Mastodawn

NVIDIA ist nicht einfach nur ein Unternehmen – es ist eine Gelddruckmaschine. 🖨️💵

Im vierten Quartal lag der Umsatz bei 68,1 Mrd. USD, mit einer beeindruckenden Nettomarge von 63 %.

Anders gesagt: Von 100 USD Umsatz bleiben rund 63 USD als Gewinn übrig.

Der freie Cashflow ist um 124 % gestiegen – ein klares Zeichen, dass die Bewertung nicht nur Hype ist, sondern durch harte Zahlen gestützt wird.

Aktuell wächst der Gewinn schneller als der Aktienkurs. 📈

#Earnings #TechInvesting #SmartMoney

KAPUALabs 2d ago

Broadcom's semiconductor revenue surged 52% YoY, but our analysis reveals dangerous concentration: ~50% from just 5 hyperscaler customers. As AWS, Google, Meta pursue in-house chips, this growth looks increasingly brittle. Deep dive: https://post.kapualabs.com/pr5przx6 #SemiconductorIndustry #TechInvesting #Broadcom $AVGO

KAPUALabs 2d ago

The $6.7 trillion AI infrastructure shift is reshaping global supply chains, but technical bottlenecks and hyperscaler funding gaps reveal the hard realities behind the hype. New analysis examines optical networking constraints, custom silicon threats to $AVGO, and the unprecedented scale of capital deployment. https://post.kapualabs.com/58vmj6ez #AIInfrastructure #SupplyChain #Semiconductors #TechInvesting

The Daily Perspective Mar 6

Nvidia's Scarcity Strategy: Investing Through the Squeeze

#Nvidia #AIInfrastructure #Semiconductors #AusNews #TechInvesting

https://thedailyperspective.org/article/2026-03-06-nvidias-scarcity-strategy-investing-through-the-squeeze-36a9f08f

Nvidia's Scarcity Strategy: Investing Through the Squeeze

Nvidia pours $4 billion into Lumentum and Coherent to secure photonics supply for AI data centres while CEO Huang argues scarcity benefits market leaders.

The Daily Perspective

The Daily Perspective Mar 4

The Unicorn Factory: How AI Startups Are Buying Billion-Dollar Bragging Rights

#AIStartups #VentureCapital #Unicorn #TechInvesting #AusNews #AusBusiness

https://thedailyperspective.org/article/2026-03-04-the-unicorn-factory-how-ai-startups-are-buying-billion-dollar-bragging-rights-fd37635b

The Unicorn Factory: How AI Startups Are Buying Billion-Dollar Bragging Rights

Silicon Valley AI startups are selling equity at two prices in one round to manufacture billion-dollar valuations. Here's what Australian investors need to know.

The Daily Perspective

The Daily Perspective Mar 4

Light Over Copper: The $500m Bet Reshaping AI's Power Crisis

#SiliconPhotonics #AIInfrastructure #Nvidia #TechInvesting #AusNews #IndoPacific

https://thedailyperspective.org/article/2026-03-04-light-over-copper-the-500m-bet-reshaping-ais-power-crisis-60c107fa

Light Over Copper: The $500m Bet Reshaping AI's Power Crisis

Nvidia-backed Ayar Labs closes a $500m Series E to mass-produce silicon photonics chiplets, joining a broader industry push to replace copper with light in AI data centres.

The Daily Perspective

The Daily Perspective Mar 4

Three Companies Swallowed 83% of a Record-Breaking $189bn VC Month

#AI #VentureCapital #OpenAI #Anthropic #TechInvesting #AusNews

https://thedailyperspective.org/article/2026-03-04-three-companies-swallowed-83-of-a-record-breaking-189bn-vc-month-0249e291

Three Companies Swallowed 83% of a Record-Breaking $189bn VC Month

OpenAI, Anthropic and Waymo dominated a record $189bn global VC month. AI took 90% of all capital while seed-stage funding fell 11% year-on-year.

The Daily Perspective

The Daily Perspective Mar 3

SpaceX's Blockbuster IPO Bid: Sky-High Promise and Earthly Risks for Investors

#SpaceX #IPO #Starlink #ElonMusk #AusNews #TechInvesting

https://thedailyperspective.org/article/2026-03-03-spacexs-blockbuster-ipo-bid-sky-high-promise-and-earthly-risks-for-investors-846a1cbd

SpaceX's Blockbuster IPO Bid: Sky-High Promise and Earthly Risks for Investors

SpaceX is targeting a $1.75 trillion IPO in June 2026. We break down the Starlink case, governance red flags, and what it means for Australian investors.

The Daily Perspective

NewsletterTF Feb 22

The stock market is shaky because of worries about AI. Some people fear AI will hurt old businesses, while others doubt if AI companies will make money soon. This has caused many AI-related stocks to lose value.

#AI, #StockMarket, #TechInvesting, #MarketVolatility, #ArtificialIntelligence

https://newsletter.tf/ai-stock-selloff-market-instability/

AI Stocks Fall, Making Markets Unstable

AI stock prices are dropping fast. This is causing big money worries. People are unsure if AI will help or hurt businesses and if big AI money will pay off soon.