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$EFSH /\ could be one of the hottest movers, and I want you to watch it as early as you can.
https://investor.goedekers.com/news/news-details/2021/1847-Goedeker-Announces-Closing-of-205-Million-Public-Offering-70-Million-Debt-Financing-and-Acquisition-of-Appliances-Connection/default.aspx?utm_source=bright-ideas-newsletter.beehiiv.com&utm_medium=newsletter&utm_campaign=a-red-hot-stock-you-need-to-look-at-today
Let me tell you some of the reasons I like it right now.
As you know, I follow a lot of small stocks that are not on the radar of most traders.
I do this because that is where I have found the biggest opportunities lie.
It is extremely rare that I will find a 10%+ move on a large tech stock like MSFT, AMZN, of even TSLA.
But, like you see in the chart above, these types of moves happen a lot with smaller stocks (both up and down).
While I like the business model EFSH has (more on that in a minute),
I think the price chart is what you should pay the most attention to right now.
You see, this sleepy little stock drifted as low as $1.25 just a few weeks ago as traders overlooked the story.
But then, recently, you’ll see around the second week of February, traders woke up, read the news, and started to pile into EFSH.
https://investor.goedekers.com/news/news-details/2021/1847-Goedeker-Announces-Closing-of-205-Million-Public-Offering-70-Million-Debt-Financing-and-Acquisition-of-Appliances-Connection/default.aspx?utm_source=bright-ideas-newsletter.beehiiv.com&utm_medium=newsletter&utm_campaign=a-red-hot-stock-you-need-to-look-at-today
china, shutting down ????? where these companies going ????? / the big seven <> coming to america
https://finance.weissratings.com/reports/WSC/nochina-ext-wst-2309/vid-1s/?sc=EVERF&ec=AWSCBG01_83&transaction_id=379adbeadf994df9b18685fcf6896faa&creative_id=&date_time=2024-02-20+22%3A35%3A28&sub5_id=%5Bs5%5D&ppt=2
https://www.gurufocus.com/, special link
india, korea, southeast asia, ?????
donald trump got it right, they are coming back to america
CONSTRUCTION
TECHNOLOGY
NEW FACTORIES
MEGA CYCLES
TAIWAN/CHINA
IF INVADES TAIWAN, AMERICA SUPPLY STOPS
A.I. CUTS JOBS 80%
ROBOTS
THE ELECTRIC GRID
REAL ESTATE
$PARA, $CMCSA, $WBD, Paramount Plus, Peacock Merger Coming? Now In Talks Regarding Combined Streaming Venture
https://www.techtimes.com/articles/301766/20240218/paramount-plus-peacock-merger-coming-now-talks-regarding-combined-streaming.htm
https://variety.com/2023/biz/news/warner-bros-discovery-paramount-merger-talks-1235847958/
A new streaming merger is reportedly coming with Paramount and Peacock.
Isaiah Richard, Tech Times 18 February 2024, 09:02 pm
Amidst a shaky period for Paramount Global, there are talks regarding a possible joint streaming
venture between the platforms Paramount Plus (Paramount+) and Peacock.
This would combine the streaming features and content of both platforms,
offering a massive collaboration under one service, with reports claiming that the companies
are now in talks regarding this partnership.
Peacock's significant solo run may soon be at an end,
as Comcast may join hands with its rival, Paramount Global for a joint venture.
Paramount Plus and Peacock Merger Coming Soon?
https://www.techtimes.com/articles/301766/20240218/paramount-plus-peacock-merger-coming-now-talks-regarding-combined-streaming.htm
The Wall Street Journal recently reported a new plan for Paramount Plus and Peacock to merge their streaming platforms into one service, and it would offer the best of both experiences under one subscription.
Both Paramount Global and Comcast are considering this venture in the future, but this would be under a package deal that leverages both Paramount+ and Peacock platforms. However, this is only one of the many things that Paramount is still considering at the moment, with both companies currently discussing a possible partnership in this venture.
Moreover, this was also born because of the present struggles Paramount Global is facing, centering on financial challenges which already led to significant layoffs and debt.
=================================================================================================
Read Also: Disney Joins Forces with Epic Games for Games, Entertainment Universe, Takes $1.5B Stake in Fortnite-Creator
=================================================================================================
Paramount Global, Comcast Reportedly in Talks
This new talk between Paramount Global and Comcast is a new take towards saving the former company in the current situation it is in, with reports claiming that two months before, it was said to be under Warner Bros. Discovery's consideration for a merger. However, it remains unknown of WB Discovery and Paramount are still in talks.
Comcast brings a lot to the table including massive content on Peacock, live sports broadcasts, original productions, and more.
Collaborations, Partnerships in Streaming
The massive streaming industry in the world is best known for its diversity and wide range of companies offering the experience, but some have already merged their experiences for a more solid offer. One of the most famous for this is the Disney+ and Hulu merger which saw significant beta testing last late 2023, offering the best of both platforms in one.
Earlier this February, there were also talks behind an upcoming all-in-one streaming platform from three companies who are looking to bring a new kind of sports experience to the public. This includes the likes of ESPN, FOX Sports, and Warner Bros. Discovery joining together to form this collaboration which would launch its services come Fall 2024.
The variety of streaming platforms now brings plenty of options to choose from, but this also means that there would be different subscriptions for a user, and this could get overwhelming to choose from or which to get in the long run. The massive collaborations and mergers in the streaming industry look to simplify the experience, with one subscription for two or more services, possibly happening from Paramount+ and Peacock.
