As we approach the Q2CY23 earnings announcement for NVDA, it stands out as a highly debated and contentious stock within our universe. The primary bear viewpoint asserts that the stock’s value is significantly inflated according to projected earnings, a perspective seemingly supported by...
MSFT announced that Microsoft 365 Copilot will be priced at $30 per month. This pricing is based on the company’s initial trial of Copilot with about 600 enterprises, which showed that the tool can significantly improve productivity in the 365 suite of apps....
There is a global trend where each nation desires to establish its own semiconductor manufacturing facilities. As a consequence, there is a significant increase in spending on constructing semiconductor plants worldwide. The United States is expected to lead this surge by nearly doubling...
Following the impressive surge in NVDA’s stock price in recent months, the question on investors’ minds is: which company holds the potential to become the next NVDA? The answer is companies that can offer solutions to the “Memory Wall” challenge in Generative AI...
Much of Microsoft’s total addressable market (TAM) growth depends on ChatGPT’s integration into its product suite and the use of exclusivity to operate ChatGPT on its cloud infrastructure as a differentiator, enabling Microsoft to gain cloud infrastructure market share from Amazon and Google....
ILLumina (Nasdaq: ILMN) is a manufacturer of genome sequencing machines/consumables and is almost a monopoly in the US with few credible competitors in the space. BGI, a Chinese company is one of the few credible competitors which is able to provide genome sequencing...
ChatGPT, an OpenAI (backed by MSFT) chatbot, was released in November 2022, and quickly gained popularity for its human-like answering capabilities across many domains of knowledge. Consequently, OpenAI was reportedly valued at $29 billion post the release of ChatGPT. ChatGPT is built on...
Revenues: Amazon Cloud (AWS), Amazon Ads, and Amazon Third-party seller services (3P) are the three pillars of growth for Amazon revenues over the next couple of years; online retail is getting into an easy comp. period in CY23 (YoY) but it’s offset by...
Revenues: We expect revenues to grow at a CAGR of 31% between CY22-24. The price reductions in the last few months will start impacting revenues in Q1CY23 and if left unchanged will partially offset delivery volume growth (37% CAGR between CY22-24) led revenue...
Background: ChatGPT, an OpenAI (backed by MSFT) chatbot, was released in November 2022, and quickly gained popularity for its human-like answering capabilities across many domains of knowledge. Consequently, OpenAI was reportedly valued at $29 billion post the release of ChatGPT. Internet is now replete...