⁠Stock Analysis Compilation
Artisan Partners on Marvell Technology $MRVL US

Thesis: Marvell is well-positioned to capitalize on AI data center growth and the shift toward custom silicon solutions, setting the stage for a potential cyclical recovery

(Extract from their Q2 letter) https://t.co/risFpo8LqB
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⁠Bourbon Capital
Earnings After Close:

$LULU Lululemon Athletica
$DELL Dell Technologies
$MRVL Marvell Technology
$ADSK Autodesk
$ULTA Ulta Beauty
$MDB MongoDB
$ESTC Elastic
$HCP HashiCorp
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⁠Quality Investing with Aria
Full update later:

Sold 75% of my $PAYC to buy $GOOGL @ 160.6

Google 🔎
- 20 PE
- 15-20% EPS Growth
- Moat wider than the Mariana trench

Paycom 📊
- 27 PE
- 15% or less growth
- I'm not quite confident in mild switching-costs and technological leadership as the moat
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⁠App Economy Insights
RT @EconomyApp: $NVDA NVIDIA Data Center growth visualized. https://t.co/bp3j8WByRS
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⁠PitchDeckGuy
Was Steve Jobs the last great innovator?

Check their original product decks👇 https://t.co/6pTlLwkHts
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AkhenOsiris
$AAPL

Nikkei: Apple orders over 10% more iPhones than last year on AI bet
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AkhenOsiris
$NVDA

Raised to:

$150 Morgan Stanley
$155 Bernstein
$165 Wells Fargo
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AkhenOsiris
In other news, Taiwan export data correlation to $NVDA DC revs can be considered dead...Wells Fargo's Rakers had made the note suggesting DC revs would be $23B this quarter
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AkhenOsiris
Trying to understand, does the upcoming 2nd half of Sept market dump take us to retest the lows? Or has that ship sailed?

Anyone hear from the retest camp lately? @DanielTNiles
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⁠Quality Investing with Aria
$ULTA DOWN 8% IN AFTER HOURS AFTER REPORTING EARNINGS 💄

- 12x PE
- 6-7% Buybacks
- Newest Buffett Holding

This beloved-beauty retailer can't seem to catch a break nowadays! https://t.co/3h6rZqYstE
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⁠Quality Investing with Aria
$MDB WHICH HAD A -30% STOCK DROP LAST QUARTER BACK FROM THE DEAD:

+11% IN AH TRADING. MAYBE THEY HAVE A MOAT AFTER ALL https://t.co/rcoFdViL07
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⁠Quality Investing with Aria
Similar to it's discretionary counterpart; $LULU slides in after hours after reporting mixed results 🤔

- 18x Forward PE
- 10-12% EPS Growth
- Crowded athleisure industry and soft discretionary environment continue to serve as headwinds

Once a high flyer, this company continues to be uninteresting to me 🤷‍♂️
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