Broadcom & Lululemon earnings, what AI means for Fed's inflation goals
View original at finance.yahoo.com“The chipmaker reported better than expected earnings and revenue and issued a strong forecast for the current quarter, but it wasn't enough.”
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Lululemon got away from their core by following and chasing trends
80% confidenceUS has a declining population but there's demand for 3% GDP growth annually
80% confidenceWhat's happening in AI stocks and technology is finally doing exactly what every revolutionary cycle is supposed to do
80% confidenceAI market is blowing up by 2030
80% confidenceCalvin McDonald's seven-year tenure is one of the longest for a Lululemon CEO since Chip Wilson
80% confidenceThere's a need for Federal Reserve policy to be married with a restructuring of the labor market
80% confidenceAI product order backlog of $73 billion is a minimum figure to be shipped over next 6 quarters
80% confidenceExpected CEO change at Lululemon but sooner than anticipated; momentum slowed post-Thanksgiving with lower margins and higher markdowns
80% confidenceAlo came out of nowhere and now has extraordinary influence on young Gen Z and Gen Alpha
80% confidenceRH Q3 results highlight the disruptive nature of the brand despite the worst housing backdrop in decades
80% confidenceCustomer cooling in AI demand is an overblown hypothesis which frankly won't happen
80% confidenceGPUs from Nvidia and AMD are evolving so fast that it's difficult for custom XPUs, TPUs, ASICs to keep up
80% confidence