AkhenOsiris
$ZS
Barclays analyst Saket Kalia raised the price target on Zscaler to $230 from $210 while maintaining an Overweight rating.
"We see upside to 4Q billings on healthy checks & seasonal strength, and think expectations for the FY25 billings guide are rightsized at 20% y/y growth off a higher base. We like the stock into next year as GTM changes could bear fruit & the SASE market is healthy."
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$ZS
Barclays analyst Saket Kalia raised the price target on Zscaler to $230 from $210 while maintaining an Overweight rating.
"We see upside to 4Q billings on healthy checks & seasonal strength, and think expectations for the FY25 billings guide are rightsized at 20% y/y growth off a higher base. We like the stock into next year as GTM changes could bear fruit & the SASE market is healthy."
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AkhenOsiris
$NVDA
Spotlight will be on guidance “as investors remain skittish on AI adoption,” Evercore ISI strategists said in a note.
Notably, only 5% of U.S. businesses currently utilize AI, according to Evercore. Moreover, hyperscaler capital expenditures, which have been closely linked to semiconductor sales, are expected to slow down in the second half of 2024.
As AI continues to expand its influence across various sectors, periods of market weakness are seen as buying opportunities.
Signs of AI making inroads into traditionally difficult-to-automate sectors, such as retail, are emerging, strategists said, highlighting Walmart’s use of GenAI to enhance productivity.
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$NVDA
Spotlight will be on guidance “as investors remain skittish on AI adoption,” Evercore ISI strategists said in a note.
Notably, only 5% of U.S. businesses currently utilize AI, according to Evercore. Moreover, hyperscaler capital expenditures, which have been closely linked to semiconductor sales, are expected to slow down in the second half of 2024.
As AI continues to expand its influence across various sectors, periods of market weakness are seen as buying opportunities.
Signs of AI making inroads into traditionally difficult-to-automate sectors, such as retail, are emerging, strategists said, highlighting Walmart’s use of GenAI to enhance productivity.
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Offshore
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App Economy Insights
$PDD Pinduoduo Q2 FY24.
• Revenue +86% Y/Y to $13.4B ($0.6B miss).
• Non-GAAP EPS $3.20 ($0.41 beat).
Jun Liu, VP of Finance:
"Looking ahead, revenue growth will inevitably face pressure due to intensified competition and external challenges. Profitability will also likely be impacted as we continue to invest resolutely.”
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$PDD Pinduoduo Q2 FY24.
• Revenue +86% Y/Y to $13.4B ($0.6B miss).
• Non-GAAP EPS $3.20 ($0.41 beat).
Jun Liu, VP of Finance:
"Looking ahead, revenue growth will inevitably face pressure due to intensified competition and external challenges. Profitability will also likely be impacted as we continue to invest resolutely.”
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Quality Investing with Aria
I don’t care what happened or how bad the earnings are, -30% is almost certainly an over-reaction for any company $PDD
Fyi I’ve done zero due diligence 🤷♂️ https://t.co/3E8j5XPL3A
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I don’t care what happened or how bad the earnings are, -30% is almost certainly an over-reaction for any company $PDD
Fyi I’ve done zero due diligence 🤷♂️ https://t.co/3E8j5XPL3A
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Quiver Quantitative
Intel stock has now fallen almost 6% since Marjorie Taylor Greene's purchase.
It's been less than a week.
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Intel stock has now fallen almost 6% since Marjorie Taylor Greene's purchase.
It's been less than a week.
In June, Marjorie Taylor Greene bought stock in Crowdstrike. It has fallen 29% since.
In July, she bought stock in Dell. It has fallen 13% since.
She just bought stock in Intel.
Will be watching $INTC closely. https://t.co/3Df2SYn3Ns tweet
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Stock Analysis Compilation
Loomis Sayles on CRISPR Therapeutics $CRSP US
Thesis: CRISPR Therapeutics' innovative platform and strong cash position present a compelling high-reward opportunity for investors at current discounted valuations
(Extract from their Q2 letter) https://t.co/tyvbba8iCj
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Loomis Sayles on CRISPR Therapeutics $CRSP US
Thesis: CRISPR Therapeutics' innovative platform and strong cash position present a compelling high-reward opportunity for investors at current discounted valuations
(Extract from their Q2 letter) https://t.co/tyvbba8iCj
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Invest In Assets 📈
RT @InvestInAssets: Superinvestors like Terry Smith, Li Lu, and Bill Ackman have reported their 13F filings.
Let's take a look at some of the large moves: https://t.co/BUYnbYMv2d
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RT @InvestInAssets: Superinvestors like Terry Smith, Li Lu, and Bill Ackman have reported their 13F filings.
Let's take a look at some of the large moves: https://t.co/BUYnbYMv2d
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Offshore
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Offshore
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PitchDeckGuy
Telegram billionaire CEO Pavel Durov was arrested this weekend
Here's Telegram's pitch deck: https://t.co/2vgYl9JsY4
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Telegram billionaire CEO Pavel Durov was arrested this weekend
Here's Telegram's pitch deck: https://t.co/2vgYl9JsY4
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