Wisdom Global Investment Managers                                                    […]
31-May-22 Current Price: $186 Wisdom Global: NVDA : 1QCY22 result review USD Mn 1QCY22 YoY QoQ Remarks Revenue 8,288 46.4% 8.4% primarily driven by growth in Datacenter segment followed by Gaming. Gaming also includes crypto demand. Gross profit 5,431 49.7% 8.6% Â primarily due to a higher-end mix of GeForce GPUs within Gaming and sales mix […]
WG’s View: Price of NVDA & AMD GPU’s are approaching MSRP levels; not seen in the last 18 months. We may see the vacuum cleaner effect seen in other covid beneficiary stocks in NVDA if this price decline continues. Ethereum Mining profitability is also at its lowest levels in 18 months which affects demand for […]
Don’t miss an update, subscribe to our Telegram Channel: https://t.me/wglobal 30-May-22 Current Price: $120 Wisdom Global: ABNB : 1QCY22 result review USD Mn 1QCY22 YoY QoQ Remarks Revenue 1,509 70.1% -1.5% driven primarily by rebound in travel, higher average daily rates (up 5% YoY) & slightly higher take rate (+ 20 bps YoY) Gross profit […]
Don’t miss an update, subscribe to our Telegram Channel: https://t.me/wglobal 28-May-22 Current Price: $85 Wisdom Global: PYPL: 1QCY22 result review USD Mn 1QCY22 YoY QoQ Remarks Revenue 6,483 7.5% -6.3% Growth at Braintree is offset by exiting e-bay customers. Lower take rate due to exiting high take rate eBay customers. EBIT 711 -34.2% -31.1% higher […]
The volatility & decline in Nasdaq and to some extent S&P stocks can be broadly attributed to three factors, we will discuss those three factors and what to expect moving forward. Factor 1: Extrapolating covid growth trends to the future (3-5 years): Many companies, especially the ones in the tech space benefitted from Covid as […]
Don’t miss an update, subscribe to our Telegram Channel: https://t.me/+alc9oAbcyrwyYWQ9 21-May-22 Current Price: $642 Wisdom Global: TSLA : 1QCY22 result review USD Mn 1QCY22 YoY QoQ Remarks Revenue 18,756 80.5% 5.9% driven by growth in vehicle deliveries and increased average selling price (ASP) from better product mix as well as higher prices to pass higher […]
Wisdom Global Investment Managers                                                    […]
Check regular updates on our Telegram Channel: https://t.me/+alc9oAbcyrwyYWQ9 10-May-22 Current Price: $2175 Wisdom Global: AMZN : 1QCY22 result review USD Mn 1QCY22 YoY QoQ Remarks Revenue 116,444 7.3% -15.3% revenue growth YoY driven by Advertising services, AWS & Physically stores partially offset by a decline in online sales and lower growth third-party seller services. Gross […]
Wisdom Global Investment Managers 3-May-22 Current Price: $2370 Wisdom Global: GOOGL: 1QCY22 result review USD Mn 1QCY22 YoY QoQ Remarks Revenue 68,011 23.0% -9.7% revenue growth in all regions and all products with cloud clocking the highest 44% YoY growth and Youtube lowest at 14%. Gross profit 38,412 23.1% -9.3% TAC rate on Google Search […]