GM
General Motors Company
stock NYSE

A GM - you're at the top of the store and responsible for literally everything and you're not getting that extra weekend pay when you're there on Saturdays and Sundays

Currently yes AVGO revenue and margins are much better, but their guidance for Q3 (May-July) had gm dropping from 77% to 74% as AI segment growth is lower margin than their software business. They were 2T mcap at their last ER, with AMD's current trajectory and implied GM increase in 2027; there's a strong argument for us reaching 2T value in a year, and could overtake AVGO within 2 years.

And (blast from the past), a whole new console cycle, led with the PS6. Not meaningful in comparison to AI GPU + CPU, and "below corporate average GM", but welcome nonetheless.

GM fellow bull

GM, say it back

A GM - you're at the top of the store and responsible for literally everything and you're not getting that extra weekend pay when you're there on Saturdays and Sundays

Currently yes AVGO revenue and margins are much better, but their guidance for Q3 (May-July) had gm dropping from 77% to 74% as AI segment growth is lower margin than their software business. They were 2T mcap at their last ER, with AMD's current trajectory and implied GM increase in 2027; there's a strong argument for us reaching 2T value in a year, and could overtake AVGO within 2 years.

And (blast from the past), a whole new console cycle, led with the PS6. Not meaningful in comparison to AI GPU + CPU, and "below corporate average GM", but welcome nonetheless.

GM fellow bull

GM, say it back

Sind schon ziemlich perverse Margen bei GM und OM. Die sind mittlerweile auf einem so hohen Niveau, dass jeder weitere Prozentpunkt einen immensen Aufwand erfordert. Genau das ist auch ein Grund, warum Nvidia nicht mehr so stark wie früher wächst, die Margen lassen sich kaum noch weiter verbessern.
AppLovin gehört mit seinen Margen definitiv zu den profitabelsten Unternehmen im S&P. Die drucken mit solchen Margen einfach Geld.

GM Mrs. London 🙌✅🫡