Tags: Paramount Plus Paramount Plus Peacock Paramount Plus Peacock Merger Paramount Comcast Streaming Peacock Paramount Merger Comcast Paramount Merger Comcast
https://www.otcmarkets.com/stock/MOTS/quote GAMINGINTERESTING
52WK RANGE 0.57 - 23.40
CBDW.ai | A Brand by 1606 Corp /\ AI
@CBDWInc
Technology Update | Seattle WA, 1606 Corp Stock Ticker $CBDW updates investors on the state of the company's technology | CBDW has been developing AI merchandising bot capabilities beyond the data capture, robust analytics and product management and looks to release V2 of #ChatCBDW in April.
Additionally 1606 has been developing a brand new line of AI #Chatbots and will announce those verticals and products by early March.
Growth by way of resellers, new bot releases and sales vertical expansion. Stay tuned. more updates are coming soon!
For more information 👉 http://cbdw.ai
Energy Growth Revolution /\ AI
https://pro.banyanhill.com/p/WMC-IKAAI2023-001-EXT/PIKA4116/?CAKE_s1=8b0dd180904447c48fad37b1823d10bc&h=true
NUCLEAR REACTOR FUSION --- AI ONLY 4%
AI ENERGY CAN REPLACE ALL EXISTING ENERGIES
5- ENERGIES KNOWN
FIRE, WOOD, COAL, NUCLEAR, NOW AI NUCLEAR FUSION ENERGY.
WATER USE TO COOL,TWO ATOMS FUSED BY LASER INTO ONE ENERGY
FORMED ARTIFICIAL SUN ENERGY --- REACTORS --- GRAVITY
QUEST FOR ONE---
https://www.bing.com/search?q=quest+stock&qs=FN&pq=quest+stock&sc=10-11&cvid=3AE4C8044E5D4EC48DD2D8E888F9DEAF&FORM=CHRDEF&sp=1&lq=0
COMPANY HAS OVER AI BOOSTER11,000 PATENTS , MICROTECHNOLOGY
INFINITY NODES, THREAD RELAY, PCI
INT'L THERMO COMPUTERS / DATA CENTERS / CLOUD
SUPERMOVA/NEED BOOSTERS FOR AI NUCLEAR FUSSION ENERGY
BANYAN HILL/ IAN KING
china, shutting down ????? where these companies going ????? / the big seven <> coming to america
https://finance.weissratings.com/reports/WSC/nochina-ext-wst-2309/vid-1s/?sc=EVERF&ec=AWSCBG01_83&transaction_id=379adbeadf994df9b18685fcf6896faa&creative_id=&date_time=2024-02-20+22%3A35%3A28&sub5_id=%5Bs5%5D&ppt=2
https://www.gurufocus.com/, special link
india, korea, southeast asia, ?????
donald trump got it right, they are coming back to america
CONSTRUCTION
TECHNOLOGY
NEW FACTORIES
MEGA CYCLES
TAIWAN/CHINA
IF INVADES TAIWAN, AMERICA SUPPLY STOPS
A.I. CUTS JOBS 80%
ROBOTS
THE ELECTRIC GRID
REAL ESTATE
Consumer Reports ADB headlight
https://www.bing.com/search?q=adb+headlights&form=STNWSB&refig=625dd44e06fb4470abd72c0839b236e0&mkt=en-us&ocid=
https://www.consumerreports.org/headlights/...
ADB Smart Headlights Could Make Roads Safer
WebApr 18, 2019 · Adaptive driving beam (ADB) headlights—also called smart …
Estimated Reading Time: 5 mins
EXPLORE FURTHER
Global web icon
Advanced ADB Headlights Will Save Lives, but Not in the …
caranddriver.com
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Are Adaptive Driving Beam Headlights Legal In the US?
headlights.com
Recommended to you based on what's popular • Feedback
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New York Times
https://www.nytimes.com/2022/01/13/business/a…
Explore this image
Smart Headlights Are Finally on Their Way - The New …
WebJan 13, 2022 · With A.D.B. lighting, a vehicle’s headlights are essentially always on high beam, while cameras and software instruct them to constantly reshape the beam to avoid blinding oncoming drivers or...
EXPLORE FURTHER
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NHTSA proposes to legalize 'matrix' adaptive LED …
cnet.com
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NHTSA Still Hasn't Ruled on Adaptive Headlights - Autoweek
autoweek.com
Recommended to you based on what's popular • Feedback
blinding car headlights, link, int'l can do lamp without blinding oncoming traffic
https://www.msn.com/en-us/news/us/headlights-are-blinding-us-here-s-why-it-s-mostly-an-american-problem/ar-BB1ikkLa
Headlights are blinding us. Here’s why it’s mostly an American problem
Story by By Peter Valdes-Dapena, CNN • 4d
Imagine if you could drive at night with your high beams on all the time, bathing the road ahead in bright light but without ever blinding other drivers.
In Europe and Asia, many cars offer adaptive driving beam headlights that can do this. ADB is a lighting technology that has been available for many years in other parts of the world including Europe, China and Canada, but not in the United States.
It can actually shape the light coming from headlights rather than scattering it all over the road. If there’s a car coming in the other direction, or one driving ahead in the same lane, the light stays precisely away from that vehicle. The rest of the road is still covered in bright light with just a pocket of dimmer light around the other vehicles. This way a deer, pedestrian or bicyclist by the side of the road can still be seen clearly while other drivers sharing the road can see, too.
In America, the closest we can get to that today are automatic high beams, a feature available on many new cars that automatically flicks off the high beams if another vehicle is detected ahead. But that still means driving much – or most – of the time using only low beam headlights that don’t reach very far. That can be dangerous.
US auto safety regulations enacted in 2022 were supposed to finally allow ADB headlight, something for which the auto industry and safety groups had long been asking for. But, according to automakers and safety advocates, the new rules make it difficult for automakers to add the feature. That means it will probably be years before ADB headlights are widely available in the US.
