Ben Alder @_BenAlder
B2B guru turned stock aficionado. Previous stints at global banks and VC firms. Joined November 2023-
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The EV truck landscape
The best career for you is the one you don't feel like you need a vacation from.
BREAKING: BHP says its proposed takeover of rival Anglo American values the mining company at £31.1 billion (~$39 billion). Details here: lse.co.uk/rns/BHP/respon…
BREAKING: BHP says its proposed takeover of rival Anglo American values the mining company at £31.1 billion (~$39 billion). Details here: lse.co.uk/rns/BHP/respon…
So, the biggest, baddest company in the world is going to complete a double top right in the middle of a bull market for stocks? Is that really the bet you want to make? I'm making the bet this is just a failed top in $AAPL
@amitisinvesting Tanking the market. I can't say I'm too sad about being wrong here though. It's probably a good buy-the-dip opportunity in a couple days, but I'm staying away forever.
Stock purchases by retail investors have fallen to their lowest level since late 2020 👀
$URI Earnings: - Total revenue of $3.485 billion, including rental revenue of $2.929 billion. - Net income of $542 million, at a margin of 15.6%. GAAP diluted earnings per share of $8.04, and adjusted EPS of $9.15. - Adjusted EBITDA of $1.587 billion, at a margin3 of 45.5%.…
Federal prosecutors charged and arrested Samurai Wallet founders Keonne Rodriguez & William Lonergan Hill with conspiracy to commit money laundering, per CoinDesk. They said it "facilitated more than $100 million in money laundering transactions from illegal dark web markets."
Great point
Long the Magnificent 7 and short Chinese equities remain the two most crowded trades ATM. $BABA $TCEHY
$TSLA CEO @elonmusk: "I think Cathie Wood [@CathieDWood] said it best...we should be thought of as an AI or robotics company. If you value Tesla as just like an auto company...it's just the wrong framework..if somebody doesn't believe Tesla is going to solve autonomy, I think…
$META Guidance: "We expect second quarter 2024 total revenue to be in the range of $36.5 billion to $39 billion. Our guidance assumes foreign currency is a 1% headwind to year-over-year total revenue growth based on current exchange rates. Turning now to the expense outlook. We…
BREAKING: Meta stock, $META, falls over 10% despite reporting stronger than expected Q1 2024 earnings. Meta reported quarterly revenue of $36.5 billion and EPS of $4.71, both of which were above expectations. Even with a large beat, the stock is now down 17% from its recent all…
$NFLX & $TSLA have had a strong start to the Q1 earnings season, but with the majority of big tech set to report in the next week -- it prompts the question: which stock will surprise to the upside? My bet is on $META & $AMZN 🤔 $NVDA, $AMD, $AAPL $CRM, $MSFT, $GOOGL, $QQQ
Which fund has the best website?
Markets This Month: 1. $META beats earnings expectations, stock down 10% 2. $TSLA misses earnings expectations, stock up 10% 3. Markets price-out 4 rate cuts, gold hits all time high 4. Gold hits all time high, bond prices hit 6-month low 5. Geopolitical tensions worsen,…
BREAKING: US Subprime auto loan delinquency rates are now set to cross above 4% and stand at 2008 levels. The 60-day delinquency rate for subprime auto loans is now ~3.9%, doubling in just 3 years. Since 2021, subprime and prime auto loan delinquencies have moved in a…
The pickup in global trade is an important shift in the last few months reflecting rising manufacturing & goods demand and putting pressure on global commodity prices. Timeliest export data continue to show improving exports, with the rest of the world likely to follow.
