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  3. PHE and PHT

PHE and PHT

Scheduled Pinned Locked Moved Investments and Portfolios
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  • D Offline
    D Offline
    dingg
    wrote on last edited by
    #14

    Post election usa imo

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    • 2 Offline
      2 Offline
      2BToo
      wrote on last edited by
      #15

      Good point. Thanks dingg.

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      • 2 Offline
        2 Offline
        2BToo
        wrote on last edited by
        #16

        Well SMCI jumped like a startled grasshopper today so I'll be hoping for some nice numbers from PHT tomorrow. And possibly from IML too, as I think that their longer-term funds have a good bit of Super Micro in them.

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        • D Offline
          D Offline
          dingg
          wrote on last edited by
          #17

          I reckon that you're a tad optimistic πŸ€”

          Almost everything else took a kick in the balls.

          Its a marathon not a sprint, I'm still about 1% off the yearly high thus far, been a fight to get back up there the past couple of months.

          Post election rally into Christmas, hopefully 🀞

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          • D Offline
            D Offline
            dingg
            wrote on last edited by dingg
            #18

            Better than I suspected, not much change at all on pht or iml
            πŸ‘

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            • A Online
              A Online
              Adam Kay
              Global Moderator
              wrote on last edited by
              #19

              PHT was modestly up. I would estimate +35bps. The wider market fell approx 100bps. Gainers were limited to AI related stocks due to SMCI stating that they had what is a record quarter due to DLC server shipments. Their quarterly result will be interesting. Last quarter they delivered 1,350 DLC and it sounds like they have delivered 2,000 this quarter which would equate to 128,000 GPU although some will be air cooled. I won't second guess actual revenue but it looks promising. In Q4 they reported $5.31B and their guide was wide; $6B-$7B. Based on the above it looks, and there is some fill in the gaps work here, an additional 650 DLC servers which are circa 2.5M each , or $1.6B which would put them at the very high end of their guide of $7B. If EPS also comes in as per the guide, this would be $8.27 and 65M shares which translates to $546M net or 7.8% vs 7.6% the previous quarter. I am hoping to see a gross margin in the early 12s although the above looks very promising.

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              • A Online
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                Adam Kay
                Global Moderator
                wrote on last edited by
                #20

                There non gaap share count is 66M. Also pointing out that their revenue just 2 quarters ago(very recent) was $3.8B so as you can see they are growing very rapidly. We very much to see their margin start to improve which is should with the opening of their Malaysia factory and expansion of US operations. They need to file their 10-k within the next 4 weeks ideally.

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                • 2 Offline
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                  2BToo
                  wrote on last edited by
                  #21

                  Thanks. Looks like both Dingg and Adam were both right; my portfolio was down, but that was because the PHT gain was more than cancelled out by a drop in PHE.

                  A post-election rally into Christmas would be lovely!

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                  • A Adam Kay

                    Hi LP,

                    Screen Shot 2024-09-13 at 11.21.07.png

                    2 Offline
                    2 Offline
                    2BToo
                    wrote last edited by
                    #22

                    @Adam-Kay

                    @Adam-Kay said in PHE and PHT:

                    Hi LP,

                    Screen Shot 2024-09-13 at 11.21.07.png

                    Guys,

                    Presuming this is OK with Adam/Nik/Cobens, would it be OK to have a thread where the up-to-date holdings of PHE and PHT are listed?

                    I've found this list from Adam but it's nigh on a year old and I know that things have changed since then.

                    A nice chap called Peter (peter.*******@gmail.com) did a clever Google Doc showing the listings in each portfolio with a simple performance tracker, but that is now out-of-date (it doesn't show Oracle, which I understand is a new part of PHT).

                    Thanks.

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                    • A Online
                      A Online
                      Adam Kay
                      Global Moderator
                      wrote last edited by
                      #23

                      Hi O,

                      Out:
                      PYPL/PANW/TWLO

                      IN:
                      MU/ORCL/AVGO

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                      • 2 Offline
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                        2BToo
                        wrote last edited by
                        #24

                        Thanks. So the list now is as follows:

                        GOOG
                        META
                        MSFT
                        VRTX
                        AAPL
                        ORCL
                        KLAC
                        ADBE
                        MEDP
                        NVDA
                        AVGO
                        MU
                        SMCI

                        Does PHE remain unchanged?

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                        • A Online
                          A Online
                          Adam Kay
                          Global Moderator
                          wrote last edited by
                          #25

                          The Equity portfolio, save for weight changes, remains unchanged, for now

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                          • L Offline
                            L Offline
                            LastPoster
                            wrote last edited by
                            #26

                            @Adam-Kay said in Oracle (ORCL):

                            Medpace

                            I did mention it here and an email will go out, probably next week

                            According to the above (which is from the Oracle thread) I thought Medpace was to be sold

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                            • R Offline
                              R Offline
                              Ronski
                              wrote last edited by
                              #27

                              I have the following for PHT

                              NASDAQ:AAPL Apple Inc
                              NASDAQ:SMCI Super Micro Computer Inc
                              NASDAQ:MSFT Microsoft Corp
                              NASDAQ:NVDA NVIDIA Corp
                              NASDAQ:GOOG Alphabet Inc Class C
                              NASDAQ:META Meta Platforms Inc
                              NASDAQ:VRTX Vertex Pharmaceuticals Inc
                              NASDAQ:AVGO Broadcom Inc
                              NASDAQ:KLAC KLA Corp
                              NYSE:ORCL Oracle Corp
                              NASDAQ:MU Micron Technology Inc
                              NASDAQ:ADBE Adobe Inc

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                              • A Online
                                A Online
                                Adam Kay
                                Global Moderator
                                wrote last edited by
                                #28

                                Yep-medp too. Ron’s list is correct

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