AI Mastero
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NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year =) Good news! But not exciting enough to the Investors. Better create more Trillion dollars Companies for investors.
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$Palo Alto Networks(PANW)$
Wow, now Micron is accelerating to the next target of $2K and 2Tril market cap in record time, no stopping!
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Good preview, all looking good for ambitious SMCI except the stock price not moving up. One little non-compliance popping up in the last minute will pull all the strings. Need a damage control strategy or revamp the entire system.
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SoFi Shares Tumbled as the company declined to raise its Full-Year Forecast =) Wow, that's the stock market reality now. What an amazing Q1 performance, beating both Revenue and EPS with announcement of 'Strong Outlook' and still tumbling because of not raising its full year forecast. Lol, Looks pre-meditated move!
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Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).
Lots of momentum and optimism in AI related tech companies acting as full catalysts. Better to hold and continue the ride as long as eps growth continues.
AI Beneficiary List: Which Company We Can Catch? —>. Why not one each... 1) TSM 2)ARM 3)AVGO 4)AAOI 5)MU 6)CRWV.
Google Cloud Focus: Launch TPU 8T + 8I combined with 'Gemini Enterprise' push =) Tech giant firing all the engines to build a massive lead in the 'AI full stack'.
$Astera Labs, Inc.(ALAB)$ Taking a small break here....
$Amazon.com(AMZN)$
$Netflix(NFLX)$ plunges ~10%; Ad Growth Disappoints. =) A disappointing Q2 outlook (both revenue and earnings) and the departure of co-founder Reed Hastings from the board, triggered a sharp sell-off. The quarter was financially solid but strategically clouded by near-term uncertainty. May need time to bounce back with strategic guidance on growth sustainability.
Keep going 👍
Spectacular gains in trending stocks... Stock market is on Rapid fire....what used to be a amazing one to two year gains in yesteryears is easily achieved in a week (even overnight). Great way forward for folks in the frontline. Happy investing!
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Nasdaq enters Technical Correction:) Perfect time to have exited or exit now on windfall positions to reap the huge magical gains. We don't know if the lucky star will still shine or vanish in the near future. For other value stocks and steady performing stocks, better to hold them for long. Happy Investing!
IPO Valuation of SpaceX at $1.75T is way too high. No spare money to take risk, will sure wait and see.better entry opportunity
$ARM Holdings(ARM)$ It's a huge shift to Data Center Chips making. So are the expectations and Arm has to continuously innovate and deliver perfectly. A shift in the right direction, but will wait to see the display of mastery and expertise.
SpaceX IPO coming fast at $1.7T? Absolutely frenetic and totally insane! However, investment for me depends on consistent performance and profit, growth outlooks. Obviously, 'Sky is not the limit'.
Definitely it is a good opportunity to buy the gold dips. Will wait for the bottom consolidation to add more. Cheap gold is the best
Memory and Chips stocks appear artificially manipulated by speculative AI data centre infrastructure demands. In reality, these stocks are quite volatile and one cycle of oversupply can tilt the equilibrium. Will buy when there are enough breakthroughs or sustained volume growth.
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