P Equity Research 📰/Precise market analysis

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[P Equity Research 📰/Precise market analysis @Only1Statuss]

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[P Equity Research 📰/Precise market analysis @Only1Statuss]

$GOOGL 350 soon��Took too much patience but finally paid off. I hope you all banked.

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Former Senior Executive at Business Wire on the incumbent inertia $ACCS runs into

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Evercore ISI: AI networking to be the highest growth segment within AI data center semis the next 5 years. $SMTC $CRDO $GLW $NOK $CIEN $LITE $COHR

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Nomura: EML & CW material and equipment value chain

$AXTI
$COHR
$LITE
$ASML
$AMAT
$LRCX

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Cantor Fitzgerald: expect NAND tightness to continue into 4Q, with little to no capacity relief until late 2027/early 2028 at the earliest.

$SNDK
$EWY
$DRAM
$DISK

[P Equity Research 📰/Precise market analysis @Only1Statuss]

$ORCL: "We continue to anticipate $90-95 billion in capex for the full year."

[P Equity Research 📰/Precise market analysis @Only1Statuss]

$ORCL: "We now expect around half of our RPO to convert into sales over the next 36 months." That is $322 billion RPO being converted to sales over the next 3 years.

[P Equity Research 📰/Precise market analysis @Only1Statuss]

$ADBE Q3 FY2026: - Revenue $6.76B, up 13% YoY - GAAP EPS $4.62; - Non-GAAP EPS $6.13 - Total ARR $27.50B - Creative & Marketing Professionals subscription revenue $4.65B (+13% YoY) - Business Professionals & Consumers $1.91B (+16% YoY) Stock is down after a SOLID quarter

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Jensen says its not circular financing because they only put a little but a money in to get a lot of money back. "We put in 1 and 100 comes back in. Is that circular? If that is, let's do more of that." $NVDA

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Jensen: "The revenues per gigawatt right now is about $50 billion. You can still rent Volta, 10 years old. All the Amperes in the world are all rented out." $NVDA

[P Equity Research 📰/Precise market analysis @Only1Statuss]

J.P. Morgan: we believe the memory cycle is still in the mid-cycle with positive ASP growth trajectory through Q4'28 and beyond. $MU $DRAM $DISK $EWY

[P Equity Research 📰/Precise market analysis @Only1Statuss]

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[P Equity Research 📰/Precise market analysis @Only1Statuss]

Is the market ready to go lower? $SPY $QQQ $IWM
Which stock would you choose?

[P Equity Research 📰/Precise market analysis @Only1Statuss]

$WDC sees demand visibility extending all the way till 2030 and 2031.

[P Equity Research 📰/Precise market analysis @Only1Statuss]

"Although total DRAM wafer capacity continues to grow, most of the incremental capacity is being absorbed by HBM for AI accelerators. That leaves the commodity and LPDDR supply that robot brains depend on competing for a shrinking pool of non-HBM wafers."
$MU

$EWY
$DISK
$SKHY

[P Equity Research 📰/Precise market analysis @Only1Statuss]

"In 2028, the scale up is going to happen, and going to drive yet another 3 to 4x of increase of demand. So we really do not see the laser supply-demand gap actually close within the next couple of years." Tight laser supply till end of 2028...

$LITE

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Join if you want to get in depth takeaways. Many companies today, including

$MSFT
,
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[P Equity Research 📰/Precise market analysis @Only1Statuss]

Test equipment is projected to grow at a CAGR of +29%, significantly outpacing assembly and packaging equipment, which has a projected CAGR of +14%. $KEYS $TER $FORM

[P Equity Research 📰/Precise market analysis @Only1Statuss]

Meta will surprise people with their AI monetization optionality. Just wait... $META