Big Picture Investing with Kevin McCormick
Big Picture Investing with Kevin McCormick
  • Видео 172
  • Просмотров 235 490
ServiceNow 2024 Fourth Quarter Earnings Results
ServiceNow investor presentation provides a financial overview for Q4 2024 and guidance for 2025. Key metrics like subscription revenue, remaining performance obligations (RPO), and free cash flow are detailed, with adjustments made for constant currency to improve year-over-year comparisons. The presentation also includes discussion of non-GAAP financial measures, clearly explaining the adjustments made and the rationale behind them. Furthermore, it highlights ServiceNow's strategic focus on AI, future business model shifts, and its continued strong customer growth. Finally, the document contains important forward-looking statements and cautions against undue reliance on them due to inhe...
Просмотров: 10

Видео

IBM Fourth Quarter 2024 Earnings Deep Dive
Просмотров 1414 часов назад
IBM's fourth-quarter 2024 earnings reports detail strong financial performance, exceeding expectations in revenue growth and free cash flow. The reports highlight double-digit growth in the software segment, driven by Red Hat and generative AI, which now represents a significant portion of the business. While consulting revenue experienced some headwinds, the company showcases strong signings a...
Meta Facebook $FB Fourth Quarter Earnings Recap
Просмотров 614 часов назад
Meta Platforms' Q4 2024 earnings presentation and subsequent conference calls detail the company's financial performance, highlighting strong revenue growth driven by advertising, particularly in the Asia-Pacific region. The calls also feature extensive discussion of Meta's strategic investments in artificial intelligence, including the development of Llama open-source AI models and Meta AI, a ...
Tesla Fourth Quarter 2024 Earnings Recap
Просмотров 1214 часов назад
Elon Musk and other executives discussed record vehicle deliveries, the advancements in Full Self-Driving (FSD) technology, and ambitious plans for Optimus, Tesla's humanoid robot. Financial highlights included record deliveries but lower-than-expected revenue and earnings per share. The company emphasized significant future growth potential driven by FSD and Optimus, along with ongoing challen...
Microsoft $MSFT Second Quarter 2025 Earnings Analysis
Просмотров 714 часов назад
Microsoft delivered a strong second quarter of fiscal year 2025 (FY25 Q2) driven by the continued growth of its cloud and AI offerings. The Microsoft Cloud surpassed $40 billion in revenue for the first time, with significant momentum seen in Azure, Microsoft 365, and the company's AI initiatives. Microsoft's AI business has reached an annual revenue run rate of $13 billion, growing 175% year-o...
AI Accelerator Market: Growth, Players, and Trend
Просмотров 2914 дней назад
This is a podcast about AI accelerators based on a general research report from Kevin McCormick. Full Report docs.google.com/document/d/1tDaHIH4xN8O8_9rUx1zPr98m2SMeFPWkzmPDjb2WsxM/edit?usp=sharing
TSMC Fourth Quarter Earnings Recap
Просмотров 2114 дней назад
Taiwan Semiconductor Manufacturing Company's (TSMC) Q4 2024 financial results and Q1 2025 outlook. The reports highlight strong revenue growth driven by high demand for advanced 3nm and 5nm technologies, particularly in the high-performance computing sector. TSMC exceeded expectations, reporting significant increases in net income and earnings per share. The company anticipates continued growth...
JP Morgan Chase Fourth Quarter Earnings Results Analysis
Просмотров 6621 день назад
JPMorgan Chase & Co.'s (JPM) January 15, 2025 earnings presentations detail the company's strong fourth-quarter and full-year 2024 financial results, exceeding expectations across all business segments. The reports highlight record net income, robust revenue growth driven by various factors including investment banking fees and markets revenue, and a healthy balance sheet with high capital rati...
Goldman Sachs Fourth Quarter Earnings Results Analysis
Просмотров 1921 день назад
Goldman Sachs released its 2024 fourth-quarter and full-year earnings reports, showcasing record net revenues of $53.51 billion and net earnings of $14.28 billion. The reports highlight strong performance across Global Banking & Markets, Asset & Wealth Management, and Platform Solutions, exceeding many previously set targets. CEO David Solomon expressed satisfaction with the results and emphasi...
