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=E2=80=A6and Amazon=E2=80=99s preci= ous show returns
 
=
<= td align=3D"right" style=3D"font-size:0px;padding:5px 53px 0;word-break:bre= ak-word;">
Nvidia envy (Glen Photo/Shutterstock)
<= td style=3D"vertical-align:top;padding:0;">
 
=
Sponsored by
<= !--[if mso | IE]>
<= /table>

Hey Snackers,

Hi, Barbie Phone: <= b>Mattel and Nokia parent HMD rolled out a $130 hot-pink Barbie-themed flip = phone. They say the internet-free device is designed to help teens digitall= y detox. It only has calls, texts, and a pink =E2=80=9CSnake=E2=80=9D game.= Maybe dumb phones really are Kenough.

Markets closed in the = red yesterday as Wall Street braced for Nvidia=E2=80=99s ear= nings (spoiler: they were good). Still, the chip maker=E2=80=99s sto= ck dropped after hours.

Envidious
=
<= /table>

Nvidia unloads another quarter of fe= verish growth =E2=80=94 but it wasn=E2=80=99t quite as good as usual

Not very demure=E2=80=A6 Nvidia said that b= oth its sales and its profit more than doubled last quarter from a year ear= lier. As the AI-computing frenzy raged, Q2 revenue came in at an expectatio= n-topping $30B while profit was an eye-popping $16.6B. The chip titan=E2=80= =99s sales forecast for the current quarter was also better than analysts h= ad expected. Still, the stock dropped 7% yesterday after Nvidia reported.

  • To= ugh comparisons: Nvidia=E2=80=99s 122% sales growth was undeniably stro= ng, but it was preceded by three straight quarters of 200%+ growth. In Q1, = its revenue had more than 3x=E2=80=99d from a year earlier and profit had 6= x=E2=80=99d. Womp.

More chips in the bag=E2=80=A6 Nv= idia, once known mostly for its sophisticated graphics cards for gaming con= soles, is now estimated to control between 70 and 95% of the AI-chip market= . Yet rivals are comin=E2=80=99 in hot: in November, Intel and AM= D announced their own genAI c= hips. And Meta, OpenAI, and Microsoft all said they=E2= =80=99d use AMD=E2=80=99s chip. Like Nvidia, AMD makes gaming GPUs that it= =E2=80=99s adapting for AI. Microsoft said it=E2=80=99s using AMD=E2=80=99s= processors to run its Copilot models. Meantime, China=E2=80=99s Huawei = has reportedly developed its own = advanced AI chip, which could eat into Nvidia=E2=80=99s sales in the countr= y. Even worse: Nvidia is competing against its own customers.

  • Google, Amazo= n, and Microsoft (aka Nvidia=E2=80=99s biggest buyers) are also = cookin=E2=80=99 up their own AI chips. Google said it trained its Gemini AI= model on its own processors.

  • <= b>Big Techies account for nearly 40% of Nvidia=E2=80=99s sales. If Amaz= on, Alphabet, Microsoft, and Meta start relying on their own chips, that=E2= =80=99s bad news for Nvidia.

THE TAKEAWAY
<= p>The higher you go, the higher the bar=E2=80=A6 With investo= rs used to Nvidia reporting triple-digit growth, the year-over-year compari= sons are getting tougher to beat. And companies want alternatives to Nvidia= =E2=80=99s pricey processors to help them keep up with the pace of AI expan= sion, and that could make it harder for Nvidia to keep surpassing the lofty= standard it set.

Read th= is online

<= !--[if mso | IE]>
 
Sponsored by EnergyX
=

This Lithium Investment Opportu= nity Ends Oct. 3

The future was once powered= by oil. It minted countless millionaires and reshaped the world.=C2=A0

=

Now, much of tomorrow=E2=80=99s technology will be powered by lithium, t= he key component in batteries which power smart phones and electric vehicle= s. Demand is projected to increase 20X by 2040 =E2=80=94 and securing the s= upply has created an enormous opportunity= .

Prominent names are investing in EnergyX. GM led a $50M investm= ent round to help secure the lithium they=E2=80=99ll need to meet their EV = target, and POSCO strategic= ally invested in EnergyX as it seeks efficient solutions for lithium pr= oduction.

