Bill Maurer

3 days ago | seekingalpha.com | Bill Maurer

Apr. 22, 2025 5:30 PM ET, , SummaryTesla, Inc.'s Q1 results were much worse than expected, as revenues and earnings took a hit from the Model Y refresh. The company didn't offer any major update for new products, and deliveries for the year remain uncertain due to trade war concerns. TSLA remains in between growth waves now, but this quarter is expected to see some major developments for the company.

1 week ago | seekingalpha.com | Bill Maurer

Apr. 17, 2025 10:52 PM ET, , , , SummaryAMD announced an $800 million charge due to licensing requirements on chip exports to China. AMD's charge is about 2.5% of its annual revenue, lower than Nvidia, but the company has a much higher reliance on China for overall revenues. AMD's projected revenue growth is lower than Nvidia's, and any loss of Chinese business could further reduce its growth rate. Wednesday was a rough day for investors in the semiconductor space.

1 week ago | seekingalpha.com | Bill Maurer

Apr. 15, 2025 10:19 PM ET, , SummaryNvidia announced a $5.5 billion charge for H20 chip exports to China, causing shares to drop 6% in after-hours trading. Despite the setback, Nvidia's revenue growth remains robust, projected to grow over 56%, making it the leader in the AI chip space. The valuation remains fair, with Nvidia trading at less than 25 times fiscal 2026 expected earnings, and analysts maintain a very bullish outlook.

1 week ago | seekingalpha.com | Bill Maurer

SummaryBeyond Meat's stock has plummeted over 96% in five years due to poor revenue growth, ongoing losses, and a weakening balance sheet. Despite slight revenue growth in Q4 2024, the company continues to burn cash and faces a massive debt maturity in March 2027. Management's restructuring efforts, including exiting China, are ongoing, but GAAP profitability appears unlikely in the near term. In recent years, you won't find too many stocks that have done worse than Beyond Meat (NASDAQ:BYND).

2 weeks ago | seekingalpha.com | Bill Maurer

Apr. 10, 2025 6:14 PM ET, , SummaryTilray Brands' Q3 results were disappointing, with revenues falling well short of expectations and significant cash burn leading to continued dilution. The company reduced its fiscal year revenue guidance by $50 million, while the outstanding share count surged to a new high. With shares trading well below $1.00, a reverse split will likely be needed to satisfy exchange listing requirements.