
Articles
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1 week ago |
seekingalpha.com | Sandeep Rao
May 29, 2025 1:33 PM ET, , , , , , , , , , , 1 CommentSummaryNvidia Corporation beat Q1 FY26 revenue and EPS estimates, but export restrictions to China will weigh on future earnings as it unwinds from raw material obligations. Datacenter demand continues to drive growth, while legacy segments like graphics cards and OEM/Other are declining, increasing Nvidia's dependence on AI infrastructure.
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2 weeks ago |
seekingalpha.com | Sandeep Rao
This article was written byCurrently leading research at Leverage Shares, I have longstanding professional experience with financial markets. All views are my own and I can assure you that I smile sometimes. M.S.F, M.B.A., IIT Chicago. My investment style is purely agnostic, informed by facts and highly data-driven.
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4 weeks ago |
seekingalpha.com | Sandeep Rao
May 10, 2025 6:57 AM ET, , , , , , , SummaryJD.com is not just an e-commerce giant, but also a significant physical retailer with a robust logistics network now listed as JD Logistics in Hong Kong. Recent financial trends show a slowdown in net income growth and a modest increase in service revenues, with logistics playing a crucial role in revenue support.
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1 month ago |
seekingalpha.com | Sandeep Rao
May 08, 2025 10:41 AM ET, , , , , , SummaryArm Holdings plc met Q4 FY 2025 expectations with $1.24 billion in revenue and $0.55 EPS, but stock slid due to cautious Q1 2026 guidance. High valuation and geopolitical risks, particularly with China, contribute to stock volatility despite Arm's strong market position and essential IP. Arm's significant R&D investments led to substantial operating income growth, but management's reluctance to provide full-year guidance adds uncertainty.
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1 month ago |
seekingalpha.com | Sandeep Rao
May 06, 2025 2:05 PM ET, , SummaryPalantir Technologies Inc.'s stock dropped 13% post-Q1 earnings despite a 64.6% YTD rise, driven by valuation concerns and high concentration risk on government spending. The company’s growth projections seem heavily reliant on continued U.S. military spending, posing a risk for PLTR amid rising anti-war sentiment. Stock-Based Compensation is decreasing, suggesting stabilization in talent retention costs, but overall expenses and revenue growth are slowing.
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