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212Podcast episode 63 "Buy High. Sell Low."
Subscribe to the podcast to make Palantir a Tenbagger!
00:00:00 US election
00:04:00 Palantir $PLTR (+5,8%)
00:24:00 AppLovin
00:35:00 Meta $META (+0,4%)
00:45:00 Alphabet $GOOGL (-0,6%)
$GOOG (-0,66%)
00:55:30 PayPal $PYPL (+3%)
01:12:45 Vistra $VST (+5,85%)
01:24:00 Robo-Advisors vs. ETFs
Spotify $SPOT (+0,87%)
https://open.spotify.com/episode/1EEZA9phh1ndeZbmMofoEe?si=Z4bINmNZTBiEvBuEUHI1Lg
YouTube
Apple Podcast $AAPL (+0,65%)
The Cloud business has become very profitable as well with a 17% operating margin, partly due to lower depreciation charges. Overall, $GOOG (-0,66%) has cut employees while adding revenues.
The company grew revenues by more than $11 billion YoY in the process of cutting employees to improve efficiency.
The stock also seems very fairly valued with great long-term potential for upside.. thoughts 🤔
Big gains from $GOOG (-0,66%)
Hopefully $AMZN (-0,02%) and $INTC (+0,53%) don’t ruin them tomorrow
And out again $GOOG (-0,66%) 🫡
$GOOG (-0,66%) strong earnings made my portfolio jump by 4% overnight, as a relatively new investor this is crazy.
I just hope $MSFT (+0,15%) earnings are equally good and I see another jump in my net worth 🤑
Small losses from $BP (-3,21%) earnings, hopefully $GOOG (-0,66%) can cover my losses tonight with their earnings
Asian stock markets mixed
The Asian markets are mixed ahead of the upcoming quarterly figures of the major US technology companies. In Japan, the leading Nikkei index rose despite political uncertainty following the ruling party's loss of majority, while the Chinese stock exchanges came under pressure. The Shanghai stock exchange lost 0.6% to 3300.52 points. The index of the most important companies in Shanghai and Shenzhen fell by 0.6% to 3940.23 points. In Tokyo, the Nikkei index, which comprises 225 stocks, rose by 0.7% to 38,872.30 points, while the broader Topix was up 0.9% at 2681.40 points. Positive company figures and price gains on Wall Street supported sentiment. "Share prices have already fallen far enough that there should now be a revaluation," said Kenji Abe from investment bank Daiwa Securities. Technology stocks such as the investor specializing in artificial intelligence $9434 (+1,51%) SoftBank, which specializes in artificial intelligence, rose by 2.2%, the chip tester manufacturer $6857 (-1,69%) Advantest by 1.5%.
Attention is now turning to the upcoming quarterly figures of major technology groups such as $GOOGL (-0,6%)
$GOOG (-0,66%) Alphabet, $META (+0,4%) Meta and $MSFT (+0,15%) Microsoft. "The results of the Magnificent Seven will set the tone this week," said one trader. Alphabet, the parent company of Google, will open the round of tech giants on Tuesday, followed by Facebook parent Meta Platforms and Microsoft on Wednesday and $AAPL (+0,65%) Apple and $AMZN (-0,02%) Amazon on Thursday.
Big week for my portfolio
Tuesday: $BP. (-1,72%) and $GOOG (-0,66%) earnings
Thursday: $AMZN (-0,02%) and $INTC (+0,53%) earnings
I’ll end the week broke or slightly less broke lol
Alphabet's Q3 revenue growth likely to slow as competition puts pressure on Search, YouTube
Source: reuters.com
- Alphabet is expected to post its slowest revenue growth in four quarters on Tuesday, driven by competition that is weighing on its core Google search business and limiting ad spending on YouTube.
The slowdown in its core business is expected to overshadow AI-driven gains in its cloud computing business in the third quarter. This quarter was also the company's first since Anat Ashkenazi took over as chief financial officer from Ruth Porat.
Alphabet's long-standing dominance of the digital advertising market is under threat from companies such as Amazon and TikTok, which are popular with advertisers seeking a large pool of buyers.
Another risk for Alphabet is regulators considering breaking up Google (link) to loosen what they call its "illegal monopoly" in online search.
Analysts expect Google search and other related revenues to grow 11.6 percent in the third quarter, slower than the 13.8 percent increase in the second quarter, according to Visible Alpha.
"New entrants like Perplexity and ChatGPT are raking in billions of dollars on the premise that search can now be disrupted; Google was seen as slow, unprepared... to the development of GenAI," said the MoffettNathanson analysts.
"Some of this negative narrative will be difficult to refute in the coming year," the analysts said, adding that they expect significant changes in Google's ability to maintain its exclusive search advantage on Apple and Android phones in the United States.
In a report earlier this month that set alarm bells ringing among investors, research firm eMarketer said Google's share of U.S. search advertising revenue will fall below 50 percent next year for the first time in at least 18 years.
Amazon's share of search advertising revenue in the US is expected to rise to 24 percent next year, while generative AI competitors such as Amazon founder Jeff Bezos-backed Perplexity AI are also snatching some advertising revenue away from Google.
Google is working to improve the effectiveness of its tools. It has begun placing ads in AI-generated summaries at the top of search results, a move that analysts say could help fend off competitors.
Alphabet's shares fell nearly 9 percent in the three months through September, its biggest quarterly drop since the third quarter of 2022, but are up 17 percent so far this year.
Overall, Alphabet's revenue is likely to have increased by 12.6 percent to 86.31 billion US dollars in the third quarter, slower than the 13.6 percent growth in the second quarter, according to estimates by analysts compiled by LSEG.
YouTube is also likely to have suffered from the fact that some marketers have shifted their spending to ad-supported offerings from streaming services such as Netflix and Amazon Prime Video. YouTube's revenue likely rose 11.5 percent, compared to a 13 percent increase in the second quarter.
Despite the slowdown, Truist analysts expect YouTube, particularly YouTube TV, to have benefited from an increase in political ad spending in the third quarter.
Google Cloud, a bright spot, will see faster growth of 29.2 percent, its biggest jump in seven quarters, as customers increased spending on its AI services, including its Vertex AI platform, which allows companies to use the company's models to build their own custom models.
Alphabet warned in July that capital spending would remain high this year as it invests in AI to keep pace with rivals.
Google's cloud rivals have also announced higher capital spending as they also rush to improve their offerings with AI. Amazon's cloud business revenue is expected to have increased by 19.3% in the September quarter, while Microsoft's cloud unit revenue is expected to have increased by around 11%.
Investors will be watching to see what Chief Financial Officer Ashkenazi does to keep other costs in check.
BofA analysts said that with her appointment, there is "the potential for the company to 'surprise' with further cost-cutting measures to help itself after limited layoffs in 2024". $GOOG (-0,66%)
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