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OPTO

@optothemes

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linkhttps://optothemes.com calendar_today07-08-2018 15:57:05

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💡 Top stories: ⚡ Can #Bitcoin Weather the Storm? 💥 $NVDA Downturn 📉 Hard Luck for SoftBank 🚀 Defence Stock Rises on Middle East Tensions 📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

💡 Top stories:

⚡ Can #Bitcoin Weather the Storm?
💥 $NVDA Downturn
📉 Hard Luck for <a href="/SoftBank/">SoftBank</a>
🚀 Defence Stock Rises on Middle East Tensions

📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
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🎙️ New episode out now! 📉🌏🇨🇳 Jens Nordvig 🇩🇰🇺🇸🇺🇦, Co-founder and CEO of MarketReader, delves into why China’s growth slowdown to 2% won't be surprising. The ripple effects on global inflation and monetary policy, from manufactured goods to commodity prices, are significant. 📺

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💡 Top stories: 👮🏽‍♀️ $GOOGL Directly to Jail? 🇨🇳 China Stocks Up on Chips ⚡ Hydrogen Breakthrough 💰 Chipmaker Soon to Receive US Loan 📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

💡 Top stories:

👮🏽‍♀️ $GOOGL Directly to Jail?
🇨🇳 China Stocks Up on Chips
⚡ Hydrogen Breakthrough
💰 Chipmaker Soon to Receive US Loan

📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
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📈 ServiceNow Stock Performance Update ☁️ ServiceNow $NOW, a leading cloud-based software provider headquartered in Silicon Valley, hit an all-time high on July 25. However, the stock has since pulled back 6.3% amid market turmoil caused by fears of a US recession. Despite

📈 <a href="/ServiceNow/">ServiceNow</a> Stock Performance Update

☁️ <a href="/ServiceNow/">ServiceNow</a> $NOW, a leading cloud-based software provider headquartered in Silicon Valley, hit an all-time high on July 25. 

However, the stock has since pulled back 6.3% amid market turmoil caused by fears of a US recession. Despite
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💡 Top stories: 📝 Pentagon U-Turn on $HSAI 🔋 Carmakers Name SK Battery Suppliers 👨🏻 Elon Musk Defiant 🚀 EV Sales Grew in July 📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

💡 Top stories:

📝 Pentagon U-Turn on $HSAI
🔋 Carmakers Name SK Battery Suppliers
👨🏻 <a href="/elonmusk/">Elon Musk</a> Defiant
🚀 EV Sales Grew in July

📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
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💡 Top stories: 🛒 Why Did $INTC Sell $ARM? 🔋 $ZK Debuts New Fast-Charging Battery 💰 $AZN Tops £200bn 🎮 Tencent Games is on the Mend 📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

💡 Top stories:

🛒 Why Did $INTC Sell $ARM?
🔋 $ZK Debuts New Fast-Charging Battery
💰 $AZN Tops £200bn
🎮 <a href="/TencentGames/">Tencent Games</a> is on the Mend

📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
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The Bull Case for Reddit 🚀 Any bull case for $RDDT hinges on the company's ability to boost user numbers, engagement, and revenue. 📈 Deutsche Bank analyst Ben Black is optimistic due to $RDDT user growth over the last four quarters. He also notes Reddit's potential in data

The Bull Case for <a href="/Reddit/">Reddit</a>

🚀 Any bull case for $RDDT hinges on the company's ability to boost user numbers, engagement, and revenue. 

📈 <a href="/DeutscheBank/">Deutsche Bank</a> analyst Ben Black is optimistic due to $RDDT user growth over the last four quarters. He also notes Reddit's potential in data
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🚀 Rocket Lab’s Vision for the Future 🔮 🎙️ Peter Beck, the Founder & CEO of $RKLB Rocket Lab, outlines his vision for the company’s future as it cements its status as a prominent leader in the emerging space age. 📺 Watch the full interview in our app (UK & US only):

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💡 Top stories: 🤖 Drones over the UK, Robots in LA 🌡️ Regulators Turn Up the Heat on Big Tech ⚡ The AI Chip Link-Up that Might Have Been 🧪 Health Stocks Pop on Mpox 📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

💡 Top stories:

🤖 Drones over the UK, Robots in LA
🌡️ Regulators Turn Up the Heat on Big Tech
⚡ The AI Chip Link-Up that Might Have Been
🧪 Health Stocks Pop on Mpox

📱 Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
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Reddit’s Path to Profitability 📈 💸 According to analysts polled by FactSet, $RDDT may see another narrow loss in Q3 2024, but could post its first profitable quarter since its listing in Q4. 🦾 Co-founder and CEO Steve Huffman believes integrating AI into the platform can

Reddit’s Path to Profitability 📈

💸 According to analysts polled by <a href="/FactSet/">FactSet</a>, $RDDT may see another narrow loss in Q3 2024, but could post its first profitable quarter since its listing in Q4. 