Is This Under The Radar AI Infrastructure Company Providing Us A Rare Buying Opportunity?
Просмотров 4721 день назад
Coherent is a leader in data transceivers used in AI data centers. The explosive growth in accelerated data centers is driving this company's growth. They reported great earnings in November with a positive outlook, but over the last month, the stock has pulled back to support, and we believe this is a great buying opportunity in $COHR.
NVIDIA's Jensen Huang CES 2025 Keynote Deep Dive
Просмотров 9121 день назад
NVIDIA CEO Jensen Huang's CES 2025 keynote showcased the company's advancements in artificial intelligence, particularly focusing on generative AI and its applications. Huang highlighted the development of the RTX Blackwell GPU family, emphasizing its enhanced AI processing capabilities and its role in revolutionizing computer graphics. He also introduced Nvidia Cosmos, a world foundation model...
Is Carvana Setup For An Accounting Fraud Crash?
Просмотров 5328 дней назад
Hindenburg Research published a report alleging that Carvana, a $44 billion online used car dealer, engaged in accounting manipulation and related-party transactions to inflate its reported earnings. The report details how Carvana's CEO's father, a convicted felon, sold billions of dollars in Carvana stock while the company faced financial distress, and then repeated this pattern after a subseq...
What Is Big Picture Investing
Просмотров 66Месяц назад
What Is Big Picture Investing
Broadcom Fourth Quarter Earnings Results and Big AI Guidance For Next Year
Просмотров 90Месяц назад
Broadcom Inc.'s (AVGO) fourth-quarter and fiscal year 2024 financial results are presented across multiple sources. The company exceeded earnings per share (EPS) expectations, driven by a significant surge in artificial intelligence (AI) revenue, which more than tripled year-over-year. Revenue growth was substantial, although slightly below analyst projections. Despite the earnings beat, the st...
Adobe Fourth Quarter Earnings Announcement Recap
Просмотров 24Месяц назад
The company reported record revenue growth driven by strong performance in both its Digital Media and Digital Experience segments. Key growth factors included the successful launch and adoption of several AI-powered products, such as Adobe Firefly and AI Assistant. The call also covered financial highlights, including earnings per share and remaining performance obligations, and provided financ...
Marvell Technology $MRVL Third Quarter Earnings Results and Five Year Amazon AWS Announcement
Просмотров 5792 месяца назад
Marvell Technology $MRVL Third Quarter Earnings Results and Five Year Amazon AWS Announcement
Ambarella Third Quarter Earnings Results Analysis
Просмотров 182 месяца назад
Ambarella Third Quarter Earnings Results Analysis
Workday Third Quarter Financial Results
Просмотров 52 месяца назад
Workday Third Quarter Financial Results
Dell Third Quarter Earnings Results Recap
Просмотров 182 месяца назад
Dell Third Quarter Earnings Results Recap
CrowdStrike Third Quarter Financial Results Analysis
Просмотров 92 месяца назад
CrowdStrike Third Quarter Financial Results Analysis
Analog Devices Fourth Quarter 2024 Results
Просмотров 162 месяца назад
Analog Devices Fourth Quarter 2024 Results
Zoom Communications Third Quarter Earnings Analysis
Просмотров 52 месяца назад
Zoom Communications Third Quarter Earnings Analysis
Nvidia Earnings & Technology Outlook Deep Dive From Brad Gerstner Interview
Просмотров 712 месяца назад
Nvidia Earnings & Technology Outlook Deep Dive From Brad Gerstner Interview
Palo Alto Networks Earnings Analysis
Просмотров 732 месяца назад
Palo Alto Networks Earnings Analysis
Snowflake Third Quarter Earnings Recap
Просмотров 1302 месяца назад
Snowflake Third Quarter Earnings Recap
Nvidia Third Quarter Earnings Release And a Deep Dive Into The Future Of AI
Просмотров 772 месяца назад
Nvidia Third Quarter Earnings Release And a Deep Dive Into The Future Of AI
Walmart Third Quarter Earnings Recap
Просмотров 152 месяца назад
Walmart Third Quarter Earnings Recap
Applied Materials Fourth Quarter Fiscal 2024 Earnings Announcement and Business Review
Просмотров 192 месяца назад
Applied Materials Fourth Quarter Fiscal 2024 Earnings Announcement and Business Review
2025 AI Predications: Experts From Nvidia Outline The Future Of AI
Просмотров 602 месяца назад
2025 AI Predications: Experts From Nvidia Outline The Future Of AI
CNBC Seeking Alpha Recap From Day One
Просмотров 192 месяца назад
CNBC Seeking Alpha Recap From Day One

