Lucid Drops On Major Equity Offering
Summary: Lucid announced a major capital raise, aiming to raise $3 billion, which caused its shares to drop.LCID is...
Month: May 2023
Walmart: India Growth Unlikely To Be Sustainable
Summary: Walmart's Q1 performance showed impressive growth in e-commerce sales and Sam's Club memberships but faces...
Buy Thermo Fisher, But With Caution
Summary: Thermo Fisher Scientific has experienced significant growth over the past 20 years, with a 14% CAGR in revenue and...
Microsoft: Generative AI Unlocking Growth Potential
Summary: Microsoft's AI initiatives, including the availability of OpenAI's GPT-4 in Azure, OpenAI Service and the...
Google Has Many Positives
Summary: Google's acquisition of YouTube has generated nearly $40 billion in trailing twelve month (TTM) revenue, with AI...
Mastercard: The Company’s Moat Is Still Being Undervalued
Summary: Mastercard has consistently grown earnings at a double-digit rate and outperformed Visa in the last five years,...
Airbnb: Elevated Valuation Could Remain High Absent A Recession
Summary: Airbnb is likely to face growth headwinds going forward, and in the event of a recession, margins could fall...
Ambarella Q1 Earnings: Navigating Challenges As Inventory Correction Weighs
Summary: Ambarella, Inc.'s Q2 guidance was lower than expected, leading to an initial selloff of the stock.The main concern...
Airbnb: I Am Still Not Convinced
Summary: Airbnb investors suffered a hammering in early May due to over-optimism.I had cautioned investors in February that...
Nvidia’s CUDA: Unleashing The Power Of Parallel Computing For AI Dominance
Summary: Nvidia Corporation's parallel computing platform, CUDA, is a key factor in the company's competitive advantage,...