ADB-enabled headlights already are sold on some luxury cars in America. They just lack the software to perform the way they were designed to. Some American Mercedes drivers can enjoy a dazzling light display as they start up or shut off their cars at night. Moving streaks of light wash across the pavement or walls in front of the car like a glittering snowstorm. But, while driving, the lights work just like standard high beam, low beam headlights. Their adaptive capabilities aren’t enabled here because they still don’t meet US rules.
Some ADB headlights work like digital projectors, using a million or more LED pixels to project light patterns on the road. Even in the US, some Mercedes vehicles can project symbols like arrows or lines on the road to guide drivers. Less expensive systems in Europe and Asia use several thousand or even fewer light emitters, reflectors or shutter systems to create adaptive beams,
Allowed, but not yet
Until two years ago, US auto safety regulations, written for traditional headlights, simply didn’t allow for adaptive headlight technology at all. Light beams wrapping around other vehicles just wasn’t something the regulations could encompass so the technology wasn’t allowed here by default.
That changed in early 2022 when, after a decade of work on it, America’s National Highway Traffic Safety Administration finalized regulations for adaptive beam headlights. But because the US regulations are so different from those in other countries, with requirements so difficult to meet, automakers still can’t offer it here. It will be years before they can offer new, redesigned ADB headlights that meet the standards, auto industry sources say.
Many industry sources didn’t want to speak on the record about these regulatory issues, instead referring CNN to technical comments sent by their automotive lighting experts to NHTSA as part of the rule-making process.
Some automakers and safety groups, including Ford, Volkswagen and the Insurance Institute for Highway Safety, are asking NHTSA to reconsider the regulations to make it easier and less costly to offer these headlights in the US.
“We wish the regulation and testing would be reconsidered to accept what has already been proven around the world, including Canada, and was informed and supported by SAE,” Audi, VW’s luxury brand, wrote in a statement provided to CNN. “Many of our cars equipped with matrix design or digital matrix design lighting on US roads today could be turned on to provide greater visibility and less glare which means safer roads for all.”
SAE International, formerly known as the Society of Automotive Engineers, had earlier created its own standards for adaptive headlights through a committee of industry experts. NHTSA’s standards are more restrictive than SAE’s.
Safety regulations usually differ somewhat between different global markets. But, since adaptive beam headlights have been in use in other countries for a decade or more, automakers hoped that regulations would allow their introduction in this country without requiring major equipment changes, according to various industry sources.
“We had hoped it would have been a software change, and then it would would have been rather quick to get the technology into the market,” said Michael Larsen, Technical Fellow for Exterior Lighting at General Motors and a member of the SAE’s lighting committee. “But when everyone started really looking at this complicated regulation, you just couldn’t get there from here.”
NHTSA’s rules require the ADB headlights to respond extremely swiftly after detecting another vehicle within reach of the lights, much faster than other standards require in the EU and Canada. Also much faster than a human could switch off an ordinary high beam headlight. They also dictate extreme narrow lines between bright and dark regions.
Ultimately, the NHTSA regulations require completely new headlamp designs for the US, Larsen said. This means the ADB capabilities engineered into headlights already on Audi and Mercedes cars in the US, for instance, will probably never get switched on.
Vision versus glare
The NHTSA regulations prioritize reducing any potential to cause glare for other drivers. Glare has been a particular concern for many years since new vehicles have brighter headlights that can sometimes cause discomfort or even temporarily blind other drivers. Many in the industry say the regulations overemphasize that concern, though, holding adaptive beam headlights to even higher standards than regular headlights when it comes to glare reduction.
“We should be focused on what we can do to improve visibility,” said Matt Brumbelow, a senior research engineer at the Insurance Institute for Highway Safety. “We know that low visibility causes crashes and what ADB does is maximize visibility, seeing light, while still preventing glare.”
The US regulations also limit the amount of light the headlights could put out while also not allowing them to reduce lighting as much they could in other situations, said Brumbelow.
“[We could] reduce glare compared to a high beam, and even lower than what a current low beam would be,” he said, “but we can get more light out there everywhere else.”
NHTSA declined to comment on the regulations beyond what’s written in the final regulation itself, which makes it clear that glare is a concern. NHTSA also states that other standards put forth by the industry, such as an SAE standard, don’t do enough to prevent the systems from sometimes putting too much light into the eyes of other drivers.
Eventually, ADB will come to the American roads but, assuming there’s no change to the regulations, it will take a while. One day, Americans will be able to use high-tech headlights that can do more than just make light shows.
Clarification: This story has been updated with the SAE’s new name.
For more CNN news and newsletters create an account at CNN.com
https://www.otcmarkets.com/stock/NNAX/security
NNAX SECURITY DETAILS
Share Structure
Market Cap Market Cap
324,802
02/16/2024
Authorized Shares
1,000,000,000
01/09/2024
Outstanding Shares 541,337,383
01/09/2024
Restricted 144,153,213
01/09/2024
Unrestricted 397,184,170
01/09/2024
Held at DTC 387,059,670
01/09/2024
Float 46,629,561
04/14/2023
Par Value
No Par Value
$TSLA ONE, AI, TeslaOne - Tesla’s best kept secret - Tesla's Secret Weapon Revealed
#2 $TWTR & $TWTR , ALERT: Elon Musk Drops BOMBSHELL about the Tesla Cybervan!
