primetime
@_Primefolio_
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what I’m here for? Business-Economics-Stocks-Money.-Sports-Jokes-Wine. #Saints #Pelicans Data Analyst
Joined August 2014
@SimpleSwings Nahhh more like invested in landing rockets, self driving cars and is currently paying someone to build robots as we go into the exponential growth stage of the AI industry…he gets way too much credit as builder or scientist. Genius but he’s no rocket scientist. lol
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@TheLongInvest any thoughts?
$ALAB | Astera Labs Q4'24 Earnings Highlights: 🔹 Non-GAAP EPS: $0.37 (Est. $0.26) 🟢 🔹 Revenue: $141.1M (Est. $127.98M) 🟢; UP +179% YoY Q1;25 Guidance: 🔹 Revenue: $151M-$155M (Est. $134.25M) 🟢 🔹 Non-GAAP Diluted EPS: $0.28-$0.29 (Est. $0.25) 🟢 🔹 GAAP Gross Margin: ~74% Product and Business Highlights: 🔸 Scorpio Fabric Products: Introduced Scorpio Smart Fabric Switches for AI infrastructure with PCIe Gen 6 and advanced clustering capabilities. 🔸 Aries Product Expansion: Shipped Aries 6 Retimers (PCIe 6.x/CXL 3.x) and Aries Smart Cable Modules for extended reach in GPU clustering. 🔸 Technology Demonstration: Delivered industry’s first end-to-end PCIe optical connectivity and showcased PCIe 6.x interoperability with Micron SSDs. 🔸 UALink Leadership: Joined Ultra Accelerator Link Consortium to enhance scale-up AI connectivity. Operational Highlights: 🔹 Quarterly Growth Drivers: Aries PCIe Retimer products and Taurus Smart Cable Modules were key contributors. 🔹 Design Milestones: Demonstrated sequential read speeds exceeding 26GB/s with Scorpio P-Series Fabric Switch and PCIe 6.x SSDs. 🔹 R&D Expansion: Continued innovation with multi-generational product roadmaps and technology partnerships. Executive Commentary: 🔸 CEO Jitendra Mohan: "Astera Labs achieved exceptional revenue growth in FY24, driven by our Aries Retimers and expanding product portfolio. FY25 is poised to be a breakout year as we scale revenue across all product families."
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Bear trap of bull trap…I’m thinking bull by the look of some of these charts
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@TheLongInvest Market seems to be concerned about cloud growth as well. Considering why MSFT and Google fell
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Shit doesn’t make sense
$AMD: $185B market cap, $7.53B estimated revenue this quarter. $PLTR: $220B market cap, $828M revenue this quarter. Wow. 🫠
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@DivesTech Palantir is now about 70% the market cap of Salesforce while doing about 13% of the revenue. $PLTR not a fan of that comparison
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For those who can read cash flow statements, you'll see below that $PLTR doles out more cash in stock comp than it generates in net income to the tune of hundreds of millions each year. The entire business is a scheme built to move money from shareholder pockets to the company insiders, who systematically dump their issued shares onto retail bagholders Good thing the bulls can't read cash flow statements, or the insiders might have a problem on their hands
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@RealAlexJones It’s scary how many ppl are in replies and didn’t watch video…she clearly says Sue them as much as you want just don’t make money from it. And of course no community note @CommunityNotes
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@CollinsforTX But vice versa Republicans shit in Barack but he deported more illegals than anyone
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