SoftBank Group Corp. reported a return to profitability with a $6.6 billion profit in the latest quarter, buoyed by Vision Fund gains and a windfall from T-Mobile US shares, marking an end to four straight quarters of losses. Arm Holdings Plc, a key SoftBank investment, saw its shares surge over 25% after reporting earnings of $0.29 per share on sales of $824 million, beating estimates with a strong forecast driven by AI expansion. Arm's full year EPS forecast is now $1.20 - $1.24 with revenue projections of $3.16B - $3.21B. Meanwhile, Nvidia Corp's stock value soared, with shares reaching new record highs above $700 and the company's market value on the brink of surpassing Amazon's for the first time in two decades. Nvidia has seen a nearly 50% increase year-to-date and an impressive 1,800% over five years. SoftBank's Vision Fund also reported a significant gain of $4 billion.
SoftBank shares extend their surge, pop more than 15% on earnings beat https://t.co/sXN07EBy5N
$ARM Arm stock is now trading at 31.6 times forward sales, well above the multiple for Nvidia, $NVDA which is trading at about 19.4 times https://t.co/GyA9vCZ0Hh
SoftBank shares surged again a day after soaring to their highest finish in two and a half years, bolstered by a continued upward climb in its crown jewel asset, Arm https://t.co/aqbPRAxXQ4
Here's to #AI in 2024! Because this year, MORE AI is on the menu - so much so that 80% of firms will add prompt engineering talent internally to accelerate value delivery. WOWZA. See more trends to expect via @Forrester: https://t.co/wwx9UmnQtU #AIxHumans #value
$ARM was traded as high as $126.59, a 64% above its close price yesterday, very impressive.👇🏼 Institutional investors incl. hedge funds are significant buyers in Q4 as the latest Q4 #13F data indicated. 76% of the 100 institutional holders who reported holding $ARM shares… https://t.co/GrbB5COMUg https://t.co/LOu8r9PoHP
$NVDA this afternoon with 1750 September $660 puts selling to open $65.50 to $65.30 Because seeing $NVDA more than 2 points off record highs screams, sell puts to open! Ha, dips shall be shallow
$NVDA Whale put writer pockets +$11.15M says NVDA closes above 660 on expiry or fine owning the stock at $595/share cost basis. ✍️💰 https://t.co/L6UyOqhLzx
$NVDA Whale put writer pockets +$11.15M says NVDA closes above 660 on expiry or fine owning the stock at $595/share. ✍️💰 https://t.co/xA8xQdcYhj
Nvidia's Stock Is At A Point Of Exhaustion (NASDAQ:NVDA) | Seeking Alpha $nvda https://t.co/n0QFjqg9Ja
Japan's SoftBank returned to profit for the first time in five quarters, as the Japanese tech investment firm was buoyed by an upturn in portfolio companies, sparking hope it was emerging from a period of retrenchment. More here: https://t.co/CCZPEnyGaJ https://t.co/02gcJnYh7E
$PLTR Weekly Call Buyers Are Up +40% ~2 hours later👇 https://t.co/0nVTAjETmd
Nvidia’s position at the centre of the AI computing revolution is hard to overstate. https://t.co/5Lj9ZDYNHa https://t.co/j6ZpQqtOeE
Update: 54% on one day. What a powerful validation of the @Arm ecosystem and its #AI story. $ARM https://t.co/u8XsEKdkoR https://t.co/9BRFRjny5I
Chip-designer Arm is absolutely ripping today - Up almost 60% - Added $40 billion in market cap - Now the 11th largest semiconductor company And Softbank still holds 90% of shares The AI boom is crazy https://t.co/8HIhnruIoo
It is totally not late cycle bubble mania when a stock beats 8% and rises 60% to a 216 P/E and 41 P/S on a single day. Congratulations to all holders - enjoy while it lasts. $ARM
Incredible…$ARM: https://t.co/6Wu2LVmzUZ https://t.co/7J4CqstxSe https://t.co/X5i3gXfxDR https://t.co/b4Ioex99Ug https://t.co/zqVeopilem
Remember that SoftBank owns about 90% of $ARM shares outstanding and could become motivated to start selling into some of this strength https://t.co/v5YshS29Rj
Super Bullish Tech Flow On $META, $NVDA & $AMD ✅ https://t.co/9fvxijoxQc
SoftBank Group $SFTBY reported a return to profitability in the latest quarter, with a profit of $6.4B, attributed to reductions in losses from investments and successful listings like Arm $ARM. The company also reported a significant gain of $4B for its Vision Fund.