Now, you can stake your claim in this new boom =E2=80=94 bu= t you=E2=80=99ll need to act fast. EnergyX is onl= y accepting new shareholders through October 3. Become an early investor to= day.

=
<= /table>

Preci= ous
<= /table>

Amazon=E2=80=99s = =E2=80=9CRings of Power=E2=80=9D returns as streamers hook viewers with ten= tpole shows

Lord of the streams=E2=80=A6<= /b> The second season of =E2=80=9CThe Lord of the Rings: The Rings of Power= =E2=80=9D debuted on Amazon=E2=80=99s Prime Video today. The show=E2= =80=99s first season was Amazon=E2=80=99s most-watched this week, signaling= hype for part two of the Tolkien series=E2=80=99 five planned seasons. =E2= =80=9CThe Rings of Power=E2=80=9D=E2=80=99s first season is believed to be = the priciest TV show ever made, costing $715M. 25M Tolkienites tuned in for= S1=E2=80=99s first episode on its first day, making it Amazon=E2=80=99s mo= st-viewed premiere. Prime=E2=80=99s chasing the fiery success of Warner = Bros. Discovery=E2=80=99s =E2=80=9CGame of Thrones.=E2=80=9D

  • Fantasy feu= d: =E2=80=9CThe Rings of Power=E2=80=9D=E2=80=99s first two episodes go= t way more views than S1 =E2=80=9CHouse of the Dragon=E2=80=9D=E2=80=99s fi= rst two. But RoP had a steep dropoff between its first episode and finale, = while HoD gained viewers between its first and last episodes.

=

One show to rule =E2=80=99em all=E2=80=A6 Streamers are spending = big on exclusive content, from original shows to live-sports deals. Amazon = splurged nearly $19B on movies, shows, and Amazon Music tunes last year, up= 14% from 2022. It thinks Prime Video can become profitable because it keep= s investing in exclusive shows. Netflix plans to spend $17B on conte= nt this year, a more than $4B bump from last year, and most of it=E2=80=99s= earmarked for exclusives. (Netflix=E2=80=99s top shows have consistently b= een original hits like =E2=80=9CEmily in Paris=E2=80=9D). Apple TV+ = has spent $500M+ on making award-winning movies like =E2=80=9CFlowers of th= e Killer Moon.=E2=80=9D

=
T= HE TAKEAWAY

Exclusi= ve hits hook viewers=E2=80=A6 and licensed oldies like =E2=80=9CSeinfel= d=E2=80=9D anchor them. Streamers are trying to strike a balance between sp= lurging on originals and reserving some $$ for licensed classics that Disne= y+ and Max already have stockpiled. New seasons drive sign-ups, but it=E2= =80=99s the shows viewers want to watch while they=E2=80=99re washing dishe= s that keep them from hitting =E2=80=9Cunsubscribe.=E2=80=9D So come for = =E2=80=9CStranger Things,=E2=80=9D stay for =E2=80=9CSex and the City.=E2= =80=9D

Read this online

REDAC= TED
<= /table>

Uncharted:

Which reven= ue stream brought in $7B for US airlines last year?

(Answer here.)

<= /table>
What else we're Snackin'

    Stitch: Abercrombie posted record Q2 sales as younger shoppers sp= lurged on summer dresses and back-to-school denim. But the stock sank 15% a= fter the mall staple said costs were up and margin growth was cooling.

    <= /li>

  • Pawrent: Chewy share= s spiked after the online pet retailer more than 10x=E2=80=99d its quarterl= y profit. Chewy shoppers spent more than ever on premium food and health se= rvices for their furry friends.

  • Soleful: Foot Locker t= opped estimates, unboxing its first same-store-sales growth in six quarters= . The sneaker retailer said its investment in store makeovers had attracted= more foot traffic.

  • Stacked: Lego=E2=80= =99s sales jumped 13% to $4.6B in the first half of the year, bucking the t= oy-industry slowdown. The Danish block maker saw healthy demand for its =E2= =80=9CFortnite=E2=80=9D collection and themed sets (=E2=80=9CStar Wars,=E2= =80=9D =E2=80=9CHarry Potter=E2=80=9D).

