Global Community
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Global Weekly Picks
Intense Competition Will Force AMD to Sacrifice Margins In Favor of R&D Spend
Key Takeaways Revenue growth will improve and then slow due to cyclical nature of chip demand There will be an inevitable plateau in AI investment Competition between CPU and GPU producers will intensify due massive long term potential This will result in very high R&D spend by all three, particularly AMD AMD’s revenue growth accelerates then falls into single digits by 2028 Catalysts Industry Catalysts CPU Demand Will Accelerate in 2024 and 2025, but Decelerate Again by 2028 CPU sales for the client segment is likely to accelerate rapidly as inventories have fallen and a new replacement cycle is overdue. Within the datacenter segment growth will be more measured.Read more
Load Up on $BRBY - Mid/Longterm
Investing in Burberry Group plc ($BRBY) currently offers several compelling advantages, especially when considering its brand value, long-term outlook, and potential for passive income. Here are five reasons, supported by recent financial metrics: 1.Read more
Good growth potential under bullish market conditions
Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.Read more
At gold prices rise to $3,000 per oz
To estimate the potential stock price of Barton Gold if they achieve their production targets and gold prices reach $3,000 per oz, we’ll break down the numbers based on your provided details. ### Assumptions and Inputs 1.Read more
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more
EU Regulations And Poor Emerging Market Strategy Will Erode Margins And Limit Sales Growth
Key Takeaways Over-reliance on new market penetration could prove to be unfruitful, while the world continues to grapple with cost-of-living pressures. Poor emerging market strategy could lead to failure in India and South America due to prohibitive costs.Read more
Stabilization And Incremental Progress Will Unlock Value
Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.Read more
Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows
Key Takeaways Premium revenue to be kept in check by competition and market saturation. Gross margin will improve, but remain below 30%.Read more
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.Read more
