Thong Lo ๐๐ป
@thonglo_๐ Northwestern University - MBA | University of Chicago - BBA ๐ PE โข Focused on AI & Innovation ๐ฐ๏ธ๐ฆพ๐ค๐๐๐งฌ
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$TSLA surged nearly 15% and added $120B to market cap on Trump win. @elonmusk just added $35B to his wealth, which makes his entire Twitter/X almost completely free. Say what you want, the man is a genius. ๐๐ป๐ง
With a ๐ฏ in โ24e revenue to $4.45B and strong FCF growth, all ๐ are on $APP not to disappoint. AppLovin operates a software based mobile marketing platform and it caters to mobile application developers to improve the marketing and monetization ๐ฃ๏ธ๐๐
$RDDT post IPO quarter was stunning, as it generated $33M from AI license sales, a 547% โฌ๏ธ YoY. Additionally, Reddit has seen a significant influx of new ๐ฅ, with daily active ๐ค increasing by 51% YoY, enhancing advertising revenue potential, and on track for $1.3B โ24 est rev๐ฐ
A study reveals that generative AI models lack coherent understanding of the world, leading to significant performance drops when conditions change ๐คโ๏ธโ๐ฅ $AVGO Iintroduced ๐ค-driven networking architecture $META plans for a โข๏ธ data center were halted due to rare ๐ species
$ASML ๐๏ธ was the first crack in the semi world, with $SMCI troubles continuing to pile onto disappointing earnings from $AMD $LSCC and $NXPI. Is this another mania about to bust, similar to Nortel warning back in 2000 and all hell breaking loose a few months later? $SMH $QQQ ๐ใฝ๏ธ
In Palantir we trust! Back to $100B+ market cap, they do not disappoint, and $2.8B โ24 rev est IS on track. ๐๐ป Palantir is the operating system of AI world. $PLTR
Will $NVDA be able to claim ignorance? NVIDIA is redirecting orders from $SMCI to other providers due to Supermicroโs ongoing issues. NVIDIAโs actions aim to reduce potential disruptions in the AI server supply chain. Trouble in paradise? ๐๏ธ๐ค $SMH
Arista Networks is a leader in data-driven, client to โ๏ธ networking for large data center/AI, campus and routing environments. With a staggering 808% 5Y return few companies can match, growth is not an issue for this company ($6.8B rev โ24e)โ๏ธ $ANET
MercadoLibre engages in the development of an online commerce platform with a focus on e-๐๏ธ . It operates through Brazil, Argentina, Mexico, and other countries. With $20.4B โ24 rev projection, this $104B giant that delivered 295% 5Y return is here to stay๐จ๐ปโ๐ป๐ $MELI
Nvidia Blackwell architecture is building a huge moat๐ฐ, with all ๐งฉ of these running software stacks on top of the hardware to provide end-to-end AI platforms. Annual product refresh with scaling gains, ensures a recurring revenue model from global data centers. $NVDA
$SMCI is to report earnings on Tuesday November 5th, same day as the ๐บ๐ธ #ElectionResult2024 โฆshould we just call it Fraud Day? ๐
$PLTR delivered a 319% 5Y return, and next week earnings will be critical. The 15 analysts offering a 1Y $๐ฏ of $28.32 is 33% below current price, can Palantir prove them wrong and continue its spectacular rise? ๐
OpenAI launched a SearchGPT version of ChatGPT, intensifying competition with $GOOGL in the search engine market. Perplexity AI, another startup rapidly growing, processing millions of queries monthly and achieving significant revenue growth, focuses on real-time information๐๐ค
$MSFT AI business is on track to exceed $10B/yr rev, marking its fastest growth ever. Azure OpenAI Service usage has doubled in 6mo, with nearly 70% of Fortune 500 companies adopting the Copilot.๐ค๐๏ธ $GOOG announced plans to power its AI data centers with โข๏ธ, aiming for 2030.
Atlassian engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. A $50B giant starting to wake up again, especially with human-AI collaboration tools. $TEAM ๐ฉ๐ปโ๐ป๐ค๐ป๐ค
Leading VCs in AI: SoftBank: $28B for AI; SenseTime and Petuum Sequoia: made 52 AI investments in โ20 and launched a $7B fund a16z: AI and hardware infrastructure, + a bio fund for medical AI Index Ventures: funding disruptive tech; Scale and Aurora
Venture Capital Growth in AI: The AI sector is projected to grow from $100B to $2T by โ30, prompting significant investments from VC firms. Prominent VC firms like Plug and Play Tech Center, Techstars, and Y Combinator are heavily investing in AI startups.
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