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The Long Investor
This breakdown is vital to understanding the big picture, thanks for sharing @StockMarketNerd
$AAPL Q/Q growth is -24% total and -30% on products.
Y/Y growth is also a concern at -4.3% and -9.5%
Like we said, this is a bounce for Wave B but ultimately the pull back is not complete
Red flags are raised when Mega Caps go overly aggressive with buybacks and increased dividends to cover cracks
Dead cat bounces are exit liquidity
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This breakdown is vital to understanding the big picture, thanks for sharing @StockMarketNerd
$AAPL Q/Q growth is -24% total and -30% on products.
Y/Y growth is also a concern at -4.3% and -9.5%
Like we said, this is a bounce for Wave B but ultimately the pull back is not complete
Red flags are raised when Mega Caps go overly aggressive with buybacks and increased dividends to cover cracks
Dead cat bounces are exit liquidity
$AAPL Earnings Snapshot: https://t.co/U1z0kWAkT4 tweet
Antonio Linares
Read this to understand $AMD’s competitive advantage versus $NVDA 👇
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Read this to understand $AMD’s competitive advantage versus $NVDA 👇
This is a very informative answer from the call:
"Yes, sure. So look, Toshiya, when we start with the road map, I mean, we always think about it as a multiyear, multigenerational road map. So we have the follow-ons to MI300 as well as the next, next generations well in development. I think what is true is we're getting much closer to our top AI customers. They're actually giving us significant feedback on the road map and what we need to meet their needs.
Our chiplet architecture is actually very flexible. And so that allows us to actually make changes to the road map as necessary. So we're very confident in our ability to continue to be very competitive. Frankly, I think we're going to get more competitive. Right now, I think MI300x is in a sweet spot for inference, very, very strong inference performance.
I see as we bring in additional products later this year into 2025, that, that will continue to be a strong spot for us. And then we're also enhancing our training performance and our software road map to go along with it. So more details to come in the coming months, but we have a strong road map that goes through the next couple of years, and it is informed by just a lot of learning in working with our top customers." tweet
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Dominik Filkus (@DominikFilkus) on X
@alc2022 This is a very informative answer from the call:
"Yes, sure. So look, Toshiya, when we start with the road map, I mean, we always think about it as a multiyear, multigenerational road map. So we have the follow-ons to MI300 as well as the next,…
"Yes, sure. So look, Toshiya, when we start with the road map, I mean, we always think about it as a multiyear, multigenerational road map. So we have the follow-ons to MI300 as well as the next,…
Offshore
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The Long Investor
$AAPL exit liquidity
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$AAPL exit liquidity
Apple revenue fell 4% over the last year, the 5th negative YoY growth rate in the last 6 quarters. Net income declined 2% year-over-year to $23.6 billion. But they authorized a record $110 billion in share buybacks and the stock is up 7% in after-hours trading. $AAPL https://t.co/pAOJdX7XEb tweet
Antonio Linares
$PLTR ‘s CEO getting into politics is relatively acceptable, because the product is political in nature.
The $HIMS CEO getting into politics is not, because the product has nothing to do with politics. I’m disappointed with the move and thinking about selling my shares.
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$PLTR ‘s CEO getting into politics is relatively acceptable, because the product is political in nature.
The $HIMS CEO getting into politics is not, because the product has nothing to do with politics. I’m disappointed with the move and thinking about selling my shares.
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The Long Investor
HSI is now up 15% in 2 weeks
This is not a normal situation to see an index increase by this amount over a short period of time
Inflows from the US is likely the cause of this aggressive buying and mainland China
If US institutions have not started adding already, they will shortly
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HSI is now up 15% in 2 weeks
This is not a normal situation to see an index increase by this amount over a short period of time
Inflows from the US is likely the cause of this aggressive buying and mainland China
If US institutions have not started adding already, they will shortly
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Offshore
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Hidden Value Gems
Shared a table at a dinner with two engineers from the West Coast yesterday.
Naturally AI was the first topic we discussed.
Got more convinced that avoiding investments outside of your circle of competence is the right thing.
It is just too complicated with lots of innovation and changes to form a view for the next few years when most value is created.
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Shared a table at a dinner with two engineers from the West Coast yesterday.
Naturally AI was the first topic we discussed.
Got more convinced that avoiding investments outside of your circle of competence is the right thing.
It is just too complicated with lots of innovation and changes to form a view for the next few years when most value is created.
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The Long Investor
The questions need to be asked:
Why did $GOOG and $AAPL need to go so aggressive with buybacks and dividends?
and why did $AMZN not do either?
$AMZN is focused on growth and innovation and not focused on share holders short term value. (Which is a great approach for long term holders)
$GOOG and $AAPL were aware they needed to help their share price for this earning season but unfortunately, they can't use that same card for their next earnings report....ask $META how this went for them.
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The questions need to be asked:
Why did $GOOG and $AAPL need to go so aggressive with buybacks and dividends?
and why did $AMZN not do either?
$AMZN is focused on growth and innovation and not focused on share holders short term value. (Which is a great approach for long term holders)
$GOOG and $AAPL were aware they needed to help their share price for this earning season but unfortunately, they can't use that same card for their next earnings report....ask $META how this went for them.
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Offshore
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Hidden Value Gems
41-page free deep dive on $BRK by @BRK_Student
Lots of charts and tables, very useful!
https://t.co/9W7KFFCI3k https://t.co/bFY9qRgcgR
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41-page free deep dive on $BRK by @BRK_Student
Lots of charts and tables, very useful!
https://t.co/9W7KFFCI3k https://t.co/bFY9qRgcgR
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The Long Investor
$VICI now has a Net Profit Margin above 70%
One month ago we highlighted that it is the only company in the S&P 500 with a net profit margin above 60%.
Dividend is also at 5.7%
It is our belief that when interest rates come down, $VICI will likely benefit the most from this.
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$VICI now has a Net Profit Margin above 70%
One month ago we highlighted that it is the only company in the S&P 500 with a net profit margin above 60%.
Dividend is also at 5.7%
It is our belief that when interest rates come down, $VICI will likely benefit the most from this.
There is only one company in the S&P 500 with a Net Profit Margin above 60%
Dividend is also 5.7%
$VICI tweet
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The Long Investor (@TheLongInvest) on X
There is only one company in the S&P 500 with a Net Profit Margin above 60%
Dividend is also 5.7%
$VICI
Dividend is also 5.7%
$VICI