Kaushik @BigBullCap
Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR Seattle, WA Joined April 2009-
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$MSFT Top AI stock to own after earnings - Jefferies PT $550 Emphasizes Microsoft's outstanding performance in its cloud computing division, particularly its Azure platform. Azure achieved an impressive 31% year-over-year constant currency (cc) growth in the latest quarter,…
In Al we trust: CY24 cloud capex now 35%+ YoY, stay positive data ctr. semis Maintain Buy on $NVDA, $AVGO, $MRVL, $AMD, $MU - BofA CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI…
I hear Asana CEO posted about Tesla. But this clown has blocked me 🤔
$TEAM Q3 EPS $0.89 vs $0.59 Est Revenue $1.19B vs $1.06B Est GUIDANCE: Q4 2024 revenue $1.12-1.135B vs $1.105B Est Cloud revenue growth YoY is expected to be approximately 32% Data Center revenue growth YoY is expected to be in the range of 40% to 42%
$INTC"Just when you thought it could not get any worse..." Mizuho Looks like they still guiding for 200 bps of GM expansion Y/Y and that just gets them to the cons est, so investors will worry about the hockey stick ramp. I see no reason anyone will buy this dip, but also think…
$ROKU Q1 EPS ($0.35) vs ($0.61) Est Revenue $882M vs $845.73M Est GUIDANCE: Q2 2024 revenue $935M vs $931.6M Est
$INTC Q1 EPS ($0.09) vs $0.15 Est Revenue $12.72 vs $12.88B Est GUIDANCE: Q2 2024 EPS $0.10 vs $0.24 Est Q2 2024 revenue $12.5-13.5B vs $12.68B Est
$GOOGL Q1 EPS $1.89 vs $1.51 Est Revenue $80.54 vs $78.71B Est
All those who claimed we are going lower after MSFT GOOGL 🤣
$MSFT Q3 EPS $2.94 vs $2.82 Est Revenue $61.9B vs $60.84B Est
$META to capture largest share of users, SNAP to benefit from ad budget shifts - Canaccord Genuity weighs in on TikTok ban Yesterday, President Biden signed a bill that would effectively ban TikTok in the US if its China-based parent company, ByteDance, does not divest the app…
*TikTok owner ByteDance would prefer to shut down the app rather than sell it if the company exhausts all legal options. *The algorithms TikTok relies on for its operations are deemed core to ByteDance's overall operations, hence the company would rather avoid the sale. *The…
*TikTok owner ByteDance would prefer to shut down the app rather than sell it if the company exhausts all legal options. *The algorithms TikTok relies on for its operations are deemed core to ByteDance's overall operations, hence the company would rather avoid the sale. *The…
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