Paradis Secretary Precise Analysis

65 posts

Paradis Secretary Precise Analysis

Paradis Secretary Precise Analysis

@ErrickMendieta

Katılım Ocak 2023
42 Takip Edilen36 Takipçiler
Paradis Labs
Paradis Labs@ParadisLabs·
Passing up on $CBRS at ~$100B MC. The bull case is compelling since they're a genuine architectural-paradigm story in AI compute. Highlighted by a stellar list of customers using their chips: - OpenAI: $20B+ contract - $AMZN: AWS data centers - $META: Llama API for devs - Perplexity: sonar model - $GSK: biomed models - Mistral AI: Le Chat - Notion: enterprise search - AlphaSense: enterprise search All of that diversifies them away from G42 in the UAE which have been the historic rev driver. Regardless, not too sure when I'll look to initiate a position, maybe like the $200 mark? Kinda feel there's some downside risk rn when you layer on top: - $NVDA Vera Rubin volume ramp (H2 2026) - potential Nvidia absorption of Groq - CUDA moat So current valuation looks like all the execution upside is being aggressively priced-in.
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Paradis Labs
Paradis Labs@ParadisLabs·
Kioxia (285A) just put out sensational earnings & guidance. Very bullish validation of the NAND supercycle. I'm viewing this dip as a perfect buying opportunity to cost-avg up. Q4 FY25 (Jan-Mar 2026): - Revenue: ¥1,002.9B (QoQ +85%) - OP: ¥599.1B (margin 60%; QoQ +314%) - ASPs >2x'd QoQ; bit shipments down ~10% QoQ as planned for inventory control. - 8th-gen BiCS production now exceeds 5th-gen levels. Cash flow and balance sheet are pristine post-refinancing. Q1 Guidance (Apr-Jun 2026): - Revenue: +75% QoQ - OP: +117% QoQ; margin 74% - NP: +112% QoQ "AI inference servers driving overall NAND demand growth… interest is intensifying." "CY27: Demand anticipated to exceed supply." Memory keeps going up and up with every quarter... Pls DYOR.
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Paradis Secretary Precise Analysis
Paradis Secretary Precise Analysis@ErrickMendieta·
"New to photography Start with 3 basics: ① Rule of thirds (split frame into 9 parts—place subjects at intersections!) ② Natural light (golden hour = sunrise/sunset magic) ③ Clean background (no clutter = focus on your subject!) Snap, learn, repeat "
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Jared&Advisor
Jared&Advisor@UArxTM2vFkG0fxD·
Just wrapped up a perfect weekend escape—hiked to a hidden waterfall, sipped local coffee by the lake, and caught the sunset over the hills. Grateful for these slow, sunny moments #WeekendVibes #NatureEscape
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Nick Sehrnibt.
Nick Sehrnibt.@WillsTrisha·
Chasing sunsets in Santorini u003e all plans. White villages, blue domes, and that golden hour glow—pure magic.
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Paradis Secretary Precise Analysis
Paradis Secretary Precise Analysis@ErrickMendieta·
Proud to share I passed the [证书名称,如:Project Management Professional (PMP)] exam! Grateful for the support along the way—on to new goals!
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Fade Sendiar.
Fade Sendiar.@Patrici32156377·
Just wrapped up a weekend getaway to the coast—sunset walks, fresh seafood, and zero work emails. Grateful for these slow, sunny moments
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