美股重點新聞
財經台韭菜
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time to buy NVDA
跟
TTD: Rev beat by 2% and EBITDA beat by 7%. Strength driven by share gains in CTV, decent ad environment, int’l growth, and retail and kokai (Gen AI) tailwinds. TTD noted ad environment in Q2 was “relatively stable”
TTD went after GOOG saying GOOG going back on cookies is an indication that they can’t evolve due to existing infrastructure and DOJ decision the start of GOOGL’s lock on the market and FTC trial against GOOG’s share in ad tech will open market for TTD’s UID to level playing felt. In other words, TTD stands to benefit from FTC actions. Partnership with NFL will become material in 2025 while DIS, FOX, ROKU partnerships also ramping
TTD went after GOOG saying GOOG going back on cookies is an indication that they can’t evolve due to existing infrastructure and DOJ decision the start of GOOGL’s lock on the market and FTC trial against GOOG’s share in ad tech will open market for TTD’s UID to level playing felt. In other words, TTD stands to benefit from FTC actions. Partnership with NFL will become material in 2025 while DIS, FOX, ROKU partnerships also ramping
我隻MNDY
PPI數據唔錯，只要失業率唔會失控應該soft landing 
量產到良率夠高再講啦，NVDA 24年中國營收應該12-15B，佔全年營收10%左右
好難想像大陸都整到H100級數嘅晶片 LM跟進
唔覺得有recession ?
上半年覺得10%機率，而家可能30%
7月雞犬升天，而家睇返賣TSLA係正確決定
今次NVDA睇到幾多?
NVDA賭唔賭財報
冇話睇到幾多，120開始賣少少，再升再慢慢減
冇咩把握
GS CPI preview
