My Thoughts on Current Events
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...
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...
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...
20 May 2024 8 minute read 0 comments Perfectionist25
In order to invest in a commodity, you need to know the characteristics of that commodity very well. What is the demand and how are production efficiencies changing? We know that human ingenuity has made some of the commodities irrelevant or reduced...
17 May 2024 9 minute read 0 comments Perfectionist25
After the published American inflation data, the markets were almost excited. Nasdaq 100 is at All Time High, S&P 500 is at All Time High. Bitcoin made a serious strong attack from 60000 to 67000. So what happened? What was in the inflation data? In...
7 May 2024 6 minute read 2 comments Perfectionist25
Tesla released a new video and showed off the new abilities of its humanoid robot Optimus. I think it will also attract the attention of Tesla investors. Because the Optimus robot has an importance in Tesla's future. I guess that people who are gener...
2 May 2024 8 minute read 0 comments Perfectionist25
FED chairman Jerome Powell made his statements. The market was waiting with excitement and anxiety. However, I wasn't too worried. I was expecting a dovish speech, that is, not too hawkish. There was such a conversation. Let's talk about the hawkish...
2 May 2024 7 minute read 0 comments Perfectionist25
Frankly, I watch the price movements in Tesla with a smile. The stock goes up and down as if brand new news is flowing. Incredibly many people make ridiculous comments. However, these are things that those who follow Tesla closely like me already kno...
27 Apr 2024 9 minute read 0 comments Perfectionist25
Yesterday's US gross national product growth was 1.6%, while it was expected to be 2.5%. And frankly, there is an inflation data package that I have never followed, and I don't even know where or how it was calculated. There was also a number above e...
25 Apr 2024 9 minute read 1 comment Perfectionist25
Meta's balance sheet arrived yesterday. An outstanding balance sheet, but the stock still went down 15%. However, the day before, Tesla had reported a very bad balance sheet. Apart from maintaining the gross profit margin, there were significant decr...
