Eric Bleeker
Partner at Flywheel Publishing
Partner at Flywheel Publishing | Lover of all things TMT | Filled with boyish mirth
Articles
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1 week ago |
247wallst.com | Eric Bleeker
Skip to content Investing Palantir was down about 14% shortly after the market opened today following yesterday’s earnings release.
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1 week ago |
247wallst.com | Eric Bleeker
AI Portfolio NVIDIA’s stock price opened down about 2% on Tuesday. Key reasons for the decline include a general sell-off of technology stocks and also a new bipartisan bill tracking the sale of AI chips into China that could reduce revenue further this year.
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1 week ago |
247wallst.com | Eric Bleeker
AI Portfolio Palantir is firing on all cylinders heading into earnings. The company is expected to post revenue growth of 35.9% when it reports tonight. The only problem? Palantir now trades for about 78X trailing sales, a nose-bleed level that is about 3.5X more expensive than the next most expensive software stocks in the market.
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1 month ago |
247wallst.com | Eric Bleeker
Skip to content Investing Enthusiasm around technology stocks soared on Saturday as the White House issued new guidance which removed reciprocal tariffs from items like computers, smartphones, consumer electronics products, and semiconductors. The move not only removed significant uncertainty for companies like Apple and Dell, but it was also seen as an ‘olive branch’ to China to begin de-escalating tariffs that have now reached 145% after a series of back-and-forth retaliatory raises. Yet,...
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1 month ago |
flipboard.com | Eric Bleeker
2 hours agoRecent data from a MyPerfectResume survey paints a stark picture of the labor market and of workers’ trust in the traditional job model: about 81% fear job loss and 92% anticipate a recession. The report, which interviewed more than 1,100 U.S. professionals, revealed that more than half say that …
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Both Meta and Google accelerating AI spend waaaay ahead of where expectations were a month ago
$GOOGL 2025 Capex ~$75B vs $57.9B Est
RT @EricJhonsa: Why $AVGO closed up 4.4% AH: - $META said servers with MTIA inference ASICs (developed with Broadcom) will replace some en…
$AVGO now up ~14% after reporting. I think some of the long-term commentary from this call could go down as one of the more eventful earnings calls you'll see. It's all below in the live blog if you own Broadcom.
On the latest AI Investor Podcast episode we took Broadcom $AVGO up to our top position. We're currently hosting a live blog on the company's earnings on the 24/7 Wall Street website. Link below if you want to follow along!
