⁠The Long Investor
HSI and Chinese stocks are covered in our group extensively

HSI has not put a single foot wrong since we started charting it

Correctly charting the HSI and you have access to $BABA $BIDU $KWEB $YINN $JD $FUTU

HSI Golden Cross time.

Reminder: this is not a meme stock.

This is what happens when an entire exchange is undervalued for a long period of time and finally breaks out

This is your reward for patience. https://t.co/VqUzlRNQQv - The Long Investor
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⁠The Long Investor
Could you walk away from your portfolio now and not access it for 3-5 years?
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⁠The Long Investor
RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.

A pull back is needed before any parabolic move takes place, which is not what I like to see.

We are starting to see this pull back now.

Wait for support to be found on the pull back and take advantage.

$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
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⁠Antonio Linares
$AMD has a new $200B business than no one is talking about 👇

Since the Xilinx acquisition, $AMD has been positioning itself to dominate what is expected to be a $200B+ market by the end of this decade: AI at the edge.

This is made possible by FPGAs (field programmable gate arrays), the key technology onboarded via the Xilinx acquisition that allows chips to reconfigure themselves on the go.

Going forward, AI will extend its reach beyond data centers and make its way into billions of devices at the edge, and running AI on devices requires unique operational functionality–namely, much higher levels of energy efficiency and overall versatility.

FPGAs excel at this function like no other kind of chip can, and Xilinx is the undisputed leader.

The acquisition has therefore set $AMD apart from traditional competitors, making it practically impossible for them to compete in this emerging space over the next five years.

Going forward, AMD’s FPGA business promises to evolve into something like datacenter GPUs for $NVDA at present.

In the graph below you can see how, just three years before the acquisition, Xilinx had a global FPGA market share of 52%, far ahead of Intel’s 35%.

Intel also acquired their way into this space when picking up Altera in 2015, which, at the time, was competing head to head with Xilinx. However, with Pat Gelsinger now leading Intel AMD’s dominance may be challenged.

Experts explained to me repeatedly over the years why FPGAs would not work for AI inferences.

Yet, in Q1 2024, we saw $AMD announce its second generation Versal Adaptive SOC (system-on-chip), claiming that this will now enable customers to “rapidly add highly performant and efficient AI capabilities to a broad range of products.”

As I anticipated, it seems that AMD discovered the secret sauce.

$AMD has gotten FPGAs to work for AI and is able to deploy them at a marginal cost via its chiplet architecture, which makes connecting different compute engines relatively easy.

Notably, hypothetical competitors need to not only surpass AMD’s FPGA technology but also its interconnect technology (Infinity Fabric) if they want to seamlessly connect FPGAs with any other compute engine.

AI at the edge is $AMD's big opportunity to shine.
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⁠Brandon Beylo
I don’t own enough PGMs.

#PGMs

#China State Council has issued the 2024–2025 Energy Conservation and Carbon Reduction Action Plan, which includes several significant measures:

1. Accelerating the phase-out of old vehicles.
2. Raising the energy consumption threshold standards for commercial vehicles.
3. Gradually lifting restrictions on the purchase of new energy vehicles across various regions.
4. Implementing policies that facilitate the use of NEVs.
5. Promoting the electrification of public sector vehicles and orderly introduction of new energy medium and heavy-duty trucks to develop zero-emission freight fleets.
6. Advancing the scrapping and renewal of outdated transport vessels and initiating pilot projects for the electrification of coastal and inland river vessels.

By the end of 2025, these initiatives aim to reduce carbon dioxide emission intensity in the transportation sector by 5% compared to 2020 levels. - CN Wire
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⁠Dimitry Nakhla | Babylon Capital®
Monster Beverage $MNST has posted ANNUAL sales GROWTH since 2003 💸

#stocks #investing https://t.co/1Is08tdXmM
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Aswath Damodaran (Youtube)
Session 26: The Fat Lady is Singing!
In this session, I used the results you got from the corporate financial analyses of your companies to review the class, starting with corporate governance, wending my way through hurdle rates and topping off with capital structure and dividend policy.
Slides: https://pages.stern.nyu.edu/~adamodar/pdfiles/cfovhds/ProjSumm24New.pdf
Corporate Finance Project numbers: https://pages.stern.nyu.edu/~adamodar/pc/cfanalysis/cfspr24.xlsx

Aswath Damodaran (Youtube)
Session 26 (Val MBAs): The Grand Finale!
In this final session for the class, I use your valuation/pricing of companies as a vehicle to review the class, from intrinsic valuation to pricing to real options.
Slides: https://pages.stern.nyu.edu/~adamodar/pdfiles/eqnotes/valclosespr24.pdf
Project valuations: http://www.stern.nyu.edu/~adamodar/pc/eqrec/spr2024.xlsx

Aswath Damodaran (Youtube)
Session 28 (Val Undergrad): Closing the sale!
In this final session for the class, I use your valuation/pricing of companies as a vehicle to review the class, from intrinsic valuation to pricing to real options.
Slides: https://pages.stern.nyu.edu/~adamodar/pdfiles/eqnotes/valUGclosespr24.pdf
Project valuations: http://www.stern.nyu.edu/~adamodar/pc/eqrec/sprUG2024.xlsx

⁠Dimitry Nakhla | Babylon Capital®
Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?

They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.

And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
___

#stocks #investing #logistics #RealEstate
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AkhenOsiris
RT @BenBajarin: Sifting through survey data on cloud workflows/AI via CIO data. Few interesting nuggets/stats:

- Currently 5% of public cloud spending is related to AI /
ML

- a fifth of respondents have not done anything yet with AI.

- 36% of AI / ML budget today coming from net new IT budget dollars

- this points to ~50% of AI capex being additive today and in 3 years, with the remaining ~50% coming from across the IT budget today.
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