AI /\ I WILL GET ONTO THIS
TODAY
52WK RANGE
1.13 - 24.00
$LIDR
GEMSF [MINING] - HPQ AI -[PMEDF AI]
https://agoracom.com/
https://twitter.com/AGORAC
https://agoracom.com/marketplace
JOEL LITMAN , INVENTOR AI $CSCO
CRYPTO 2017 CRAZE
2020 MELT DOWN
2022 MELT DOWN
https://secure.altimetry.com/?cid=MKT773353&eid=MKT775687&cto_pld=7ttZR4KqAQA-MYQFUKoYew&assetId=AST323242&page=1
GAAP RULES TRADING
https://www.bing.com/search?q=gaap+rules+and+regulations&qs=MT&pq=gaap+rules&sk=AS1&sc=10-10&cvid=F931821A6A964AD784C1E8B69DEF1409&FORM=CHRDEF&sp=2&lq=0
https://www.investopedia.com/terms/g/gaap.asp
https://www.stockgumshoe.com/category/sectors/penny-stocks/ $GMGMF
Travis Johnson, Stock Gumshoe
February 12, 2024 11:59 am
Just another tease about the revolutionary potential of graphene, which gets pitched as a miracle every now and then — usually folks who pitch graphene end up hinting at a specific graphite mine that happens to have high quality large flake graphite, one of the potential materials you can use to create graphene, but Gilder’s hints all point to Universal Matter, which is a private company… so he’s probably just teasing this as a “you should buy it when it goes public” idea, I would guess, though he’s not specific enough in the ad to be sure.
From my perspective, graphene is cool but there aren’t any pure-play graphene companies that are really “investable” — the one that is public and has been teased the most over the past year is probably Graphene Manufacturing Group in Australia (GMG.AX, GMGMF), which still appears to be far from ready for prime time.
graphene graphite
https://www.stockgumshoe.com/2024/02/microblog-george-gilder-is-hyping-some-type-of-new-material/#comment-5062411
https://www.stockgumshoe.com/tag/graphene/
https://www.stockgumshoe.com/tag/graphite/
https://www.stockgumshoe.com/2024/02/microblog-george-gilder-is-hyping-some-type-of-new-material/
Graphene Manufacturing Group in Australia (GMG.AX, GMGMF), which still appears to be far from ready for prime time
POPULAR $2 $BRCHF U.S.A.
https://www.stockgumshoe.com/reviews/stockstotrade-advisory/inception-tiny-stock-teased-as-next-nvidia-by-tim-bohen/
This is a little Australian company called Brainchip (BRN.AX in Sidney, BRCHF OTC in the US), and here’s my version of the stock chart from those two years, from early 2020 through to early 2022… it’s a clear match, though since this was often a wildly-trading penny stock in 2020 and 2021, you can see that Bohen’s chart must be smoothed out a bit,
BrainChip was really a startup back then, though a well-funded one, and was just shipping its first test equipment (they were calling them “accelerator boards” at the time) to automakers to try to get some customers in the autonomous vehicle business… though they were being pitched because of the potential use of their new Akida processors in blockchain projects, because, well, everything was about blockchain in 2017.
Now, no surprise, everything is about AI, so it’s an “AI” company. Here’s how they describe themselves:
“BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and economy of energy. Keeping machine learning local to the chip, independent of the cloud, also dramatically reduces latency while improving privacy and data security.
“BrainChip enables effective edge compute to be universally deployable across real-world applications such as connected cars, consumer electronics, and industrial IoT.
“BrainChip is proving that on-chip AI, close to the sensor, is the future for its customers’ products and the planet.”
And yes, they did bring in a new CEO, Sean Hehir, and he did come from HP, Compaq and Fusion-io… though that was a little over two years ago, when their stock was still soaring. Here’s what Hehir said when he was hired:
They do still have $20 million or so in cash on the books as of their last update, mostly because they’ve steadily sold more shares in most years — the good news is that their largest share sale was back in 2022, so they at least got an elevated price for that dilution, but the share count has gone up by 60% in five years. And it’s about to go up again, with a big share sale at a MUCH lower price (more on that in a minute).
Is this going to turn into a commercial enterprise sometime soon? Will the need for customizable edge AI chips drive some more partnerships that move into real products, and some actual volume production of their Akida chips? I have no idea. They say lots of positive things, but their Investor Presentation has no financial information in it, it’s all about their product development and their early adopter customers, including Mercedes (that teased “$80 billion partner”), who are apparently still working with them but not spending much money on that work. Yet, at least.
BrainChip is valued at about $200 million… so it’s very small, but not minuscule. As of the June semiannual report they had about $22 million in cash, which meant that they sold enough stock ($9 million) in those six months to almost cover the cash they consumed (about $10.5 million). They have a funding agreement with a firm called LDA Capital, and they exercised their option on that again in December to notify the market that they’re selling up to 25 million more shares — LDA capital gets a 8.5% discount to the share price, so that money will be somewhat dilutive, but not dramatically so. They say they have about A$16 million in capacity still available from LDA, under their funding agreement, so that and their current cash balance are probably enough to get them through this year, at least at their current cash burn rate.
Penny Stocks , Technology
TopicsBrainChip (BRN.AX BRCHF) , Nvidia (NVDA) , StocksToTrade , StocksToTrade Advisory , Tim Bohen , Tim Sykes
https://www.stockgumshoe.com/most-popular/ <> $GFS <> $ARM
publicly traded “pure play” fabs, including GlobalFoundries (GFS)
https://www.stockgumshoe.com/reviews/disruptors-dominators/answers-nvidias-silent-partners-3-companies-that-could-soar-by-saving-ai/
Super Micro Computer (SMCI)
ARM Holdings (ARM
Technology
TopicsAdvanced Micro Devices (AMD) , ARM Holdings (ARMH) , Chris Graebe , Disruptors & Dominators ,
Jon Markman , Nvidia (NVDA) , Softbank (SFTBY) , Super Micro Computer (SMCI) , Taiwan Semiconductor (TSM) , Weiss Research
AI chip
https://www.stockgumshoe.com/reviews/speculator-the/a-i-wars-of-2024-and-eric-frys-1-a-i-winner/
They have to solve this A.I. chip problem before it’s too late.
“Elon Musk has even said that these essential chips are ‘considerably harder to get than drugs’…
“It’s why the CHIPS Act will direct hundreds of billions of government money toward this sector.
“It’s truly a state of national security.
“So we’re going to have plenty of opportunities in the coming months as A.I. chip expansion grows and these government-mandated funds are sent out.
