Global Community
Our community narratives are driven by numbers and valuation.
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Global Weekly Picks
NVDIA, AI and Semiconductor Industry
NVDIA are currently the leading producer of data center processor hardware and systems. Their big selling point is the compute requirement to power AI.Read more
Semiconductor Demand will likely persist from the likes of AI, IoT, and 5G
Catalysts AI Chip Boom : TSMC’s quarterly revenue surged at its fastest pace in over a year, thanks to the global boom in AI development. The demand for high-end chips and servers, particularly those used in AI applications, has been a major driver of TSMC’s sales growth.Read more
AIP Drives Network Effects And Strong Revenue Growth
Key Takeaways While government contracts were historically Palantir's primary revenue source, commercial adoption driven by AIP workshops is set to overtake revenue growth and become the largest segment. Palantir’s value-based pricing model allows the company to generate high margins and reinvest in product development.Read more
Restructuring, Selective M&A and New Releases Should Help Restart Revenue Growth
Key Takeaways Embracer Group AB has recently engaged in an assertive acquisition strategy, primarily driven by financing in a low-interest rate environment. The rise in interest rates has adversely affected the company's finances, causing concern among investors.Read more
Flex valuation April 2024
Design, manufacture, supply chain Catalysts Are there any industry tailwinds this stock is benefitting or hindered from? Robotics EV IoT Cloud computing Smart home Analysts projections trending upwards Excellent PE against industry Peers Assumptions Where do you think revenue will be in 5 years time?Read more
Ambitious Product Roadmap And A Cyclical Recovery In PC Market Will Drive EPS Growth
Key Takeaways Market has low expectations for Intel due to a series of strategic errors in recent years. Market is underestimating Intel’s aggressive strategy to regain product leadership.Read more
The defense to stop a hacking offense.
After 41 years in the IT industry I've seen just about everything good and bad. The Good - AI will advance civilization by light years compared to the 1970s when mainframes ruled the computing world one batch process at a time.Read more
Post-Market Explosion 11-13-24
Currently 2.77%+, and has been consistently staying Green. Tomorrow Nu Holdings will be releasing their Quarterly Report.Read more
UBER: Expanding Autonomous Ride-Hailing with Waymo
Catalysts Products and Services Impacting Uber’s Sales and Earnings Uber has several key products and services that could significantly impact its sales and earnings: Ride-Hailing Services : This remains Uber’s core revenue generator. The company continues to innovate and expand its ride-hailing services globally.Read more
