財報過三關 MSFT SNAP MRVL

DELL你老母仲提

睇左你個post 財報前入左

財自密碼定淺談

入貨價169。幾 完美摸頂

有料

no，純粹9up

冇叫人信我

GOOG?

EXLS

dell想入喎

msft 點睇

表面上係基本分析
行動上係技術分析

無可否認會參考技術面進出場，其實走得幾靚，但跌咗冇入返，當時加碼NVDA TSM因為比較有把握，結果PLTR升得最勁

Snap 好似值博率高

Jefferies says they are bringing down their AVGO #s into 1H’25 while keeping ‘26 and beyond the same as commentary suggests more seasonality than is currently modeled by the street and calls out the headwinds: 1) Temporary ASIC slowdown: Current lull in TPU v5 production. TPU v6 production expected to begin ramping April/May. Timing slightly later than market expectations, though not technically delayed 2) Expected seasonal softness in non-AI product lines 3) Production volume reductions anticipated and risk of losing iPhone WiFi chip socket ($4-5 per unit impact)

Separately on AVGO this morning: AVGO: VMware customers report massive price increases since Broadcom takeover: 'Feels quite a bit like being held for ransom' – Business Insider

On MRVL, Jefferies calls out the approaching inflection point in MRVL’s ASIC ramp. They see “a stronger ramp of the Trainium 2 chip to as high as 250k in April 25 with Inferentia 2.5 adding another 1M units in 2025.” This points MRVL’s AI ASIC revenue to be in the $2.5-3B range for CY25 with optical adding another $1.5-2B which all in is $4-5B range for AI vs the >$2.5B guide.

From Jefferies

snap好似預期都唔低

樓主唔睇好meta?
星期五入咗call搏業績 但連登冇人提好孤獨

燈禾MRVL?

信Snap

樓主會唔會連第一關都過唔到

SNAP