AkhenOsiris
Seems like the Reuters report on OpenAI and Broadcom has confirmed a previous story from July by The Information which at the time had said discussions between the two were ongoing.
What might be considered new in the Reuters piece:
- OpenAI committing to using AMD chips for inference via MS Azure
- OpenAI abandoning creating their own foundry
Please opine if you believe this is inaccurate.
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Seems like the Reuters report on OpenAI and Broadcom has confirmed a previous story from July by The Information which at the time had said discussions between the two were ongoing.
What might be considered new in the Reuters piece:
- OpenAI committing to using AMD chips for inference via MS Azure
- OpenAI abandoning creating their own foundry
Please opine if you believe this is inaccurate.
tweet
Offshore
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Stock Analysis Compilation
Clearbridge on O’Reilly $ORLY US
Thesis: O'Reilly’s strong execution, high returns on capital, and countercyclical nature of the auto parts industry make it a compelling investment in a challenging retail environment.
(Extract from their Q3 letter) https://t.co/VIm5BFrNE6
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Clearbridge on O’Reilly $ORLY US
Thesis: O'Reilly’s strong execution, high returns on capital, and countercyclical nature of the auto parts industry make it a compelling investment in a challenging retail environment.
(Extract from their Q3 letter) https://t.co/VIm5BFrNE6
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Offshore
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Quiver Quantitative
🚨 Just made some big improvements to our ticker pages on Quiver.
You can now easily track which politicians, insiders, and institutions are trading different stocks.
Also added financials.
Check it out, and let me know if you have any feedback or suggestions! https://t.co/YsgptXf4Ms
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🚨 Just made some big improvements to our ticker pages on Quiver.
You can now easily track which politicians, insiders, and institutions are trading different stocks.
Also added financials.
Check it out, and let me know if you have any feedback or suggestions! https://t.co/YsgptXf4Ms
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Dimitry Nakhla | Babylon Capital®
Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
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Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing tweet
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Offshore
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made over $15M in the stock market in just over a month, per our estimates.
We estimate that she is now worth $258M. https://t.co/MknScJzzb3
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made over $15M in the stock market in just over a month, per our estimates.
We estimate that she is now worth $258M. https://t.co/MknScJzzb3
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Offshore
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Dimitry Nakhla | Babylon Capital®
Alphabet $GOOG Reports a Strong Q3 🎯
✅ Revenue: $84.74B vs $84.21B (est)
✅ Adjusted EPS: $1.89 vs $1.85 (est)
⬆️ Guidance
GOOGLE CLOUD ☁️ +34.97% YoY
#stocks #investing $GOOGL https://t.co/JEujaOI8SZ
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Alphabet $GOOG Reports a Strong Q3 🎯
✅ Revenue: $84.74B vs $84.21B (est)
✅ Adjusted EPS: $1.89 vs $1.85 (est)
⬆️ Guidance
GOOGLE CLOUD ☁️ +34.97% YoY
#stocks #investing $GOOGL https://t.co/JEujaOI8SZ
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Offshore
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App Economy Insights
$GOOG Alphabet Q3 FY24:
• Revenue +15% Y/Y to $88.3B ($2.0B beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $2.12 ($0.27 beat).
☁️ Google Cloud:
• Revenue +35% Y/Y to $11.4B.
• Operating margin 17% (+14pp Y/Y).
▶️ YouTube ads +12% to $8.9B. https://t.co/BvYKQ10kIu
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$GOOG Alphabet Q3 FY24:
• Revenue +15% Y/Y to $88.3B ($2.0B beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $2.12 ($0.27 beat).
☁️ Google Cloud:
• Revenue +35% Y/Y to $11.4B.
• Operating margin 17% (+14pp Y/Y).
▶️ YouTube ads +12% to $8.9B. https://t.co/BvYKQ10kIu
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Offshore
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App Economy Insights
$AMD AMD Q3 FY24:
• Revenue +18% Y/Y to $6.8B ($110M beat).
• Gross margin 50% (+3pp Y/Y).
• Operating margin 11% (+7pp Y/Y).
• Non-GAAP EPS $0.92 (in-line).
• Q4 rev. guidance ~$7.5B ($50M miss).
Dr. Lisa Su: "We see significant growth opportunities across our data center, client and embedded businesses driven by the insatiable demand for more compute."
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$AMD AMD Q3 FY24:
• Revenue +18% Y/Y to $6.8B ($110M beat).
• Gross margin 50% (+3pp Y/Y).
• Operating margin 11% (+7pp Y/Y).
• Non-GAAP EPS $0.92 (in-line).
• Q4 rev. guidance ~$7.5B ($50M miss).
Dr. Lisa Su: "We see significant growth opportunities across our data center, client and embedded businesses driven by the insatiable demand for more compute."
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