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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
tweet
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 tweet
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
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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
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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 tweet
Offshore
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Hidden Value Gems
Looks like a new investment approach, just find the seven magic stocks in your market. Valuation and fundamental analysis is from the past era.
It started with Magnificent 7, followed by Granolas and now Seven Samurais…
You know how it ends 😉 https://t.co/oLX2XAIBtd
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Looks like a new investment approach, just find the seven magic stocks in your market. Valuation and fundamental analysis is from the past era.
It started with Magnificent 7, followed by Granolas and now Seven Samurais…
You know how it ends 😉 https://t.co/oLX2XAIBtd
tweet