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 Three technology companies, Intel, Twitter, and Snapchat, released their latest quarterly earnings reports.  Let's take a look at their performance and the key information revealed at the earnings conference. Intel(INTC) stock forecast 2025  Several important data on Intel's earnings report beat expectations.  Among them, earnings per share were US$1.28, higher than the expected US$1.06, an increase of 12% over the same period last year; total revenue was US$18.5 billion, beating analysts’ expectations of US$17.8 billion.  However, in Intel's guidance for the next quarter, the Non-GAAP gross profit margin given is only 55%, which is far lower than the market's expected 59.2%.  The reason given by Intel is that it is worried that supply chain problems will limit profitability, and the expected chip manufacturing business will bring additional costs.  For chip companies, the market is most concerned about gross profit margin.  TSMC fell last week b...

  Few emerging technologies are as exciting as artificial intelligence. We have witnessed its ability to be applied in new ways, from quickly analyzing large amounts of data to improve the efficiency of hardware and software. C3.ai(AI) is one of the only companies in the world that develop artificial intelligence into independent services. In short, artificial intelligence is its entire business.  Investors avoided such stocks this year because large technology companies began to engage in artificial intelligence projects, raising concerns about increased competitive threats.  However, C3.ai continued to increase revenue, narrowed its losses, and added 82% of its customers in the fourth quarter of fiscal 2021. Therefore, the stock price has fallen about 60% so far this year, which may be a huge opportunity for those who want to get involved in this field.  A unique business case  Imagine that if a company needs to develop its own artificial intelligence, sim...

Before the US stock market on July 19, US technology stocks continued their decline last Friday, and AMD's stock price also continued to fall.  AMD will announce the results of the second quarter of 2021 on July 27. The market expects this performance to be strong, so this round of decline may be a great opportunity to buy the stock.  financial indicator  Due to the strong market demand for CPU and graphics cards in 2021, AMD’s revenue is expected to exceed the maximum value of the financial guidance. AMD’s C&G business is expected to grow the most because higher-priced AMD Ryzen and high-end AMD Radeon sales continue to increase.  In terms of gross profit margin, the market expects AMD's gross profit margin in Q2 2021 will increase by 47% year-on-year.  If the average selling prices of CPUs and GPUs continue to rise in Q2 of 2021, and the ASPs of CPUs and GPUs will increase in Q1 of 2021, the gross profit margin may also increase by 48%.  CPU market sh...

  We know that technology is the future of mankind.  In the past 40 years, there has been a major technological change almost every 10 years, and every technological wave has brought new winners, and some people have become rich as a result. For example, in the personal computer era, IBM and Microsoft became popular, and the mobile Internet era became Apple and Google. And we are now at the crossroads of technological change. As investors, whoever can grasp the next technological change will be more likely to be the winner in the next 10 years.  So what will the upcoming technological change be? I think it will be artificial intelligence AI. This is not what I said by myself. Catherine Wood, president of Ark Fund, believes that AI will be an industry in the future. Various research reports by investment banks Goldman Sachs and Morgan Stanley have also regarded AI as the most important investment layout in the next 10 years. So here comes the problem. Who will stand...

  On July 6, after the US stock market opened, Amazon broke through $3,600, a record high.  Amazon has been oscillating between 3000-3500 US dollars in the past year, and the stock price finally broke through.  Amazon is a stock that has a high valuation from PE but is seriously undervalued by the market from the perspective of its development prospects. It is one of my favorite technology stocks.  Amazon's main advantages are:  1. Amazon's current GMV is only half that of Alibaba.  Looking at the current penetration rate of e-commerce in China and the future penetration rate of e-commerce in the United States, we will find that Amazon e-commerce has huge growth potential in the United States.  Amazon e-commerce is far from saturated in the United States.  2. Cloud computing has unlimited potential.  As the industry leader, Amazon's cloud computing can maintain a growth rate of 20%-30% for many years in the future.  3. The international ...

