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   Technology StocksInvesting in Exponential Growth


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From: Paul H. Christiansen7/10/2023 4:33:22 PM
   of 1057
 
Interesting Fidelity BIG BET

10X Genomics (TXG) - Institutional Investor Ownership Changes

Source: UV Metrics.com



Previous Position

New Position

Date

Institution

Shares

Shares

% Owned

% Change

10-Jul-23

Fidelity

4,372,294

13,047,330

12.7%

198.4%


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From: Paul H. Christiansen7/28/2023 11:56:46 AM
   of 1057
 
PROCEPT BioRobotics (PRCT) -

2023-07-28 PROCEPT BioRobotics (PRCT) Research

According to most recent Investor Presentation, PRCT estimates TAM equals $20 Billion.

The latest 10-quarterly revenues total $166,996, which represents less than 1% of TAM.

Fidelity owns 14.6% of PRCT stock.

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From: Paul H. Christiansen8/7/2023 10:25:53 AM
   of 1057
 
In July 10th filing, Fidelity more than tripled their investment in 10X Genomics (TXG).

10X Genomics (TXG) - Institutional Investor Ownership Changes

Source: UV Metrics.com



Previous Position

New Position

Date

Institution

Shares

Shares

% Owned

% Change

10-Jul-23

Fidelity

4,372,294

13,047,330

12.7%

198.4%



Select the following - Mastering Biology to Advance Human Health – to possibly discover the reasons for Fidelity’s BIG BET.

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From: Paul H. Christiansen8/15/2023 11:03:48 AM
1 Recommendation   of 1057
 
Navitas Semiconductor (NVTS) It doesn't get much better than this!


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From: Paul H. Christiansen8/15/2023 11:09:16 AM
   of 1057
 
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. Christiansen8/23/2023 12:40:50 PM
   of 1057
 
Navitas (NVTS) - Good basic information - including Total Addressable Market (TAM) estimates.

Just select the following link.
''
About Navitas (NVTS) from S-1 filing

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From: Paul H. Christiansen9/18/2023 11:25:54 AM
   of 1057
 
  • Has U.S. already lost Chip war to China?Semiconductor Advisors

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    From: Paul H. Christiansen11/6/2023 11:46:44 AM
       of 1057
     
    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. Christiansen11/9/2023 10:35:55 AM
       of 1057
     
    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. Christiansen11/9/2023 11:31:53 AM
       of 1057
     
    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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