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    • ICAHICAH
      ·2023-11-09
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      Earnings Digest | GFS benefits from the Chip War

      @Value_investing
      $GLOBALFOUNDRIES Inc.(GFS)$ , chip foundry leader, issued third quarter results yesterday, and the stock price rose more than 9% at one point in intraday trading, the largest increase in recent months.In terms of performance, although revenue and profit in the third quarter exceeded analysts' expectations, the growth rate is still deteriorating in terms of trend.Specifically, GlobalFoundries's revenue in the third quarter was $1.852 billion, down 10.7% year-on-year, and slightly better than analysts' expectations of $1.85 billion:Obviously exceeding expectations was profit, with adjusted net profit in the third quarter of $308 million, significantly exceeding analyst expectations of $279 million, showing GlobalFoundries's strong ability to maintain
      Earnings Digest | GFS benefits from the Chip War
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    • ICAHICAH
      ·2023-11-09
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      Earnings Digest | NXP results signal semiconductor industry rebound!

      @Value_investing
      After the US stock market closed yesterday, semiconductor giant $NXP Semiconductors NV(NXPI)$ released the third quarter results, performance and guidance exceeded market expectations, once again verified that the semiconductor industry has been rebound!Specifically, NXP's third-quarter revenue was $3.434 billion, with analysts expecting $3.41 billion, down 0.3% from a year earlier, which continues to narrow from the previous two quarters:By business, NXP's largest revenue source is automotive chips, with revenue of $1.89 billion in the third quarter, an increase of 4.8%. Industrial and Internet of Things revenue was $607 million, down 14.9% year-on-year. Communications and others revenue was $559 million, up 7.9% from the same period last year.Mo
      Earnings Digest | NXP results signal semiconductor industry rebound!
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    • ICAHICAH
      ·2023-11-09
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      Growth stocks rock the world!!! Time to bet on ARKK?

      @Tiger_comments
      The anticipated rebound seems to come with growth stocks leading! $Palantir Technologies Inc.(PLTR)$ , $Shopify(SHOP)$ , $Roku Inc(ROKU)$ all surge about 20%, while big tech lag behind.Growth stocks rock the world in November!!!!!1) Streaming platform $Roku Inc(ROKU)$ skyrocketed over 30%.Revenue: $912 mln, surpassing expectation of $855.66 mln.Record-breaking streaming hours, totalling 26.7 bln, a 49% yoy increase.2) E-commerce $Shopify(SHOP)$ closed 22.36% higher. EPS: 24 cents, significantly higher than 15 cents expected.GMV (Gross Merchandise Volume) was over $56 b
      Growth stocks rock the world!!! Time to bet on ARKK?
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