  Last week, overseas markets paid the most attention to the US non-agricultural data in June. The latest non-agricultural data showed that the number of new non-agricultural jobs in the US increased by 85 million in June, far exceeding market expectations of 720,000. Generally speaking, the substantial improvement in non-agricultural data often indicates strong economic development. So has the US economy really begun to recover?  We all know that when the number of non-agricultural employment increases sharply, it often reflects that economic development remains healthy. Therefore, this data is an important indicator for observing the state of social, economic, and financial development in the United States. If the data is positive in the long term, the dollar will usually be supported and strengthened.  Affected by this news, the three major U.S. stock indexes collectively hit a record closing high. Among them, the S&P 500 index rose 0.75% to 4352.34 points; the ...

1.The Roku Channel (TRC).  The Roku Channel (TRC) will be a huge driving force for the company's growth. I think the market has not yet realized the huge potential of TRC. Currently, TRC is watched by 70 million people, which has doubled from last year. The growth rate is astonishing. Therefore, the ability of advertising monetization is getting stronger and stronger.   ROKU mentioned in the Q1 quarterly report that if content providers promote their subscriptions in TRC, the effect will be twice as good as just on the ROKU platform. This fully shows the extremely strong marketing capabilities of TRC. The exclusive content of ROKU license Cipher has also become the most popular show in TRC, and then ROKU original packaged after the acquisition of Quibi will be launched, which will further increase the user viscosity of TRC.  Roku's CEO said that the TRC flywheel has been turned, and the market seems to have not had time to digest this benefit. SVOD on the market i...

  Forget Alibaba（BABA)!  These 3 Chinese technology stocks are more worth buying   　　 Hello everyone, Alibaba is China's largest e-commerce and cloud company. From January to late May, Alibaba's market value has shrunk by nearly 10%, lagging behind many peers.  Antitrust investigations in China, stricter auditing standards in the United States, and funding from growth stocks to value stocks have all dragged down Alibaba's stock price.   　　 Alibaba’s stock is trading at an expected price-to-earnings ratio of 18 times, which may seem cheap, but analysts still expect Alibaba’s earnings to fall by 3% this year because it has absorbed a record US$2.75 billion in antitrust fines.  It also needs to stop exclusive deals with big brands, which may weaken the company's defenses against smaller e-commerce markets.   　　 But this is not all. Alibaba may be forced to divest media assets and share user data with the government, and the group's financial technology su...

 On Thursday, the stock prices of Cisco, Alphabet, and IBM hit new highs. But more importantly, the previously unpopular speculative growth stocks, including stocks bought by many ARK funds, have now begun to rebound.  How is this going?  Investors' perspective on the market is changing. In the first quarter of this year, mainstream voices in the market believe that the economy will restart strongly, bond yields will rise, and inflation may become a problem later this year. After the end of the first quarter, these expectations were only partially fulfilled.  The U.S. economy has indeed restarted strongly, but bond yields fell in the first quarter instead of rising because investors began to believe:  1) Inflation and supply chain disruption may indeed be "temporary", as the Fed insists;  2) The second and third quarters will be the highest points of stock returns and economic growth.  Alec Young, a chief investment officer of Tactical Alpha, said: “...

In terms of new forces in car manufacturing, industry participants have entered the fast lane in areas such as new product releases and intelligent driving. With the "general trend" of the popularization of electric vehicles, you will catch up. For NIO, which is the first to deploy the electric vehicle industry, whether ET7 can take the industry pioneer into the "overtaking lane" and continue to be at the forefront of the industry. Examining NIO's strategic measures is an effective way to try to find answers. Way, especially in the context of the “general trend” of electric vehicles.  NIO's Core technologies:  1. At present and for a period of time, the price, performance iteration, and supply of batteries and core raw materials will be the core factors that determine the popularization of pure electric vehicles, and determine a series of trends in the market and participants.  Lithium is an indispensable and important element of power batteries. The comme...

