AkhenOsiris
Sounds like hyperscalers 2025 capex won't see a blip. Maybe more color (or confirmation) during their earnings next week.
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Sounds like hyperscalers 2025 capex won't see a blip. Maybe more color (or confirmation) during their earnings next week.
Nvidia has raised orders 25% for TSMC to manufacture its latest AI chips, Blackwell-architecture GPUs, on 4nm process, media report, citing unnamed supply chain sources, who also said production of the new chips will begin soon and could prompt TSMC to raise full year guidance. Strong demand for AI servers with the new Nvidia chips is being driven by Amazon, Google, Meta, Microsoft, server maker Dell, more. 1/2 $NVDA $TSM $AMZN $GOOGL $META $MSFT $DELL #semiconductors money.udn.com/money/story/56… - Dan Nystedttweet
AkhenOsiris
RT @dnystedt: 2/2 Shipments of GB200 NVL72 and GB200 NVL36 servers are expected to rise 50% to 60,000 units, up from prior estimates of 40,000, of which GB200 NVL36 servers will account for 50,000 units. GB200 NVL36 servers are expected to cost US$1.8 million on average, with GB200 NVL72 servers at $3 million on average, the report says.
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RT @dnystedt: 2/2 Shipments of GB200 NVL72 and GB200 NVL36 servers are expected to rise 50% to 60,000 units, up from prior estimates of 40,000, of which GB200 NVL36 servers will account for 50,000 units. GB200 NVL36 servers are expected to cost US$1.8 million on average, with GB200 NVL72 servers at $3 million on average, the report says.
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AkhenOsiris
RT @dnystedt: Nvidia has raised orders 25% for TSMC to manufacture its latest AI chips, Blackwell-architecture GPUs, on 4nm process, media report, citing unnamed supply chain sources, who also said production of the new chips will begin soon and could prompt TSMC to raise full year guidance. Strong demand for AI servers with the new Nvidia chips is being driven by Amazon, Google, Meta, Microsoft, server maker Dell, more. 1/2 $NVDA $TSM $AMZN $GOOGL $META $MSFT $DELL #semiconductors money.udn.com/money/story/56…
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RT @dnystedt: Nvidia has raised orders 25% for TSMC to manufacture its latest AI chips, Blackwell-architecture GPUs, on 4nm process, media report, citing unnamed supply chain sources, who also said production of the new chips will begin soon and could prompt TSMC to raise full year guidance. Strong demand for AI servers with the new Nvidia chips is being driven by Amazon, Google, Meta, Microsoft, server maker Dell, more. 1/2 $NVDA $TSM $AMZN $GOOGL $META $MSFT $DELL #semiconductors money.udn.com/money/story/56…
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Wide Moat Stocks With NTM FCF Yield % > 10-Year Mean | Balance Sheet & Credit Rating 💵
💳 Visa $V
•NTM FCF Yield: 4.00%
•10-Year Mean: 3.83%
•Cash & Short-Term Inv: $17.70B
•Long-Term Debt: $20.60B
•S&P Credit Rating: AA-
📦 Amazon $AMZN
•NTM FCF Yield: 3.18%
•10-Year Mean: 2.84%
•Cash & Short-Term Inv: $85.07B
•Long-Term Debt: $64.13B
•S&P Credit Rating: AA
📊 Salesforce $CRM
•NTM FCF Yield: 5.13%
•10-Year Mean: 3.13%
•Cash & Short-Term Inv: $17.67B
•Long-Term Debt: $8.43B
•S&P Credit Rating: A+
♟️ Accenture $ACN
•NTM FCF Yield: 5.71%
•10-Year Mean: 5.18%
•Cash & Short-Term Inv: $5.13B
•Long-Term Debt: $71.64M
•S&P Credit Rating: A+
🩳 Lululemon $LULU
•NTM FCF Yield: 3.83%
•10-Year Mean: 2.16%
•Cash & Short-Term Inv: $2.24B
•Long-Term Debt: $0
•S&P Credit Rating: n/a
📸 Meta Platforms $META
•NTM FCF Yield: 3.86%
