Blog post from over the weekend:
Google Cloud Added $4.7 Billion in Revenue in One Quarter. How Much of That Was Wiz Cybersecurity?
https://t.co/diS8QnfiXf
My [email protected] reward is in: 199.15 NEAR 💚
The next phase of NEAR@X is coming.
Join me on https://t.co/EsORd00oy5 with my referral link:
https://t.co/XVN700T2j9
Nvidia's $NVDA revenue growth rate has now been accelerating each quarter for over a year now. The rate will start to slow later this year and into 2027. But the rate of per-share profit doesn't have to follow suit.
NVDA has started to move higher, and as we approach 2027, expect the market to start focusing again on the sustainability of margins. That sounds crazy for a company that just set a baseline 70% revenue growth rate a year in advance. But this is how companies get valued. Leave room for valuation multiple compression.
Missed our live event for the launch of the NEW & IMPROVED CSI Research Dashboard? No worries!
You can now watch the replay on the Chip Stock Investor YouTube Channel and learn more about the NEW & IMPROVED CSI Research Dashboard.
See the dashboard in action, explore its latest features, and discover how it can support your investment research.
Watch now and start exploring! 🚀
You can access the new Research Dasboard by signing up at https://t.co/037aG492hf and joining our Semi Insider Access.
#chipstockinvestor #investing #Finance #stocks
Been working on our new research platform for a little over a month full time. "First Analysis" milestone unlocked last month! We aren't turning financial analysis into $DUOL, but figured we might as well have some fun where we can! More milestones will be shared!
Great investing starts with great research. 🔍
See how CSI Research works, from comparing companies and mapping supply chains to building an investment thesis, analyzing valuation, and making more informed portfolio decisions.
Our process helps turn research into a clearer path toward long-term investing.
Join our live event this September 7 10 AM EST/ 7 AM PT to know more about the new Research Dashboard and have your questions answered live.
Live will be held both on Zoom and Chip Stock Investor Youtube Channel.
Join here:
https://t.co/N9as7f3G5K
#chipstockinvestor #investing #finance #research