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  3. Busy couple of weeks on results front

Busy couple of weeks on results front

Scheduled Pinned Locked Moved Investments and Portfolios
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  • A Online
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    Adam Kay
    Global Moderator
    wrote on last edited by
    #192

    Alphabet reiterated plans to spend about US$75 billion this year to build out data centre capacity, as “the opportunity with AI is as big as it gets,” said CEO Sundar Pichai, at the Google Cloud Next 2025 conference.

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      Adam Kay
      Global Moderator
      wrote on last edited by
      #193

      Taiwan Semiconductor Manufacturing reported a nearly 42% surge in Q1 revenue, fueled by strong demand for AI servers

      They also split out March(month) which was +46% i.e accelerating

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        Adam Kay
        Global Moderator
        wrote on last edited by
        #194

        Australia has rejected China's offer to "join hands" and respond to the escalating trade war, after U.S. President Donald Trump ramped up tariffs on Chinese goods.

        "We're not going to be holding hands with China in respect to any contest that's going on in the world," Deputy Prime Minister Richard Marles told Sky News Australia.

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          Adam Kay
          Global Moderator
          wrote on last edited by
          #195

          I suspect anyone who 'joins hands' with China will get their arm broken by the U.S✋

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            Adam Kay
            Global Moderator
            wrote on last edited by
            #196

            A new list of goods to be exempted from the latest round of tariffs on U.S. importers was released, and it includes smartphones, PCs, servers, and other technology goods, many of which are assembled in China.

            Apple is the clear, MU memory and 'other components' found in Servers

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              Cappo
              wrote on last edited by
              #197

              What an utter jerk he is though, just faffing around with stuff as it enters his tiny brain/suits him and his cronies personally. Next thing, he’ll find out that the sauce in his cheeseburger is made in China and he’ll exempt that as well. Talk about fuelling the uncertainty.

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                Adam Kay
                Global Moderator
                wrote on last edited by
                #198

                We all understand the frustration, Cappo. We've held 3 Investment Comm meetings over the past 3 weeks but ultimately came to the conclusion we would wait and see. Not because doing nothing was the easy option, but we believed we held quality, the man would likely pivot in short order (and what next).

                The golden rule with investing, you sell when:

                1. You find a better opportunity for your capital
                2. The factors which drove your investment in the first instance have materially changed with a degree of permanency.

                We didn't see tariffs having a permanent effect.

                Have a good weekend, all

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                  dingg
                  wrote on last edited by
                  #199

                  Unh ooops

                  Hopefully our weighting in phe isn't too large now

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                    2BToo
                    wrote on last edited by
                    #200

                    It looks like another nosedive day again today. Still, we've had a few of those recently and things seem to move back up again. Shame they don't move up as quickly as they move down, but I guess that's the way that markets work.

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                      Adam Kay
                      Global Moderator
                      wrote on last edited by
                      #201

                      Material pops after hours on top of a solid day due to the U.S administration stating ‘ The president and the administration are setting the stage for a deal with China," she said to reporters(press sec). "Everyone involved wants to see a trade deal happen, and the ball is moving in the right direction."

                      We will see.

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                        mikeiow
                        wrote on last edited by
                        #202

                        He is slowly having to completely back down from his ludicrous TariffTheWorld™ game 🫣
                        No doubt he will then claim total victory 🤣
                        & Wall Street has had a bunch of fun, & I fully believe some people on the inside have made a load of money off the back of the shenanigans 🤦‍♂️
                        Bizarre.

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                          Ducati996R
                          wrote on last edited by
                          #203

                          Yep….its been one big cluster f,,k….mates rates for the big boys …

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                            Adam Kay
                            Global Moderator
                            wrote on last edited by
                            #204

                            Some progress

                            China Halts 125% Tariffs on Semiconductor from the United States

                            According to the customs declaration system "Single Window" on April 24, 2025, the declared tax calculation shows that customs will cease the additional 125% tariff on integrated circuits originating from the United States.

                            For other goods, the additional 125% tariff will still temporarily follow the stipulations in Tax Commission Announcement No. 6 of 2025

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                              Adam Kay
                              Global Moderator
                              wrote on last edited by Adam Kay
                              #205

                              Apple plans to shift assembly of all iPhones sold in the U.S. to India starting next year — from the FT.

                              All sounds like a lot to me and may not be an issue given movement on tariffs negotiations-although that too could change (again) 🙂

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                                Adam Kay
                                Global Moderator
                                wrote on last edited by Adam Kay
                                #206

                                Reported by CNBC yesterday and a great example of the fake news which circulates to manipulate investors.