•10-Year Mean: 3.28%
•Cash & Short-Term Inv: $58.12B
•Long-Term Debt: $18.38B
•S&P Credit Rating: AA-
🩻 Elevance Health $ELV
•NTM FCF Yield: 7.64%
•10-Year Mean: 7.54%
•Cash & Short-Term Inv: $37.63B
•Long-Term Debt: $21.97B
•S&P Credit Rating: A
👜 Moët Hennessy & LV $MC $LVMH
•NTM FCF Yield: 4.43%
•10-Year Mean: 4.14%
•Cash & Short-Term Inv: $12.46B
•Long-Term Debt: $12.50B
•S&P Credit Rating: AA-
💸 Automatic Data Processing $ADP
•NTM FCF Yield: 5.63%
•10-Year Mean: 4.50%
•Cash & Short-Term Inv: $3.29B
•Long-Term Debt: $2.99B
•S&P Credit Rating: AA-
🩹 Johnson & Johnson $JNJ
•NTM FCF Yield: 6.51%
•10-Year Mean: 5.66%
•Cash & Short-Term Inv: $26.21B
•Long-Term Debt: $25.08B
•S&P Credit Rating: AAA
#stocks #investing
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RT @DimitryNakhla: 10 Wide Moat Stocks With NTM FCF Yield % > 10-Year Mean | Balance Sheet & Credit Rating 💵
💳 Visa $V
•NTM FCF Yield: 4.00%
•10-Year Mean: 3.83%
•Cash & Short-Term Inv: $17.70B
•Long-Term Debt: $20.60B
•S&P Credit Rating: AA-
📦 Amazon $AMZN
•NTM FCF Yield: 3.18%
•10-Year Mean: 2.84%
•Cash & Short-Term Inv: $85.07B
•Long-Term Debt: $64.13B
•S&P Credit Rating: AA
📊 Salesforce $CRM
•NTM FCF Yield: 5.13%
•10-Year Mean: 3.13%
•Cash & Short-Term Inv: $17.67B
•Long-Term Debt: $8.43B
•S&P Credit Rating: A+
♟️ Accenture $ACN
•NTM FCF Yield: 5.71%
•10-Year Mean: 5.18%
•Cash & Short-Term Inv: $5.13B
•Long-Term Debt: $71.64M
•S&P Credit Rating: A+
🩳 Lululemon $LULU
•NTM FCF Yield: 3.83%
•10-Year Mean: 2.16%
•Cash & Short-Term Inv: $2.24B
•Long-Term Debt: $0
•S&P Credit Rating: n/a
📸 Meta Platforms $META
•NTM FCF Yield: 3.86%
•10-Year Mean: 3.28%
•Cash & Short-Term Inv: $58.12B
•Long-Term Debt: $18.38B
•S&P Credit Rating: AA-
🩻 Elevance Health $ELV
•NTM FCF Yield: 7.64%
•10-Year Mean: 7.54%
•Cash & Short-Term Inv: $37.63B
•Long-Term Debt: $21.97B
•S&P Credit Rating: A
👜 Moët Hennessy & LV $MC $LVMH
•NTM FCF Yield: 4.43%
•10-Year Mean: 4.14%
•Cash & Short-Term Inv: $12.46B
•Long-Term Debt: $12.50B
•S&P Credit Rating: AA-
💸 Automatic Data Processing $ADP
•NTM FCF Yield: 5.63%
•10-Year Mean: 4.50%
•Cash & Short-Term Inv: $3.29B
•Long-Term Debt: $2.99B
•S&P Credit Rating: AA-
🩹 Johnson & Johnson $JNJ
•NTM FCF Yield: 6.51%
•10-Year Mean: 5.66%
•Cash & Short-Term Inv: $26.21B
•Long-Term Debt: $25.08B
•S&P Credit Rating: AAA
#stocks #investing
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Offshore
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iinvested
1Q'24 Gehlen Bräutigam Capital GmbH on $WOSGF
https://t.co/wGylQsYu1O
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/DL1MTkhEpS
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1Q'24 Gehlen Bräutigam Capital GmbH on $WOSGF
https://t.co/wGylQsYu1O
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/DL1MTkhEpS
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AkhenOsiris
$DDOG Initiated Outperform at Evercore ISI, $150 target
Five points supporting bullish outlook:
Potential for Upside Estimates: "We believe that our/Street estimates have room for upside as consumption levels normalize and DDOG sees strong adoption from customers using multiple solutions," said the analysts. This suggests that DataDog's conservative guidance may be exceeded as market conditions improve.
Expansion into Adjacent Markets: Evercore says that DataDog's strength in observability and its platform architecture position it well to expand into adjacent total addressable markets (TAMs) such as Security, Cloud Service Management, and analytics. This expansion is expected to support around 20% growth over the long term.