Комментарии

  • @kuba-ym3lv
    @kuba-ym3lv Месяц назад

    good look, looking forward for content

  • @ruoxuan666
    @ruoxuan666 Месяц назад

    Thank you very much. Very insightful!

  • @unculturedbastard2487
    @unculturedbastard2487 Месяц назад

    Thank you for the detailed analysis for my fav stock. you guys rock

  • @unculturedbastard2487
    @unculturedbastard2487 Месяц назад

    what an analysis! thank you guys

  • @thej3092
    @thej3092 Месяц назад

    you guys are awesome

  • @kenoncarter1135
    @kenoncarter1135 2 месяца назад

    My favorite part of this AI-generated podcast is the disclaimer about how you aren't providing financial advice and should proceed at your own risk. Haha. Fantastic.

  • @davidharband8499
    @davidharband8499 2 месяца назад

    This “podcast” is ai generated. Amazing this can be done!

    • @TradingChampion
      @TradingChampion 2 месяца назад

      Yes I am still perfecting the AI podcasts. The AI option makes it possible for me to produce content quickly for breaking news!

  • @shaw7598
    @shaw7598 2 месяца назад

    Is this fake?

    • @TradingChampion
      @TradingChampion 2 месяца назад

      The podcasters are AI generated based on the research I provide.

  • @rkenseth
    @rkenseth 2 месяца назад

    I've been holding TTD shares since 2018. I am holding my 5000 shares for the foreseeable future. It's in my top three positions.

    • @TradingChampion
      @TradingChampion 2 месяца назад

      I have had a position since 2021. It has been an interesting ride in this stock since 2018!

    • @rkenseth
      @rkenseth 2 месяца назад

      @@TradingChampion The 10 for 1 split we got in 07/21 was fantastic and my 908% gain is 3rd best in my portfolio.

  • @VickTheConqueror
    @VickTheConqueror 2 месяца назад

    I appreciate this video, GTA 6 is coming sooooon!!!

  • @duton661203
    @duton661203 2 месяца назад

    Is it a good time to buy it?

  • @moonboy5851
    @moonboy5851 2 месяца назад

    This is AI

  • @jrjames5148
    @jrjames5148 2 месяца назад

    Awesome work

  • @armandomadero2930
    @armandomadero2930 2 месяца назад

    How are TTD and Applovin different? Are they competitors?

    • @TradingChampion
      @TradingChampion 2 месяца назад

      Good question. Completely different markets for their ad platforms. Tradedesk is connected TV and audio podcasts. Applovin is all about mobile apps and gaming.

  • @peterwill5272
    @peterwill5272 2 месяца назад

    Tanks for this analysis, but my be it depends that i am German it scraches just the surface

    • @TradingChampion
      @TradingChampion 2 месяца назад

      @@peterwill5272 thanks for the feedback

  • @armandomadero2930
    @armandomadero2930 2 месяца назад

    You guys do a great job.

    • @TradingChampion
      @TradingChampion 2 месяца назад

      @@armandomadero2930 Thank you we appreciate your feedback.

  • @marksun6420
    @marksun6420 3 месяца назад

    Is this AI? So impressive

    • @TradingChampion
      @TradingChampion 3 месяца назад

      @@marksun6420 yes it's generated with AI with direction and edits by us

  • @AlexanderSamarth
    @AlexanderSamarth 3 месяца назад

    AI generate content?

    • @TradingChampion
      @TradingChampion 3 месяца назад

      @@AlexanderSamarth yes it's AI generated with direction and edits from us

  • @AlanDuvall
    @AlanDuvall 3 месяца назад

    This is Ai isn’t it?

