Nvidia’s Grace Hopper superchip, which was launched in August, and replaced them with its successor Grace Blackwell.
The company said the move “made sense” given “that the window between Grace Hopper and Grace Blackwell was small”.
Nvidia declined to comment ahead of its quarterly earnings report on Wednesday, citing quiet period rules.
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Offshore
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The Long Investor
$BIDU
I want to be clear here:
Any pull back right now is an opportunity buy.
That's it. https://t.co/73PVyilZgY
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$BIDU
I want to be clear here:
Any pull back right now is an opportunity buy.
That's it. https://t.co/73PVyilZgY
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Offshore
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Antonio Linares
RT @alc2022: $HIMS stock can 100X from here.
Operating as a telehealth company, $HIMS connects patients with physicians through an app and automates medication fulfillment via its proprietary pharmacy facilities.
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $HIMS provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat in an industry plagued by rising expenses.
2. Vertical Expansion: $HIMS is consistently broadening its scope, wisely selecting new verticals, which is reflected in its increasing cash flows each quarter.
3. Exceptional Organizational Skills: $HIMS has built an operation from the ground up, integrating software (app) and hardware (pharmacies) within the complex healthcare sector. Its iOS app, ranked #16 in US healthcare just two years after launch, showcases this organizational excellence.
4. AI-Driven Insights: $HIMS leads with the world’s first AI closed loop in healthcare, uniquely using data-derived insights to continuously improve healthcare infrastructure. This positions $HIMS for faster growth compared to its peers.
5. Personalization: By expanding the range of treated conditions, $HIMS aims to lower Customer Acquisition Cost (CAC) and increase Customer Lifetime Value (LTV) through personalized treatments. This enhances $HIMS' indispensability to customers, promoting longer engagement with the platform.
6. Operating Leverage: As $HIMS expands its verticals and optimizes its automated pharmacy operations, its personalized services become harder to replicate at scale. This should lead to improved unit economics over time, as reflected in its strengthening cash flow profile 👇
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RT @alc2022: $HIMS stock can 100X from here.
Operating as a telehealth company, $HIMS connects patients with physicians through an app and automates medication fulfillment via its proprietary pharmacy facilities.
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $HIMS provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat in an industry plagued by rising expenses.
2. Vertical Expansion: $HIMS is consistently broadening its scope, wisely selecting new verticals, which is reflected in its increasing cash flows each quarter.
3. Exceptional Organizational Skills: $HIMS has built an operation from the ground up, integrating software (app) and hardware (pharmacies) within the complex healthcare sector. Its iOS app, ranked #16 in US healthcare just two years after launch, showcases this organizational excellence.
4. AI-Driven Insights: $HIMS leads with the world’s first AI closed loop in healthcare, uniquely using data-derived insights to continuously improve healthcare infrastructure. This positions $HIMS for faster growth compared to its peers.
5. Personalization: By expanding the range of treated conditions, $HIMS aims to lower Customer Acquisition Cost (CAC) and increase Customer Lifetime Value (LTV) through personalized treatments. This enhances $HIMS' indispensability to customers, promoting longer engagement with the platform.
6. Operating Leverage: As $HIMS expands its verticals and optimizes its automated pharmacy operations, its personalized services become harder to replicate at scale. This should lead to improved unit economics over time, as reflected in its strengthening cash flow profile 👇
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Antonio Linares
Hoy sale mi podcast con @LocosWallStreet sobre $PLTR.
Los que queríais mi tesis en Español, hoy la vais a tener.
🇪🇸📈
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Hoy sale mi podcast con @LocosWallStreet sobre $PLTR.
Los que queríais mi tesis en Español, hoy la vais a tener.
🇪🇸📈
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Offshore
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The Long Investor
$AFRM The 50 and 200 Day MA are squeezing the price action right now....this usually results in an explosive move.
Bulls want the price to break to the upside above the 50 Day MA
Bears want to see the 200 Day MA lost.
