John Anderson

Long-term holder of $GOOGL$NVDA$APP$AMD$TSLA$SPCX. Skilled at capturing market swings, a value investing professional. All opinions expressed are solely persona

[John Anderson @Stars971218]

Amazon AWS saw a 36.7% year-over-year increase. Even more impressively, sales of Amazon's custom AI chips grew by 100%, with annual recurring revenue (ARR) now exceeding $25 billion. Background: AMD's annual AI chip sales are $23 billion.

$AMZN $AMD

[John Anderson @Stars971218]

Microsoft's new backlog of orders increased by 84%, up from a previous volume of $67.8 billion.

Excluding OpenAI, RPO Ainda Cresceu 25%.

$Microsoft Financial Times

[John Anderson @Stars971218]

The Federal Reserve announced its interest rate decision, Microsoft and Meta are set to release their earnings reports, and hundreds of billions of dollars in investment in artificial intelligence are justified. These three events occurring simultaneously caused market volatility

[John Anderson @Stars971218]

Google Cloud's revenue in TTM is $7.76 billion, equivalent to Wall Street's projected final revenue of $19.5 billion in 2027.

Is there a major version of Google Cloud 2.5?

$GOOGL $GOOG

[John Anderson @Stars971218]

Some excellent companies have seen their stock prices fall sharply from their all-time highs:

$GOOGL
$320 → down 21% from high

Microsoft
$382 → down 29% from high

$ORCL
$115 → down 65% from high

$INTC
$92 → down 34% from high. Would you buy these stocks?

[John Anderson @Stars971218]

AI storagearchitecturetomaintainNvidia's and #AMD's useof accelerators as storage devices, which is increasinglybecoming a bottleneck for GPUutilization.This shift directlybenefitsMUSKHYSamsung suppliesHBMand DRAMand SNDK the benefits of storagedevices moving closertoGPU clusters

[John Anderson @Stars971218]

Google is a highly profitable company with an annual net profit of $240 billion. Google is the only company in the artificial intelligence economy with a complete technology stack: TPU chips, Gemini models, cloud infrastructure, and content distribution via YouTube.#Google

[John Anderson @Stars971218]

Google's cloud order backlog exceeds $514 billion,surpassing $500 billion. Management also stated that customer cloud service consumption is more than 50% higher than initially committed, while the number of new customers has more than doubled compared to the previous year.#GOOGL

[John Anderson @Stars971218]

If Uber's stock price reaches $200 and its earnings per share (EPS) grows at an annual rate of 20% for five consecutive years, ultimately achieving a price-to-earnings ratio of 20, then the annualized return will reach 23%. The total return is a staggering 182%.

$UBER

[John Anderson @Stars971218]

Demand for artificial intelligence semiconductors is expected to surge by 60% to 100%and overall demand for memory chips will also grow by nearly 60%.This will lead to a global frenzy of competition for memory chips, further exacerbating the shortage.#ArtificialIntelligence #SKHY

[John Anderson @Stars971218]

Bank of America estimates that Amazon could capture 25% of the space broadband market. This would generate approximately $14 billion in annual revenue by 2032. Furthermore, Amazon's online ecosystem could attract an additional 2 billion users.

$AMZN

[John Anderson @Stars971218]

Netflix's stock buyback program has nearly tripled. Last quarter, the company spent $4.71 billion on stock buybacks, a 185% increase year-over-year. There are still $27 billion in approved buyback programs outstanding.

$NFLX

[John Anderson @Stars971218]

TSMC CEO: The Need for Success.

For now, TSMC has no precious resources to support its future.

- EPS compost 30%/annual

- Multiple TSMC: 30x

US$800 issued in 2029.

$TSM

[John Anderson @Stars971218]

Stripe already provides payment services to 90% of the Dow Jones Industrial Average companies and 80% of the Nasdaq Composite companies. Combined with PayPal's 45% share of the online consumer payments market, this forms a strong moat for Stripe's payment services.

$PYPL

[John Anderson @Stars971218]

Bill Ackman once called Netflix an "extraordinary company." Today, its price-to-earnings ratio (PEG) is 1.05. Great companies don't always trade at excellent prices, but sometimes they do.

$NFLX

[John Anderson @Stars971218]

Amazon is quietly entering another massive market: low Earth orbit satellite broadband. - The market size is projected to reach $20 billion to $34 billion by 2030; - By 2032, the annual revenue potential could reach $14 billion (Bank of America data).

$AMZN

[John Anderson @Stars971218]

If Bill Ackman is correct that stock price follows cash flow… then Netflix's stock performance is quite interesting. Assuming an annual free cash flow growth rate of 17.7% per share and a P/E ratio of 35, its annual return could reach 24%.

$NFLX

[John Anderson @Stars971218]

Google Cloud is a subscription service that can rival NetflixGoogle has approximately 350 million paid subscriberswhile Netflix has approximately 325 millionGoogle is building a subscription business of similar scale to Netflix within a free, ad-supported ecosystem

$GOOGL $NFLX

[John Anderson @Stars971218]

Morgan Stanley states that the focus of AI trading is shifting away from leading stocks.

Key Buys: Microsoft (MSFT) - New Position; Amazon (AMZN) +19%;

Key Sells: Bennett (BN) - 3% Sell; Google (GOOGL) - 95% Sell. What are your thoughts on these moves?#GOOGL #MSFT #AMZN

[John Anderson @Stars971218]

$GOOGL's profits are projected to nearly double by 2028. The company with the lowest internal costs per token will win. Google is the only hyperscale data center operator running end-to-end cutting-edge models on its own chips, with Gemini models trained entirely on TPUs.