𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗢𝗪 𝗼𝗿 𝗡𝗲𝘃𝗲𝗿
Two weeks ago, I bought $NOW (ServiceNow Inc) (ServiceNow Inc) when the market handed it a 40% discount after a perfect earnings report.
Today it's up double digits.
I said it then: they beat every single metric. $3.77B revenue, +22% YoY. $12.64B in committed... Show More
I've just opened a position using 2.08% of my equity.
The market handed $NOW (ServiceNow Inc) a 40% discount for having a great quarter. I'm buying.
ServiceNow runs the back office of the world's largest companies.
They just deepened partnerships with $NVDA (NVIDIA Corporation) and $MSFT... Show More
𝗦𝗲𝗺𝗶𝘀 (𝗦𝗠𝗛) 𝗮𝗿𝗲 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗮𝗴𝗮𝗶𝗻. 𝗜𝗡𝗧𝗖 +𝟭𝟮% 𝘁𝗼𝗱𝗮𝘆, 𝗔𝗠𝗗 +𝟰%
$SMH (VanEck Vectors Semiconductor ETF) has delivered 31% annualized over the last 10 years, one of the best performing non-leveraged ETFs of the decade. About 25% of the fund is in equipment makers like $ASML... Show More
Quick start to the week. A lot of headlines in the past day that could affect the semiconductor space.
𝗞𝗲𝘆 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁𝘀
• Brent crude jumped toward $115 after escalating tensions in the Middle East.
• Iran launched missile strikes toward Israel, increasing geopolitical risk in the region.
•... Show More
𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗦𝗲𝗻𝘁𝗶𝗺𝗲𝗻𝘁
𝗧𝗟;𝗗𝗥
The semiconductor industry continues its steady climb. Strong demand for AI infrastructure is providing a reliable foundation for long-term growth.
𝗧𝗵𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗩𝗶𝗲𝘄
The semiconductor sector is undergoing a structural shift toward more predictable,... Show More
𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝗱𝗲𝗺𝗮𝗻𝗱 𝗶𝗻 𝗮𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 𝗮𝗻𝗱 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀
A year ago I added $GE (General Electric Co).
Not the old conglomerate but the new focused aerospace business. Its service segment generates recurring revenue over decades.
They are investing up to $300M... Show More
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