Erick Mokaya's avatar
$103.9m follower assets
Upcoming Earnings Calendar (Feb 14th - 18th)
Hey guys! Here's the upcoming earnings calendar! Three of my holdings report next week.

  • $ABNB - The stock has held up pretty well during the market sell-off. The valuation is still high, but with re-openings the company could see a big boost this year.
  • $TTD - They've said Apple IDFA is a non-issue, so their growth should be great. A key indicator of ad spend.
  • $ROKU - The stock is down almost 64% from ATH, but the fundamentals keep improving. I expect great results from the company, with ARPU growing and margins expanding.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.





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Dylan Patel's avatar
$104.6m follower assets
TSMC received another ~$2.9B for prepayments related to capacity commitments in Q4!
This is in addition to the ~$3.8B they received in Q3, total ~$6.7B in prepayments
SemiAnalysis estimates Nvidia is the largest contributor of prepayments at ~$3B
$40B to $44B of capex for 2022!
10% for advanced packaging.
Huge capex increases!
Semiconductor Capital Equipment PARTYYYY!!!
That's roughly ~60% higher than what Intel will spend and they had a huge increase too.
TSMC "IDM outsourcing continue to grow"
They of course are referring to the whole bucket of IDMs including $IFNNY $ON $NXPI $ADI $STM etc, but everyone knows the lion here is Intel
Analysts trying to ask how much intel will outsource and C.C. Wei laughed
CPI and Companies Agree, Inflation is Running Hot
Last week, before the release of the November CPI, Fincredible released its latest MacroTalk covering the topic of inflation. In it, they go over what CEOs and CFOs have recently been seeing regarding their costs and prices.

From the post, it was clear that inflation is still running hot, and that it will likely stay that way in the upcoming quarter. For example, here are three quotes extracted from the Macrotalk that illustrate the point:

For now, the CPI and companies agree: inflation is running hot. Next quarter we'll get a new round of earnings calls that will hopefully give us more visibility into the inflation for the full year 2022.

If you'd like to read the whole post, here's the link:

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