The_BlueSword

[The_BlueSword @The_BlueSword]

Curious to see how $TWTR Blue subscription service will work - charging a free service will be interesting to see how the user nummbers will react - if it works than a lot of free service could follow

[The_BlueSword @The_BlueSword]

$GOOGL is going full scale vs. $AMZ all new partnerships with $SHOP $SQ $GDDY etc this week aim to do support merchants to sell on platforms outside AMZN

[The_BlueSword @The_BlueSword]

...just funny how the pendemic shifted the market power; auto OEMs used to pay not much attention to their semi suppliers, now its first priority #semiconductors

[The_BlueSword @The_BlueSword]

$TSLA some rumors that #Tesla is discussing to secure chip supply by paying in advance=> size matter during period of component shortage but in general every chip company is happy to be part of #ElonMusk empire

[The_BlueSword @The_BlueSword]

...no the true EU Tech company is $ASML outstading in engeenering but I like also $IFX and $STM

[The_BlueSword @The_BlueSword]

$DSY #DASSAULTSYSTEMES 5-for-1 stock split => best of european Tech doing $TSLA $APPL $NVDA , sorry forgot $SAP is best of EU Tech ;-)

[The_BlueSword @The_BlueSword]

...I am not saying they are cheap but price levels are more reasonable even if expect long ROIC to drop towards Wacc in 2025 and beyond - but again key is what you assume as #BTC price in your modek

[The_BlueSword @The_BlueSword]

#CryptoMining what happens to north american miners when China is taking hard measures vs domestic players (Inner-Mongolia generates major part of global hash rate )=> if you expect #BTC price to remain range bout (30-50k) $Mara $RIOT $BITF

[The_BlueSword @The_BlueSword]

$NVDA excellent results & guidace; even if you strip out Crypto; outlook beat +7% => investors are worried about the sustainablity of gaming + crypto but what about Datacenter (part. enterprise + AI Inferencing) + $8bn auto edge design pipeline #semiconductors

[The_BlueSword @The_BlueSword]

@SeifelCapital basically every year when Apple moves to new generation of processor node- more legacy capacity is getting available which TSMC fills with products like RF, power, MCUs @SeifelCapital

[The_BlueSword @The_BlueSword]

$TSMC 5nm chip output to 140,000-150,000 wafers monthly starting in Q2 through the end of this year @SeifelCapital any thoughts, if this is realistic

[The_BlueSword @The_BlueSword]

@SeifelCapital Maybe I am wrong but I though they start new node with 50k (bascially serving 20-35m Iphone intially) and grow from there; On the legacy node there was a Nikkei article that TSMC plans to grow capacities +30% above pre-covid level

[The_BlueSword @The_BlueSword]

@InvestiAnalyst SentinelOne amont top 5 but have a lot of technological white spots in XDR (i.e. a lot of third-party integrations) as they do not have own network security sources + their cloud solutions is not strong + they do compete mainly on price with $CRWD

[The_BlueSword @The_BlueSword]

#cloudlare $NET is Cloudflare for Teams, for all kind of business or only for companies using their CDN

[The_BlueSword @The_BlueSword]

@AznWeng who do you think is best positioned for next generation of cyber security solution?

[The_BlueSword @The_BlueSword]

$MSFT cyber security business is $10bn growing 30-40% => They have a very broad product set from access to endpoint as well as zero trust and xdr + deep installation basis with enterprises in general; real competition to $PANW $crwd $okta and $ZS

[The_BlueSword @The_BlueSword]

$TSLA is removing radar from its high volume models Model X and Y; More rumors that it might switch fully to a vision based system (8 camaras) + ulrasonic as back up => lower #BTC prices seems to force #ElonMusk to focus on cost saving ;-)

[The_BlueSword @The_BlueSword]

Digitimes: New iPhone supply chain makers to begin to pull in orders in June - usually the ramp up is in July and early August

[The_BlueSword @The_BlueSword]

Digitimes reports that $TSMC has reportedly kicked off production for the A15 processor=> sees demand for the chip to surpass prev. generation $AAPL #semiconductors

[The_BlueSword @The_BlueSword]

This is going to become the largest and longest cycle for memory other other semiconductor devices $MU $AMAT $KLAC $IFX $STM $AMD

[The_BlueSword @The_BlueSword]

$MU management with a "cautious" forecast at JPM conference for DRAM bit growth in 4Q=> lets wait and see but for me #Memory fundamentals to stay strong at least trough H1 2022; ASP + Volume growth #semiconductors