We are 30% up since my last AMZN analysis and hit all targets as usual Amazon pleasantly surprised most investors with its earnings report, boosting confidence in the stock. Revenue increased by 12.5% Year-Over-Year, while the adjusted earnings per share surged from $0.31 to $0.98, more than tripling. This significant improvement in profitability was...
Soaring demand for the chips needed to train the latest wave of generative artificial intelligence systems such as ChatGPT led Nvidia to issue a revenue forecast far ahead of Wall Street expectations, prompting a surge in its stock price in after market trading. The US chipmaker on Wednesday said it expected sales to reach 11bn dollar in the three months to the...
Shopify stock has seen sideways momentum for the last few weeks despite posting good results in the recent quarter. One of the reasons is the bull run in early 2023 due to which the stock has seen over 60% jump in year-to-date. Shopify has been able to reignite revenue growth in the last few quarters and there are strong tailwinds that can help the company improve...
Airbnb is the leader in Alternative Accommodations and experiences. I believe their community of individual hosts and strong brand differentiates them from travel peers. The emerging trend of long-term stays would boost Airbnb’s profit margins and expand the entire travel accommodation market size Airbnb estimates its current total addressable market to be $3.4...
Long term guidance made by the management confirmed that GTA VI Is for the Fiscal Year 25. Without more explanations on where these numbers precisely come from, management expects to generate > FWB:8BN of bookings and > FWB:1BN of unrestricted operating cash flow in FY25, with further growth in FY26. these strong numbers can only be the result of the release of...