200k onsite… and it’s not even close Your career stagnates if not onsite fully You’re the first one to get targeted for layoff if you’re hybrid or remote (if it comes down to a choice)
200k onsite… and it’s not even close Your career stagnates if not onsite fully You’re the first one to get targeted for layoff if you’re hybrid or remote (if it comes down to a choice)
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วิไลวาว.. @3PH5WQ11yO41a
78 Followers 2K Following ตามฉันมาและปล่อยให้เดทของคุณเต็มไปด้วยความประหลาดใจและความหวาน! หน้าแรกจะมีข้อมูลการติดต่อของฉันเป็นครั้งคราว
Bob Elliott @_BobEUnlimited_
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BoA: - CQ1 reports from key US hyperscalers Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or…
In Al we trust: CY24 cloud capex now 35%+ YoY, stay positive data ctr. semis Maintain Buy on $NVDA, $AVGO, $MRVL, $AMD, $MU - BofA CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI…
Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has. Wow good luck selling $NVDA
Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has. $NVDA $AMD $GOOG $AMZN
Google's revenues increased 15% over the last year to a new 1st Q high of $80.5 billion. Net income increased 57% YoY to a record $23.7 billion. Operating margins moved up to 32% from 25% a year ago. Also approved 1st quarterly dividend ($0.20) & $70 billion for buybacks. $GOOGL
BREAKING: Google stock, $GOOGL, soars over 12% after beating earnings expectations. The company reported revenue of $93.5 billion and EPS of $$1.89. Google also declared a $0.20 dividend for the first time in history and issued a $70 billion stock buyback. It seems like Google…
Facebook $META CEO Mark Zuckerberg just said its newest LLM AI model Llama 3 has had more than 1.2 Million downloads in its first week
Google $GOOGL brought in Revenue of $8.1 Billion from YouTube ads during Q1 Google acquired YouTube for $1.65 Billion back in October 2006 🤯
Germany’s Hopes for China; Q1 GDP Growth; National Security Day and Transnational Repression; Another TikTok Report Preview:
4-24-2024 ($) •Does VR Matter? •Modular Products and Defining New Markets •TikTok Acquirers stratechery.com/2024/does-vr-m…
4-25-2024 An Interview with Walmart CEO Doug McMillon About Omnichannel Retail stratechery.com/2024/an-interv…
$TSLA My recently acquired LEAPS are firing today 🚀🚀🚀 +37% These were bought last week and this Monday.
$ASML Today, Christophe Fouquet started in his new role as ASML’s President and CEO. To learn more about Christophe watch his introduction in the video and read the article on the link below. asml.com/en/news/storie…
For all those worried about that services PMI employment survey from yesterday... You guessed it: Its total garbage.
Tesla $TSLA and Meta Platforms $META are NOT the same situation. Tesla had tons of negative news and expectations already priced into the stock. Meta was priced to perfection, including a 400% gain over the last 18 months.
Not a surprise to see Wiz acquiring Laceowkr. Wiz has been executing extremely well on all fronts incl. expansion to agent, AISPM, DSPM, dev, D&R, shift-right and more. Lacework has too much euphemism w/ fundraising but no solid execution on both product and GTM, as we…
BREAKING: BHP says its proposed takeover of rival Anglo American values the mining company at £31.1 billion (~$39 billion). Details here: lse.co.uk/rns/BHP/respon…
MINING M&A: The world’s largest mining company, BHP Group, has made a takeover approach for smaller rival Anglo American, a move that could spark the biggest shakeup in the industry in over a decade. bloomberg.com/news/articles/…
China’s economy is already fading after a strong start to the year, per Bloomberg, with China’s industrial production and retail sales both missed the mark in March, offsetting better-than-expected GDP in the first quarter.
Folks, really? Recent inflation shock was caused by combination of unprecedented Covid fiscal stimulus and supply chain disruptions. What would need to happen for a second, even larger inflation wave?
So, the biggest, baddest company in the world is going to complete a double top right in the middle of a bull market for stocks? Is that really the bet you want to make? I'm making the bet this is just a failed top in $AAPL
"We anticipate our full-year 2024 capital expenditures will be in the range of $35-40 billion, increased from our prior range of $30-37 billion as we continue to accelerate our infrastructure investments to support our artificial intelligence (AI) roadmap. While we are not…
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