Nagu soo biir Book club goob degan cilmi iyo wax aqris si free ah boqolaal book finance personal growth, naftaada iyo jeebkaada ku hor mari.
https://t.co/fWchbpshaH
Bishaan October oo loo yaqaaney Uptober Maxaa ku dhacay?
$ETH ETF’s ilaa iyo Hada bishaan keliya Waxaa ka baxay $955 million taasoo ka dhigaysa bishii ugu xumeyd sanadkan. $BTC last week keliya sidoo kale $320 million outflows😳.
AMD: Korriinka Xawaaraha AI-ga iyo Jidka Kobaca
AMD (Advanced Micro Devices) waa shirkad Maraykan ah oo ku takhasustay chips-ka (semiconductors) ee awoodda sare leh, gaar ahaan server CPUs (EPYC) iyo AI accelerators (Instinct GPUs).
Shirkaddu waxay ku taalaa Santa Clara, California, waxayna tahay mid ka mid ah ciyaartoyda ugu muhiimsan ee suuqa AI-ga, iyadoo la tartameysa Nvidia.
Natiijooyinka Maaliyadeed ee Q2 2026
Shirkaddu waxay soo bandhigtay natiijooyin aad u xooggan:
• Dakhliga guud: $11.536 bilyan — kor u kac 50% sanadkii hore
• Data Center revenue: $6.718 bilyan oo ah kor u kac 107% (wuxuu noqday 58% dakhliga guud)
• Net income (GAAP): $2.297 bilyan
• Gross margin: 54% (GAAP) / 56% (non-GAAP)
• Non-GAAP EPS: $1.66
• Cash, cash equivalents iyo short-term investments: ~$13.1 bilyan
Korriinka Data Center-ka ayaa ahaa midka ugu weyn, oo uu horseeday baahida sare ee EPYC processors iyo Instinct MI350 GPUs.
Jidka Kobaca (Growth Path)
AMD waxay leedahay aragti cad oo ku saabsan sanadaha soo socda:
• Data Center revenue ayaa la filayaa inuu ka bato laba-laab sanadka 2027.
• Server CPU revenue ayaa la filayaa inuu kor u kaco in ka badan 70% sanadka 2027.
• Helios (rack-scale AI systems) ayaa bilaabay in la raro Q3 2026, waxaana la filayaa inuu si xooggan u kordho Q4 iyo 2027.
• Heshiisyo waaweyn oo gigawatt-scale ah: 👇🏿
• Ilaa 6 GW oo OpenAI
• Ilaa 6 GW oo Meta
• Ilaa 2 GW oo Anthropic
Lisa Su ayaa sidoo kale sheegtay in baahida hadda ay ka badan tahay sahayda, laakiin AMD waxay qorsheynaysaa inay si weyn u kordhiso sahayda 2027.
Shirkaddu waxay sidoo kale sii wanaajinaysaa software-ka si ay uga tartanto si fiican inference-ka (kaas oo ah qaybta ugu ballaaran ee suuqa AI-ga mustaqbalka).
Gunaanad
Not Financial advise, Laakin AMD waa shirkad ku jirta marxalad aad u xooggan oo korriin ah, Marka la eego xawaaraha Data Center-ka, heshiisyada waaweyn ee AI-ga, iyo qorshaha korodhka sahayda, waxay u muuqataa inay leedahay jid korriin dheer oo ka dambeeya 2026.
Hada weliba waxaad awoodaa inaad ka ganacsan karto adigoo normal brokers ka crypto isticmaalaya 24/5.
Si kastaba ha ahaatee, weli waa tartame ka yar Nvidia, sidaas darteed guusha mustaqbalka waxay ku xiran tahay inay sii wanaajiso sahayda, software-ka, iyo fulinta heshiisyada waaweyn.
#AMD #AI #Semiconductors #Tech
Wareegga Deynta Dawladda Mareykanka iyo Dhibaatada Siyaasadda Fed
Dhaqaalaha Mareykanka ayaa muujinaya calaamado digniin ah oo muujinaya marxalad dambe oo dhibaatada deynta dawladda ah. Kharashyada adeegga deynta (debt service costs) ayaa bilaabay inay ciriiriyaan dhaqaalaha wax soo saarka, halka deynta cusub ee la soo saarayo ay ka badan tahay baahida suuqa.