Consistent Margin Expansion: The investment firm believes DDOG's efficient go-to-market (GTM) strategy should enable consistent margin expansion in the coming years.
Impact of Generative AI: While not a near-term catalyst, generative AI is expected to create the need for analyzing more data across various layers of the IT stack, aligning well with DataDog's platform strategy. Evercore believes this could serve as an additional growth vector in the long term.
Valuation Support from Growth and Stability: Evercore states that DataDog's consistent high growth (+20% revenue growth) stands out among large-cap software stocks, providing valuation support at current levels. They see the upcoming shift to CY26 estimates and potential interest rate stability further enhancing the long-term risk/reward profile.
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$DDOG Initiated Outperform at Evercore ISI, $150 target
Five points supporting bullish outlook:
Potential for Upside Estimates: "We believe that our/Street estimates have room for upside as consumption levels normalize and DDOG sees strong adoption from customers using multiple solutions," said the analysts. This suggests that DataDog's conservative guidance may be exceeded as market conditions improve.
Expansion into Adjacent Markets: Evercore says that DataDog's strength in observability and its platform architecture position it well to expand into adjacent total addressable markets (TAMs) such as Security, Cloud Service Management, and analytics. This expansion is expected to support around 20% growth over the long term.
Consistent Margin Expansion: The investment firm believes DDOG's efficient go-to-market (GTM) strategy should enable consistent margin expansion in the coming years.
Impact of Generative AI: While not a near-term catalyst, generative AI is expected to create the need for analyzing more data across various layers of the IT stack, aligning well with DataDog's platform strategy. Evercore believes this could serve as an additional growth vector in the long term.
Valuation Support from Growth and Stability: Evercore states that DataDog's consistent high growth (+20% revenue growth) stands out among large-cap software stocks, providing valuation support at current levels. They see the upcoming shift to CY26 estimates and potential interest rate stability further enhancing the long-term risk/reward profile.
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Offshore
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AkhenOsiris
RT @ScroogeCap: $NVDA GB200 overheating?! Uncertainty is what kills stocks.
Fubon is out with a rather interesting note based on SC discussions - NVDA chips are overheating. This is on the back of them raising orders with $TSM.
'If this issue cannot be solved in time, it [...] will have significant impact on nVidia [...] revenue in 2025.
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RT @ScroogeCap: $NVDA GB200 overheating?! Uncertainty is what kills stocks.
Fubon is out with a rather interesting note based on SC discussions - NVDA chips are overheating. This is on the back of them raising orders with $TSM.
'If this issue cannot be solved in time, it [...] will have significant impact on nVidia [...] revenue in 2025.
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AkhenOsiris
RT @firstadopter: Jensen and Mark Zuckerberg to have a 1:1 sit down conversation at SIGGRAPH about the future of AI on July 29. I am told it will be a back and forth conversation. No host.
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RT @firstadopter: Jensen and Mark Zuckerberg to have a 1:1 sit down conversation at SIGGRAPH about the future of AI on July 29. I am told it will be a back and forth conversation. No host.
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @elonmusk: The legacy media misled the public
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RT @elonmusk: The legacy media misled the public
Shame on @elonmusk, @BillAckman, and @DavidSacks for “shaping shooting narrative”.
It wasn't shooting, there were just “loud noises” which caused Trump to “fall”, as correctly reported by CNN and NY Times 🤡
_ https://t.co/CXYuZbK3cD tweet
AkhenOsiris
$CRWD $PANW $ZS $FTNT
Citi sees potential Wiz buyout as positive for Crowdstrike, reports are accurate and Alphabet, Crowdstrike and Palo Alto Networks. The companies can capitalize on "noise" from a lack of vendor neutrality. The potential acquisition of Wiz would be mixed for Zscaler and Check Point and least favorable for SMID-cap players like Fortinet, SentinelOne and Rapid7, adds Citi.
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$CRWD $PANW $ZS $FTNT
Citi sees potential Wiz buyout as positive for Crowdstrike, reports are accurate and Alphabet, Crowdstrike and Palo Alto Networks. The companies can capitalize on "noise" from a lack of vendor neutrality. The potential acquisition of Wiz would be mixed for Zscaler and Check Point and least favorable for SMID-cap players like Fortinet, SentinelOne and Rapid7, adds Citi.
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