“And I’m expecting some truly amazing investment opportunities to pop up in the coming weeks…
“Similar to what happened with Congress’s Infrastructure Act and Inflation Reduction Act…
“I’ve actually already pinpointed one trade to take action on immediately. That way you can get in before February 1st deadline….”
SkyWater
SKYT
Cypress Semiconductor,
2024 is Intel, ticker symbol INTC.
https://www.stockgumshoe.com/author/admin/ <> stocks
https://www.stockgumshoe.com/reviews/stockstotrade-advisory/inception-tiny-stock-teased-as-next-nvidia-by-tim-bohen/
LiDAR sensor
Global web icon
IBM
https://www.ibm.com/topics/lidar
What is LiDAR? | IBM
WebLiDAR is a remote-sensing technology that uses laser beams to measure distances and movement in an environment, in real time. Learn how LiDAR works, its types, …
https://research.ibm.com/people/paolo-fraccaro
https://www.ibm.com/topics/lidar
VLDR Velodyne Lidar Inc
https://www.monolithicpower.com/applications/automotive/lidar.html?utm_source=bing&utm_medium=cpc&utm_campaign=paid_search_na&keyword=lidar%20sensor&creative=&msclkid=5fecb5e5b1441dd8e2cbd02feec773ea&utm_source=bing&utm_medium=cpc&utm_campaign=S%20%7C%20NA%20%7C%20Tier%20A%20%7C%20Phrase&utm_term=lidar%20sensor&utm_content=AUTO%20%7C%20Lidar%20%7C%20P
OpenAI CEO Sam Altman has the whole world watching...
ChatGPT’s IPO
https://secure.investorplace.com/?cid=MKT748060&eid=MKT748466&tid=ce99fb7fad364b4b8138471c6dba3de6&assetId=AST306486&page=1
https://investorplace.com/category/stock-picks/stocks-to-buy/
https://secure.investorplace.com/?cid=MKT748060&eid=MKT748466&tid=ce99fb7fad364b4b8138471c6dba3de6&assetId=AST306486&page=1
gumshoe /\ https://www.stockgumshoe.com/category/foreign-stocks/
NUCLEAR FUSION
C3.ai Inc. (NYSE: AI) provides SaaS (software as a service) applications to develop, deploy and run enterprise-scale AI applications. Offerings include purpose-driven software suites for supply chain optimization and energy efficiency, and industry-specific solutions for financial services and oil and gas.
The company’s C3 AI application platform enables customers to design, develop, and deploy enterprise AI applications; C3 AI Ex Machina to for analysis-ready data; C3 AI CRM, an industry specific customer relationship management solution; and C3 AI Data Vision that visualizes, understands, and leverages the relationships between data entities.
C3.ai has jumped on the generative AI trend by launching the C3 Generative AI Product Suite. And while this offering has yet to significantly impact quarterly earnings, analysts and the company expect that to change during the current fiscal year that ends in April 2024. According to consensus estimates, C3.ai is expecting to get between $295 million and $320 million for fiscal 2024, while analysts are predicting $305.6 million.
4 companies $AI $SNOW $SYM $PLTR
https://financialnewsletter.com/top-4-artificial-intelligence-stocks-poised-for-rapid-growth/
Palantir Technologies Inc. (NYSE: PLTR) builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations.
Palantir’s top customer is the U.S. government. Contracts include helping the State Department monitor the health of its diplomats and Department of Defense contracts to help units in combat situations communicate.
Revenue in the second quarter was $533.3 million, up 12.7% from the previous year. Net income was $28.1 million, up more than 100% from a year ago. Palantir also issued Q3 guidance for revenue to increase to a range of $553 million to $557 million.
The company provides Palantir Gotham, a software platform which enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform.
It also offers Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place. In addition, it provides Palantir Apollo, a software that enables customers to deploy their own software virtually in any environment.
4 companies $AI $SNOW $SYM
https://financialnewsletter.com/top-4-artificial-intelligence-stocks-poised-for-rapid-growth/
Symbotic Inc. (Nasdaq: SYM) is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform. Symbotic reinvents the warehouse as a strategic asset for the world’s largest retail, wholesale, and food & beverage companies.
Applying next-generation technology, high-density storage and machine learning to solve today’s complex distribution challenges, Symbotic enables companies to move goods with unmatched speed, agility, accuracy and efficiency.
As the backbone of commerce, Symbotic transforms the flow of goods and the economics of the supply chain for its customers.
For example, Walmart uses Symbotic’s warehousing platform in some of its facilities to automate its processes. Symbotic also has a relationship with Softbank to launch a joint venture called GreenBox Systems. The project would create a warehouse-as-a-service to automate supply chains. That alone is a $500 billion opportunity.
4 companies $AI $SNOW
https://financialnewsletter.com/top-4-artificial-intelligence-stocks-poised-for-rapid-growth/
Snowflake Inc. (NYSE: SNOW) provides a cloud-based data platform in the United States and internationally.
The company’s platform offers Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data-driven applications, and share data. Its platform is used by various organizations of sizes in a range of industries.
Snowflake’s data cloud makes the company an attractive potential utility-like operator within the AI space. Companies could pay for access and usage of data needed to build and train their AI applications.
Data Cloud was designed from the ground up to support machine learning and AI-driven data science applications. In addition, the platform allows users to build their own machine learning models and bring AI into their own businesses.
Snowflake boasts over 8,100 customers, a number that includes 639 client companies from the Forbes Global 2000 list, as well as 402 customers generating more than $1 million in product revenue over the trailing 12-month period. Snowflake’s data cloud sees over 3.3 billion daily queries, and the firm has a work backlog – the remaining performance obligations – totaling over $3.5 billion.