Sida uu sharraxay Ray Dalio, marka deynta dawladda ay si joogto ah uga badato baahida, kharashyada adeegga deyntuna ay ka weynaadaan canshuuraha soo gala dawladda, waxaa dhacda in balance sheet-ka dawladda uu fashilmo.
Deynta Treasury-ga Mareykanka ee suuqa lagu iibiyo waxay gaartay $32 trillion dhamaadkii September 2026, taasoo 8% kor u kacday marka loo eego sanadkii hore.
Treasury-ga ayaa soo saaray $1.5 trillion net debt sagaalka bilood ee ugu horreeya ee sanadka, waxaana la filayaa in wadarta sanadka 2026 ay gaarto $2.1 trillion.
Daadkan deynta cusub ayaa suuqa ku soo dhacaya xilli ay iibsadayaasha caadiga ah ee deynta dawladda dib u gurayaan.
Bankiyada dhexe ee shisheeye ayaa hadda haysta qiyaastii 32% deynta Mareykanka. China waxay hoos u dhigtay qaddarkeeda waa heerka ugu hooseeya 18 sano, Japan-na si tartiib ah ayay u yareysaa.
Taasi waxay ka dhigan tahay markii ugu horeysey in balance sheets-ka gudaha Mareykanka ay haystaan 54% deynta, halka Federal Reserve-ku uu haysto 14% ayagoo iibanaya bills-ka muddada gaaban.
Korodh kasta oo 100 basis point ah ee yields-ka ayaa ku kordhinaya qiyaastii $310 billion interest sanadle ah kharashka dawladda, taasoo u dhiganta qiyaastii $2,330 qoys kasta.
Federal Reserve-ku wuxuu ku jiraa dhibaatadaan, Marka uu sare u qaado dulsaarka (rate hikes), lacagta uu siiyo kuwa haysta deynta dawladda ayaa ka badan tan uu ka qaado shirkadaha amaahda leh. 😳
Si uu u adkeeyo dhaqaalaha si dhab ah, Fed-ku wuxuu u baahan yahay inuu aad sare u qaado dulsaarka, laakiin taas waxay dedejisaa dhibaatada dib-u-cusboonaysiinta deynta dawladda.
Madaxweynaha New York Fed John Williams ayaa arrintan caddeeyay. Inkastoo suuqyada ay qiimeeyaan 80% fursad in Fed-ku uu hakiyo kulanka October, Williams wuxuu sheegay in hal korodh oo dheeraad ah uu weli suurtagal yahay December, laba korodh oo kale na loo sameeyay qorshaha 2027.
Shalay ASML Q3 profit ayaa aad ugu kor maray expectationska (€5B net income) on record €11.7B sales, waxaa Sidoo kale kor u kacay sanadkan sales guide ka to €44–45B. Qalabka ay soo saaraan 2027/28 kuma filna dalabka. 🔥
Waxaan idiin soo gudbin doonaa fursado aan Aniga Baaritaan ku sameeyey ku saabsan waxaa loo yaqaan Growth Narratives ama narrativeska aan is leeyahay kobac weyn ayaa Weli ku harsan oo aan ka faaidi karno, waa Shirkado kala duwan, maanta waxaan taxliilin doonaa ASML.
ASML: Waa Tusaalaha Ugu Cad ee Scarcity-ga iyo Growth-ka
Marka aan eegno investment opportunities-ka ku jira growth industries,
Su’aasha ugu muhiimsan ma aha kaliya “maxaa kori doona?”.
Waa: maxaa u baahan inuu jiro si growth-kaas uu u dhaco, maxaase adag in la copy gareeyo?
ASML waa tusaalaha ugu nadiifsan.
Maxaa ASML Ka Dhigaaya Mid Gaar Ah?
Shirkadda Dutch-ka ah waa world’s only supplier ee extreme ultraviolet (EUV) lithography systems.
Tignoolajiyadan ayaa loo isticmaalaa soo saarista semiconductors-ka ugu horumarsan adduunka.
Haddii demand-ka advanced chips uu sii koro, manufacturers-ka waxay u baahan yihiin lithography capacity oo dheeraad ah.
Laakiin dhisidda ASML kale ma aha arrin ah in la geliyo lacag badan competitorka, Technologyada sida supplier relationships-ka iyo knowledge-ga waxay qaataan decades in la horumariyo.
Scarcity-gaan ayaa ka muuqda marka aan eegno financials-ka.
