1. $NVIDIA Corp(NVDA)$ NVDA 1st quarter Data center $22.6 B in revenue~7x $Intel(INTC)$ (1Q last year overtook Intel for the first time)~10x $Advanced Micro Devices(AMD)$ ImageNVDA blowout 1Q1Q YoYRevenue +262% (+18% QoQ) Data Center +427% (+23% QoQ)Net income +628%Dil. EPS +629% (Adj +461%)announces 10-1 stock split effective June 7, 2024150% dividend increased9785c2c-7666-4298-89cf-8c2114ae4c872. $Analog Devices(ADI)$ ADI 2Q revenue as guided2Q YoYRevenue -34% (-14% QoQ)Net Income -69%Dil. EPS -68%OCF -24%FCF -22% (-51%)3Q guidance$2.27 B at mid point (-14% YoY +5% QoQ)ADI cash generation and returnImagehttps://x.com/Div

1. $Applied Materials(AMAT)$ 2Q as guided. Guides 3Q flat revenue QoQ +3% Yo2Q YoYRevenue flat (-1% QoQ) China 43% of revenueNet income +9%Dil. EPS +11% (Adj +5%)OCF -39%FCF -44%3Q guidance $6.65 B revenue. flat QoQ +3% YoY2. $Wal-Mart(WMT)$ 1Q earnings ; narrows guidance to higher end (or above)Image1Q YoYRevenue +6% (comp sales ex-fuel +3.8%) Transactions +3.8% Avg ticket flatNet income +205%Dil. EPS +200% (Adj +22.4%)OCF -9%FCF turned negative 3. $Cisco(CSCO)$ weak 3Q (better than guided). Mixed FY guidance3Q YoYRevenue -13%Net income -41%Dil. EPS -41% (Adj -12%)YTDOCF -48%FCF -49%FY guidanceraises revenue $53.6 B to $53.8 B (was $51.5 B to $52.5 B)lowers EPS:

Ex-dividend this weekApple $Apple(AAPL)$ Texas Instruments $Texas Instruments(TXN)$ International Business Machines $IBM(IBM)$ Pfizer $Pfizer(PFE)$ Walmart $Wal-Mart(WMT)$ ImageTexas Instruments $Texas Instruments(TXN)$ will pay dividend on MAY7, and current yield is 2.9%.International Business Machines $IBM(IBM)$ ,Pfizer $Pfizer(PFE)$ and Walmart $Wal-Mart(WMT)$ will all pay dividend on MAY9, and PFE current yield is

$AbbVie(ABBV)$ debt (10-Q) Net debt ~$56 B at the end of the quarterNet debt increased ~$9B (ImmunoGen acquisition)$15 B new debt issued (connected to ImmunoGen and proposed Cerevel acquisitions)$9.2 billion acquisition cost of ImmunoGen, Feb12Image$15 B "issued debt in connection with the acquisition of ImmunoGen and proposed acquisition of Cerevel Therapeutics"I had previously "guessed" it would have maturities 2027+ which is now confirmedDetails as follows:Image"The total fair value of the consideration transferred to owners of ImmunoGen common stock was $9.8 billion ($9.2 billion, net of cash acquired)"Cerevel Therapeutics Holdings acquisition expected within 2024, for ~$8.7 BImageABBV Cash FlowSlightly worsening OCF in 1Q49% dividend payoutIm

$Apple(AAPL)$ weak top line; raises dividend by 4%2Q YoYRevenue -4% iPhone -10% ;Services +14% Net Income -2% Dil EPS +1% First 6months OCF flat FCF +4% (lower Capex)New dividend at $0.25/share/quarter (+4%)AAPL apparently IR missed this is Apple´s second quarterImageAAPL segmentsNo Vision Pro breakdownImagea few hours to (a very likely) new dividend levelany guesses?» Another +$0.01/share/Q (keep last 2 hikes trend)?» +$0.02 (+8.3%)» +$0.03 (double digits - First since 2018)» something elseImageAAPL announces a new $110 billion buyback programLast 4 FYs average buyback: $81 billionImagehttps://twitter.com/DividendWave/status/1786134380294873088

1. $Qualcomm(QCOM)$ QCOM 2Q at revenue mid point of guidance; EPS above high end2Q YoYRevenue +1%Net Income +37%Dil. EPS +36% (Adj +13%)OCF +43%FCF +65% (lower Capex)3Q guidance$8.8B - $9.6B in revenue +9% YoY at mid-point2. $Starbucks(SBUX)$ SBUX Cash flow after 2QFCF $4.0 B TTM (up from FY23 at $3.7 B)Capex $2.6 B TTM (up from FY23 at $2.3 B)Dividend payout at 63%ImageSBUX Store count+6% YoY for 2Q (International leading with +9%)This makes the 2% reduction in revenue look even worseImage3. $MasterCard(MA)$ MA 1QYoYRevenue +10%Net income +28%Dil. EPS +30% (Adj. +18%)4. $Novo-Nordisk A/S(NVO)$ Strong 1Q +22% sales (+24% ex