  • Plugged: BYD, the world's second-biggest= EV seller after Tesla, said its profit jumped 33% last quarter, eve= n as EV demand in China stalled. It expects nearly half of future sales to = come from outside China.

=
<= /table>
Snack = Fact Of the Day

Berkshire Ha= thaway just became the first non-tech US company with a $1T market cap

<= /div>

<= /table>
=
Thursday

  • US weekly jobless claims and pending home sales

  • Earnings expected from Best Buy, American Eagle = Outfitters, Dollar General, Birkenstock, Burlington Stores, Campbell Soup, = 1-800-Flowers.com, Polestar, Build-A-Bear Workshop, Canadian Imperial Bank = of Commerce, Dell, Lululemon, Ulta Beauty, Marvell, Autodesk, and Gap

Authors of this Snacks own shares of: Alphabet, Amazon, AMD,= Apple, Disney, Nvidia, Microsoft, Tesla, Ulta, and Warner Bros. Discovery<= /p>

Advertiser=E2=80=99s disclosure:

This is a paid adver= tisement for EnergyX=E2=80=99s Regulation A+ Offering. Please read the = offering circular and related risks at invest.energyx.com

Start-up investments are speculative and = involve a high degree of risk. Those investors who cannot afford to lose th= eir entire investment should not invest in start-ups. Companies seeking sta= rtup investment tend to be in earlier stages of development and their busin= ess model, products and services may not yet be fully developed, operationa= l or tested in the public marketplace. There is no guarantee that the state= d valuation and other terms are accurate or in agreement with the market or= industry valuations. Further, investors may receive illiquid and/or restri= cted stock that may be subject to holding period requirements and/or liquid= ity concerns.

DealMaker Securities LLC, a registered broker-dealer= , and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melvil= le, NY 11747, is the Intermediary for this offering and is not an affiliate= of or connected with the Issuer. Please check our background on FINRA'= ;s BrokerCheck.

<= div style=3D"font-family:'Helvetica Neue', Helvetica, Arial, sans-serif;;fo= nt-size:9px;font-weight:400;line-height:20px;text-align:left;color:rgb(106,= 114, 120);">Sherwood Media, LLC produces fresh and unique perspectives on = topical financial news and is a fully owned subsidiary of Robinhood Markets= , Inc., and any views expressed here do not necessarily reflect the views o= f any other Robinhood affiliate... See more
<= !--[if mso | IE]>
--1ce81e1ec65998057831c1d1ba98bac0a1ec3f1b963cd323c2cee1290c65 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset=utf-8 Mime-Version: 1.0
=E2=80=A6and Amazon=E2=80=99s preci= ous show returns
 
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Nvidia envy (Glen Photo/Shutterstock)
 
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Sponsored by
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Hey Snack= ers,

Hi, Barbie Phone: Mattel and Nokia parent HMD = rolled out = a $130 hot-pink Barbie-themed flip phone. They say the internet-free device= is designed to help teens digitally detox. It only has calls, texts, and a= pink =E2=80=9CSnake=E2=80=9D game. Maybe dumb phones really are Kenough.

Markets closed in the red yesterday as Wall Street braced for Nv= idia=E2=80=99s earnings (spoiler: they were good). Still, the ch= ip maker=E2=80=99s stock dropped after hours.

=3D""
<= table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation= " width=3D"100%">
Envidiou= s
<= /table>

Nvidia unloads ano= ther quarter of feverish growth =E2=80=94 but it wasn=E2=80=99t quite as go= od as usual

Not very demure=E2=80=A6 Nvid= ia said that both its sales and its profit more than doubled last quart= er from a year earlier. As the AI-computing frenzy raged, Q2 revenue came i= n at an expectation-topping $30B while profit was an eye-popping $16.6B. Th= e chip titan=E2=80=99s sales forecast for the current quarter was also bett= er than analysts had expected. Still, the stock dropped 7% yesterday after = Nvidia reported.

  • Tough comparisons: Nvidia=E2=80=99s 122% sales growth w= as undeniably strong, but it was preceded by three straight quarters of 200= %+ growth. In Q1, its revenue had more than 3x=E2=80=99d from a year earlie= r and profit had 6x=E2=80=99d. Womp.

