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Recently, a number of #AI chip companies have posted quarterly #earnings, offering investors a glimpse into the current state of the industry. In this blog, we’re diving into some of these earnings reports, unpacking the numbers and highlighting key trends, challenges, and future

🥶 PPI down 0.5 MoM vs estimates of +0.2% Is this what Powell needed for rate cuts? April PPI came at its lowest since 2020. Core PPI came at 3.1%, in line with expectations. With CPI already lower than expected this week, cooler numbers today can help offset inflation fears.

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🍕 Main findings from Buffett´s Berkshire Hathaway $BRK latest 13F filing: - Liquidates Citigroup $C - Biggest buy: import beer $STZ - Also buys pizza $DPZ - Sells banks $BAC and $COF - Apple remains largest holding $AAPL

Warren Buffett’s Q1 2025 portfolio = classic Buffett • Apple – $66.6B (25.8%) • Amex – $40.8B • Coca-Cola – $28.6B • Big bets on banks, brands & energy Total AUM: $258.7B The Oracle stays loyal to his favorites.

🔔JUST IN: Nippon Steel will invest $14B in U.S. Steel The plan is 10x up from previous pledges of $1.4B. It includes: - $4B for a new steel plant - $11B for U.S. Steel’s infrastructure up to 2028 Will this be enough to grant a green light for the merger between $NISTF and $X?

📞Trump´s 2 hour call with Putin: insights - Ceasefire negotiations are starting immediately - Agrees with Putin on trading with Russia after the war - Ukraine can benefit of trade for rebuilding Meanwhile, the EU approved today a €150B defense fund. Right on time for peace?

📱Tariffs crush Chinese smartphone exports to the US - Down 72% MoM to $700M in April - Lowest since 2011 $AAPL shifts to India, despite Trump’s request to bring iPhone manufacturing home. Context: US - China bilateral trade was $690B in 2024. Shipments dropped 21% last month.

🥊Palo Alto Networks reports earnings BEAT for Q1 2025 - Beats EPS consensus, just like in the last 4 Q's - Beats revenue expectations by $10M $PANW continues its upward path with both metrics up YoY. Keep an eye on $CRWD $CACI $OKTA for the wider cybersec segment reaction.

The AI industry is poised for significant growth in the years ahead. According to a new UN Trade and Development (UNCTAD) report, the global AI market could be set to grow from $189 billion in 2023 to $4.8 trillion by 2033 – a 25-fold increase in just a decade. Learn

x.com/i/article/1925…

David Tepper’s Q1 2025 portfolio is sending a message. • $2.51B SPY put = 30% of portfolio • $BABA - $1.22B (15%) • $AMZN, $META, $AAPL (put) also in the mix Total AUM: $8.38B Cautious on the market, tactical everywhere else.

🥇 What is the best store of value in 2025? Despite yesterday´s ATH, $BTC still has to catch up with gold for the year. - More Americans own Bitcoin (50M) than gold (37M) - 1 kg of gold = $107K - 1 BTC = $111K - Total asset value: Gold $22T, BTC $2T

🇺🇸 Why are uranium stocks surging? Trump may sign an executive order today to supercharge the nuclear industry, cutting red tape and potentially invoking wartime powers on #uranium. Some of our top picks are blasting off in premarket: $CEG +5% $SMR +17% $OKLO +19% $BOE +12%

🇬🇧 Trump on UK trade deal right now: Working out well - but wants more oil drilling in the North Sea to bring down UK's energy costs.

🇪🇺Trump on EU trade deal negotiations: Discussions going nowhere - recommends 50% tariffs on EU products from June 1.