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4 days ago | 
seekingalpha.com | Sandeep Rao
Jun. 24, 2025 7:20 AM ET, , , SummaryOperation Midnight Hammer marks direct U.S. military involvement in Iran, escalating Middle East tensions and raising risks for global oil supply. Tanker rates and oil futures have surged since June, signaling higher import costs and likely increases in gasoline prices worldwide. China and Russia's ability to support Iran is limited by economic and geopolitical strains, leaving Iran largely isolated in its response.
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2 weeks ago | 
seekingalpha.com | Sandeep Rao
Jun. 13, 2025 11:39 AM ET, , SummaryApple Inc.'s App Store commission model faces mounting legal and regulatory pressure, especially regarding in-game transactions and anti-steering violations. Court rulings now force Apple to allow alternative payment options, threatening its lucrative commissions and shifting power toward developers. Epic Games and others are leveraging direct-to-consumer strategies, potentially eroding Apple's net income by 2-4% over the next few years.
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1 month 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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1 month 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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1 month 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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1 month ago | 
seekingalpha.com | Sandeep Rao
May 05, 2025 4:56 AM ET, , , , SummaryApple's Q2 FY 2025 earnings report shows strong sales growth across regions, with notable increases in Japan, along with overall solid performance from both iPhone and Services segments. Despite a sharp drop in the stock price post-earnings release, the company's financials indicate a potential for robust bottom line growth for the current fiscal year.
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1 month ago | 
seekingalpha.com | Sandeep Rao
May 02, 2025 9:31 AM ET, , SummaryMicrosoft Corporation reported strong Q3 FY 2025 earnings, with 12% growth in revenue and earnings per share, which was driven by corporate client services. The "Productivity and Business Processes" segment is the growth leader, contributing 43% of revenue and 54% of operating income. Gaming, despite the Activision Blizzard acquisition, contributes only 9% to the revenue, posing challenges for Microsoft's long-term gaming ambitions.
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2 months ago | 
seekingalpha.com | Sandeep Rao
Apr. 28, 2025 5:59 AM ET, , , , , , SummaryTesla's Q1 2025 revenue and EPS missed expectations, yet stock surged due to increased buying activity post-earnings. Despite declining revenue and net income, Tesla's robust R&D and controlled SG&A expenses highlight its strategic focus on innovation and industry leadership. Tesla's vertical integration and upcoming lithium refinery enhance its resilience against recessionary impacts, positioning it favorably compared to other U.S. automakers.
