TSMC’s earnings, even when disappointing, show how strong the company’s position is. Still, there are open questions about using leading edge capacity in the future.
Nvidia Earnings and Inventory, Nvidia and China, Nvidia and Public Clouds
Understanding Nvidia’s earnings, including its exploding inventory, China prospects, and public cloud partnerships
Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings
Elon Musk’s Twitter Blue proposal seems reasonable, and the company is not in as dire financial straits as reported. Then, revisiting the idea of a Twitter business model pivot, and why Apple’s services revenue is so impressive.
Meta AI Infrastructure Spend, Microsoft and Amazon Earnings, Paying the Promise of Cloud Computing
Does AI spend build a moat, or is it a commodity? Then, Microsoft and Amazon deliver on the promise of cloud computing, even if it is costly.
Google Earnings, Gaming’s Warning Light, Google’s Costs
Google’s results seemed bad, but while there are concerns for both revenue and costs, the business is still in good shape.
Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset
Snap’s earnings were bad, and even worse when you dig into the details. It appears the company is back to the basics of ad selling (and that’s not great for Elon Musk).
Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier
Netflix’s numbers were up, and so were the mood of its executives, who are back to being bullish about Netflix’s growth opportunities and competitive position.
Roblox Ads, Walmart Land, Internal Economies
Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.
Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise
Nvidia’s earnings were even worse than their warning, but the data center business suggests there is room for optimism.
AppLovin Offers to Buy Unity, Roblox Earnings, Amazon Buys iRobot
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.