FUTURO COMPOSTO

283 posts

FUTURO COMPOSTO

@futurocomposto

stock market and AI Katılım Eylül 2015

239 Takip Edilen44 Takipçiler

FUTURO COMPOSTO@futurocomposto·2d

Lets GOOO ❤️🔥

Jensen Huang@JensenHuang

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…

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FUTURO COMPOSTO@futurocomposto·3d

The hyperscalers are all telling us the same thing: "AI infrastructure spending is still accelerating" But there’s 1 company that makes all of this possible, and it’s sitting at just 20x forward earnings: $NVDA I’m looking at you 👀

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FUTURO COMPOSTO@futurocomposto·3d

@DrewCohenMoney Cloud backlog reached $514B, That contracted demand explains why Alphabet is accelerating infrastructure spending rather than protecting short-term free-cash-flow

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Drew Cohen@DrewCohenMoney·4d

For the FIRST time since going cash flow positive, $GOOG has negative FCF And they increased their capex guide to $195b - 205b

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FUTURO COMPOSTO@futurocomposto·3d

@RJCcapital Cloud backlog reached $514B, with about half expected to convert into revenue within two years. That contracted demand explains why Alphabet is accelerating infrastructure spending rather than protecting short-term free-cash-flow.

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RJC@RJCcapital·4d

$GOOGL going fcf negative for the first time since it wen't public. Where do you think that money is going anon?

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FUTURO COMPOSTO@futurocomposto·3d

9/9 These results justify a higher intrinsic value estimate, but not because of headline EPS. The upgrade comes from faster Cloud growth, a $514B backlog, stronger AI monetization and proof that heavy CapEx is meeting real demand.

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FUTURO COMPOSTO@futurocomposto·3d

8/9 The core company remains exceptionally strong and is still growing quickly. If Google can sustain this AI and Cloud momentum for several more years, Cloud alone could become one of the most valuable businesses in the world.

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FUTURO COMPOSTO@futurocomposto·3d

1/9 Alphabet's Q2 was impressive, but the $9.11 EPS is not the main story. The real story is how quickly Google is converting AI infrastructure into Cloud growth, even while sacrificing near-term free-cash-flow to build capacity. $GOOG $GOOGL #GOOGLE #ALPHABET

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FUTURO COMPOSTO@futurocomposto·6d

The biggest idea is this: AI glasses could become a second brain for humans. Robots give AI a physical body. AR glasses may let AI act through our eyes, hands and decisions.

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FUTURO COMPOSTO@futurocomposto·6d

Home repairs or car maintenance The glasses could identify the problem, show the tools and materials required, and guide you step by step in real time. #ChatGPT could move from answering questions to assisting physical actions.

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FUTURO COMPOSTO@futurocomposto·6d

Contrary to some scepticism, I’m extremely bullish on AI-powered augmented reality glasses. Not because they’ll be another gadget, but because they could become the interface between humans and AI.

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Keşfet

@DrewCohenMoney @RJCcapital @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA