Azarudeen Mohamed Ali
Azarudeen Mohamed Ali @Azarudeen17

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-0.06%2026
2026
15.60%2025
2025
43.93%2024
2024
29.14%2023
2023
-2.90%2022
2022
43.9%0%-43.9%
Análises e comentários
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
11d
Would you turn your house into a data centre? Nvidia, PulteGroup and Span have announced a partnership to install small compute nodes in newly built homes. These nodes will be powered by the untapped residential energy to run AI inference workloads. Breaking down the buzz: PulteGroup is one of the... Mostrar mais Traduzir
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NVDA
NVIDIA Corporation
225.53
-10.42 (-4.42%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
24d
Tesla's tariff windfall made the numbers work: Tesla announced its Q1 2026 earnings and beat profit expectations for the second consecutive quarter, posting adjusted earnings of $0.41 per share against consensus of $0.37, and delivered revenue of $22.38B. The company cited "increase in automotive... Mostrar mais Traduzir
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TSLA
Tesla Motors, Inc.
422.44
-21.06 (-4.75%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
25d
Need training data? Just track your employees: Meta announced it will begin capturing mouse movements and keystroke data from employees' computers to use as training material for its AI models. Breaking down the buzz: The company frames this as necessary for building agents that can mimic human... Mostrar mais Traduzir
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META
Meta Platforms Inc
614.58
-4.20 (-0.68%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
1m
It's official. Too many people are building AI chips: Elon Musk announced that the company's AI chip design team completed the development of its AI5 autonomous driving chip, reaching the final design milestone before a chip goes to a foundry for manufacturing. The chip will be fabricated at... Mostrar mais Traduzir
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
1m
SanDisk's massive bull run earns a place in the Nasdaq 100: SanDisk has surged 250% year-to-date, driven by AI data storage demand. It rose another 12% on Monday after news of its inclusion in the Nasdaq-100 effective April 20. At a market cap approaching $140 billion, the stock has gone from a... Mostrar mais Traduzir
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SNDK
Sandisk Corp/DE
1406.50
24.89 (1.80%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
1m
Meta's war mode, and its first AI model in a year: Meta has spent the last year buying its way into the AI agent race, acquiring Manus for over $2 billion and investing $14.3 billion in Scale AI. Now it has launched a proprietary model called Muse Spark, closing the door on the open-source playbook... Mostrar mais Traduzir
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META
Meta Platforms Inc
614.58
-4.20 (-0.68%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
1m
📈 Anthropic has a demand problem, there's too much: Anthropic just announced it will access multiple gigawatts of next-generation tensor processing unit (TPU) capacity starting in 2027, through a new long-term deal with Google and Broadcom. The company's run-rate revenue has crossed $30 billion,... Mostrar mais Traduzir
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NVDA
NVIDIA Corporation
225.53
-10.42 (-4.42%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
2mo
Nvidia's biggest hurdle is TSMC's capacity: Nvidia dominates AI chips. Jensen Huang has $1 trillion in GPU orders through 2027. The company's stock trades at a forward P/E that implies continued dominance for years. And yet Nvidia may have to redesign its next-generation chip because there... Mostrar mais Traduzir
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NVDA
NVIDIA Corporation
225.53
-10.42 (-4.42%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
2mo
Zuckerberg pulls the plug on Metaverse: Meta is killing the metaverse, the concept it is named after. It's pulling down Horizon Worlds from the Quest store, with a shutdown date of June 15, and issued a statement describing the move as giving each platform "greater focus". That last part... Mostrar mais Traduzir
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META
Meta Platforms Inc
614.58
-4.20 (-0.68%)
Azarudeen Mohamed Ali
Azarudeen Mohamed Ali
Emirados Árabes Unidos
2mo
East or West, Nvidia chips are the best: The US has spent three years trying to cut Chinese AI companies off from advanced chips. ByteDance just found a way around it, through Malaysia. According to a Wall Street Journal report published Thursday, ByteDance is assembling roughly 36,000 Nvidia Blackwell... Mostrar mais Traduzir
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NVDA
NVIDIA Corporation
225.53
-10.42 (-4.42%)

Sobre Azarudeen Mohamed Ali
Emirados Árabes Unidos
Estratégia: Crescimento

A growth-oriented investor utilizing a rules-based strategy to achieve a 25% CAGR
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3.6K Seguidores

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