Offshore
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Evan
Apple $AAPL has reportedly ordered almost half of Taiwan Semiconductor’s $TSM initial 2nm production capacity for the iPhone 18 - MacRumors https://t.co/z4VoOpGdEA
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Apple $AAPL has reportedly ordered almost half of Taiwan Semiconductor’s $TSM initial 2nm production capacity for the iPhone 18 - MacRumors https://t.co/z4VoOpGdEA
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Offshore
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Gainify
PEG Ratios of the Top 10 U.S. Companies by Market Cap
🔟 $TSLA → 10.22x
9️⃣ $AAPL → 3.02x
8️⃣ $MSFT → 2.74x
7️⃣ $JPM → 2.01x
6️⃣ $AVGO → 1.99x
5️⃣ $AMZN → 1.93x
4️⃣ $META → 1.55x
3️⃣ $GOOGL → 1.40x
2️⃣ $NVDA → 1.19x
1️⃣ $TSM → 1.12x
Which stock looks the most attractive at these valuations?
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PEG Ratios of the Top 10 U.S. Companies by Market Cap
🔟 $TSLA → 10.22x
9️⃣ $AAPL → 3.02x
8️⃣ $MSFT → 2.74x
7️⃣ $JPM → 2.01x
6️⃣ $AVGO → 1.99x
5️⃣ $AMZN → 1.93x
4️⃣ $META → 1.55x
3️⃣ $GOOGL → 1.40x
2️⃣ $NVDA → 1.19x
1️⃣ $TSM → 1.12x
Which stock looks the most attractive at these valuations?
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Offshore
Photo
Evan
85% of Nvidia's $NVDA revenue last quarter came from just 6 companies
$10.75B - Customer A (23% of total revenue)
$7.48B - Customer B (16%)
$6.54B - Customer C (14%)
$5.14B - Customer D (11%)
$5.14B - Customer E (11%)
$4.67B - Customer F (10%)
So what Meta, Amazon, Microsoft, Google, Elon/Tesla ... who am I missing?
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85% of Nvidia's $NVDA revenue last quarter came from just 6 companies
$10.75B - Customer A (23% of total revenue)
$7.48B - Customer B (16%)
$6.54B - Customer C (14%)
$5.14B - Customer D (11%)
$5.14B - Customer E (11%)
$4.67B - Customer F (10%)
So what Meta, Amazon, Microsoft, Google, Elon/Tesla ... who am I missing?
Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter
Someone spent $10.75 Billion with Nvidia during the quarter 🤯 https://t.co/2IbEocnnQn tweet
Simplifying Stocks, CPA
$NVDA PRICE TARGET CHANGES 👇
JPMorgan Raises target price to $215 from $170
Rosenblatt Raises target price to $215 from $200
Benchmark Raises target price to $220 from $190
BofA Securities Raises target price to $235 from $220
Citi Raises target price to $215 from $170
Jefferies Raises target price to $205 from $200
KeyBanc Raises target price to $230 from $215
DA Davidson Raises target price to $195 from $135
Truist Securities Raises target price to $228 from $210
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$NVDA PRICE TARGET CHANGES 👇
JPMorgan Raises target price to $215 from $170
Rosenblatt Raises target price to $215 from $200
Benchmark Raises target price to $220 from $190
BofA Securities Raises target price to $235 from $220
Citi Raises target price to $215 from $170
Jefferies Raises target price to $205 from $200
KeyBanc Raises target price to $230 from $215
DA Davidson Raises target price to $195 from $135
Truist Securities Raises target price to $228 from $210
$NVDA Earnings Deep Dive
https://t.co/RY5wCejFnt tweet
X (formerly Twitter)
Simplifying Stocks, CPA (@FinFluentialx) on X
$NVDA Earnings Deep Dive
https://t.co/RY5wCejFnt
https://t.co/RY5wCejFnt
Offshore
Photo
Gainify
The Magnificent 7 just went 7/7.
Every single Mag 7 stock BEAT expectations:
✅ All beat EPS estimates
✅ All beat Revenue estimates
Say what you want, but earnings season = SOLID.
$AAPL $NVDA $MSFT $GOOGL $META $AMZN $TSLA https://t.co/kaUzVlFZg5
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The Magnificent 7 just went 7/7.
Every single Mag 7 stock BEAT expectations:
✅ All beat EPS estimates
✅ All beat Revenue estimates
Say what you want, but earnings season = SOLID.
$AAPL $NVDA $MSFT $GOOGL $META $AMZN $TSLA https://t.co/kaUzVlFZg5
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ToffCap
The battle is clearly on (again) for Tyro Payments $TYR, with the company confirming it has received takeover interest from separate parties.
This profitable payment solutions provider rejected a $1.60 p/s bid in 2022 (current share price ~$1.20).
The difference vs the last time is a new CEO, which is more willing to engage.
8-8.5x forward ev/ebitda for high 20s% ebitda margin and healthy growth seems too low.
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The battle is clearly on (again) for Tyro Payments $TYR, with the company confirming it has received takeover interest from separate parties.
This profitable payment solutions provider rejected a $1.60 p/s bid in 2022 (current share price ~$1.20).
The difference vs the last time is a new CEO, which is more willing to engage.
8-8.5x forward ev/ebitda for high 20s% ebitda margin and healthy growth seems too low.
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Offshore
Video
Joss López
RT @freepik: Unlimited Nano Banana gives you results that'll make you go viral
Mixed in with our AI Video Generator, you can create smooth, consistent and ridiculously fast transitions
Tutorial, prompts, and examples 🧵 https://t.co/UEr4oMJUWU
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RT @freepik: Unlimited Nano Banana gives you results that'll make you go viral
Mixed in with our AI Video Generator, you can create smooth, consistent and ridiculously fast transitions
Tutorial, prompts, and examples 🧵 https://t.co/UEr4oMJUWU
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