Growth Value Investing
Tech/growth investor applying value discipline; frequent posts on EPS/margins, growth vs value trade‑offs, and risk/return across cap sizes.
Qualcomm's Low‑power AI Chips Attract Hyperscalers
Reasons hyperscalers may prefer Qualcomm chips for AI agents include - Low power consumption: Qualcomm claims its AI DC chips consume 35% less power than those from NVidia, AMD and Intel. Power is now the biggest limiting factor for data center buildouts - QCOM uses LPDDR memory instead of HBM in other chips. While both HBM and LPDDR are in severe shortage, Chinese memory maker CXMT, starts to ramp up LPDDR5X. Qualcomm is co-developing LPDDR5X with CXMT. And tte most important one is ...
Qualcomm's Hidden AI Chip Deal Fuels Stock Surge
Anyone knows what's happening at Qualcomm behind the scenes? We know it has a hyperscaler customer for custom AI data center chips that will ship later this year, but this relentless melt up makes me feel there is something else...
Qualcomm Soars on Data Center Chip Momentum, Still Cheap
Qualcomm $QCOM blasts off, up 80% in a month and 10% today without news. It's likely that QCOM data center chips are gaining traction. Still relatively cheap with a trailing PS of 5 and PE of 24. See my previous...
Qualcomm Poised to Become the Next AMD
Qualcomm $QCOM warrants a serious look given its growth potential and valuation. It could be the next AMD. The next chapter of the company has started, transitioning from a mobile chip vendor to a diversified chip provider, especially the potential...
AI Stocks Like Meta, Qualcomm, Microsoft Undervalued
These AI stocks are cheap compared to growth potential - $META - $QCOM - $MSFT Qualcomm $QCOM may get a contract for AI inference chips from Meta or Oracle. Announcement is expected on its investor day in June.
Meta: High‑Quality AI Compounder at 20% Discount
Bought more $META today at 607 and 600. As much as I hate their vague answers and uncertainties around its AI spending and monetization, I cannot ignore the fact that Meta's core business is accelerating, it is one of the...
Meta's Billion‑User Model Flops on Metaverse Investment
Zuckerberg said that Meta always grows a platform first to a billion users, then starts monetizing it. This works for viral social networks that grow quickly. However, it may not work for other products. Besides, it requires heavy upfront investment...
Meta Keeps Manus Tech, Recoups $2.5B, Gains AI Edge
Thoughts on Meta unwinding the Manus acquisition - Meta wants Manus' technology more than its brand. They already got it in the last three months. - Meta will build the agent technology from Manus into Meta AI, which is critical. -...
Media Criticism Makes META Stock a Buying Opportunity
It's amazing how badly the media wants Zuck and Meta to fail. Journalists LOVE pointing to various flaws of social media and Meta's ad business as if they are so morally superior. These people are sad as they criticize all...
AI Scares Investors, but SaaS Moats Still Offer Buying Chance
SaaS companies are being crushed due to the perceived loss of moat from AI threat. Personally I am staying away from them. However, if you have deeper understanding of some of them and know that their moat is not lost,...
Meta's Muse Could Boost Stock by $1 Trillion
If Open AI and Anthropic is worth $800 billion, then Meta's new Muse models should add $1 trillion to $META stock, given its vastly superior distribution with 3.5 billion users.
Buffett's AI Stock Rule: Moat First, Price Second
Which stocks should we buy amid the AI disruption? Buffett would do the following (the order is critical) 1. Does the company have an enduring moat so it will be around in 10 years? 2. Is the price reasonable? If a company...
Meta Should Add LED Privacy Indicator to Glasses
Meta should do the following to enhance the privacy standing of its Ray Ban Meta smart glasses. 1. Create an non-intrusive Personal mode that doesn't take pictures or videos 2. When the Personal mode is off, turn on the bright...
Top Trillion-Dollar Stocks Ranked by Growth-Value Appeal
The Growth-Value analysis of the trillion dollar club: $NVDA, $META, $TSM, $MSFT, $GOOG, $AVGO, $AMZN, $BRK-B, $AAPL, $WMT and $TSLA, in the order from more to less attractive. This is only a screening tool. Need to do in-depth research before...
Meta’s Decade‑Long Resilience Tested by Crises
Meta price and EPS charts in the last decade, marked with every major crisis. Will it weather the storm this time? Detailed analysis 👇🏼 $META