    • @TradingChampion
      @TradingChampion 3 месяца назад

      @@AlanDuvall yes it was created with AI

  • @shawnmc8159
    @shawnmc8159 3 месяца назад

    Are these still Gemini AI generated? These are insane.

  • @ICloudyFi
    @ICloudyFi 3 месяца назад

    Good Analysis

  • @patrickpontarelli3403
    @patrickpontarelli3403 3 месяца назад

    Great video. Thank you!

    • @TradingChampion
      @TradingChampion 3 месяца назад

      @@patrickpontarelli3403 thanks for watching

  • @pietervanderhoop802
    @pietervanderhoop802 3 месяца назад

    Looks like I am your first listener 😂😂 good video with two commentators, wonderful Piet from Holland

  • @WhistleblowerRIP
    @WhistleblowerRIP 3 месяца назад

    This is crazy cool. And great information. Thanks!

    • @TradingChampion
      @TradingChampion 3 месяца назад

      @@WhistleblowerRIP good luck with your trading

  • @Un2100
    @Un2100 3 месяца назад

    Good podcast

  • @Lawtoncro
    @Lawtoncro 3 месяца назад

    inference. The ai learns how to use that training. The amount of AI inferencing, will soon be so much stronger than the training required, we are talking 1 billion times larger. Says Jensen Huang, the CEO of Nvidia. Game over, Elon has the best fastest super computer in the world that will be able to teach itself inference, which means the cars and robots will be the best of its kind, and five years ahead of their competition. I’ve read that Tesla owns 25% of XAI.

  • @Lawtoncro
    @Lawtoncro 3 месяца назад

    In just 19 days, Elon has accomplished what the Nvidia CEO says should take four years to do. That’s amazing.

    • @Mandleaf
      @Mandleaf 3 месяца назад

      It is crazy what you can do with money wow

  • @markkanen3906
    @markkanen3906 3 месяца назад

    wait are both voices AI generated?

    • @TradingChampion
      @TradingChampion 3 месяца назад

      Yes, all of the audio is AI generated.

  • @garrisonsimon
    @garrisonsimon 3 месяца назад

    Did AI generate the script too? Or just the voices

    • @TradingChampion
      @TradingChampion 3 месяца назад

      The script is built from the documents and financial highlights I provide.

  • @juliochavez1814
    @juliochavez1814 3 месяца назад

    Aren't these leaks, isn't earnings tomorrow? Will they still have the call tomorrow?

    • @TradingChampion
      @TradingChampion 3 месяца назад

      Earnings were accidently released today on their website, so they released everything a day early.

  • @Alex.Keepthebasicsright
    @Alex.Keepthebasicsright 3 месяца назад

    Extreme Ultra Violette :-)

  • @ilonabaier6042
    @ilonabaier6042 3 месяца назад

    could this have been AI created?

    • @TradingChampion
      @TradingChampion 3 месяца назад

      Yes, we labeled it as AI-generated in the description.

  • @punanipizza
    @punanipizza 3 месяца назад

    This is ai obvs

  • @brianolson8293
    @brianolson8293 3 месяца назад

    We do not want it to do something nobody is thinking about, if it does shut it down

  • @brianolson8293
    @brianolson8293 3 месяца назад

    It’s because their competitors are doing it

  • @MarkCicero
    @MarkCicero 4 месяца назад

    NotebookLM

    • @TradingChampion
      @TradingChampion 4 месяца назад

      You are correct this was made with NotebookLM

  • @arinzechizu4701
    @arinzechizu4701 7 месяцев назад

    Hello Kevin What loookback are you using for your cot on natural gas

    • @TradingChampion
      @TradingChampion 7 месяцев назад

      26 weeks is my default setting

    • @arinzechizu4701
      @arinzechizu4701 7 месяцев назад

      @@TradingChampion you use that for all instrument?.