SiFive, a chip design start-up company based on the RISC-V instruction set architecture, has received an acquisition intention from investor Intel.  A person familiar with the matter, who asked not to be named, said that Intel has offered to buy SiFive for more than $2 billion.  RISC-V with x86 and Arm  As we all know, Intel dominates the industry leader in x86 architecture chip technology, while SiFive focuses on open-source RISC-V technology and employs several founding members of the RISC-V architecture.  For a long time, the field of CPU instruction set architecture has been dominated by x86 and Arm. Since RISC-V was born at the University of California, Berkeley in 2010, it has gradually formed a certain competitive landscape with Arm after more than ten years of development.  With the gradual refinement of the application field, the model of one chip making the world has become a thing of the past. Facing the hot AI and Internet of Things market, RISC-V i...

When Cathie Wood buys stocks, investors will follow her to buy, which seems to be the latest trend in the investment world.  In the popular saying, following Cathie Wood, there is money to be made.  Even some time ago due to the rise in U.S. Treasury yields, technology stocks plummeted, and ARK funds suffered a frantic sell-off. Wood is still as stable as a mountain, and he issued a statement saying that everything was as early as we expected and was better than we expected.  Technology stocks are a good time to buy bottoms and increase positions.  Today, I will analyze Cathie Wood's heavy holdings from the company's fundamentals and future market prospects. Can it double in the long run?  Square (ranked first in ARKK's innovative technology ETF)  The financial technology giant Square is a revolutionary stock in the financial industry, breaking the traditional payment industry.  Square is known for its seller ecosystem, which provides small businesses ...

Q1 financial report analysis： NIO vs LI vs XPEV stock  In the financial report, the most striking thing is the delivery volume.  Comprehensive data shows that the NIO Q1 delivery volume exceeded 20,000 for the first time and continued to lead.  Beginning in 2021, NIO set a record of 20,060 deliveries in the first quarter, an increase of 422.7% year-on-year.  All aspects of XPEV can be described as "stable".  The delivery of LI decreased by 13.03% month-on-month, making it the only company among the top three automakers that had a negative growth rate from the previous month.    At the same time, the financial report showed that after achieving profit in the previous quarter, LI Q1 turned into a loss.  The net loss reached 360 million yuan, an increase of 366.9% year-on-year.  It is not difficult to see that the gap between LI Auto and the other two companies has not narrowed.  At the same time, in the car-making boom, the market's v...

 TDOC's performance exceeded expectations. Why did the performance decline after the announcement?  Teladoc (TDOC) reported quarterly earnings of US$0.13 per share, which exceeded the consensus estimate of a loss of US$0.57 per share. In the same period last year, it had a loss of US$0.4 per share.  The earnings of this financial report far exceeded expectations.  In the last quarter, people expected this telemedicine service company to lose 0.25 US dollars per share, but the actual loss per share was 0.27 US dollars, which was not as good as expected at the time.  In the past four quarters, TDOC exceeded expectations twice.  The management stated that the company's current momentum in various channels and regions should not be underestimated in the conference call. It has raised its annual revenue guidance to 20 million U.S. dollars, which is expected to be between 1.97 billion and 2.02 billion U.S. dollars.    In the first quarter, the comp...

 April 30, NIO announced the first quarter of the 2021 financial report.  Revenue reached 7.98 billion yuan, a year-on-year increase of 481.8%, and a month-on-month increase of 20.2%; gross profit was 1.5548 billion yuan, a month-on-month increase of 36.2%, and last year was -167.5 million yuan; a net loss of 350 million yuan was significantly narrowed year-on-year and month-on-month.  Various indicators show that NIO's performance in the first quarter of this year is very impressive.  Gross profit margin exceeds 20% for the first time  NIO’s Q1 car sales were 7.40058 billion yuan, a year-on-year increase of 489.8% and a month-on-month increase of 20.0%.  The gross profit margin of automobile sales was 21.2%, exceeding 20% ​​for the first time, a significant increase from -7.4% in Q1 of 2020 and 17.2% in Q4 of 2020.  In addition, Weilai's Q1 comprehensive gross profit margin in 2021 will also reach 19.5%.  The founder, chairman, and CEO of NIO sai...