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Adz5150

Small retail investor, big curiosity. Sharing simple thoughts on stocks, AI, semis, and market psych

    • Adz5150Adz5150
      ·08-04 22:13
      I’m voting C) Industrials, with $Eaton Corp PLC(ETN)$ as my preferred name from the list. AI growth is not only about chips and cloud platforms , data centres also require enormous investment in power distribution, electrical equipment and infrastructure. Eaton’s strong backlog gives it better earnings visibility than many higher-beta AI names. The valuation may already reflect plenty of optimism, so I wouldn’t chase aggressively at an all-time high. However, if hyperscaler capex remains strong, I believe the “picks and shovels” side of AI still has room to run. My view is that the AI-capex rally continues, but with sharper pullbacks and greater separation between genuine earnings growth and hype.
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    • Adz5150Adz5150
      ·08-04 22:05

      🚀 Super Micro’s $60B Order Boom… Will It Become Revenue, Cash Flow, or an Execution Headache?

      $SUPER MICRO COMPUTER INC(SMCI)$   Super Micro Computer caught the market’s attention after releasing a preliminary fiscal fourth-quarter update featuring two extraordinary figures. The company estimated that gross margin would reach 15%–17%, dramatically above its previous guidance of 8.2%–8.4%. It also revealed that it received more than US$60 billion in new orders during the quarter, pushing backlog to record levels. However, expected revenue remained near the lower end of its US$11 billion–US$12.5 billion guidance range. Management also attributed the margin improvement primarily to a favourable customer and product mix. The market understandably celebrated the update. But I believe the most important question is no longer whether d
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      🚀 Super Micro’s $60B Order Boom… Will It Become Revenue, Cash Flow, or an Execution Headache?
    • Adz5150Adz5150
      ·08-04 09:04

      🚀 Palantir Surges After “Otherworldly” Earnings — Can 93% Growth Finally Justify the Valuation?

      $Palantir Technologies Inc.(PLTR)$  Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by  roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share -  U.S. commercial revenue: $764 million, up 149% - U.S. g
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      🚀 Palantir Surges After “Otherworldly” Earnings — Can 93% Growth Finally Justify the Valuation?
    • Adz5150Adz5150
      ·07-31

      ☁️ Amazon’s US$220 Billion AI Bet: Has AWS Just Passed the Microsoft Test?

      $Amazon.com(AMZN)$ As we head in to the new month!! AWS growth has accelerated to its fastest pace in years, but Amazon’s free cash flow has turned negative. Is this the beginning of an AI payoff, or the most expensive growth cycle in company history? Amazon has just delivered one of the most important earnings reports of the artificial-intelligence investment cycle. The headline numbers were strong. Revenue exceeded expectations. AWS accelerated. Artificial-intelligence demand remained enormous. Amazon shares jumped after hours. However, underneath the earnings beat sits a much more complicated question. Amazon now expects to invest approximately US$220 billion in capital expenditure during 2026, up from its previous expectation of around US
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      ☁️ Amazon’s US$220 Billion AI Bet: Has AWS Just Passed the Microsoft Test?
    • Adz5150Adz5150
      ·07-29
      Microsoft is my pick. The key question isn’t whether AI demand is strong, it’s whether Azure growth and Copilot revenue are beginning to justify the enormous infrastructure spend. If Microsoft can show accelerating AI monetisation while protecting margins, I think it could set the tone for the entire tech sector this week. If capex rises faster than revenue again, the market may become much less patient. gotta be a winner here. 
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    • Adz5150Adz5150
      ·07-29
      Yeah boy 
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    • Adz5150Adz5150
      ·07-29
      $Microsoft(MSFT)$ Microsoft is my pick. The key question isn’t whether AI demand is strong, it’s whether Azure growth and Copilot revenue are beginning to justify the enormous infrastructure spend. If Microsoft can show accelerating AI monetisation while protecting margins, I think it could set the tone for the entire tech sector this week. If capex rises faster than revenue again, the market may become much less patient.
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    • Adz5150Adz5150
      ·07-26

      Tesla’s 14.5% Plunge: Buying Opportunity—or a Warning That the AI Dream Is Getting Too Expensive? 🚗🤖

      Alright we've got a good one here before we head in to a new week!! Teslas caused some discussion hey!? Let's break it down. ————————————————— A 14.5% fall in Tesla is not an ordinary $Tesla Motors(TSLA)$  earnings reaction. It is the market questioning whether Tesla’s AI, Robotaxi and robotics future can arrive quickly enough to justify the enormous spending happening today. The strange part is that Tesla’s operating figures were not all bad. Tesla produced 451,758 vehicles, delivered 480,126 vehicles and deployed 13.5 GWh of energy-storage products during Q2. Deliveries were also well above the company-compiled analyst consensus of approximately 406,000 vehicles. So why did investors react so harshly? Because Tesla is no longer being v
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      Tesla’s 14.5% Plunge: Buying Opportunity—or a Warning That the AI Dream Is Getting Too Expensive? 🚗🤖
    • Adz5150Adz5150
      ·07-26
      Repost as requested! 
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    • Adz5150Adz5150
      ·07-26
      @niotbs I’d love to.

      IBM’s 25% Collapse: A Broken AI Story…or the Start of a Major Market Rotation?

      @Adz5150：
      A 25% fall in a company like IBM is not an ordinary earnings reaction. It is the market suddenly questioning an entire investment story. IBM’s preliminary second-quarter revenue came in at approximately $17.2 billion, up only 1% year over year and below expectations of around $17.86 billion. Adjusted earnings of $2.93 per share also fell slightly short of forecasts. But the numbers alone do not fully explain such a violent sell-off. The greater concern was the message behind them. IBM said customers had prioritised spending on servers, storage and memory amid supply constraints and anticipated price increases. That redirected technology budgets away from some software and infrastructure purchases. Management also acknowledged execution failures. Several significant deals did not close as e
      IBM’s 25% Collapse: A Broken AI Story…or the Start of a Major Market Rotation?
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