SoftBank can get an Arm up from venture capital’s weakness Japanese group’s likelihood of scoring promising companies at a decent price is positive via @FT #VC https://t.co/3HDryiFs8Z
One thing that gets $ARM bulls like me excited: it only trades for 60x 2027 free cash flow... ...and to achieve that 2027 free cash flow expectation, earnings only have to quintuple over the next 3 yrs. 60 x 5 = 300 = my new 2027 price target. Bullish x Bullish = Super Bullish
Uptick in Bullish $PLTR Flow This ticker has received an unusual amount of options volume the whole week Definitely something to continue keeping an eye on 👇 https://t.co/ImHDLGBGaK
I'm getting that 1990s feeling again... Arm Shares Rise More Than 50% on AI Craze https://t.co/31vbt53azh
With gains of 56% so far this morning, $ARM has flown past ALL Wall Street Price Targets that were just set in the last DAY!! #stocks #stockmarket https://t.co/2aPztnNt99
$ARM Post-Earnings Opening Orders (Bullish) The prints have a lot of premium behind them and Vol > OI so they were bought to open https://t.co/2nSE0EuLuX
With $ARM up 50% today, here's the update how mega cap AI has performed over the past six months. Nasdaq up 14% $MSFT up 27% $AMD up 50% $META up 50% $NVDA up 56% $ARM up 87% We're just getting started. https://t.co/H6eCWI7xvF
Squeezy McSqueezer: $ARM +63%!! Mental Checklist Update: Never short a highly shorted gambling-football semiconductor stock that is 90% owned by a maniac into earnings during an AI boom. https://t.co/pDe8IUtorm
Well $NVDA holders, you have your new comp bull case - relative to $ARM, $NVDA is now a deep value bargain
WATCH: Wall Street's enthusiasm about AI has Nvidia on the verge of becoming more valuable than Amazon for the first time in two decades, and more. Here are the big stories from the AI revolution https://t.co/hXxKBtBBT2
Wall Street's enthusiasm about AI has Nvidia on the verge of becoming more valuable than Amazon for the first time in two decades, and more. Here are the big stories from the AI revolution https://t.co/8OCfHk1C1k
SoftBank’s Vision Fund logs $4 billion gain, its biggest in nearly 3 years, as tech valuations recover - CNBC https://t.co/gAEZkxThNb
$WYNN (+3.0% pre) Wynn Resorts Shares Climb on Earnings Beat https://t.co/h0EWSrZuMS
$pltr follow up request as the options into earnings worked great and the post earnings gap play to manage @traderstewie https://t.co/70nI7derzE
$NVDA ghost at the $706's. $TSLA
SoftBank can get an Arm up from venture capital’s weakness https://t.co/wveZRdwO7t | opinion
⚠️ ARM SHARES SOAR AS AI-FUELED BOOM BRIGHTENS GROWTH PROSPECTS (Reuters) Arm Holdings surged more than 25% on Thursday driven by strong forecasts as customers aim to design new chips for artificial intelligence work that could bump up royalties for the British tech firm. The… https://t.co/MAxqU40n4N
From how Facebook is tackling deepfakes, to why bots could beat bankers at their own game, this is Generation AI https://t.co/Kp0emd7IvM
SoftBank’s Vision Fund recovers with $3.6b gain in Q3 https://t.co/GR0dsk6dxN
#SoftBankGroup swings to its first profit after four straight quarters of losses, backed by a rebound in the value of #VisionFund’s public holdings and a windfall from #TMobile US Inc. shares. https://t.co/kMw0dEGtuT
