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Who’s winning the AI race?
My friend, this is a dumb question. Some basic numbers.
13 hrs ago
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Nicolas Baratte - TechStock01
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Oracle, Broadcom: communication errors – bullish tone when the market only hear concerns
Good results and outlook, bad market reaction
Dec 12
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Nicolas Baratte - TechStock01
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Jensen got what he wanted and/or Pres. Trump needed a sweetener for China
But NVDA stock price shows other concerns
Dec 10
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Nicolas Baratte - TechStock01
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1
November 2025
NVDA strong quarter, strong guidance, Consensus ~20% too low, Stock is not expensive
"the A100 GPUs we shipped 6 years ago are still running at full utilization today"
Nov 20
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Nicolas Baratte - TechStock01
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AMD Analyst Conf: 4 things to know.
Buy more.
Nov 12
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Nicolas Baratte - TechStock01
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AMD: management expects revenue re-acceleration from 2H26 with MI400 launch. That’s pretty much a done deal. Consensus expects a sharp…
Stock price needs a breather
Nov 5
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Nicolas Baratte - TechStock01
4
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Hyperscalers’ Cloud revenue and Capex update
Hyperscalers (AMZN, GOOG, META, MSFT) revenues accelerating from 1Q25.
Nov 3
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Nicolas Baratte - TechStock01
3
3
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Mediatek 3Q25: a lot of good news (ASIC revenue) but weak margins are getting weaker (TSMC wafer price up, Opex – R&D). Stock is not…
Weak 3Q reported, weak 4Q guidance (Operating Margin) due to wafer price, some TSMC tightness (5-3nm), Opex increase.
Nov 3
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Nicolas Baratte - TechStock01
1
AMZN 3Q25: very good 3Q as AWS revenue accelerates to 20% YoY. AWS Data Center capacity will double from 2025 to 2027!
3Q25 revenue up 13% YoY, AWS up 20%, Operating Profit would have increased by 25% YoY but 2 one-time charges (FTC and headcount) bring OP flat YoY.
Nov 2
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Nicolas Baratte - TechStock01
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MSFT 1Q26 (Sept-25): a huge quarter. AI demand is accelerating but (for the AI bubble crowd): Capex comes before revenues, before profits…
Total revenue up 18% YoY.
Nov 2
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Nicolas Baratte - TechStock01
1
1
October 2025
Meta: a good 3Q spoiled by a Tax problem. Capex boom continues into 2026. Consensus / Valuations reflect concerns on margins decline.
Good 3Q25: revenue 4% above Consensus, Operating Income 7% above.
Oct 30
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Nicolas Baratte - TechStock01
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2
Hyperscalers’ Capex update. Remember Jensen’s $500bn yesterday ?
Altogether it looks like a ~50% Capex increase in 2026
Oct 30
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Nicolas Baratte - TechStock01
2
1
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