Snowflake reported solid results in fiscal Q2 of 2024 despite the challenging business environment. Revenue increased 37% to $640 million, and non-GAAP earnings improved to $0.22 per diluted share, up from $0.01 per diluted share in Q2 of the prior year. Management is confident that momentum will continue.
4 companies $AI $SNOW
https://financialnewsletter.com/top-4-artificial-intelligence-stocks-poised-for-rapid-growth/
C3.ai Inc. (NYSE: AI) provides SaaS (software as a service) applications to develop, deploy and run enterprise-scale AI applications. Offerings include purpose-driven software suites for supply chain optimization and energy efficiency, and industry-specific solutions for financial services and oil and gas.
The company’s C3 AI application platform enables customers to design, develop, and deploy enterprise AI applications; C3 AI Ex Machina to for analysis-ready data; C3 AI CRM, an industry specific customer relationship management solution; and C3 AI Data Vision that visualizes, understands, and leverages the relationships between data entities.
C3.ai has jumped on the generative AI trend by launching the C3 Generative AI Product Suite. And while this offering has yet to significantly impact quarterly earnings, analysts and the company expect that to change during the current fiscal year that ends in April 2024. According to consensus estimates, C3.ai is expecting to get between $295 million and $320 million for fiscal 2024, while analysts are predicting $305.6 million.
https://www.stockgumshoe.com/reviews/trade-of-the-day/revealed-the-last-great-value-stock-at-2-like-tesla-on-steroids/
Many of those numerical hints start to point at “mobility” company Alstom (which mostly makes rolling stock for passenger rail), but once we get into the details, this tease, sez the Thinkolator, is sending us straight to Rolls-Royce Holdings (RR.L in London, RYCEF OTC in the US, RYCEY for the US OTC ADR) — the aviation engine company, not the luxury carmaker (the two have a shared history, and a shared corporate logo in the overlapping R’s, but the businesses are entirely separate today). Both Alstom and Rolls-Royce are interesting companies, particularly as their shares have come down sharply in recent months, and both would certainly fall in the category of “value stocks” these days, but Rahemtulla is teasing Rolls-Royce, which matches most of the clues perfectly and did indeed host its Annual General Meeting on May 12.
That failed to cause a massive shakeup in the share price, as you might have noticed… so perhaps we should acknowledge a constant truth: A “catalyst” date in a newsletter ad is generally just there to give you some time pressure and a deadline — you’re more likely to pull out your credit card to learn about a hot idea that should go up because of some specific event in a few weeks or months, than just because someone thinks he has a compelling analysis about a bargain stock. Deadlines, even if they’re artificial, help close sales.
Rolls-Royce has the potential to again be a strong company, and it’s reasonable to assess it as a “value” stock, but it’s not really a “current earnings” value play, you need to have a little soothsaying skill to be really confident in this one.
I don’t know where Rahemtulla gets those profit numbers from — the company was profitable in 2021, with GAAP EPS of about two cents and, and on an adjusted basis, normalized basic earnings per share of 8.5 cents, their best year on that front since 2015… but even that adjustment puts the trailing PE at about 15, they’re nowhere near a PE of 4, and when he says “income, including equity sales, just swung from a $4.3 billion loss back to $3.5 in the black,” he must be referencing their “disposals,” the businesses they’ve sold to try to right the ship, as “income.” As of 2021 they are technically profitable, but are also still burning cash. (That’s just going from the press release about their annual results, but the full 2021 Annual Report is also an interesting read if you feel like digging in).
Rolls-Royce is really still in a turnaround effort that has been underway, in fits and starts, for seven or eight years. They have had a bad decade, starting with an inquiry that found signs of serious bribery and corruption as the company grew rapidly in its first 10-20 years after being re-privatized (that was effectively settled in 2017), leading into troubles with the Trent 1000 engine design for the first Boeing Dreamliners that hit the company with almost $3 billion in charges, and, just as they were beginning to rebuild from those troubles, the COVID pandemic came along to decimate commercial air travel. They lost their investment-grade credit rating during COVID and have sold off a number of divisions and businesses over the past year to raise cash and clean up their balance sheet, and, though they have had a series of order wins from the US military, and generated some positive news about their efforts to move forward with small modular nuclear reactors and with their progress on electric airplane engines (commercial aviation, defense, and power systems are their three meaningful divisions, in that order), their ongoing service and parts businesses mean that they’re still very much levered to the recovery of commercial aerospace worldwide.
And though that’s recovering, we’re still not caught up to where we were in 2019… and because of the pandemic, Rolls-Royce had to sell three billion new shares at a steep discount in late 2020 just to stay alive, so the recovery is not necessarily going to be reflected instantly in the share price. Their net income will recover to 2019 levels a long time before their net income per share will recover. It is pretty objectively crazy to say that the stock would be a bargain at $50 per share, as the ads imply, because there are now more than eight billion shares outstanding — that would be a $400+ billion valuation, for an industrial company whose revenue peaked at about $23 billion a year, almost a decade ago, and currently is on a roughly $15 billion revenue pace. $50 would mean paying almost 20X revenues for a company in the midst of a long-term restructuring and turnaround process that had a peak valuation, during the stronger growth years (2007, 2013-2014), at about 4-5X revenues. $1 or even $2 may turn out to be a great value in the end, if the business really gets some momentum behind their recovery over the next few years, but $50 is crazypants.
Things have certainly been improving, they at least had an operating profit in 2021 despite the fact that their continuing turnaround (and some hiccups in COVID recovery) meant that they had negative free cash flow, and this is the fairly conservative and non-specific guidance they gave in their annual report in February:
“We are well positioned for the anticipated growth in our end markets as the impact of the COVID-19 pandemic eases. This, along with consistent good performance in Defence, gives us confidence that we will see positive momentum in our financial position in 2022, despite the challenges and risks around the pace of market recovery, global supply chain disruption and rising inflation. We expect lowto-mid-single digit revenue growth and we expect our operating profit margin to be a low-to-mid single digit percentage as we increase our engineering spend to support sustainable growth opportunities. We expect to generate modestly positive free cash flow in 2022, seasonally weighted towards the second half of the year.”
