NVIDIA’s (NVDA) Profits Surge Due to the Insatiable Thirst for AI Systems
NVIDIA’s (NVDA) revenue and profit growth surged last quarter due to an insatiable thurst for Artificial Intelligence (AI) systems.
NVIDIA’s (NVDA) revenue and profit growth surged last quarter due to an insatiable thurst for Artificial Intelligence (AI) systems.
Forint’s (FTNT) product revenue slowed from +30% to +18% last quarter as hardware growth was weak. But a new firewall is coming.
Celssius (CELH) delivered monster results last quarter. And growth opporunity is huge as the company expands Internationally.
Mexico is now MercadoLibre’s (MELI) second largest ecommerce market. Now MELI is expanding its banking and credit services there.
Supermicro (SMCI) is experiencing huge growth as annual revenue is expected to ramp up from $7 billion to $20 billion in five years.
Chipotle (CMG) stock has been doing well as profits have been “off the chart”. But with a high P/E, CMG could decline as growth slows.
Meta Platforms (META) is on the path for tremendous growth in the upcoming quarters as management has trimmed expenses.
Paycom Software (PAYC) introduces its payroll solution to Canada while also expanding its target market to include larger companies.
Arista Networks’ (ANET) impressed investors in its latest earnings report, but there is some uncertainty in its upcoming quarters.
O’Reilly (ORLY) delivered a solid quarter with 16% profit growth on 11% sales growth, and has opened 100 new stores so far this year.
MasterCard (MA) stock has been moving up — and hit an All-Time high — as consumers spend on travel and entertainment.
Visa’s (V) stock seems undervalued by 32% when I look out to 2024 (which is just one quarter away). Here’s my analysis as to why: