In today’s briefing:
- NVIDIA. Yikes! Have We Missed The Boat?
- The Future of Insurance
NVIDIA. Yikes! Have We Missed The Boat?
- Q1’23 revenues of $7.19 billion, down 13% from a year ago but up 19% sequentially and ~10% higher than the guided midpoint.
- Current quarter outlook for revenues of $11 billion, a ~55% sequential increase, sparked mayhem in the markets and sent NVIDIA’s stock soaring over 24% in after hours trading
- Don’t go chasing waterfalls, there are many other ways to rise with the tide
The Future of Insurance
- SPACs are often synonymous with high-risk, cash-intensive early-stage companies making their public debut, but occasionally, a SPAC deal like CCC Intelligent Solutions emerges and shifts the narrative.
- CCC is a SaaS business with four decades of operational history in the property and casualty insurance sector that went public through a SPAC in 2021.
- Over the company’s history, it has processed over $1 trillion in transactions for 30,000 businesses.
💡 Before it’s here, it’s on Smartkarma
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