The data center GPU and CPU market is now worth ~$200B.

The dominace is staggering:
$NVDA: ~85% share
$AMD: 7.5% share
$INTC: 7.5% share

$AMD overtook $INTC and targets a double-digit share next. Can they pull it off against $NVDA ?

Grateful for the kind words and excited to be presenting at the upcoming FatAlpha Online Conference.

Thank you to Sophocles for the invitation and for continuously creating a space where thoughtful investment ideas are shared and challenged.

Looking forward to contributing my stock pitch.

$AMD Server CPU Market Share over time

While SASE ARR growth slowed, $FTNT ‘s FortiSASE billings jumped 100%+, easing concerns.

Enterprise SASE adoption rose to 15% (from 13% last qtr) showing both strong execution and plenty of runway ahead.

Full earnings review 👇.

#FTNT #Earnings #Cybersecurity #SASE

We don't recall another YoY decline in the number of payment transactions for $PYPL...🤔

www.stockopine.com/p/lvmh-has-l...

Has Luxury Finally Hit Bottom? 👀

Get into our latest earnings review of LVMH.

$MC.PA $EL $CFR.SW $KER.PA

Carrier’s $CARR transformation is paying off: 250% YTD growth in data center orders and record commercial HVAC backlog.

Canva was recently valued at $49 billion, with $2.5 billion in annualized revenue, giving it a valuation multiple of 19.6x.

In comparison, Adobe $ADBE, with a market cap of $192.5 billion and FY24 revenue of $21.51 billion, trades at a multiple of ~9x, making it relatively less expensive.

Adobe shares fell 13% after reporting earnings yesterday. Weaker outlook weighed on sentiment.

Key highlights for the quarter:

- Revenue: $5.61B (up 11.1% YoY) Vs $5.54B expected
- Non-GAAP EPS: $4.81 up 12.6% YoY) Vs $4.67 expected

Investors often fear Google could follow the path of Yahoo or IBM, overlooking its technological edge and vast resources. The launch of Willow, its new quantum chip, demonstrates Google’s commitment to staying ahead of competitors.

Can they succeed? With Waymo's progress as proof, why not?

$GOOGL

🚀 Future free cash flow drives a firm’s value.

Here’s a chart (@KoyfinCharts ) of S&P 500 companies with positive FCF margins & NTM EV/EBITDA < 30.

A few standouts: $AMP, $MO, $CPAY, $GEN.

💡 Which ones catch your eye? Let’s discuss!

Zoom $ZM Quotes from Q3 earnings call 👇

“Zoom AI Companion monthly active users growing 59% quarter-over-quarter.”

“And the number of Zoom Contact Center customers surpassed 1,250, up more than 82% year-over-year.”

“A number of Workvivo customers grew 72% year-over-year”

During Covid, the pool industry thrived as stay-at-home lifestyles + low rates fueled pool usage, renovations, & new builds

Now, higher rates 📈 + return-to-office 🏢 = tough comps for $POOL & $LESL

Still, the pool industry remains resilient. Clean pools + a growing installed base = long-term demand

Carrier sold its Commercial & Residential Fire business for $3B (12-14x EV/EBITDA), with $2.2B net proceeds to be used for an accelerated share repurchase program rather than debt reduction.

Is this the best use of capital?

- $CARR trades at 16x EV/EBITDA NTM, above its historical average of 14x.

Estée Lauder's $EL challenges in China and travel retail have reshaped its sales mix, but market share gains in prestige beauty and strong growth in Japan signal brighter days ahead.

Is $EL on the verge of a turnaround? 📈

Read our full analysis here 👇

www.stockopine.com/p/estee-laud...

StockOpine 📸

We provide in-depth research on quality companies—those with strong market presence and sustainable competitive advantages that make them prime candidates for long-term investment.

Our analysis offers you an understanding of a company's business model and industry position.

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