Beths Kindig

Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis. 9 Financial Services • •

[Beths Kindig @Beths__Kindiig]

Congratulations @leap36 and @TonyBoselli on being inducted in @NFL Hall of Fame! #LeroyButler #TonyBoselli #Duval

[Beth Kindig @Beth_Kindig]

Is there room for one more in the Old Boys' Club?

Stanley Druckenmiller: 4.61%
Ray Dalio: 6.91%
Bill Ackman: 9.44%
I/O Fund: 15.50%

[Beth Kindig @Beth_Kindig]

Intel $INTC shares are at the lowest level in nearly 12 years, following its "catastrophic" earnings last week.

Intel is the second worst performer in the Philadelphia Semiconductor Index this year, behind Wolfspeed $WOLF.

[Beth Kindig @Beth_Kindig]

Qualcomm $QCOM claims that its Snapdragon X Elite chip can power AI models with 13B+ parameters on devices, while generating 30 tokens per second for LLMs.

$AMD $NVDA $INTC

[Beth Kindig @Beth_Kindig]

ServiceNow $NOW CFO Gina Mastantuono also added that “Gen AI net new ACV to date continues to trend ahead of any new product family launched for the comparable period.”

[Beth Kindig @Beth_Kindig]

Super Micro $SMCI has swung nearly $170 in 40 minutes in after hours trading, dropping from $725 $558.

[Beth Kindig @Beth_Kindig]

Core Scientific $CORZ expanded its deal with Nvidia $NVDA backed CoreWeave to deliver an additional 112MW of computing power, providing $CORZ an additional $2B in revenue over the next 12 years.

The new agreement is now worth ~$6.7B.

[Beth Kindig @Beth_Kindig]

With recent projections for Nvidia’s $NVDA GB200 server volumes rising, liquid cooling adoption comes to the forefront, with liquid cooling penetration estimated to reach 10% by the end of the year.

$SMCI $DELL $HPE $VRT

[Beth Kindig @Beth_Kindig]

ServiceNow $NOW CEO Bill McDermott on AI’s growth in Q2:

“NowAssist net new ACV doubled quarter-over-quarter, significantly overachieving our expectations and it became the fastest growing new product in the company's history.

We signed 11 NowAssist deals with 1 million plus NACV in Q2, two of which were over $5 million.”

[Beth Kindig @Beth_Kindig]

The divergence below within the Mag 7 stocks warned us of the coming volatility that we're witnessing now.

Read more about our thoughts on the Mag 7 from our newsletter 2 weeks ago: https://t.co/rQaO5H4ysk

$NVDA $AMZN $AAPL $GOOG $META $MSFT $TSLA

[Beth Kindig @Beth_Kindig]

What is interesting is that the same pattern that we saw from the Mag 7 in early March, was also warning investors leading into the July 16th high.

$NVDA $MSFT $META $AAPL $AMZN $GOOG

[Beth Kindig @Beth_Kindig]

Palantir $PLTR boosted its US commercial revenue outlook for FY24, now seeing $672 million, +47% YoY, up from a prior view for $665 million, +45% YoY.

Palantir also increased its FY24 revenue guide to $2.746B at midpoint, up from $2.683B.

[Beth Kindig @Beth_Kindig]

Palantir's $PLTR commercial revenue increased 33% YoY to $307 million, a 6 percentage point acceleration from 27% growth in Q1.

US commercial revenue increased 55% YoY to $159 million, though net new customer additions in the segment were 33 in Q2, down from 41 in Q1.

[Beth Kindig @Beth_Kindig]

Palantir $PLTR reported revenue growth of 27% YoY to $678 million, beating estimates by $26 million as AIP continued to drive strong momentum in the US commercial segment.

[Beth Kindig @Beth_Kindig]

Despite strong momentum in the US commercial business, analysts are expecting Palantir's $PLTR business momentum to accelerate each quarter with a beat and raise, and increased FY24 guidance.

[Beth Kindig @Beth_Kindig]

Read more on $PLTR here: https://t.co/GNpzNlHs1F

[leroy butler (blue check) @leap36]

Jacksonville the best football and cheer camp close to capacity! Sign up asap

[Beths Kindig @Beths__Kindiig]

The @goodyear blimp is cruising through Duval. #thegoodjax

[Beths Kindig @Beths__Kindiig]

Yikes! The heart didn’t pass the preliminary test. #journey2theheart

[Beths Kindig @Beths__Kindiig]

So the Doctors walked in to begin process.

My nephew ask the Dr “what happens when you take the old heart out”..

I said “it goes on Bypass”

the Dr says “oh are a Med Major?”

Me: “I’m a Grey-Major”
😂😂😂😂 #GreysAnatomy

[Beths Kindig @Beths__Kindiig]

Just received a call, they have a heart for my Dad.

I low-key feel smart about this surgery. I've watched all the episodes of #greysanatomy prior to this moment.

I hope they let me scrub in. - Dr. S. Grey