More chips in the b= ag=E2=80=A6 Nvidia, once known mostly for its sophisticated graphics ca= rds for gaming consoles, is now estimated to control between 70 and 95% of = the AI-chip market. Yet rivals are comin=E2=80=99 in hot: in November, I= ntel and AMD announced = their own genAI chips. And Meta, OpenAI, and Microsoft= all said they=E2=80=99d use AMD=E2=80=99s chip. Like Nvidia, AMD makes gam= ing GPUs that it=E2=80=99s adapting for AI. Microsoft said it=E2=80=99s usi= ng AMD=E2=80=99s processors to run its Copilot models. Meantime, China=E2= =80=99s Huawei has reportedly developed its own advanced AI= chip, which could eat into Nvidia=E2=80=99s sales in the country. Even wor= se: Nvidia is competing against its own customers.

  • Google, Amazon, and Microsoft (aka Nvidia=E2=80=99s biggest buyers) are also cookin=E2=80= =99 up their own AI chips. Google said it trained its Gemini AI model on it= s own processors.

  • Big Techie= s account for nearly 40% of Nvidia=E2=80=99s sales. If Amazon, Alphabet= , Microsoft, and Meta start relying on their own chips, that=E2=80=99s bad = news for Nvidia.

=

The higher you go, the higher the bar=E2=80=A6 <= /b>With investors used to Nvidia reporting triple-digit growth, the = year-over-year comparisons are getting tougher to beat. And companies want = alternatives to Nvidia=E2=80=99s pricey processors to help them keep up wit= h the pace of AI expansion, and that could make it harder for Nvidia to kee= p surpassing the lofty standard it set.

Read this online

Sponsored by EnergyX

This Lithium Investment Opportunity Ends Oct. 3

The future was once powered by oil. It minted= countless millionaires and reshaped the world.=C2=A0

Now, much of to= morrow=E2=80=99s technology will be powered by lithium, the key component i= n batteries which power smart phones and electric vehicles. Demand is proje= cted to increase 20X by 2040 =E2=80=94 and securing the supply has created = an enormous opportunity.

Pro= minent names are investing in EnergyX. GM led a $50M investment round to he= lp secure the lithium they=E2=80=99ll need to meet their EV target, and POS= CO strategically invested in EnergyX= as it seeks efficient solutions for lithium production.

Now, you can= stake your claim in this new boom =E2=80=94 but you=E2=80=99ll need to act= fast. EnergyX is only accepti= ng new shareholders through October 3. Become an early investor today.<= /p>

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Preci= ous
<= /table>

Amazon=E2=80=99s = =E2=80=9CRings of Power=E2=80=9D returns as streamers hook viewers with ten= tpole shows

Lord of the streams=E2=80=A6<= /b> The second season of =E2=80=9CThe Lord of the Rings: The Rings of Power= =E2=80=9D debuted on Amazon=E2=80=99s Prime Video today. The show=E2= =80=99s first season was Amazon=E2=80=99s most-watched this week, signaling= hype for part two of the Tolkien series=E2=80=99 five planned seasons. =E2= =80=9CThe Rings of Power=E2=80=9D=E2=80=99s first season is believed to be = the priciest TV show ever made, costing $715M. 25M Tolkienites tuned in for= S1=E2=80=99s first episode on its first day, making it Amazon=E2=80=99s mo= st-viewed premiere. Prime=E2=80=99s chasing the fiery success of Warner = Bros. Discovery=E2=80=99s =E2=80=9CGame of Thrones.=E2=80=9D

  • Fantasy feu= d: =E2=80=9CThe Rings of Power=E2=80=9D=E2=80=99s first two episodes go= t way more views than S1 =E2=80=9CHouse of the Dragon=E2=80=9D=E2=80=99s fi= rst two. But RoP had a steep dropoff between its first episode and finale, = while HoD gained viewers between its first and last episodes.