Nvidia Stock Inches Up. It’s Closing in on Amazon’s Market Value. https://t.co/VmxGpgfqEh
Wynn Resorts posted a 73.9% increase in revenue to $6.53bn (£5.17bn/€6.06bn) in its 2023 financial year while adjusted property EBITDAR reached an all-time high https://t.co/ZpQaAFs9l9 https://t.co/7jYUwrbrMy
SoftBank reported its first profit in more than a year, helped by a revival in Silicon Valley that drove up the value of its portfolio. https://t.co/8KkiWjvr35 https://t.co/8KkiWjvr35
SoftBank returned to profit after four quarters of losses and beat estimates handily https://t.co/aIETuDzaux
SoftBank profits beat forecast by wide margin as tech investments pay off https://t.co/pM2JT5BrUU
SoftBank reports Q3 net profit of $6.4B, after four quarters of losses, lifted by T-Mobile US shares windfall; the Vision Fund unit reported a ~$2.85B gain (Bloomberg) https://t.co/8GrrhmDCpj 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/KCzybDOREN
Arm share price bulges after AI pumped revenue to a new record https://t.co/xMgsGuEXLB
Japan's SoftBank posts quarterly profit after four straight losses, driven by Vision Fund gains https://t.co/96k9unvk8a
SoftBank Group swings to its first profit after four straight quarters of losses, backed by a rebound in the value of Vision Fund’s public holdings and a windfall from T-Mobile US shares https://t.co/PhnPb0lftk
SoftBank Posts $6.6 Bln Profit, First In Five Quarters - Yahoo https://t.co/ZUktiSHuB9
⚠️BREAKING: *NVIDIA RISES ABOVE $700 TO REACH NEW RECORD HIGH OF $705 $NVDA https://t.co/1BBL8KR2jL
SoftBank Group shares jump more than 10% in Tokyo trading, heading for their strongest finish since July 2021. An upbeat sales forecast from Arm Holdings bolstered sentiment. Question is whether the steep discount to its net asset value could narrow. https://t.co/IteqgGvw7H https://t.co/nbYkAX3Tor
I'm long $NVDA since $25 and today, it crossed $700. 🚀🚀🚀 When it was at $400, I recommended it a few times to the Multis as a Best Buy Now and called it fairly valued for its growth. But does $700 make sense or is it in clear bubble territory? 🫧 Let's have a look. 👇 1/6 https://t.co/me33GQ19QA
WATCH: From how Facebook plans to help you spot AI images, to why bots could make economists obsolete, we round up the week's top stories from the AI revolution https://t.co/DFgCCcJULk
Alphabet $GOOG, Microsoft $MSFT and ServiceNow $NOW mentioned AI more than 50 times on earnings calls this quarter, increasing from Q3. $AMD $IBM $INTC https://t.co/FEJkYucJA2
From how Facebook plans to help you spot AI images, to why bots could make economists obsolete, we round up the week's top stories from the AI revolution https://t.co/7LnjGw15SV
$nvda dip at open and rip up to new ath With big orders coming in https://t.co/Lzh3y791Ew
SoftBank Group Corp. shares rallied almost 10% after Arm Holdings Plc gave a surprisingly bullish earnings forecast, beating analyst estimates as its push beyond smartphones helps fuel growth. https://t.co/de5Fnab9DB
and right on time: *SOFTBANK GROUP RISES AS MUCH AS 9.6% AFTER ARM SHARES SURGE https://t.co/OsWXOxOl5e
🔴 SOFTBANK GROUP JUMPS UP TO 9.6% FOLLOWING SURGE IN ARM SHARES.