1. $Advanced Micro Devices(AMD)$ AMD 1Q slightly above mid point of revenue guidance1Q YoYRevenue $5.5 B +2% ; -11% QoQ Data center: $2.3 billion (record Q; 80% YoY)Net income +188%Dil. EPS +178% (Adj +2%)2Q outlookRevenue $5.7 billion (6% YoY ; 4% QoQ)AMD record Data center revenue quartermarginally above Q4 last year, but +80% YoYClosing in on $Intel(INTC)$ Image2. $Starbucks(SBUX)$ SBUX ugly 2QYoYRevenue -2% Comp sales -4% (- 6% transactions, +2% average ticket) Net Income -15%Dil. EPS -14%3. $IBM(IBM)$ IBM +0.6% dividend increasefrom $1.66 to $1.67 per share / quarterImage4. $McDon

1. $AbbVie(ABBV)$ ABBV 1Q returns to top line growth 1Q YoYRevenue +0.7% ($12.3 B, above guidance) Humira -36% Skyrizi +48% Rinvoq +59%Net income +473%Dil. EPS +492% (adj -6%) Raises Adj. dil. EPS guidance for FY24 from $10.97 - $11.17 to $11.13 - $11.33ABBV 1Q highlightReturning to revenue growth a year after Humira lost exclusivity in the USHumira in FY22 was the highest selling drug in the worldImage2. $Intel(INTC)$ INTC 1Q Data center-10% (DCAI+Altera combined) YoYImageINTC modified the segment reporting lineDCAI 2023 = in 2024 to (DCAI+Altera)Imagehttps://twitter.com/DividendWave/status/1783825440299204782

1. $Meta Platforms, Inc.(META)$ strong 1Q YoYRevenue +27% DAP +7%Net income +117%Dil. EPS +114%OCF +37%FCF +79% ($12.8 B)FY guidanceRevenue "$96-99 B, prior outlook of $94-99 B"Capex "in the range of $35-40 billion, increased from our prior range of $30-37 billion"2. $Lam Research(LRCX)$ 3Q as guided, guides for a flat QoQ Revenue3Q YoY Revenue +0.9% QoQ -2%YoY China 42% of revenueNet income +19%Dil. EPS +22%OCF -20%FCF -20%4Q guidance$3.8 B revenue flat QoQ +18% YoY3. $Humana(HUM)$ 1Q revises down FY guidance1Q YoYRevenue +11%Net Income -40%Dil. EPS -38% (Adj -23%)OCF -96% (CMS early payment in 23)FCF -98%"Revises FY24 EPS guidance to 'approx $13.93' (previously

$Texas Instruments(TXN)$ Cash Flow after 1QTTM FCF $0.9 B (Last FY below $1 B was 2001)Dividends 5x that ($4.6 B)Capex $5.3 (above guided per year for 2023-2026 )ImageTXN balance sheet showing (debt) the effort to pay dividends while keeping this elevated Capex ImageTXN Capex guidance $5 B / yearImageTXN 2001 FCF below $1 B (negative the year before)ImageTXN weak quarter, revenue mid point of guidance1Q YoY Revenue -16% // -10% QoQ Net Income -35% Dil. EPS -35% OCF -12% FCF negative 2Q outlook Revenue $3.65 billion to $3.95 billion (-16% YoY at mid point ; +4% QoQ)Image

1. $Pepsi(PEP)$ Cash flow after 1Q, Payout above 90% againImagePEP 1Q reaffirms FY guidance1Q YoY Revenue +2.3% (organic +3% ; vol -0.5%) Net income +5.7%Dil. EPS +5.7%OCF negativeFCF negativePEP per segmentImagePEP reaffirms guidanceImage2. $Visa(V)$ with a strong 2Q2Q YoYRevenue +10% (Payment volume +8%)Net Income +10%Dil.EPS +12% (Adj +20%)First 6 months YoYOCF +1.5%FCF flatImagehttps://twitter.com/DividendWave/status/1782724314040537577

Ex-dividend this week2 AristocratsProcter & Gamble $Procter & Gamble(PG)$ will pay dividend on 18 APR, current yield is 2.6% yield, and 57% payout.Caterpillar $Caterpillar(CAT)$ will pay dividend on 19 APR, current yield is 1.4%, and 26% payout.2 years of dividend growthCVS Health $CVS Health(CVS)$ will pay dividend on 19 APR, current yield is 3.9%, and 30% payout.https://twitter.com/DividendWave/status/1779765634148053281

Ex-dividend this week2 AristocratsAbbvie $AbbVie(ABBV)$ Abbott Laboratories $Abbott Laboratories(ABT)$ 2 ContendersAmerican Tower $American Tower(AMT)$ Mastercard $MasterCard(MA)$ Mastercard will pay dividend on APR8, and 0.6% yield ; 20% payoutAmerican Tower will pay dividend on APR11, 3.4% yield; 64% AFFO payoutAbbvie and Abbott Laboratories will both pay dividend on APR12, 3.7% yield, 48% payout and 1.9% yield, 48% payout, respectively. https://twitter.com/DividendWave/status/1776990373971198169

Spring cleaning in holdings for the best market beating strategy Portfolio: $ASML Holding NV(ASML)$ $American Tower(AMT)$ $Apple(AAPL)$ $AbbVie(ABBV)$ $Abbott Laboratories(ABT)$ $Aflac(AFL)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $Analog Devices(ADI)$ $American Express(AXP)$ $Amazon.com(AMZN)$