February we learned that Warren East, the CEO who oversaw most of that restructuring of the company (he took over in 2015), is leaving at the end of the year, which put yet a little more pressure on the shares when the news came out. It may be that his job in rescuing Rolls-Royce from the COVID crash is done (he said at the announcement that the company was at an “intersection point” and it was the right time to leave), and that the company is back on more solid footing now after shedding lots of businesses and “right sizing” the company with something like 10,000 job losses in recent years, but that’s not at all obvious in the numbers yet. Which is why it’s a “value” stock, and why the company has gone from a $70 billion enterprise value three years ago (that’s just net debt plus market capitalization) to a $13 billion enterprise value today (it was about $16 billion when the first version of Rahemtulla’s ad ran back in March).
The opportunity? It’s likely that they will recover some of their former glory as commercial aviation returns to growth… this was a $100 billion company at its peak in 2014, and still a $50 billion company in 2019, and though some of their revenue-generating businesses have been sold, much of that shrinkage in revenue from 2020 and 2021 will probably come back when more planes are flying. On the other hand, the return to real profitability might not be fast — it’s true that companies tend to do well at inflection points, when they get through a bad patch and begin to grow again, particularly if investors suddenly decide en masse to trust a stock once more, so maybe that will happen this year… but it’s tough to guess at the timing.
And there was at least one rumor earlier this year about a potential takeover for Rolls-Royce being in the works, which caused the shares to spike higher for a brief moment and then give up all those gains — I have no idea whether that rumor means anything… but the UK government has veto rights over Rolls-Royce with a “golden share,” so it would have to be someone the government likes. It’s still a big company, so that would be pretty challenging.
I’d say the odds are pretty good that Rolls-Royce is starting to generate positive momentum again, after eking out a small profit last year and promising that they will generate free cash flow this year, and that engine maintenance business should, by all rights, again become a strong and steady cash flow-generating business that we can rely on in the future, even if the Rolls-Royce engines that happened to be on the ground in Russia at the time of the Ukraine invasion are effectively lost to them… but it’s also true that a long slog of recovery like this can be kind of like running back to the beach from chest-deep water. The effort is there, churning away below the surface, but there’s so much resistance from those new shares and the restructuring work that you don’t start to really speed up and look strong and impressive and attract attention until the water is down past your knees and you’re splashing and accelerating. And sometimes, just when everyone’s watching you run gracefully back to the beach blanket, you trip and get a face full of sand and saltwater.
Rolls-Royce is certainly one of the more powerful brands in the world, and they are one of the leaders in aerospace engines (second only to General Electric, when it comes to commercial airliners). That business has its roots in wartime, as Henry Royce designed plane engines for the UK to help with the war effort (World War I, that was), and Rolls-Royce has made good inroads in the defense business to diversify away from commercial airliners a little bit in recent years, so it could be that the increasingly bellicose sentiment in Europe will also lead to further growth for the company, though talk of increased defense spending tends to be slow in bubbling through to revenue for defense contractors.
Still, commercial aerospace is the big question mark. And it has always been so — challenges with one of their jet engine programs back in the 1970s led to bankruptcy, and effectively a takeover by the British government, which led to the company spinning off the iconic automobile brand in 1973 (Rolls-Royce Motor Cars are produced by BMW these days, under an old agreement with Volkswagen, which owns Bentley), and eventually re-privatization under Thatcher in the late 1980s, and that is pretty closely mirrored by the expensive challenges they’ve had in fixing the Trent 1000 engine design in recent years, though they were well into that recovery in 2020… and then airplane orders disappeared, and commercial aviation ground to a halt for a while.
Rolls-Royce did innovate the service contract in the jet engine business, as Rahemtulla teases, turning that from a manufacturing business into a lifecycle business as customers paid them for maintenance based on the number of hours flown, and that’s generally a great business except when global air travel stops for a few months — but that innovation really came about 20 years ago, and as I understand it that’s how GE and everyone else also does it now, so it’s not really a differentiator for Rolls-Royce today.
Analysts have not yet been fully convinced, even after last week’s Annual General Meeting, that the turnaround at Rolls-Royce is nigh… I don’t know what analyst Rahemtulla is calling on for his 320% prediction ,but the average rating over in London is a “hold”, and the current estimate is that they’ll earn about 3 pence per share in 2022 (estimates have come down since this ad first ran — back then, it was 4.5 pence per share) and lift that to about five pence in 2023 (down from an estimate of six pence back in March), which would be getting the profitability back to roughly where it was in 2018 and 2019 (though adjusted earnings in those days were much higher), and that means Rolls-Royce, at about 80 pence per share, down about 20% from where it was when the first version of this ad ran, is still probably trading at something close to 20X forward earnings. And they’re forbidden from paying a dividend for at least another year or so, because of their debt agreements.
When it comes to the companies that are probably the most reasonable comparisons in the jet engine market,
the valuation looks like it’s a little bit cheaper than General Electric (GE) or
Safran (SAFRY) and a little more expensive than
Parker-Hannifin (PH) —
PH and GE are also involved in jet engines and power systems but are much more diversified,
and likely to be much less levered to the pace of commercial aerospace recovery than Rolls-Royce.
https://www.stockgumshoe.com/reviews/trade-of-the-day/revealed-the-last-great-value-stock-at-2-like-tesla-on-steroids/
interesting — it’s a way to get exposure to the recovery in commercial air travel, as more engine-hours are flown and Rolls-Royce earns more on their service contracts (and, eventually, as sales of new aircraft pick up), but the company has also been getting stronger on the defense side, with some meaningful contracts in both the US and Europe in recent years, which means they’ll likely be bolstered somewhat by rising defense spending in NATO countries in the wake of Russia’s invasion of Ukraine (though those major military aviation programs are extremely long-term in nature, that will be more of a boost three or four years from now than it is in 2022). I’m also impressed with their initial efforts to build out modular nuclear reactors in the UK as part of Europe’s work on reducing carbon emissions… which itself will probably be boosted, if other countries get on board, by the desire to reduce reliance on Russia’s natural gas pipelines (that’s less of an issue for the UK than it is for Germany, the UK produces half the natural gas it needs from the North Sea and gets a lot of the rest from Norway, but to at least some degree it’s an issue for everyone on the continent right now).