Financials-kooda aan eegno👇🏿
•2025: ASML waxay soo saartay €32.7 billion revenue iyo €9.6 billion net income.
•2026: Waxay kor u qaaday revenue guidance-keeda ilaa €43 billion – €45 billion, iyadoo demand-ku sii xoogaysanayo.
Shuruudaha La Eegayo Marka La Maalgashanayo Growth Industries.👇🏿
1True scarcity – Ma jirtaa technology, capability ama asset aan si fudud loo copy gareyn karin?
2Position in the chain – Shirkaddu ma ku jirtaa meel aan growth-ku ka dhicin la’aanteed?
3Pricing power – Ma awooddaa inay qiimaha kor u qaaddo iyadoo aan demand-ku si weyn u dhicin?
4Returns on capital – Ma soo celinaysaa attractive returns for shareholders, mise waxay u baahan tahay capital iyo debt badan?
5Valuation – Imisa qiimo ah oo la bixinayaa si loo helo soo celintaas mustaqbalka? ROI
ASML waxay muujinaysaa in bottleneck-ka dhabta ah uu noqon karo mid aad qiima u leh, laakiin kaliya marka shuruudahaas la buuxiyo.
Growth-ka kaliya kuma filna.
Waxa muhiimka ah waa in la fahmo waxa growth-ku u baahan yahay inuu jiro, iyo haddii shirkaddu si waarta u xakamayso booskaas.
Waxaan idiin soo gudbin doonaa fursado aan Aniga Baaritaan ku sameeyey ku saabsan waxaa loo yaqaan Growth Narratives ama narrativeska aan is leeyahay kobac weyn ayaa Weli ku harsan oo aan ka faaidi karno, waa Shirkado kala duwan, maanta waxaan taxliilin doonaa ASML.
ASML: Waa Tusaalaha Ugu Cad ee Scarcity-ga iyo Growth-ka
Marka aan eegno investment opportunities-ka ku jira growth industries,
Su’aasha ugu muhiimsan ma aha kaliya “maxaa kori doona?”.
Waa: maxaa u baahan inuu jiro si growth-kaas uu u dhaco, maxaase adag in la copy gareeyo?
ASML waa tusaalaha ugu nadiifsan.
Maxaa ASML Ka Dhigaaya Mid Gaar Ah?
Shirkadda Dutch-ka ah waa world’s only supplier ee extreme ultraviolet (EUV) lithography systems.
Tignoolajiyadan ayaa loo isticmaalaa soo saarista semiconductors-ka ugu horumarsan adduunka.
Haddii demand-ka advanced chips uu sii koro, manufacturers-ka waxay u baahan yihiin lithography capacity oo dheeraad ah.
Laakiin dhisidda ASML kale ma aha arrin ah in la geliyo lacag badan competitorka, Technologyada sida supplier relationships-ka iyo knowledge-ga waxay qaataan decades in la horumariyo.
Scarcity-gaan ayaa ka muuqda marka aan eegno financials-ka.
Financials-kooda aan eegno👇🏿
•2025: ASML waxay soo saartay €32.7 billion revenue iyo €9.6 billion net income.
•2026: Waxay kor u qaaday revenue guidance-keeda ilaa €43 billion – €45 billion, iyadoo demand-ku sii xoogaysanayo.
Shuruudaha La Eegayo Marka La Maalgashanayo Growth Industries.👇🏿
1True scarcity – Ma jirtaa technology, capability ama asset aan si fudud loo copy gareyn karin?
2Position in the chain – Shirkaddu ma ku jirtaa meel aan growth-ku ka dhicin la’aanteed?
3Pricing power – Ma awooddaa inay qiimaha kor u qaaddo iyadoo aan demand-ku si weyn u dhicin?
4Returns on capital – Ma soo celinaysaa attractive returns for shareholders, mise waxay u baahan tahay capital iyo debt badan?
5Valuation – Imisa qiimo ah oo la bixinayaa si loo helo soo celintaas mustaqbalka? ROI
ASML waxay muujinaysaa in bottleneck-ka dhabta ah uu noqon karo mid aad qiima u leh, laakiin kaliya marka shuruudahaas la buuxiyo.
Growth-ka kaliya kuma filna.
Waxa muhiimka ah waa in la fahmo waxa growth-ku u baahan yahay inuu jiro, iyo haddii shirkaddu si waarta u xakamayso booskaas.