My Thoughts on Current Events

My Thoughts on Current Events

My Thoughts on Current Events


Vertiv Holdings Co (VRT) - Analysis

15 Jun 2024 2 minute read 1 comment Perfectionist25

Vertiv brings together hardware, software and services to address critical challenges in data centers, communications networks and industrial facilities. It focuses on advanced technology, including liquid cooling and power distribution solutions. Ve...

PayPal Holdings, Inc. (PYPL) Shares Fall

13 Jun 2024 1 minute read 0 comments Perfectionist25

PayPal Holdings, Inc. (PYPL) shares were negatively affected by Apple's latest move in the digital payments space. At its WWDC keynote, Apple introduced “Tap to Cash,” a simplified peer-to-peer payment feature that will be part of the upcoming iOS 18...

Apple Will Bring Artificial Intelligence to 2 Billion People

11 Jun 2024 12 minute read 1 comment Perfectionist25

The long-awaited Apple Artificial Intelligence Day took place. I say Apple artificial intelligence day because they didn't say artificial intelligence, they said Apple Intelligence. They always like to play with such names. Many interesting things we...

June 12 Will Change Everything in the Markets

6 Jun 2024 9 minute read 1 comment Perfectionist25

I am very bullish on both US stocks and Bitcoin in June. The most critical day of June is the 12th. On June 12, because two big data are coming at once. Inflation data will come before the American stock markets open, both core and headline inflation...

Natera, Inc. (NTRA) - A New Company On My Radar

4 Jun 2024 1 minute read 0 comments Perfectionist25

Natera, Inc. is a diagnostic company that develops and commercializes molecular testing services worldwide. There are two tests in their product portfolio, Panorama and Signatera. Panorama is a non-invasive prenatal test that screens for chromosomal...

Dell Technologies Inc. (DELL) - How Wall Street Is Evaluating First Quarter Results

1 Jun 2024 1 minute read 0 comments Perfectionist25

Dell Technologies Inc. (DELL) reported that sales increased 6.3% to $22.2 billion, beating analysts’ average estimate of $21.6 billion. Dell’s profit, excluding certain items, was $1.27 per share, compared to the average estimate of $1.23. Dell’s pow...

UiPath, Inc (PATH) – Down 30% After First Quarter Results

31 May 2024 2 minute read 0 comments Perfectionist25

UiPath (PATH), an enterprise automation and artificial intelligence software company, yesterday announced financial results for the first quarter of fiscal 2025, ending April 30, 2024. UiPath reported revenue of $335 million, a 16 percent increase fr...

Celestica Inc.: The Unsung Hero of the AI ​​Revolution

30 May 2024 1 minute read 0 comments Perfectionist25

Celestica Inc. (CLS) Its price grew by around 400% in one year. This performance can be attributed to several factors, including strong revenue growth and the company's focus on delivering AI computing programs to hyperscalers (like Google, Meta, Ama...

NVIDIA Corporation (NVDA) Expected First Quarter Results Arrived

25 May 2024 2 minute read 1 comment Perfectionist25

They set new records with non-GAAP EPS of $6.12 (topping estimates by $0.54) and revenue of $26.04 billion (topping estimates by $1.45 billion). The company reported record quarterly revenue of $22.6 billion in its data warehouses arm, a 427% increas...

Good News From Tesla

23 May 2024 2 minute read 1 comment Perfectionist25

Tesla made an important update about the electric truck tractor project, which was introduced by Elon Musk in 2017 and experienced various delays. The company announced that the Tesla Semi will begin customer deliveries by 2026. Tesla executive Dan P...