$ARM jumped up 22%+ now after its latest earnings report. Hedge funds acquired total 14.82M shares at prices less than $64 per shares in Q3. Some likely bought at $51, IPO offering price. Notable hedge fund holders: Ken Griffin, Citadel is the largest hedge fund buyer. Andreas… https://t.co/iwm21KmCBR https://t.co/rkz6hFF1Ev
Uhhh...can we talk about $ARM earnings? 9 months ended Dec net earnings dropped 86% YoY but it's up 20% in AH? Is this a price to innovation ratio kinda deal?
SoftBank nets $20 billion on Arm earnings pop, exceeding its total losses in WeWork https://t.co/eJlcizD4nq
$ARM reported its quarterly earnings results: Total revs up 14% y/y to $824M - License and other revs up 18% y/y to $354M - Royalty revs up 11% y/y to $470M Gross margin was 95% Expect the current quarter revs to be min $850M, up 34.3% y/y. Growth was driven by increasing… https://t.co/i3Kg89jdii https://t.co/mkpGp6H2fj
$ARM up 23% in the after-hours. Six months ago there was talk we were at the peak of an AI bubble. Since then: $MSFT up 27% $META up 50% $AMD up 55% $NVDA up 56% And now $ARM up 48% (after-hours) I still believe we're at the start of 3-5 year tech run that will end with an AI…
Nvidia, $NVDA, is now up nearly 50% YTD. Over 12 months, it is up 220%. Over five years, 1,800%. https://t.co/ubEy0vstgM
Nvidia soaring to $702 after hours, like a demented eagle… what a spectacle this has been
$NVDA is up billions AH on $ARM Earnings ARM Rockets After Chip Designer Beats Estimates, Guides Higher ARM earned an .29/share on sales of $824m in the qtr ended Dec 31. On a yoy basis, Arm earnings rose 32% while sales increased 14%. https://t.co/c4cC4oY1Tr @IBDinvestors
Wynn Resorts Shares Climb on Earnings Beat https://t.co/DTIGMd5kdS
ARM up 20% after hours Here is the bull case for ARM 👇 Love the business model, but too expensive for me I tilt to value even in tech names No position https://t.co/I9sdTcIJDF
NVDA up another $25BN after hours
If you were wondering what $ARM options were pricing, it was about 11%. Stock is up 30%+ https://t.co/rHpV18yLSs
$ARM hitting 261.8% fibs AHs Only up 40% AHs https://t.co/WO87gByW4u https://t.co/IL3gBfEhMP
Shares of Nvidia Corp $NVDA closed at $700.99 today, up 2.75%. How Nvidia's Performance Compares with the S&P 500 and Competitors like Broadcom $AVGO and Advanced Micro Devices $AMD: https://t.co/dIZRGDggr3 https://t.co/vkCYWbQrBi
$ARM hits PT $100 AFTER HOURS ✅ https://t.co/AEoCFmSVAa
$ARM where's the candle on this? Its off the charts! https://t.co/HkhOK0SCG8
$ARM is +28% after earnings. Semis keep passing implied moves. Look at how bullish directional buyers were before earnings, 62% 🐂! Call volume at ask way above avgs. Daily huge green net premiums!! All UW flow alerts, bullish today. $SMCI, $NVDA, $AMD all higher in AH also. https://t.co/Tf4JxxvSnb
This is how the market reacts when a company not only delivers and guides up, but also has a very clear #AI story that will lead to growth on top and bottom line. Great result for $ARM. https://t.co/ICuhjdF3Hz
We have a live one here folks. $ARM 🤠 https://t.co/5rTFTMbKfP https://t.co/G79CErUtD0
$ARM Much better results than expected... But P/S = 25 and PE = 64!! (not including AH huge jump)!! Melt up!! 🚨🚨🚨 https://t.co/Mh7YBOr8Fd
$ARM (+25.2% after-hours) Blasting off into space after reporting solid top and bottom line beat with a huge raise in full year guidance EPS: $0.29 vs $0.25 est. Rev: $824.00M vs $761.62M est. Sees FY EPS: $1.20 - $1.24 vs $1.05 est. Sees FY Rev: $3.16B - $3.21B vs $3.02B est. https://t.co/8QtFCLcOiJ
