The Transcript @TheTranscript_
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam | thetranscript.substack.com/subscribe Joined October 2017-
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$TSM TSMC CEO doesn't seem worried of @elonmusk's potential chip fab "I wish him the best....We have never lacked competitors over the past nearly 40 years. We have always been a winner, and that will continue in the future."
$TSM TSMC CEO: "We are working very hard to build production lines in the U.S., but it is still not enough, far from enough...Our customers and their customers continue to give us a very positive outlook on AI,...We remain confident in the long-term AI megatrend and continue to
$TSM TSMC CEO: "We are working very hard to build production lines in the U.S., but it is still not enough, far from enough...Our customers and their customers continue to give us a very positive outlook on AI,...We remain confident in the long-term AI megatrend and continue to see semiconductors as a fundamental necessity."
$TSM TSMC CEO: High-NA EUV remains an R&D tool for now as TSMC waits for production economics to improve "We do not currently need it for production because the cost is still somewhat high....We will continue working to lower the cost and maximize its benefits and once the
$TSM TSMC CEO: High-NA EUV remains an R&D tool for now as TSMC waits for production economics to improve "We do not currently need it for production because the cost is still somewhat high....We will continue working to lower the cost and maximize its benefits and once the economics make sense, we will bring it into production."
$TSM TSMC CEO: "We continue to see increasing adoption of AI models across consumer, enterprise and sovereign AI applications...This trend is driving demand for greater computing power, which in turn supports strong demand for advanced semiconductor chips."
$TSM TSMC CEO: "We continue to see increasing adoption of AI models across consumer, enterprise and sovereign AI applications...This trend is driving demand for greater computing power, which in turn supports strong demand for advanced semiconductor chips."
$TSM TSMC CEO C.C. Wei: "It will be a long time before we can meet customer demand."
$TSM TSMC CEO C.C. Wei on raising prices: "I'd like to do that ... we still need to make money....We don't want to suddenly raise prices like memory companies do. That's not sustainable. TSMC is focused on long-term, sustainable operations. We're not that kind of company."
$TSM TSMC CEO C.C. Wei: "It will be a long time before we can meet customer demand."
TSMC CEO C.C. Wei says the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm bloomberg.com/news/articles/…
$WMT CTO: Walmart is implementing AI usage limits to reduce redundancy, improve efficiency & control cost "There are large classes of problems that people are doing again and again...You don't need to keep asking Code Puppy the exact same question again."
Walmart placed a token limit on its internal vibe coding tool, Code Puppy, reflecting the retailer's cost-conscious approach to AI. bit.ly/4oiaGd5
$INTC SVP: Intel has secured a production custom silicon engagement with Google "The first on the hyperscaler side, we have Google and Intel. Google and Intel have gone into a partnership wherein Intel is delivering what is called the Infrastructure Processing Unit. I would call it Intel processing unit, actually. Infrastructure Processing Unit, which is a piece of silicon very vital for hyperscalers' performance, and the journey continues. By the way, this is a deployment today, so it is not just something that we are doing, but it's already designed and being deployed.”"
$V CEO: Agentic commerce could structurally increase transaction count "What might used to have been 4 items that I buy in 1 cart from 1 merchant is more likely to be 4 separate transactions at 4 separate merchants as my agent optimizes on my behalf."
$IBM SVP: “In Q1, 40% of our signings, which is actually higher than that, the $22 billion, 40% of the signings was solutioned with human plus digital labor.”
$NET CEO: "...agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history."
Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. radar.cloudflare.com/traffic#bot-vs…
Sam Altman: AI spend intensity has become a major customer concern almost overnight "Probably the second biggest theme is just around cost. People are really saying, that's kind of become a meme now, but 'my company spent my entire 2026 budget in Q1. Can you make this more efficient?'...that went from, at the beginning of this year, an issue that never came up—I know people were totally happy with the amount they were spending—to all of a sudden a huge issue"
Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. bit.ly/4uxIGnv
Alphabet CEO: "One way to measure growth is tokens, the fundamental units of data our models process. Two years ago, we were processing 9.7 trillion tokens a month. Today, that number has jumped to 3.2 quadrillion, a more than 300 times increase across our surfaces" $GOOG $GOOGL
$AVGO now down 13% as earnings call goes on.
Broacom CEO: "Broadcom achieved record revenue, operating profit and free cash flow in Q2 driven by accelerating growth in AI semiconductor revenue and strong operating leverage" $AVGO: -6% AH
Veeva CEO: "Our first quarter results exceeded guidance on all metrics, reflecting another quarter of broad-based growth and profitability" $VEEV: +3% AH
SpaceX pricing their IPO: $SPCX
SpaceX is seeking to raise $75B in at a ~$1.77 Trillion valuation. $SPCX
$AVGO Broadcom CFO: "Q2 consolidated revenue grew 48% Y/Y to a record $22.2 B. Adjusted EBITDA increased 52% Y/Y to a record $15.2B, representing 69% of revenue. In Q3, we expect consolidated revenue growth to increase 84% Y/Y to $29.4B, with non-GAAP operating margin stable at 67%, reflecting our strong operating leverage."
Broacom CEO: "Broadcom achieved record revenue, operating profit and free cash flow in Q2 driven by accelerating growth in AI semiconductor revenue and strong operating leverage" $AVGO: -6% AH
SpaceX is seeking to raise $75B in at a ~$1.77 Trillion valuation. $SPCX
$CRWD Crowdstrike CFO: "We delivered record Q1 net new ARR of $256M, record cash flow from operations of $591M & record FCF of $468 M. We are raising our full-year net new ARR growth expectations to 27.7%, at the midpoint, now an acceleration over the prior fiscal year"
Wasteland Capital @ecommerceshares
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149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Gavin Baker @GavinSBaker
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Kaushik @WisemanCap
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Q-Cap @qcapital2020
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Leandro @Invesquotes
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Alex Morris (TSOH Inv... @TSOH_Investing
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CEO of Breizh 145IQ �... @BretagnePoint
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M K @MK9161873538151
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Long Equity @long_equity
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149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
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123K Followers 860 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
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Jeff "SuiJeneris" Cha... @SJeneris
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