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Mayflying

    • MayflyingMayflying
      ·01:01
      $Meta Platforms, Inc.(META)$   Let's call it a day today 673
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    • MayflyingMayflying
      ·12-03 23:12
      Why

      Big Tech Stocks Drop as Microsoft Lowers AI Software Sales Quota

      Multiple divisions at Microsoft have lowered sales growth targets for certain artificial intelligence products after many sales staff missed goals in the fiscal year that ended in June, The...
      Big Tech Stocks Drop as Microsoft Lowers AI Software Sales Quota
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    • MayflyingMayflying
      ·12-03 19:24
      Same here, its annual operating income cannot cover its annual interest expenses, let alone its net income is still in the red
      @moonzo：
      Anyone fretting over $CoreWeave, Inc.(CRWV)$ 's debt clearly hasn't witnessed the ravenous appetite for computing power firsthand. We're talking about trillions in demand that even the tech titans can't build infrastructure fast enough to meet, forcing them to lease $NVIDIA(NVDA)$ -equipped servers from CRWV.
      Anyone fretting over $CoreWeave, Inc.(CRWV)$ 's debt clearly hasn't witnessed the ravenous appetite for computing power firsthand. We're talking about trillions in demand that even the tech titans can't build infrastructure fast enough to meet, forcing them to lease $NVIDIA(NVDA)$ -equipped servers from CRWV.
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    • MayflyingMayflying
      ·12-02
      Something to watch for 

      CoreWeave Inc. to Present at BofA Securities and UBS Investor Conferences

      CoreWeave Inc. will participate in two upcoming investor conferences. On December 2, 2025, Paul Yim, VP of Corporate Development, will present at the BofA Securities Leveraged Finance Conference in Boca Raton, FL. On December 3, 2025, Nick Robbins, VP of Corporate Development, will present at the UBS Global Technology and AI Conference in Scottsdale, AZ. Live webcasts and replays of both presentations will be available on CoreWeave's Investor Relations website.Disclaimer: This news brief was created by Public Technologies using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CoreWeave Inc. published the original content used to generate this news brief via Business Wire on December 01, 2025, and is solely responsible for the information contained therein.
      CoreWeave Inc. to Present at BofA Securities and UBS Investor Conferences
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    • MayflyingMayflying
      ·11-29
      $TSLA 20251128 400.0 PUT$ 
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    • MayflyingMayflying
      ·11-28
      If wallstreet still holds AI in strong demand for its chips, why the price dipped so much? 😂

      Nvidia Stock Dips in November, But Wall Street Smells a Massive AI Comeback

      Nvidia shares have fallen about 13% in November as investors reassess rich artificial-intelligence valuations and watch competitive moves from Alphabet (GOOGL).The stock fell 2% in Friday...
      Nvidia Stock Dips in November, But Wall Street Smells a Massive AI Comeback
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    • MayflyingMayflying
      ·11-27
      Great article, would you like to share it?

      A Fresh Look at SMIC (SEHK:981) Valuation Following Higher Sales and Upbeat Q4 Guidance

      Semiconductor Manufacturing International (SEHK:981) just released its latest earnings, showing increased sales and net income for the nine months ending September 30, 2025. The company also projected stable or slightly higher revenue for the upcoming quarter. See our latest analysis for Semiconductor Manufacturing International. On the heels of stronger sales and upbeat guidance, Semiconductor Manufacturing International’s 1-year total shareholder return stands out at 167.9%, showing...
      A Fresh Look at SMIC (SEHK:981) Valuation Following Higher Sales and Upbeat Q4 Guidance
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    • MayflyingMayflying
      ·11-27
      $Singtel(Z74.SI)$  seems recent dividend income contributes to the positive momentum, but have u not seen the slew of Optus incidents? Huge impairm and legal settlement on the horizon
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    • MayflyingMayflying
      ·11-26
      $CapLand IntCom T(C38U.SI)$  
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    • MayflyingMayflying
      ·11-25
      After your lengthy post, i am still trying to see what is your final take on the stock then?

      CRWV, A Time Bomb. Don't Dip Buy ! Get Out ?

      @JC888：
      On 26 Aug 2025, I have a post on then rising stock $CoreWeave, Inc.(CRWV)$. click here ! to read about it. Besides talking about CRWV, I had compared it to $NEBIUS(NBIS)$, that I still feel has a more compelling value proposition. Of course, at the end of the day, its really investors confidence over a stock when it comes to purchase as both stocks are still in the red. Fast forward 2½ months later, I came across below article that I feel is an unbiased account of CRWV. Sharing it here for all to read & learn at the same time, for one last time. Company Profile. CRWV is a data center company focused exclusively on AI infrastructu
      CRWV, A Time Bomb. Don't Dip Buy ! Get Out ?
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