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$amzn Good news for Amazon just keeps coming
$AMZN $AAPL Apple uses Amazon's custom AI chips, CNBC reports
$AMZN AWS CEO promises ‘needle-moving’ AI updates -- here’s what they’re doing already 👇 AI Infrastructure Leadership • $NVDA dominates 92% of data center AI GPUs --but AWS is challenging this with its custom in-house AI chips. • These chips provide cost savings and…
Interesting thread. Takeaway: “Heading into 2025, we expect market swings to broaden and volatility to rise”
It's official: The S&P 500 just hit its 53rd all time high of 2024 and is currently up over 27% this year ALONE. This puts the S&P 500 on track for 2 STRAIGHT years with 20%+ gains for the first time since 1998. So, what does history suggest is coming next? (a thread)
$AMZN truly is the master of building multi-billion dollar business segments. AWS 2014 - $4.6B AWS 2024 - $102.9B 3P 2014 - $11.7B 3P 2024 - $152.2B Ads 2019 - $12.6B Ads 2024 - $53.6B 10-year CAGRs +30%.
$envx
Enovix Expands Leadership Team with Battery Industry Veteran Dr. Hongwei Yan Read more on it here! 👉 ow.ly/7EFW50UfI1y
$AMZN $NVDA NVIDIA IS DOWN 4% TODAY BECAUSE BLOOMBERG PUBLISHED AN ARTICLE SAYING THAT $AMZN AMAZON IS COMING FOR THEIR LUNCH
$envx Great find by @eenLien wrt Mr Ramamoorthy being a director of both Micron & Enovix India. Raj also worked at Micron. So the 2 companies probably have a close relationship and work together to ensure compatibility of their respective products. I’m reminded of Raj…
🇮🇳5.5 $ENVX 🎉The Surprise Semiconductor Director ANAND RAMAMOORTHY (2023-11-10 - Now) Finally, now we come to the real reason why I wanted to make this post. It all became a bit longer than I had planned, but save the best for last, they always say... Anand Ramamoorthy, Vice…
$envx Northland issued their EPS estimates for Enovix in a note issued to investors on Friday. I can’t find a copy of their note but the following appears on their website. This confirms a PT of $25 and an outperform rating.
A very short and succinct take on $ENVX can be found here:
$envx This is my TLDR, although I thoroughly recommend reading Danny‘s post in full: ~90% yields are on track Agreements in place with 2 of the following 4 smartphone OEMs - Xiaomi, Oppo, Vivo, Apple. Plus Envx is working with Samsung, probably towards a licensing deal…
$envx This is good info, given that one of the short theses is that management is lying and deceiving investors: “My opinion is informed by a meeting I had with management a little over a week ago. I came away believing that the recent communications screw ups were unforced…
$ENVX …… This is an outstanding post. Danny provides a number of thoughtful insights and observations. My opinion is informed by a meeting I had with management a little over a week ago. I came away believing that the recent communications screw ups were unforced…
$envx This is my TLDR, although I thoroughly recommend reading Danny‘s post in full: ~90% yields are on track Agreements in place with 2 of the following 4 smartphone OEMs - Xiaomi, Oppo, Vivo, Apple. Plus Envx is working with Samsung, probably towards a licensing deal…
$ENVX Q3 REVIEW Intro - the capital raise I might have imagined that these reviews would be getting easier by now but hey, this is Enovix we're talking about. So let's get this one out of the way first. The capital raise a day after the earnings call went down really badly…
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