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Stock Analysis Compilation
Vltava fund on Lam Research Corporation $LRCX US
Thesis: Lam Research is a leading wafer fabrication equipment manufacturer for the semiconductor industry with strong profitability and effective capital allocation through share buybacks.
(Extract from their Q4 letter) https://t.co/gNM4bHTICa
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Vltava fund on Lam Research Corporation $LRCX US
Thesis: Lam Research is a leading wafer fabrication equipment manufacturer for the semiconductor industry with strong profitability and effective capital allocation through share buybacks.
(Extract from their Q4 letter) https://t.co/gNM4bHTICa
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Quiver Quantitative
We posted this back in April.
TikTok just shut down: https://t.co/HCUwmIR02r
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We posted this back in April.
TikTok just shut down: https://t.co/HCUwmIR02r
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Quiver Quantitative
Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.
That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA
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Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.
That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @timburchett is re-introducing legislation to stop American companies from selling genetic information.
He said that the Chinese are using it to create a disease to wipe us out.
Follow here for updates. https://t.co/MTGmgm3f6T
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RT @QuiverCongress: JUST IN: Representative @timburchett is re-introducing legislation to stop American companies from selling genetic information.
He said that the Chinese are using it to create a disease to wipe us out.
Follow here for updates. https://t.co/MTGmgm3f6T
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Investing visuals
Alphabet's $GOOGL purchase of YouTube might be the best acquisition of all time.
$GOOGL bought YouTube for 1.64 Bln. It generated 34 Bln in ad revenue over the past 12 months👌 https://t.co/rPbipQJEn9
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Alphabet's $GOOGL purchase of YouTube might be the best acquisition of all time.
$GOOGL bought YouTube for 1.64 Bln. It generated 34 Bln in ad revenue over the past 12 months👌 https://t.co/rPbipQJEn9
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Offshore
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Stock Analysis Compilation
Royce Invest on JBT Corporation $JBT US
Thesis: JBT Marel is a leading provider of food and beverage processing machinery, reporting strong 3Q24 results with significant sales growth and high recurring revenue, while also enhancing its market position through the recent acquisition of Marel.
(Extract from their Q4 letter)
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Royce Invest on JBT Corporation $JBT US
Thesis: JBT Marel is a leading provider of food and beverage processing machinery, reporting strong 3Q24 results with significant sales growth and high recurring revenue, while also enhancing its market position through the recent acquisition of Marel.
(Extract from their Q4 letter)
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AkhenOsiris
You tell @dalibali2 Elon 😂
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You tell @dalibali2 Elon 😂
I have been against a TikTok ban for a long time, because it goes against freedom of speech.
That said, the current situation where TikTok is allowed to operate in America, but 𝕏 is not allowed to operate in China is unbalanced.
Something needs to change. - Elon Musktweet
AkhenOsiris
$AVGO
FT:
As businesses scramble to assess and deploy the new wave of AI tools that have emerged in the wake of ChatGPT’s breakout success in the past two years, that element of control has become more important, Hock Tan argues. “The key thing in AI is you use your [own] data, you train your data . . . so you keep your data on [your own] premises,” he said.
Chief among Broadcom’s agitators in Europe was the trade group Cloud Infrastructure Services Providers in Europe, which counts Amazon among its members alongside several smaller players. In April, CISPE accused the company of “massive and unjustifiable hikes in prices” that “ threatens the economic viability of many cloud services used by customers in Europe”.
Despite estimates from IT consultancy Forrester that 20 per cent of VMware customers would leave in the wake of the changes, Tan insisted its customer churn rate had “not dramatically” changed: “The people who are complaining are the minority — who knows what agenda they may have.”
“So when initial anger cooled off and customers have a chance to understand the value that is being delivered . . . after a while, they come back,” Tan added. “We are actually quite pleased with the outcome of what we’ve seen so far.”
Broadcom’s origins are in semiconductors and networking equipment, and investor excitement about its business making AI custom chips for the likes of Google and Meta propelled its valuation to more than $1T for the first time last month.
Tan said he would consider more deals in either chips or software, despite Broadcom’s $142bn hostile takeover attempt of rival chipmaker Qualcomm in 2017 being blocked by then-US president Donald Trump. Tan later announced he would relocate the company’s headquarters from Singapore back to the US while standing beside Trump in the Oval Office.
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$AVGO
FT:
As businesses scramble to assess and deploy the new wave of AI tools that have emerged in the wake of ChatGPT’s breakout success in the past two years, that element of control has become more important, Hock Tan argues. “The key thing in AI is you use your [own] data, you train your data . . . so you keep your data on [your own] premises,” he said.
Chief among Broadcom’s agitators in Europe was the trade group Cloud Infrastructure Services Providers in Europe, which counts Amazon among its members alongside several smaller players. In April, CISPE accused the company of “massive and unjustifiable hikes in prices” that “ threatens the economic viability of many cloud services used by customers in Europe”.
Despite estimates from IT consultancy Forrester that 20 per cent of VMware customers would leave in the wake of the changes, Tan insisted its customer churn rate had “not dramatically” changed: “The people who are complaining are the minority — who knows what agenda they may have.”
“So when initial anger cooled off and customers have a chance to understand the value that is being delivered . . . after a while, they come back,” Tan added. “We are actually quite pleased with the outcome of what we’ve seen so far.”
Broadcom’s origins are in semiconductors and networking equipment, and investor excitement about its business making AI custom chips for the likes of Google and Meta propelled its valuation to more than $1T for the first time last month.
Tan said he would consider more deals in either chips or software, despite Broadcom’s $142bn hostile takeover attempt of rival chipmaker Qualcomm in 2017 being blocked by then-US president Donald Trump. Tan later announced he would relocate the company’s headquarters from Singapore back to the US while standing beside Trump in the Oval Office.
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AkhenOsiris
Axios on AI:
Our sources in the U.S. government and leading AI companies tell us that in recent months, the leading companies have been exceeding projections in AI advancement.
AI investors have reason to hype small advancements as epic ones to juice valuations to help fund their ambitions.
But sources say this coming advancement is significant. Several OpenAI staff have been telling friends they are both jazzed and spooked by recent progress.
These tools are growing smarter, sharper, and more integrated every day. "This will have huge applications for health, science and education," an AI insider tells us, "because of the ability to do deep research at a scale and scope we haven't seen — then the compounding effects translate into real productivity growth."
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Axios on AI:
Our sources in the U.S. government and leading AI companies tell us that in recent months, the leading companies have been exceeding projections in AI advancement.
AI investors have reason to hype small advancements as epic ones to juice valuations to help fund their ambitions.
But sources say this coming advancement is significant. Several OpenAI staff have been telling friends they are both jazzed and spooked by recent progress.
These tools are growing smarter, sharper, and more integrated every day. "This will have huge applications for health, science and education," an AI insider tells us, "because of the ability to do deep research at a scale and scope we haven't seen — then the compounding effects translate into real productivity growth."
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