Offshore
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Dimitry Nakhla | Babylon Capital®
$GOOG $GOOGL Q1 2024 Highlights 👇🏽
•Total Cash & Equiv: $108.09B
•Long-Term Debt: $13.22B
A stellar report from $GOOG with +28.44% YoY growth in Google Cloud ☁️
#stocks #investing https://t.co/1RZWMOVLPr
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$GOOG $GOOGL Q1 2024 Highlights 👇🏽
•Total Cash & Equiv: $108.09B
•Long-Term Debt: $13.22B
A stellar report from $GOOG with +28.44% YoY growth in Google Cloud ☁️
#stocks #investing https://t.co/1RZWMOVLPr
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Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.
Wow good luck selling $NVDA
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RT @The_AI_Investor: Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.
Wow good luck selling $NVDA
Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.
$NVDA $AMD $GOOG $AMZN - Beth Kindigtweet
X (formerly Twitter)
Beth Kindig (@Beth_Kindig) on X
Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.
$NVDA $AMD $GOOG $AMZN
$NVDA $AMD $GOOG $AMZN
Offshore
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Brandon Beylo
Chinese Copper Smelter (TC) Rates fall to basically zero.
Probably nothing.
#copper
H/t @GoldForecast https://t.co/QKH0TpHP1Z
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Chinese Copper Smelter (TC) Rates fall to basically zero.
Probably nothing.
#copper
H/t @GoldForecast https://t.co/QKH0TpHP1Z
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Offshore
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Hidden Value Gems
Enjoyed this Business breakdown on $IT
Has been on my radar, did not look cheap but the main reason I have not bought it was limited knowledge of its competitive advantage and growth potential.
All these points are discussed in detail in this episode - better than a typical broker research discussing what happened last quarter...
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Enjoyed this Business breakdown on $IT
Has been on my radar, did not look cheap but the main reason I have not bought it was limited knowledge of its competitive advantage and growth potential.
All these points are discussed in detail in this episode - better than a typical broker research discussing what happened last quarter...
tweet
Offshore
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Hidden Value Gems
Thank you for voting 🙏🏽
I agree that Gucci's performance is key, at the same it looks like the market is much more cautious than before (where are the people who bought Kering's shares at €700?).
Planning to do more work, lack of enthusiasm is slightly positive imho...
$KER.PA
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Thank you for voting 🙏🏽
I agree that Gucci's performance is key, at the same it looks like the market is much more cautious than before (where are the people who bought Kering's shares at €700?).
Planning to do more work, lack of enthusiasm is slightly positive imho...
$KER.PA
$KER.PA #Kering is trading at 15x next year earnings, having profit warned twice this year.
Stock down 38% in 5 years (-44% in one year).
Where do you buy it?
- At current level (€327)
- 5-15% lower
- When Gucci starts perform
- 15-25% lower - Hidden Value Gemstweet