Beth Kindig
@Bett_kindiggInvestor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Is there room for one more in the Old Boys' Club? Stanley Druckenmiller: 4.61% Ray Dalio: 6.91% Bill Ackman: 9.44% I/O Fund: 15.50%
To my fellow investors: AI goes far, far beyond $NVDA
Global Cyber Monday sales reached $49.7B, per Salesforce, while global Black Friday sales were $74.4B. US Cyber Monday sales reached $12.8B, up ~2% YoY. $SHOP $AMZN $WMT
Musk's xAI has reportedly secured priority delivery for a $1.08B order of Nvidia's $NVDA GB200 chips, with deliveries to the AI startup set to begin in January.
Nvidia $NVDA and Schneider Electric have unveiled an AI data center infrastructure and cooling design, capable of supporting high-density GPU clusters up to 132 kW per rack. The customizable designs will be used for GB200 NVL72 servers.
Adobe also noted that generative AI chatbot use saw an 1,800% surge for retail site traffic for Black Friday. $SHOP $AMZN
Black Friday e-commerce sales reached $10.8 billion in 2024, up 10.2% YoY, according to Adobe. $SHOP $AMZN $ADBE $ETSY $EBAY
TSMC $TSM is expected to begin 2nm manufacturing as soon as 2028 to 2029 in the US, following 4nm production in 2025 and 3nm production by 2028.
Meta $META is reportedly considering building a $10 billion, 40,000km undersea cable to enhance global connectivity, help handle higher data flow and user traffic as well as potentially improve network performance.
Nvidia is the best performing stock in the S&P 500 over the last 5, 10, 15, and 20 years. $NVDA bilello.blog/newsletter
Nvidia has been one of the I/O Fund’s largest positions since 2018 when I first wrote publicly about AI GPUs and the data center as Nvidia’s primary bull thesis, with a 10% to 20% position in $NVDA since the October 2022 low, and a 15% to 20% position since the May 2023 blowout…
Salesforce $CRM guided for Q4 revenue of $9.9-10.1B, in line with consensus, and raised the lower end of FY25 revenue, now seeing $37.8-38.0B, slightly ahead of estimates for $37.86B at midpoint. $MDB $OKTA $SNOW $MSFT
Salesforce $CRM reported $9.44 billion in revenue, up 8.3% YoY, beating estimates, while EPS of $2.41 fell just short due to ($0.18) in losses on strategic investments. $MDB $OKTA $SNOW $MSFT
Marvell $MRVL reported revenue of $1.52 billion, up 19% YoY, and $0.43 in EPS, both ahead of estimates. For Q4, Marvell guided for $1.8 billion in revenue, +/- 5%, for YoY growth of 26%, well ahead of estimates for 15.4% growth to $1.65 billion. $NVDA $AMD $MSFT $AMZN $AVGO
Marvell $MRVL is expected to report $0.41 in EPS on $1.46B in revenue (+2.8% YoY), with revenue growth expected to accelerate to 15.4% next quarter on AI and data center momentum. $NVDA $AMZN $AVGO $AMD $MSFT
Salesforce $CRM reported $9.44 billion in revenue, up 8.3% YoY, beating estimates, while EPS of $2.41 fell just short due to ($0.18) in losses on strategic investments. $MDB $OKTA $SNOW $MSFT
Salesforce $CRM is expected to report 7.2% YoY revenue growth to $9.35B in Q3, with EPS rising 16.2% to $2.45. Monetizing AI will be a primary focus of the report, with Salesforce unveiling its Agentforce AI agents in September. $MDB $SNOW $OKTA $MSFT
AWS' $AMZN new Ultracluster is expected to provide Anthropic with five times more computing power for AI development. $NVDA $AMD $MSFT $AVGO $MRVL
Amazon's $AMZN AWS announced plans to build an 'Ultracluster' built of hundreds of thousands of its Trainium chips, to be used by Anthropic for AI model development. AWS also unveiled its 'Ultraserver' made of 64 of its interconnected chips. $NVDA $AMD $MRVL $MSFT $GOOG $AVGO
Marvell $MRVL is expected to report $0.41 in EPS on $1.46B in revenue (+2.8% YoY), with revenue growth expected to accelerate to 15.4% next quarter on AI and data center momentum. $NVDA $AMZN $AVGO $AMD $MSFT
Salesforce $CRM is expected to report 7.2% YoY revenue growth to $9.35B in Q3, with EPS rising 16.2% to $2.45. Monetizing AI will be a primary focus of the report, with Salesforce unveiling its Agentforce AI agents in September. $MDB $SNOW $OKTA $MSFT
Amazon's $AMZN AWS announced plans to build an 'Ultracluster' built of hundreds of thousands of its Trainium chips, to be used by Anthropic for AI model development. AWS also unveiled its 'Ultraserver' made of 64 of its interconnected chips. $NVDA $AMD $MRVL $MSFT $GOOG $AVGO
Databricks is reportedly in discussions to raise $8 billion at a $55 billion valuation, nearly on par with major competitor Snowflake’s $SNOW $57 billion valuation after its post earnings rally. $CRM $MDB
Japan and South Korea are boosting funding for next-gen chips and AI development, with Japan allocating an additional $10B this year for advanced chips and South Korea planning $10B in support for its chipmakers in 2025. $NVDA $AMD $TSM $MRVL $AVGO $QCOM
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