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AkhenOsiris
RT @ConsensusGurus: Micron $MU Earnings Setup - Stock Sits at an ATH and Expensive P/E
Data in the table is choppy due to EPS dipping into negative territory recently, but 19x off of $7/sh expected earnings reflects expectations for a new spending cycle in the memory sector.
Results tomorrow AH.
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RT @ConsensusGurus: Micron $MU Earnings Setup - Stock Sits at an ATH and Expensive P/E
Data in the table is choppy due to EPS dipping into negative territory recently, but 19x off of $7/sh expected earnings reflects expectations for a new spending cycle in the memory sector.
Results tomorrow AH.
Earnings Setup Heatmap for the Week Ahead
Another light week, but some very big, important names. Will $NKE swap out their c-suite?
$NKE $WS $GIS $PAYX $FDX $CNXC $MLKN $SMPL $ANCTF $CRML $WBA $JEF $FIZZ $EPAC $CCL $MDRX $MKC $UNF $PRGS $FUL $GBX $SPWR $SNX $MU $LEVI $MANU $LNN $LZM $BB $AYI $WOR $APOG $AVAV $DAKT - CGtweet
AkhenOsiris
$NVDA
Cantor Fitzgerald analyst C.J. Muse raises target to $175 (from $140), maintains Overweight rating.
"As NVDA has now grown to be one of the largest market cap companies globally (~$3T), the clear question is, how much more room does the stock have to run? In our view, quite a bit. We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by NVDA and its full system approach. These dynamics are causing a strategic inflection in the proliferation of AI today, with no signs of slowing anytime soon given accelerating product cycles (NVDA now on annual cadence), continued software innovation, and optimizations across the stack allowing for a significant scale out of the compute unit. With this rapid pace of innovation, NVDA is only strengthening its already-robust moat, forcing competitors into playing an ongoing game of catch-up. Based on the above and NVIDIA's clear technologic push at scale, we continue to look for the shares to push higher. We reiterate our Overweight rating, the shares remain a TOP PICK, and we are raising our price target to $175 from $140."
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$NVDA
Cantor Fitzgerald analyst C.J. Muse raises target to $175 (from $140), maintains Overweight rating.
"As NVDA has now grown to be one of the largest market cap companies globally (~$3T), the clear question is, how much more room does the stock have to run? In our view, quite a bit. We have never seen a more-torrid pace of technology innovation and subsequent reduction in cost of compute as we are seeing today - all driven by NVDA and its full system approach. These dynamics are causing a strategic inflection in the proliferation of AI today, with no signs of slowing anytime soon given accelerating product cycles (NVDA now on annual cadence), continued software innovation, and optimizations across the stack allowing for a significant scale out of the compute unit. With this rapid pace of innovation, NVDA is only strengthening its already-robust moat, forcing competitors into playing an ongoing game of catch-up. Based on the above and NVIDIA's clear technologic push at scale, we continue to look for the shares to push higher. We reiterate our Overweight rating, the shares remain a TOP PICK, and we are raising our price target to $175 from $140."
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AkhenOsiris
A.I. is taking jobs of legends like Al Michaels. 😱
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A.I. is taking jobs of legends like Al Michaels. 😱
NBC has announced that it will use A.I. to recreate Al Michaels’ voice for custom recaps during the 2024 Olympics. - Front Office Sportstweet
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 2 Facts About $NVDA That May Surprise You 🤯
1️⃣ Despite rallying 536.25% in the last 3 years, $NVDA multiple compressed (NTM) from 44.06x to 37.55x (-14.76% compression)
In other words, $NVDA appears to be cheaper today than it was 3 years ago
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2️⃣ $NVDA has demonstrated remarkable earnings growth, with EPS compounding at an impressive 73.06% annual rate from 2021 to 2024. Looking ahead, analysts expect this momentum to continue, with EPS projected to compound at an even more robust 78.53% annual rate from 2021 to 2025E
$NVDA shocking increase in price has been well supported by the fundamentals
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#stocks #investing
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RT @DimitryNakhla: 2 Facts About $NVDA That May Surprise You 🤯
1️⃣ Despite rallying 536.25% in the last 3 years, $NVDA multiple compressed (NTM) from 44.06x to 37.55x (-14.76% compression)
In other words, $NVDA appears to be cheaper today than it was 3 years ago
___
2️⃣ $NVDA has demonstrated remarkable earnings growth, with EPS compounding at an impressive 73.06% annual rate from 2021 to 2024. Looking ahead, analysts expect this momentum to continue, with EPS projected to compound at an even more robust 78.53% annual rate from 2021 to 2025E
$NVDA shocking increase in price has been well supported by the fundamentals
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#stocks #investing
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Dimitry Nakhla | Babylon Capital®
“The individual investor should act consistently as an investor and not as a speculator.
He should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money's worth for the purchase.”
— Benjamin Graham 🗣️
#stocks #investing
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“The individual investor should act consistently as an investor and not as a speculator.
He should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money's worth for the purchase.”
— Benjamin Graham 🗣️
#stocks #investing
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Dimitry Nakhla | Babylon Capital®
And I still believe market participants are underestimating $AMZN FCF growth potential 👇🏽
#stocks #investing https://t.co/oPSI0YN0RD
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And I still believe market participants are underestimating $AMZN FCF growth potential 👇🏽
#stocks #investing https://t.co/oPSI0YN0RD
Interesting to compare FCF Estimates of $AMZN $NVDA $GOOG & $MSFT 💵
• By the end of 2028, $AMZN is projected to generate more FCF ($142.34B) than the rest 💸
• $NVDA is projected to nearly triple its FCF in 2 years (2024-2026) 🤯
• Despite $NVDA outstanding growth, $GOOG & $MSFT FCF projections are still impressive 📈
Current valuations:
• $AMZN 1.96T
• $NVDA 3.00T
• $GOOG 2.25T
• $MSFT 3.34T
Any thoughts? Comment below 👇🏽
#stocks #investing tweet