=

One show to rule =E2=80=99em all=E2=80=A6 Streamers are spending = big on exclusive content, from original shows to live-sports deals. Amazon = splurged nearly $19B on movies, shows, and Amazon Music tunes last year, up= 14% from 2022. It thinks Prime Video can become profitable because it keep= s investing in exclusive shows. Netflix plans to spend $17B on conte= nt this year, a more than $4B bump from last year, and most of it=E2=80=99s= earmarked for exclusives. (Netflix=E2=80=99s top shows have consistently b= een original hits like =E2=80=9CEmily in Paris=E2=80=9D). Apple TV+ = has spent $500M+ on making award-winning movies like =E2=80=9CFlowers of th= e Killer Moon.=E2=80=9D

THE TAKEAWAY

Exclusive hits hook viewers=E2=80=A6 and licensed oldi= es like =E2=80=9CSeinfeld=E2=80=9D anchor them. Streamers are trying to str= ike a balance between splurging on originals and reserving some $$ for lice= nsed classics that Disney+ and Max already have stockpiled. New seasons dri= ve sign-ups, but it=E2=80=99s the shows viewers want to watch while they=E2= =80=99re washing dishes that keep them from hitting =E2=80=9Cunsubscribe.= =E2=80=9D So come for =E2=80=9CStranger Things,=E2=80=9D stay for =E2=80=9C= Sex and the City.=E2=80=9D

Read this o= nline

REDAC= TED
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Uncharted:

W= hich revenue stream brought in $7B for US airlines last year?

(An= swer here.)

<= /table>
What else we're Snackin'

    <= u>Stitch: Abercrombie posted record Q2 sales as younger = shoppers splurged on summer dresses and back-to-school denim. But the stock= sank 15% after the mall staple said costs were up and margin growth was co= oling.

  • Pawrent: Chewy= shares spiked after the online pet retailer more than 10x=E2=80=99d it= s quarterly profit. Chewy shoppers spent more than ever on premium food and= health services for their furry friends.

  • Soleful: Foot Locker t= opped estimates, unboxing its first same-store-sales growth in six quarters= . The sneaker retailer said its investment in store makeovers had attracted= more foot traffic.

  • Stacked: Leg= o=E2=80=99s sales jumped 13% to $4.6B in the first half of the year, bu= cking the toy-industry slowdown. The Danish block maker saw healthy demand = for its =E2=80=9CFortnite=E2=80=9D collection and themed sets (=E2=80=9CSta= r Wars,=E2=80=9D =E2=80=9CHarry Potter=E2=80=9D).

  • Plugged: BYD, the world's second-b= iggest EV seller after Tesla, said its profit jumped 33% last quarte= r, even as EV demand in China stalled. It expects nearly half of future sal= es to come from outside China.

=
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Snack = Fact Of the Day

Berkshire Ha= thaway just became the first non-tech US company with a $1T market cap

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=
Thursday

  • US weekly jobless claims and pending home sales

  • Earnings expected from Best Buy, American Eagle = Outfitters, Dollar General, Birkenstock, Burlington Stores, Campbell Soup, = 1-800-Flowers.com, Polestar, Build-A-Bear Workshop, Canadian Imperial Bank = of Commerce, Dell, Lululemon, Ulta Beauty, Marvell, Autodesk, and Gap

Authors of this Snacks own shares of: Alphabet, Amazon, AMD,= Apple, Disney, Nvidia, Microsoft, Tesla, Ulta, and Warner Bros. Discovery<= /p>

Advertiser=E2=80=99s disclosure:

This is a paid adver= tisement for EnergyX=E2=80=99s Regulation A+ Offering. Please read the = offering circular and related risks<= /b> at invest.energy= x.com

Start-up investments are speculative and involve a high= degree of risk. Those investors who cannot afford to lose their entire inv= estment should not invest in start-ups. Companies seeking startup investmen= t tend to be in earlier stages of development and their business model, pro= ducts and services may not yet be fully developed, operational or tested in= the public marketplace. There is no guarantee that the stated valuation an= d other terms are accurate or in agreement with the market or industry valu= ations. Further, investors may receive illiquid and/or restricted stock tha= t may be subject to holding period requirements and/or liquidity concerns.<= /p>

DealMaker Securities LLC, a registered broker-dealer, and member o= f FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, = is the Intermediary for this offering and is not an affiliate of or connect= ed with the Issuer. Please check our background on FINRA's BrokerCheck= .

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