$NVDA show me the money at open tomorrow 740+ https://t.co/hxECEA6V1B
Investors are starting to understand the underlying IP/innovation story, and the AI story here is still underappreciated. Now that people are starting to understand how @Arm's business model changed and the upside there, the financial models are making sense. https://t.co/2ABxBbWDuF
$Arm! Solid print. - Revenues of $824 million, up 14% year-over-year, with record royalty revenue and strong growth in licensing revenue. - Royalty revenue of $470 million, up 11% year-over-year was driven by the semiconductor industry recovery and the rapidly increasing… https://t.co/JTUKIwc4cB
$ARM Quite the rip higher A/H, babay babay! https://t.co/KK0Rw8BTYS
$WYNN | Wynn Resorts Q4 Earnings: - Adj EPS $1.91 (Est. $1.15) - Sales $1.84B (Est. $1.74B) https://t.co/kLqwIJGN8t
Arm Holdings, $ARM, earnings: - Rev $824 million vs $760 million - Adj EPS: $1.24 vs $1.05 Wynn, $WYNN, earnings: - EPS: $1.91 vs $1.16 - Rev $1.84 billion vs $1.74 billion Live news from: https://t.co/Q2LOTrNnz0
$ARM up 15+% in AH after ER inched up the let it ride stop
$ARM up 11% after hours after earnings beat -sees FY adj eps 1.20-1.24, up from 1-1.10, est 1.05
$NVDA on top of trending after breaking through $700 What an incredible move, congrats to all the believers! https://t.co/1qQUOKq3LY
$nvda looks like $tsla in 2021 https://t.co/wF9o5zKESQ
$NVDA Net Options Delta: +3.1M shares Spot: 700+ https://t.co/dio9D5UNcN
$nvda when you look at with the Market Cap to the Right it really something to see https://t.co/4ERsQZqX0j
$nvda here comes new ath
Nvidia's stock market value on verge of overtaking Amazon https://t.co/RjhXoq1hR2 https://t.co/wv5FsyNAi4
$NVDA's stock market value on verge of overtaking $AMZN https://t.co/fa6Ahlam0T
⚠️ NVIDIA'S STOCK MARKET VALUE ON VERGE OF OVERTAKING AMAZON (Reuters) Wall Street's enthusiasm about artificial intelligence has Nvidia on the verge of becoming more valuable than Amazon for the first time in two decades, and the AI chipmaker is not far behind Google-owner… https://t.co/s4V2hh7bfB
$ARM moving, set up looks prime for breakout to new ATHs $NVDA will run too if this makes new ATHs, since they own a good chunk of $ARM too
$697 is now a key spot for $nvda
$pltr nice upside follow thru. Make sure to manage some size. Trim $23+
$PLTR +another 5 % today. Even if I missed the $SNAP earnings you would have made 4-7 bags on this bad boy. https://t.co/LajJG6aTyg
AI’s surge over the past year couldn’t be clearer. More than 38% of the S&P 500 earnings calls in January mentioned AI, up from just over 10% at the end of 2022. $NVDA $AMD $META $GOOG $MSFT https://t.co/fsbK6nKHNc
$PLTR Net Options Delta: +1.3M shares Early bulls aggressive. https://t.co/pk5BrxpmvB
$NVDA: Morgan Stanley Raises target price to $750 from $603 "We continue to see a very strong near term picture, and think that various second derivative anxieties are missing the bigger picture; We raise yet again. Longer term, cloud commentary is encouraging, but we do…
$SFTBY | Softbank Group Earnings Exceed Expectations: FY Operating Income Forecast Boosted - @smartkarma https://t.co/5LaZ4SmdVo https://t.co/6wX9DP2Z2x
SoftBank seen likely to log first quarterly profit in over a year https://t.co/NwCsD3LWz3 https://t.co/YbxNUDAseu