🦾 Co-founder and CEO Steve Huffman believes integrating AI into the platform can
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🚀 Scaling the heights of space exploration is no small feat! 🎙️ As Rocket Lab’s CEO Peter Beck says, “I reckon it takes about 50 rockets before you start to get into a groove.” 📺 Watch the full interview: optothemes.onelink.me/BZDG/ygtgjaob #SpaceInnovation #RocketScience #RocketLab

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🚀 Credo $CRDO: A Booming Opportunity in Data Center Infrastructure? 📊 While Credo $CRDO falls under the broader #Semiconductors theme, its specific focus is on the booming data center infrastructure market. This market hit $3.2B in 2023 and is projected to reach $12.5B by

🚀 Credo $CRDO: A Booming Opportunity in Data Center Infrastructure?

📊 While Credo $CRDO falls under the broader #Semiconductors theme, its specific focus is on the booming data center infrastructure market. 

This market hit $3.2B in 2023 and is projected to reach $12.5B by
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Credo's Client Base Expansion: A Fuel for Rapid Growth? Credo's $CRDO reliance on Microsoft (Customer Z) has lessened, with a second hyperscaler (Customer Y) now making up 20% of total revenue. Diversifying its client base could be the tailwind Credo needs for the rapid growth

Credo's Client Base Expansion: A Fuel for Rapid Growth?

Credo's $CRDO reliance on <a href="/Microsoft/">Microsoft</a> (Customer Z) has lessened, with a second hyperscaler (Customer Y) now making up 20% of total revenue. Diversifying its client base could be the tailwind Credo needs for the rapid growth
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✨ Credo's Growth Potential Outshines Competitors Broadcom's $AVGO revenue growth is projected to stay steady over the next four years, while Credo $CRDO and Astera $ALAB are expected to see significant increases. If these trends continue, Credo shares bought today could

✨ Credo's Growth Potential Outshines Competitors

Broadcom's $AVGO revenue growth is projected to stay steady over the next four years, while Credo $CRDO and Astera $ALAB are expected to see significant increases. If these trends continue, Credo shares bought today could
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NOW Outperforms CRM and WDAY on Future Revenue 📊 Salesforce's $CRM RPO increased by 15% to $53.9B in Q1 2025. Workday $WDAY noted that strong renewals in fiscal 2024 are impacting RPO growth this year. Although ServiceNow's $NOW revenue projections are stronger, its

NOW Outperforms CRM and WDAY on Future Revenue

📊 <a href="/salesforce/">Salesforce</a>'s $CRM RPO increased by 15% to $53.9B in Q1 2025. <a href="/Workday/">Workday</a> $WDAY noted that strong renewals in fiscal 2024 are impacting RPO growth this year. 

Although <a href="/ServiceNow/">ServiceNow</a>'s $NOW revenue projections are stronger, its
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🔬 Is $ADMA Biologics falling behind on innovation? 🧪 In 2023, $ADMA spent just 1.28% of revenue on R&D—a drop of 8.69% from last year. Meanwhile, Grifols $GRF invested 5.25%, and the top pharma companies average 22%, with some hitting 58.4%. $ADMA ’s reduced focus on R&D

🔬 Is $ADMA Biologics falling behind on innovation?

🧪 In 2023, $ADMA spent just 1.28% of revenue on R&amp;D—a drop of 8.69% from last year. Meanwhile, Grifols $GRF invested 5.25%, and the top pharma companies average 22%, with some hitting 58.4%.

$ADMA ’s reduced focus on R&amp;D
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🚀 Could $ROKU's specialisation give it an edge in the growing smart streaming market? 📺 The market is projected to hit $14.2B by 2029 (8.98% CAGR). In 2022, Roku led with a 32% revenue share, beating Google and Amazon's combined 22%. $ROKU's focused approach might help it

🚀 Could $ROKU's specialisation give it an edge in the growing smart streaming market?

📺 The market is projected to hit $14.2B by 2029 (8.98% CAGR). In 2022, <a href="/Roku/">Roku</a> led with a 32% revenue share, beating <a href="/Google/">Google</a> and <a href="/amazon/">Amazon</a>'s combined 22%.

$ROKU's focused approach might help it
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🏦 What a year it’s been for #bitcoin! 🚀 The launch of ETFs tracking the cryptocurrency’s spot price in January set the stage for record-breaking inflows. Just four months later, the fourth bitcoin halving took the block reward — the amount that miners are paid, in bitcoin, for

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Cathie Wood Cuts ServiceNow Position by 99.7% in Q2 📈 According to Stockcircle, Cathie Wood was the only institutional investor to trade $NOW stock in Q2 2023. She offloaded around 15,700 shares, reducing her position by 99.7%. ARK Invest’s site suggests any remaining

Cathie Wood Cuts ServiceNow Position by 99.7% in Q2 

📈 According to <a href="/cheaperthanguru/">Stockcircle</a>, <a href="/CathieDWood/">Cathie Wood</a>
was the only institutional investor to trade $NOW stock in Q2 2023. She offloaded around 15,700 shares, reducing her position by 99.7%. <a href="/ARKInvest/">ARK Invest</a>’s site suggests any remaining