    • @arinzechizu4701
      @arinzechizu4701 7 месяцев назад

      I’m sorry kev I’m just having a problem finding the best look back for the instrument I trade I use 13 for softs and 13 for energies but sometimes I feel like I should ask around to know what works for others but I don’t know much people that use this index

    • @TradingChampion
      @TradingChampion 7 месяцев назад

      @@arinzechizu4701 it should be used with other indicators but you are correct sometimes a different look back period appears to be more accurate on different commodities

    • @arinzechizu4701
      @arinzechizu4701 7 месяцев назад

      @@TradingChampion yh I use the cot and will val plus seasonality but the major one I look at are the cot data I guess I just have to keep trading and practicing and learning from mistakesb

  • @TheStockAlchemist
    @TheStockAlchemist 9 месяцев назад

    Your followers will pay you $50 to $100 per month if you let them “autotrade” your buys and sells. You can add this as an optional feature to your channel. My company developed the tech for this. Can I send you info?

  • @TheStockAlchemist
    @TheStockAlchemist 9 месяцев назад

    Your followers will pay you $50 to $100 per month if you let them “autotrade” your buys and sells. You can add this as an optional feature to your channel. My company developed the tech for this. Can I send you info?

  • @uphylme9350
    @uphylme9350 9 месяцев назад

    i just found you today, an answer to my prayers, thank you for posting.

    • @TradingChampion
      @TradingChampion 9 месяцев назад

      Thanks for the feedback. I am glad you find my content valuable.

  • @arinzechizu4701
    @arinzechizu4701 10 месяцев назад

    What platform is this?.

  • @arinzechizu4701
    @arinzechizu4701 10 месяцев назад

    Hello How can we get this indicator?.

    • @arinzechizu4701
      @arinzechizu4701 10 месяцев назад

      Trade station?.

    • @TradingChampion
      @TradingChampion 10 месяцев назад

      I am using Tradestation. The indicators are from Larry Williams. Larry sells his indicators and other platforms. You can find out more at www.ireallytrade.com

    • @arinzechizu4701
      @arinzechizu4701 10 месяцев назад

      @@TradingChampion hi thanks for replying Yh I noticed it was TradeStation First of all TradeStation and ninja trader don’t accept Nigeria We are restricted So how else can I get the indicator and I know I have signed up since on Larry website I can’t just get tradetsation or ninja My country is restricted

    • @arinzechizu4701
      @arinzechizu4701 10 месяцев назад

      @@TradingChampion also trades station Larry stated you must have a us trade station account and also ninja traders Well having issues I have been trying for the past 4fays to first get a ninja trader account or trade station So that I can buy the indicators Also I noticed that Williams Val isn’t part of the ones he selling

    • @GreenFuryGaming
      @GreenFuryGaming 9 месяцев назад

      You can create your own using an Excel sheet

  • @TheOneAndOnly93
    @TheOneAndOnly93 11 месяцев назад

    What a prediction man. US30 has been going mad since the eind of oktober and I would love to hear what you think the coming months might look like considering all these movements with elections, interest rates etc. 🙌

  • @bobdole7701
    @bobdole7701 11 месяцев назад

    What in hell does 13 have to do with it?

    • @TradingChampion
      @TradingChampion 11 месяцев назад

      The DeMARK indicators Combo and Sequential have two counts the setup is to 9 and then there is count to 13. A 13 is supposed to indicate buying or selling exhaustion.

  • @ocean7991
    @ocean7991 11 месяцев назад

    Thanks for coming back!!

  • @djung958
    @djung958 11 месяцев назад

    Have been checking your channel daily. Glad to see you back. Thank you

  • @WhistleblowerRIP
    @WhistleblowerRIP 11 месяцев назад

    Glad to see you back. Interesting that DeMark is lining up with Larry Williams, AND the political cycle.

    • @TradingChampion
      @TradingChampion 11 месяцев назад

      All of these things lining up is the reason I wanted to get this video out to everyone!

  • @AlexPavaluta
    @AlexPavaluta 11 месяцев назад

    Welcome back!

  • @Hydra_Trades
    @Hydra_Trades 11 месяцев назад

    Glad to see you back

  • @djung958
    @djung958 Год назад

    Hi Kevin, whats your outlook for 2024 ? Thanks

    • @TradingChampion
      @TradingChampion Год назад

      The short answer is the market will be up over 10% this year. I will doing a 2024 forecast soon!

    • @djung958
      @djung958 Год назад

      @@TradingChampion Thank you. Looking forward to your video. I check your channel every week :-)