Broadcom cresce. Vende di più. Incassa ordini miliardari sull’intelligenza artificiale. Eppure il mercato la punisce. Il titolo AVGO crolla di oltre l’11% in una sola seduta, bruciando più di 200 miliardi di dollari di capitalizzazione. Il motivo non è nei ricavi. È nei margini. E, soprattutto, nelle aspettative. Questo articolo analizza cosa sta davvero segnalando il mercato: non una crisi dell’ AI , ma il primo attrito serio tra crescita esplosiva e sostenibilità economica. Ricavi AI in accelerazione, ma a caro prezzo I numeri, presi isolatamente, sono solidi. Ricavi AI: +74% su base annua , a 6,4 miliardi di dollari Fatturato complessivo: 18 miliardi , +30% YoY EPS: 1,95 dollari , contro 1,42 dell’anno precedente Ordini da Anthropic : 21 miliardi di dollari Tutti dati superiori alle attese di Wall Street . Il problema emerge un livello sotto. Broadcom ha guidato per il trimestre in corso un margine lordo del 76,9% , in calo rispetto: al 79% dell’...
Summary
I bought Bitcoin ahead of SEC ruling in anticipation of approval of Winklevoss Bitcoin Trust ETF.
A vague SEC document seems to imply approval.
Total Bitcoin market cap is around $20 billion.
I'm confident the U.S. Securities and Exchange Commission will approve the Winklevoss Bitcoin Trust ETF (Pending:COIN) by Monday.
The following SEC memo about a Feb. 14 meeting between SEC officials and the Winklevoss Twins implies the SEC plans for approval of the Winklevoss Bitcoin Trust ETF. The Memo was released and dated Feb. 22. There were 25 people at the meeting.
The SEC memo is from Neel Maitra, Attorney-Adviser Office of Market Supervision, Division of Trading and Markets U.S. Securities and Exchange Commission. "The discussion concerned Bats BZX Exchange, Inc.'s proposed rule change to list and trade, pursuant to BZX Rule 14.11(e)(4), shares issued by the Winklevoss Bitcoin Trust," the memo says.
On February 14, 2017, Gary Goldsholle, David Shillman, Michael E. Coe, Thomas Eady, Edward Cho, Michou Nguyen, and Neel Maitra, from the Division of Trading and Markets, and Sonia Barros, Karen Garnett, Amy Starr, Robert F. Telewicz, Jr., Coy Garrison, Cindy Oh, David Walz, Shannon Sobotka, and Rahul Patel, from the Division of Corporation Finance, met with the following individuals: Cameron Winklevoss, Chief Executive Officer, Digital Asset Services, LLC; Tyler Winklevoss, Chief Financial Officer, Digital Asset Services, LLC; Benjamin Small, Chief Operating Officer, Digital Asset Services, LLC; John DiBacco, Global Head, Equities Trading, KCG Holdings; Laura Morrison, Senior Vice President, Global Head of Exchange Traded Products, Bats Global Markets; Kyle Murray, Assistant General Counsel, Bats Global Markets; Phil Nanof, ETF Product Specialist, State Street Global Services; Eric Noll, President and Chief Executive Officer, Convergex Group, LLC; Damon Walvoord, Head of ETF Capital Markets and Global Portfolio Trading, Susquehanna International Group, LLP; Edward Baer, Ropes & Gray LLP; and David G. Tittsworth, Ropes & Gray LLP.
http://seekingalpha.com/article/4053177-betting-sec-will-approve-coin