During the three months ended March 31, 2022,  $Palantir Technologies Inc.(PLTR)$‌has invested $89.5mil in publicly-traded marketable securities, that is about 20% of its Q1 2022 revenue. Let’s look at the top four entities its has invested in. It is interesting to note that in year 2021, PLTR has purchased $50.9mil of gold bars. May be as a hedging against inflation? 1) Fast Radius (FSRD)‌$Fast Radius, Inc.(FSRD)$‌ “Fast Radius is a cloud manufacturing company. The Fast Radius Cloud Manufacturing Platform provides an end-to-end solution for manufacturers to efficiently and sustainably design, make, and move parts. Just as cloud computing solved challenges of exponential increases in data use, c

No matter how good its software in analysing data, it cannot provide precise insight on how the macroeconomic will impact its business. After Q2 2022 quarter report released, are you getting more confident or concern on $Palantir Technologies Inc.(PLTR)$‌? Some concerns: Due to the uncertainty toward the end of the year, PLTR is revisioning guidance down to $1.9 billion for 2022 revenue. PLTR generated $473 million in revenue in Q2 2022, while guidance for Q3 revenue is $474-475million, basically flat. Q2 2022 adjusted operating income was $108million, representing a margin of 23%, much lesser than $117million in Q2 2021 which was 31% margin. Q1 2022 adjusted operating margin was 26%. Guidance for Q3 2022 adjusted operating income of $54-55 millio

Buying or selling a home with a few clicks like on e-commerce website? Here you go,$Opendoor Technologies Inc(OPEN)$‌(OPEN). OPEN is a leading digital platform for residential real estate. By leveraging software, data science, product design and operations, it has rebuilt the service model for real estate and has made buying and selling possible on a mobile device. The raising inflation raising interest environment may not be good for real estate player like OPEN. However, OPEN has proven its business model. OPEN recorded the first GAAP profit in Q1 2022. Revenue growth of 590% from 747mil in Q1 2021 to 5.15bil in Q1 2022 or 35% growth from previous quarter. Contribution Margin (CM) was 6.4% in Q1 2022 versus 10.2% in Q1 2021. This was at the high

Once high flier was crashing into wall due to its weak guidance and slowing revenue growth. ‌$NVIDIA Corp(NVDA)$‌ Q2 2022 total revenue of $6.7 billion was down 19% sequentially and up 3% year-on-year. This is below the $8.1 billion outlook they have provided on the last earnings call. Q3 total revenue guidance is merely $5.9 billion. The weak revenue was largely due to the decline in Gaming. Some info from NVDA CFO on the earnings call: - Lower units and lower ASPs - Marco economics slowdown consumer demand - Pricing adjustment program with channel partner to prepare for new architecture launch Many articles argued the slowdown in NVDA gaming revenue has greatly related to the crypto winter as GPU is famously used in crypto mining. However, The C

What an impressive revenue growth of 70% from ‌$AMD(AMD)$‌ in Q2 2022! Though GAAP net income was down 37% from last year Q2,that was due to amortization of intangible assets associated with the Xilinx acquisition. Starting in the second quarter, AMD updated the financial segment reporting to align with the four strategic end markets: data center, client, gaming and embedded. Q2 revenue growth of each segment was improving, led by significant improvement in data center and embedded sales and operating margin. Data center revenue was contributed by strong demand for EPYC server processor by cloud and enterprise customers. Client segment revenue was led by strong adoption of Ryzen mobile processors in professional notebooks. AMD seem to have navi