SkyGrove Research @_SkyGrove
Global Equity Research | Market News Update 🗞️ | Sharing Trend Insights 🧐 | All Eyes on New Investment Opportunities skygroveresearch.substack.com Joined November 2021-
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AppLovin just wrapped up their talk at the GS Communacopia + Technology Conf - Here are some notes from the $APP live stream. Follow this thread - I'm putting my initial takes up here now ...(1/x) 🧵Feel free to share this...Let's go 💰💰 #AppLovin
$AS reporting next week
$AS reporting next week
China's National Data Administration reports daily AI token consumption has increased over 300-fold in 18 months, signaling rapid growth in its AI applications. - China's daily token consumption surpassed 30 trillion by the end of June. - This rapid rise reflects the quickly…
$ONON vs $NKE debate continues
More pressure for $TTD
$RBLX reacts to recent accusations
$APP👍
UBS on HBM. Few points (I agree couple points below). 1) Increased HBM bit demand forecast by 4% in 2025 and 3% in 2026. 2) Raised forecast of $NVDA GPU to 6.5M in 2025 and 7M in 2026 3) Samsung is still not qualified at $NVDA HBM3E 12hi, with HBM4 wafers in unlikely before…
$WBTN SURGES ON STRONG Q2 RESULTS AND DISNEY PARTNERSHIP 🤝 DISNEY PARTNERSHIP LEVERAGES MUTUAL STRENGTHS - Disney's Marvel and Star Wars content will be adapted for $WBTN's mobile-optimized vertical format. - Disney's Marvel Unlimited app, less suited for mobile, will benefit…
UBS raised its HBM demand forecasts through 2026, citing stronger Nvidia AI GPU shipments. 1) 📈 DEMAND RISES ON HIGHER NVIDIA GPU PROJECTIONS - UBS increased its 2025 HBM demand forecast by 4% to 169B Gb, a 96% YoY rise. - The 2026 forecast rose 3% to 261B Gb, reflecting 55%…
Markets are now pricing in over 100bp of US rate cuts for the next 12 months. This implies total rate reductions will exceed 200bp since September 2024.
JP Morgan's analysis highlights two trends shaping the global gas turbine market. 📈 GLOBAL DEMAND SURGES, LED BY US AND MIDDLE EAST - Global gas turbine orders hit 41.8 GW in H1 2025, up 37% year-over-year. Q2 orders were 21.4 GW, a 28% rise. - Turbines over 10 MW grew 36% to…
Two key updates on $BE data center market expansion: bloomberg.com/news/articles/… 1. BLOOM ENERGY NEGOTIATES NEW POWER DEALS - $BE CEO KR Sridhar announced negotiations with major data-center developers. - New deals similar to its Oracle agreement are expected soon. -…
DATA CENTERS TO DRIVE 30GW LOAD SURGE IN PJM TERRITORY BY 2030 datacenterdynamics.com/en/news/pjm-re… PJM Interconnection forecasts a 32GW peak load increase by 2030, with data centers contributing 30GW. 1) 💡 NEW GENERATION FACES HURDLES - New generation assets are vital to meet rising…
JULY INFLATION REMAINS STABLE, BOOSTING SEPTEMBER RATE CUT LIKELIHOOD July's 2.7% inflation rate increases September rate cut odds to 93.4%, hinting at a policy shift. 1) 📊 DIVERGING INFLATION DATA SUPPORTS DISINFLATION TREND - ✅ July's Consumer Price Index rose 2.7%, below…
BARCLAYS: THE END OF AN ORDER Tariff shocks and rising institutional risks will create a key inflection point for the global economy through early 2026. 1️⃣ 📜 TARIFF SHOCKS INTENSIFY AS U.S. DATA WEAKENS - The global trade order is rapidly transforming, impacting central banks…
GB200 NVL72 RACK SHIPMENTS DECLINED IN JULY July shipments for the $GB200 NVL72 rack system decreased primarily due to Wistron's ongoing production relocation. WISTRON'S PRODUCTION SHIFT CAUSES TEMPORARY DECLINE ➡️ Total $GB200 NVL72 rack shipments from three major ODMs fell…
$SE Q2 EARNINGS DISPEL MARKET FEARS AND SIGNAL NEW GROWTH PHASE 1) 📈 REVENUE SURPRISE OVERSHADOWS MINOR EBITDA MISS - Q2 revenue reached $3.77 billion, surpassing the $3.6 billion consensus. - E-commerce revenue grew 35% year-over-year, up from 28% in Q1, exceeding forecasts.…
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