| From: Paul H. Christiansen | 8/15/2023 11:09:16 AM | | | | | | Snippets from NVTS web site . . .
a healthy $760 million customer pipeline.
“Navitas is driving next-generation GaN technology to enable a mass-market inflection point as GaN replaces silicon for power applications including mobile fast chargers, consumer electronics, data centers, renewables and EV / eMobility.”
2022-09-13 New York Investor Meeting |
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| From: Paul H. Christiansen | 11/6/2023 11:46:44 AM | | | | | | Select here and for Procore 2-year Quarterly Revenue Growth Chart
Procore’s platform enables owners, general and specialty contractors, architects, and engineers to collaborate on construction projects. It offers Preconstruction that facilitates collaboration between internal and external stakeholders during the planning, budgeting, estimating, bidding, and partner selection phase of a construction project; and Project Management, which enables real-time collaboration, information storage, design, BIM model clash detection, and regulation compliance for teams on the jobsite and in the back office. The company also provides workforce management that helps contractors to schedule, track, and forecast labor productivity, enhance time management, communication with workforces, and manage profitability on construction projects; and Financial Management, which provides customers with visibility into the financial health of their individual construction projects and portfolios, as well as facilitates untethered access to financial data, linking the field, and the office in real-time. It serves owners, general contractors, and specialty contractors operating in the commercial, residential, industrial, and infrastructure segments of the construction industry. |
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| From: Paul H. Christiansen | 11/9/2023 10:35:55 AM | | | | | | Next Wednesday, November 15th, NVDA is scheduled to rep0rt 2023Q3 financial results. As noted below, when they reported 2023Q2 financial results, they forecast that 2023Q3 revenues would be $16 billion - an increase of 169.8% over 2022Q3. Both the dollar amount and the percentage increase should be viewed as extraordinary.
The resulting market price performance of NVDA will be determined by whether the company misses, matches, or beats that forecast.
Select here for a chart of NVDA's recent Y-O-Y quarterly revenues. |
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| From: Paul H. Christiansen | 11/9/2023 11:31:53 AM | | | | | | The ascendance of technology in the investment world.
A common metric used to assess the success of a business venture is capitalization. That may sound like one of those enigmatic terms understood only by Wall Street regulars. In fact, it is quite simple to understand.
Capitalization measures the true worth of a company. It is calculated by multiplying the number of shares of a company’s common stock issued and outstanding times the current stock market price. In simple terms, what it measures is the amount of money that would be required to buy all the company’s common stock – and thereby own the entire company – at the current stock market price. Of course, if anyone attempted to buy all the company’s common stock in one instance, the forces of supply and demand would undoubtedly increase the current market value – or capitalization – of the stock.
The concept of capitalization will help us appreciate the ascendance of technology in the investment world.
In his book, The Four, Scott Galloway listed the five largest capitalized U.S. companies in 2006. Galloway then went on to list the five largest capitalized U.S. companies in 2019. The following chart is notable not only in the total dominance of technology stocks in 2019, but also in the Market Capitalization numbers. Except for the inclusion of Microsoft in the 2006 rankings, every one of the 2019 entries had total capitalization amounts larger than every one of the 2006 entries.
Select here for a chart showing the five highest capitalized stocks in 2006 and 2019:
Remember, the capitalization rate is computed by multiplying the shares outstanding by the current market price. Of those two components, the most variable is the current market value. In turn, as demonstrated in the following chart, it can be demonstrated that current market values are driven by actual and anticipated growth in revenues. As the following chart illustrates, the Tech Top 5 in 2019 were increasing their revenues at a far greater rate than the largest capitalized companies of 2006.
Select here for a chart demonstrating how and why the highest capitalized stocks of 2019 have replaced the highest capitalized stocks of 2016:
Stock Market Values in the above chart were taken from the opening price in 2006 and the closing price in 2019. It should be noted that Google did not register annual revenues until 2009, and Facebook didn’t until 2012. |
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| To: Paul H. Christiansen who wrote (1040) | 11/10/2023 1:05:46 AM | | From: Frank Sully | | | | Hey Paul! What do you think of the new AI Chip Wars prompted by US sanctions? Include AMD M300 in your discussion if you like.
A year ago the US sanctioned high-end AI chips, sales to China targeting NVIDIA A100 and H100 AI chips, the world leaders. Shortly after NVIDIA began selling lower performance A800 and H800 AI chips which avoided the sanctions. Simultaneously, Huawei (a Chinese chip might. which is immune from sanctions) developed the ASCENT 910B AI chips. These are supposed to compete with NVIDIA's A100 AI chips.
Recently, the US tried to punish NVIDIA again with new sanctions against the A800 and H800 chips. One immediate reaction was the announcement that Baidu was buying 1,800 Huawei ASCENT 910B AI Chips. Today NVIDIA announced a new line of less powerful AI chips to sidestep the new US sanctions.
We should see the impact on NVIDIA's sales when 3Q results are released soon. It is likely that the immediate impact will be negligible since A100 and H100 chips are sold out till mid-2024. And NVIDIA'S reputation could help maintain their exponential growth trajectory with the new lower-powered AI chips substituting for the A100 and H100 chips in China. But clearly the emergence of Huawei's ASCENT 910B AI chips muddes the waters.
What are your thoughts?
TIA, Frank |
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| From: Paul H. Christiansen | 11/14/2023 12:32:45 PM | | | | | | Bloom Energy (BE - $12.23) – Contributing to the world’s need for decarbonization and the growing data center needs for electricity.
($) Bloom Energy Can Finally Live Up to Clean-Power Buzz – The Wall Street Journal
“Data centers can’t get enough power from the main grid… It’s good news for one California clean-energy stock.”
“These “micro grids” could solve a major problem for power-sucking data centers.”
Select HERE for a copy of Bloom Energy updated Quarterly Revenue chart.
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