Angelo Zino

27 posts

Angelo Zino

Angelo Zino

@AngeloZino

Vice President and Technology Equity Research Analyst @cfraresearch

New York Katılım Temmuz 2014
80 Takip Edilen317 Takipçiler
Angelo Zino retweetledi
Schwab Network
Schwab Network@SchwabNetwork·
.@AngeloZino on the future of $NVDA: "Left for dead” a few weeks ago — and it now with a “significantly improved” outlook. “The most valuable IP we have in this country is Nvidia’s GPU."
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CNBCOvertime
CNBCOvertime@CNBCOvertime·
"Blackwell will launch, it will ramp, we think it's going to be an enormous cycle....so if you're selling your shares here after hours, we would be careful for that, because this is going to be a free cash flow monster," @cfraresearch's Angelo Zino @Nvidia $NVDA @JonFortt
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Yahoo Finance
Yahoo Finance@YahooFinance·
"There's clearly going to be risk looking ahead for this name," CFRA Research analyst @AngeloZino says on $NVDA, whose stock continues to fall despite beating Q2 earnings expectations. His case:
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Yahoo Finance
Yahoo Finance@YahooFinance·
"Overall, it came kind of in line with expectations," CFRA Research analyst @AngeloZino says on $AVGO earnings. "As far as kind of the guidance,... it was pretty much matching what they said three months ago."
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Schwab Network
Schwab Network@SchwabNetwork·
𝗜𝗻𝘀𝗶𝗱𝗲 𝗢𝘂𝘁: Previewing big tech earnings 🖥️ 🔔 $AMD after the close 🔔 $MSFT after the close 👥 @cfraresearch's Angelo Zino shares his expectations for today's AMD & Microsoft reports, and @TomWhite_S sets up a trade idea in each name: twitter.com/i/broadcasts/1…
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Yahoo Finance
Yahoo Finance@YahooFinance·
"The real problem at Intel right now continues to be on the data center and AI side of things," CFRA Research analyst @AngeloZino says. "The fact of the matter is they don't have the right solutions out there to compete with the Nvidia's [and] AMD's of the world."
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Angelo Zino retweetledi
Yahoo Finance
Yahoo Finance@YahooFinance·
Apple's India sales hit $6 billion in the year through March, according to Bloomberg. CFRA Research Senior Equity Analyst Angelo Zino on the opportunities $AAPL has in India for sales and production:
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Yahoo Finance
Yahoo Finance@YahooFinance·
“As far as the long-term is concerned, I don’t think there are many investors out there that are too concerned about” $AAPL, @cfraresearch’s Angelo Zino says, adding: “We’re a little bit more conservative than the rest of The Street.”
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Angelo Zino retweetledi
Geiger Capital
Geiger Capital@Geiger_Capital·
Jeremy Siegel of the Wharton School ripping apart Powell and the Fed… “They Know Nothing” 2.0
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Angelo Zino retweetledi
Yahoo Finance
Yahoo Finance@YahooFinance·
“If you’re a long-term investor, I don’t think you should be too concerned,” @cfraresearch’s Angelo Zino says on $NVDA falling after the U.S. restricted chip exports to China. “The fear here is definitely the fact that the U.S. government could… get more aggressive.”
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Angelo Zino retweetledi
Yahoo Finance
Yahoo Finance@YahooFinance·
“At the end of the day, we do think Twitter does have the upper hand here,” @cfraresearch Senior Industry Analyst @AngeloZino says on the Elon Musk-Twitter deal. But for $TWTR stock, “things could absolutely get uglier here before they get better.” Full interview:
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