Know What You Are Investing

🎙️ Channel: Know What You Are Investing In this episode, we dive into a side-by-side comparison of Palantir Technologies (PLTR) and Nvidia (NVDA) — two giants driving the AI revolution from different fronts.Source: BWB channel🔍 Key Takeaways:• Nvidia: The AI Engine – Dominates hardware with over 80% GPU market share and a deep moat around CUDA, while expanding into AI software, data centers, and robotics.• Palantir: The AI Operating System – Enables enterprises to operationalize AI securely with

🎯 Podcast : Know What You Are Investing – Palantir Technologies (PLTR)🎙️ Channel: Men’s Hobby (English)In this episode, we dive deep into Palantir Technologies (PLTR) — uncovering what the market often misunderstands about its true value and future growth drivers.🔍 Key Takeaways:• Palantir as Enterprise AI OS: Built on its Ontology layer, Palantir isn’t just a software company — it’s becoming the operating system for enterprise AI.• Moat Strengthening: Deep integrations with governments and

🎙️ AbbVie Q1 2025 Earnings – Immunology Momentum, Raised Guidance, and Strategic Growth Moves📅 Earning Release: April 25, 2025📄 Sources: AbbVie Q1 2025 Earnings Release, Investor Charts, and Call TranscriptIn this episode, we break down AbbVie’s strong Q1 2025 results, pipeline updates, and future growth strategy beyond Humira.📈 Quarterly Highlights• Revenue: $13.3B (+8.4% YoY reported, +9.8% operational)• Adjusted EPS: $2.46 (+6.5% YoY), beating guidance midpoint• Raised full-year 2025

📅 Release: April 24, 2025📄 Sources: Intel Q1 2025 Earnings Deck & Call TranscriptIn this episode, we break down Intel’s Q1 2025 performance and the strategic shift under new CEO Lip-Bu Tan.📈 Quarterly Highlights• Revenue: $12.7B (flat YoY, exceeded expectations)• Gross Margin: 39.2% (down 5.9 points YoY)• EPS: $0.13• Stronger-than-expected results from Data Center and Foundry🧠 Leadership and Strategy Shift• New CEO Lip-Bu Tan focuses on fixing the roadmap, cutting complexity, and

📅 Release: April 24, 2025📄 Sources: Coursera Q1 2025 Shareholder Letter & Earnings CallIn this episode, we break down Coursera’s Q1 2025 performance, showcasing steady revenue growth, improved profitability, and a strategic shift in operating structure.📈 Quarterly Highlights• Revenue: $179.3M (+6% YoY)• Non-GAAP Net Income: $19.7M (11.0% margin)• Adjusted EBITDA: $18.7M (+125% YoY, 10.4% margin)• Free Cash Flow: $25.3M (+40% YoY)• GAAP Net Loss: $(7.8)M🌍 Platform Expansion & Learner

📅 Recorded: April 24, 2025📄 Sources: Alphabet Q1 2025 Earnings Release, Slides, and Call TranscriptIn this episode, we break down Alphabet’s impressive Q1 2025 results, powered by surging AI adoption and Cloud momentum:📈 Financial Highlights• Revenue: $90.2B (+12% YoY)• Net Income: $34.5B (+46% YoY)• EPS: $2.81 vs $1.89• Google Cloud revenue up 28% YoY with strong profitability🤖 AI at the Core• Gemini 2.5 rollout powers products like Search, YouTube, and Ads• AI now integrated into all 15 Google

🎙️ TSMC Q1 2025 Briefing – AI Momentum, U.S. Expansion & Margin Pressures📅 Earning Release: April 17, 2025 📄 Sources: TSMC Q1 2025 Presentation, Transcript, Financial Report In this episode, we break down Taiwan Semiconductor Manufacturing Company’s (TSMC) Q1 2025 performance and outlook:✅ Revenue & Profit Surge: TSMC delivered strong YoY growth with revenue up 41.6% and EPS rising over 60%, fueled by robust demand in High Performance Computing (HPC) and advanced technologies (3nm, 5nm)

📅 Earning Release: April 22, 2025📄 Source: TSLA Q1 Update PDF + Webcast Highlights🔍 Episode SummaryIn this episode, we break down Tesla's Q1 2025 financial results, operational progress, and strategic roadmap as discussed in their latest earnings call and shareholder update. Despite a challenging quarter marked by a 9% drop in revenue and a 66% plunge in operating income, Tesla remains focused on long-term innovation in AI, autonomy, energy, and robotics.📉 Financial HighlightsRevenue: $19.3B