                                Amazon and Nvidia executives said Thursday that the construction of artificial intelligence data centres is not slowing down, as recession fears have some investors questioning whether tech companies will pull back on some of their plans.

                                “There’s been really no significant change,” Kevin Miller, Amazon’s vice president of global data centres, said at a conference organised by the Hamm Institute for American Energy. “We continue to see very strong demand**, and we’re looking both in the next couple years as well as long term and seeing the numbers only going up.”**

                                The comments run contrary to worrying buzz building on Wall Street about tech companies changing data centre buildout plans. Wells Fargo analysts said Monday that Amazon Web Services is pausing some leases on data centre commitments, citing industry sources. (fake)The magnitude of the pause was unclear, the analysts said, but the comments raised fears that Amazon was doing something similar to Microsoft’s recent move to pull back on some early stage projects. This too was fake-MSFT have cancelled some DC projects simply because OpenAI is now self reliant. Meta and GOOG assumed the lease obligations Msft walked away from but strangely committed that fact. I guess it didn't fit the 'fear' narrative.

                                Miller(the boss at AMZN DC)said “there’s been little tea leaf reading and extrapolating to strange results” about Amazon’s plans. In other words-nonsense

                                Nvidia is also not seeing signs of a slowdown, said Josh Parker, the chipmaker’s senior director of corporate sustainability.

                                “We haven’t seen a pullback,” Parker said. China’s artificial intelligence startup DeepSeek sparked a sell-off in power stocks earlier this year as investors worried that its artificial intelligence model is more efficient and data centers might need as much energy as originally anticipated.

                                But Parker said Nvidia sees compute and energy demand only rising due to AI, describing the reaction to DeepSeek as “kneejerk.” Anthropic co-founder Jack Clark said 50 gigawatts of new power capacity will be needed by 2027 to support AI. That is the equivalent of about 50 new nuclear plants. Note 50GW is an insane amount of power. Equiv to $2.5T in AI infrastructure spending

                                “Anthropic and the other AI companies, what we’re seeing is tremendous growth in the need for new baseload power. We’re seeing unprecedented growth,” Clark said.

                                The executives were speaking at a gathering of tech and energy companies at a conference in Oklahoma City organised by the Hamm Institute to discuss how the U.S. can address the growing energy needs for AI. There is a growing consensus in both industries that natural gas will be needed to meet the power needs.

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                                  2BToo
                                  wrote on last edited by
                                  #207

                                  Ok. Numpty Q here. Get ready to laugh (a lot).

                                  Share values have been going up of late, but portfolio values haven't been quite as buoyant. I presume that's because the pound has been strengthening against the dollar, non?

                                  If I'm looking at lists of share values and movements and comparing currency exchange rates as well then an increasing USD:GBP is bad, non?

                                  (Yes, I iz well fick. Sorry.)

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                                    dingg
                                    wrote on last edited by
                                    #208

                                    Yep, exchange rate is against us if we're invested in US equities, just need for the stock price increase to be better than the devaluation of the usd v gbp to be higher then we're back in the money 💰

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                                      2BToo
                                      wrote on last edited by
                                      #209

                                      Thanks dingg. FWIW we're in the US at the moment so a strengthening STLG is good when spending, so things aren't all bad.

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                                        Adam Kay
                                        Global Moderator
                                        wrote on last edited by
                                        #210

                                        Amazon has launched its first 27 Project Kuiper satellites, a major milestone in its $10 billion venture to provide high-speed broadband internet from space, competing with SpaceX’s Starlink. Deployed using a United Launch Alliance Atlas V rocket from Florida, these satellites aim to connect underserved and remote areas globally. The project plans to deploy 3,236 satellites, utilising Amazon’s cloud computing expertise to challenge Starlink’s dominance.

                                        The company will report earnings after the market close on 1 May (Thursday). Expectations are for Revenue of $155.1B and EPS $1.36

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                                          Adam Kay
                                          Global Moderator
                                          wrote on last edited by
                                          #211

                                          Earnings on deck tonight:
                                          KLA
                                          META
                                          MSFT

                                          here are the estimates with comparative prior periods

                                          Screenshot 2025-04-30 at 10.32.55.png

                                          I would expect beats, particularly for Meta. Their business is really firing. Look for comments on their chatgpt competitor.

                                          KLA will be heavily involved in the COWOS ecosystem and we know demand and capacity expansion is very strong. Further, the cycle for smart devices has improved which should also bode well. I expect KLA to reaffirm their 2025 guides+. This is one company where we are investing in management just as much as the 'product'-they are at the top of their game.

                                          MSFT-I expect Azure to continue to grow and for management to reaffirm their Capex ($80B) and at the same time say they have a lot more demand than their ability to supply re AI infrastructure

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