200 Day MA has been tested now 5 times too, can it continue to hold support?
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$AFRM The 50 and 200 Day MA are squeezing the price action right now....this usually results in an explosive move.
Bulls want the price to break to the upside above the 50 Day MA
Bears want to see the 200 Day MA lost.
200 Day MA has been tested now 5 times too, can it continue to hold support?
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Offshore
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Q-Cap
$CAVA 339x NTM PE
$WING 112x NTM PE
$CMG 57x NTM PE
Falafels, Chicken Wings and Burritos are the new economy https://t.co/uEsLigGNrX
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$CAVA 339x NTM PE
$WING 112x NTM PE
$CMG 57x NTM PE
Falafels, Chicken Wings and Burritos are the new economy https://t.co/uEsLigGNrX
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The Long Investor
I am not in any Telegram Groups.
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I am not in any Telegram Groups.
@TheLongInvest Timely - am literally in a telegram conversation with someone claiming to be you at the moment. Smelt dodgy! tweet
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Offshore
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The Long Investor
Good.
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Good.
BREAKING:
France announces its support for the International Criminal Court and the arrest warrant for Netanyahu. https://t.co/TSHHSOc0WH tweet
Offshore
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Brandon Beylo
RT @marketplunger1: Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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RT @marketplunger1: Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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Offshore
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Antonio Linares
RT @EricSanta98: A few points that were missed from $ZM Q1:
The 8% increase in the number of customers contributing more than $100k in TTM revenue evidences the continuous transition from a meetings company into something much bigger.
$ZM keeps expanding among its installed base, driven by cost efficiencies realised by consolidating their communications and collaboration solutions on to Zoom, as well as a more seamless user experience.
For instance, companies that initially contracted with $ZM because of Contact Center or Workvivo are buying into the wider Zoom ecosystem.
This evolution of the business arises from $ZM’s ability to turn minimum viable products into world-class products in a very short period of time. As an example, Zoom Contact Center is adding around a thousand features per quarter.
Eric Yuan announced they beat a Garnet Top 4 CCaaS player in a deal amounting to more than 1,000 seats, as Contact Center is ready for prime time just after two years of launching.
Number of Contact Center accounts with >$100k ARR is up 246% YoY, and management expects it'll be a meaningful revenue contributor within a couple of years.
Despite Contact Center being currently targeted at medium-sized companies, Eric has shared his intention to shift towards large companies as additional features and tiers are added, leading to increased revenue per customer.
As the benefits of the company’s maturing product offering arise, $ZM will see higher cash from operations and higher free cash flow per share
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RT @EricSanta98: A few points that were missed from $ZM Q1:
The 8% increase in the number of customers contributing more than $100k in TTM revenue evidences the continuous transition from a meetings company into something much bigger.
$ZM keeps expanding among its installed base, driven by cost efficiencies realised by consolidating their communications and collaboration solutions on to Zoom, as well as a more seamless user experience.
For instance, companies that initially contracted with $ZM because of Contact Center or Workvivo are buying into the wider Zoom ecosystem.
This evolution of the business arises from $ZM’s ability to turn minimum viable products into world-class products in a very short period of time. As an example, Zoom Contact Center is adding around a thousand features per quarter.
Eric Yuan announced they beat a Garnet Top 4 CCaaS player in a deal amounting to more than 1,000 seats, as Contact Center is ready for prime time just after two years of launching.
Number of Contact Center accounts with >$100k ARR is up 246% YoY, and management expects it'll be a meaningful revenue contributor within a couple of years.
Despite Contact Center being currently targeted at medium-sized companies, Eric has shared his intention to shift towards large companies as additional features and tiers are added, leading to increased revenue per customer.
As the benefits of the company’s maturing product offering arise, $ZM will see higher cash from operations and higher free cash flow per share
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Antonio Linares
Sale en 24 minutos!
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Sale en 24 minutos!
Hoy sale mi podcast con @LocosWallStreet sobre $PLTR.
Los que queríais mi tesis en Español, hoy la vais a tener.
🇪🇸📈 tweet
twitter.com
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