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August 24, 2025

News Analysis: Nvidia Earnings Preview

By R "Ray" Wang

Potential Nine Straight Quarters Of Beat

With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue.  Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise.  If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY.  The stock has been up almost 25% for 2025, and 1300% in the past 5 years.  With over a $4.4 trillion market cap, this represents almost 7.4% of the S&P.  Th

Blog
August 5, 2025

Monday's Musings: Here Come the AI Exponentials

By R "Ray" Wang

Legacy Companies are Thinking in the Wrong Scale

Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet.  While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt.

Blog
December 27, 2023

Trends: Tech IPOs Will Come Back In 2024

By R "Ray" Wang

Two Year IPO Drought Coming To An End

In 2023, only 148 companies completed an initial public offering (IPO). This was the worst year on record and followed a 15% decline from the number of IPO's in 2022, another disappointing year.  In 2023, ARM was the sole blockbuster tech IPO. 

After a brutal two years with a paucity of tech IPOs, the market is poised for a resurgence in 2024.