Beth Kindig
@Beth_Kindig
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Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Boulder & San Francisco
Joined February 2012
Is there room for one more in the Old Boys' Club?. Stanley Druckenmiller: 4.61%.Ray Dalio: 6.91%.Bill Ackman: 9.44%.I/O Fund: 15.50%
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HSBC last week upgraded $AMD to Buy and doubled its price target to $200, saying that it expects the MI355 GPUs to command a $25K ASP, up materially from prior assumptions for $15K, potentially driving upside to FY26 AI revenue.
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Uber $UBER, Lucid $LCID and Nuro are partnering to launch at least 20,000 robotaxis based on Lucid's Gravity SUV platform over the next six years, with the first production expected by late 2026. Uber is also investing $300M in Lucid.
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BlackRock’s iShares Bitcoin ETF $IBIT amassed $80B AUM in just 374 days, nearly 5x faster than the previous record of 1,814 days set by Vanguard’s S&P 500 ETF $VOO.
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TSMC $TSM guided for Q3 revenue of $31.8-$33.0B, ahead of consensus at $31.8B and pointing to growth of 37.8% YoY at midpoint. For 2025, TSMC raised its revenue growth guidance from the mid-20% range to "close to 30%", benefitting from robust AI demand. $NVDA $AMD $AVGO $AAPL.
TSMC $TSM reported record profit of NT$398.27 billion in Q2, up nearly 61% YoY, or $2.47 per share. Revenue was $30.1B for the quarter, up 18% QoQ and well ahead of initial guidance for $28.4-29.2B. $NVDA $AMD $AVGO $AAPL.
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TSMC $TSM reported record profit of NT$398.27 billion in Q2, up nearly 61% YoY, or $2.47 per share. Revenue was $30.1B for the quarter, up 18% QoQ and well ahead of initial guidance for $28.4-29.2B. $NVDA $AMD $AVGO $AAPL.
TSMC $TSM is expected to report record profit of NT$377.4 billion ($12.9B) in Q2, up 52% YoY, after reporting Q2 revenue up 38.6% YoY to NT$933.8 billion, driven by robust AI demand. $NVDA $AMD $AVGO $AAPL.
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If Robinhood’s $HOOD crypto trading volumes track the spot market in June, trading volumes could fall nearly 40% QoQ, which could result in a $100M QoQ decline in crypto transaction revenue in Q2. $COIN $BTC $ETH.
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RT @Beth_Kindig: Meta $META is deepening its recent AI push, now acquiring AI voice cloning startup PlayAI, with its work expected to advan….
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TSMC $TSM is expected to report record profit of NT$377.4 billion ($12.9B) in Q2, up 52% YoY, after reporting Q2 revenue up 38.6% YoY to NT$933.8 billion, driven by robust AI demand. $NVDA $AMD $AVGO $AAPL.
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Meta $META is deepening its recent AI push, now acquiring AI voice cloning startup PlayAI, with its work expected to advance development of Meta AI, AI Characters and wearables. $GOOG $MSFT $AMZN.
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BlackRock’s iShares Bitcoin ETF $IBIT now holds more than 700,000 $BTC, more than Strategy’s $MSTR 600,000 and Fidelity’s BTC ETF $FBTC with 203,000.
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Google $GOOG will pay $2.4B to license tech from AI coding startup Windsurf and hire its CEO and top researchers, as it works to build out agentic coding abilities within DeepMind. This comes after OpenAI’s $3B acquisition of Windsurf broke down. $MSFT $AMZN $GTLB.
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JP Morgan believes that Broadcom $AVGO could potentially tape out its first next-gen accelerators this year for two prospective clients, believing they could be OpenAI and SoftBank/Arm $ARM. JPM also sees incremental inference demand driving Broadcom’s 2027 SAM forecast higher.
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For 2026, ASML $ASML CEO Christophe Fouquet said that "while we still prepare for growth in 2026, we cannot confirm it at this stage.". $INTC $TSM $KLAC $LRCX $AMAT.
ASML $ASML reported Q2 revenue of €7.7B, ahead of estimates for €7.54B, while bookings of €5.44B also beat estimates of €4.8B, per Bloomberg. However, for Q3, ASML guided for €7.4-7.9B in revenue, below consensus of €8.2B. $INTC $TSM $KLAC $LRCX $AMAT.
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ASML $ASML reported Q2 revenue of €7.7B, ahead of estimates for €7.54B, while bookings of €5.44B also beat estimates of €4.8B, per Bloomberg. However, for Q3, ASML guided for €7.4-7.9B in revenue, below consensus of €8.2B. $INTC $TSM $KLAC $LRCX $AMAT.
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I recently joined @cvpayne to discuss the rapid growth we’re seeing in the AI inference market and which AI stock I believe could outpace Nvidia’s $NVDA returns over the next 2-3 years.
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AMD $AMD is planning to restart shipments of its MI308 GPU to China after receiving US approval, following a similar decision for Nvidia's $NVDA H20 chips.
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Amazon’s $AMZN fair value stake in Anthropic is worth ~$13.8 billion, with the giant considering another multibillion dollar investment in the AI startup. However, Amazon’s ownership will be limited to a maximum of 33%. $GOOG $MSFT.
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Microsoft $MSFT and Accenture $ACN are partnering to develop advanced cybersecurity tools powered by genAI, focusing on security operation centers, identity and access management, and automating AI and data security.
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Oracle $ORCL is spending $3B to expand its AI infrastructure in Germany and the Netherlands over the next five years, with two-thirds of this investment going to Germany. $MSFT $GOOG $AMZN.
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Global data center power demand to rise at a 16% CAGR from 2023 to 2028, accelerating from a 12% CAGR. Generative AI is a primary driver, with power demand expected to grow at a 65% CAGR, per BCG. $NVDA $MSFT $GOOG $AMZN $META
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