“Financial performance year-to-date has been in line with expectation and our financial guidance for 2022 is unchanged. We are well positioned for the anticipated growth in our end markets and continue to expect positive momentum in our financial performance in 2022 despite the ongoing risks around macroeconomic uncertainties. We are working closely with our global supply chain to limit the impact of disruption and will continue to adapt our plans as the global situation evolves. Our long-term sourcing agreements and hedging policies designed to limit volatility in raw material inflation, give some near-term protection and we have increased inventory levels to help mitigate the impact. We are working with our suppliers to monitor and manage these risks and challenges.
“In Civil Aerospace, large engine long term service agreement (LTSA) flying hours for the first four months of 2022 were 42% higher than the prior year period. Passenger demand is recovering on routes where travel restrictions have been lifted, such as in Europe and the Americas, but additional COVID-19 restrictions have resulted in fewer flights in China where the situation is still evolving. Flying hours in Business Aviation have remained strong. Shop visits and original equipment (OE) deliveries of installed and spare engines are expected to accelerate during the course of the year. We are continuing to capitalise on new opportunities. For instance, Qantas recently committed to a deal for 12 Airbus A350-1000s for its long-haul Project Sunrise
initiative, powered by our Trent XWB-97 engines. Rolls-Royce and Qantas have also committed to sign a TotalCare® service agreement for the Trent XWB-97 engines that will power the 12 aircraft.”
Rolls-Royce has its primary listing on the London Stock Exchange, where it trades in pence (as I’m typing, the current price of £.81 translates to $1.01 at current exchange rates). The company also has a sponsored ADR program in the US, with shares on deposit with JP Morgan that trade in the over-the-counter market at RYCEY, and there’s also an unsponsored OTC ticker at RYCEF that some brokers use when effectively buying shares for you in London and allocating them to your account and bypassing that sponsored ADR.
that was about Blink Charging, which he’s still calling his “Favorite Small Cap Play for 2022”, and the shares are down about 25% recently).
by Rahemtulla
p.s.Posted InForeign Investments , Stocks
TopicsAlstom (ALSMY AOMFF) , Boeing (BA) , General Electric (GE) , Karim Rahemtulla , Monument Traders Alliance , Rolls-Royce (RR.L RYCEY RYCEF) , Safran (SAFRF) , Trade of the Day Plus
https://www.kornferry.com/insights/this-week-in-leadership/fortune-worlds-most-admired-companies
https://www.kornferry.com/insights/this-week-in-leadership
https://fortune.com/the-latest
https://www.kornferry.com/insights
https://www.kornferry.com/insights/this-week-in-leadership/fortune-worlds-most-admired-companies
general patton was very right to u.s.a. attack
U.S. Army tanks in Western Germany, 1945. (Image source: WikiMedia Commons)
https://militaryhistorynow.com/2021/07/12/operation-unthinkable-inside-churchills-abortive-plan-to-drive-the-red-army-from-eastern-europe/
The strategic architect of his proposed land offensive was Brigadier Geoffrey Thompson, an ex-commander of the Royal Artillery with professional expertise in the terrain of Eastern Europe. His battle-plan envisaged a massive drive east from western Germany towards Berlin and beyond. In all, 47 British and American divisions would push the Red Army back to the Oder and Neisse rivers, some 55 miles to the east of Berlin. This was to be followed by a climactic battle in the countryside around Schneidemühl (now Pila, in northwest Poland).
An armoured clash on a massive scale was expected, far larger than the battle of Kursk where 6,000 tanks had fought in the summer of 1943. Operation Unthinkable was to involve more than 8,000 tanks and would use American, British, Canadian and Polish forces. In the words of the brigadier: “We should be staking everything upon one great battle in which we should be facing very heavy odds.”
The odds were indeed heavy. The Soviets had 170 divisions available that spring, whereas the Western Allies had just 47 divisions. Thompson reckoned that the defeat of the Red Army would require the use of additional forces and he knew exactly where to find them. He proposed rearming the Wehrmacht and SS and using them to fight alongside the Allies. This would add another 10 divisions to the western army, with all of them hardened by six years of warfare.
Karim Rahemtulla says "a Key May 12 AnnouncementA Shocking Announcement in August Could Send One Stock (It's Under $2!) Rocketing Higher... What is it? Thinkolator results below....
Understanding the metaverse is complicated, especially because it doesn’t exist yet. Since companies like Epic Games, Nvidia, Microsoft, and Facebook (I mean, “Meta”),
won’t stop talking about it, there’s an evolving lexicon to describe the next iteration of the internet.
In that spirit, Quartz compiled a vocabulary list for the metaverse-curious reader:
https://qz.com/
Dec 03, 2020 · 16 + 16 = 32 -> 3 + 2 = 5. 32 + 32 = 64 -> 6 + 4 = 10 -> 1 + 0 = 1.
Notice that starting with the number 1, we doubled it (1 + 1) equaling 2.
There, we doubled 2 ( 2+2) for 4 and 4 (4+4) for 8.
When you hit double digits, you add those digits together like 16 is 1+6 = 7 and 32 is 3+2 = 5.
i think was greater than all inventors.
02-07-2021
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