Know What You Are Investing

NVIDIA (NVDA) รายงานผลประกอบการไตรมาส 3 ปีงบประมาณ 2026 ที่ร้อนแรงที่สุดครั้งหนึ่งในประวัติศาสตร์ ด้วยรายได้รวม  $57B (+62% YoY)  และกำไรที่เติบโตโดดเด่นจากธุรกิจ  AI Data Center, Blackwell, Rubin และ Accelerated Computing หากคุณติดตามหุ้น NVDA, โครงสร้างพื้นฐาน AI หรือคลื่น AI รุ่นต่อไป — ตอนนี้จะช่วยให้คุณเห็นภาพเชิงลึกแบบเข้าใจง่ายที่สุด • รายได้รวม:  $57B (+62% YoY) • Data Center ทำยอดทะลุ  $5...

📊 Palantir just delivered a record-shattering Q3 2025 — revenue up 63%, Rule of 40 score at 114%, and AIP becoming the enterprise transformation engine. CEO Alex Karp called this “possibly the best result a software company has ever produced.” In this episode, we explore: How Palantir’s AIP is closing massive deals in weeks Why the U.S. commercial and government sectors are both surging What make...

Tesla ไม่ใช่แค่บริษัทผลิตรถยนต์ไฟฟ้าอีกต่อไป! ในงานประชุมผู้ถือหุ้นประจำปี 2025 อีลอน มัสก์ เปิดตัววิสัยทัศน์ใหม่เต็มรูปแบบ: Tesla จะกลายเป็นผู้นำด้าน AI และหุ่นยนต์ระดับโลก พร้อมแผนสร้างมูลค่าบริษัทแตะ 8.5 ล้านล้านดอลลาร์ ใน Podcast ตอนนี้ เราสรุปประเด็นสำคัญ: • หุ่นยนต์ Optimus จะกลายเป็นสินค้าหลักของ Tesla? • Cybercab ที่ไม่มีพวงมาลัย ไม่มีเบรก พร้อมเริ่มผลิต • ชิป AI5 และเครือข่าย Robotaxi • แ...

Alphabet’s third quarter of 2025 marks a defining moment in its AI-driven transformation. In this episode, we decode how the company broke past the  $100 billion revenue milestone , achieved  33% profit growth , and turned its long-term AI investments into measurable business performance. Key highlights include: AI transforming Google Search with over  2 billion AI Overview users Google Cloud reve...

ในงาน  GTC เดือนตุลาคม 2025  ซีอีโอของ NVIDIA —  เจนสัน หวง (Jensen Huang)  ได้กล่าวสุนทรพจน์ครั้งสำคัญ ที่สะท้อนอนาคตของโลกเทคโนโลยีและเศรษฐกิจยุคใหม่ ภายใต้หัวข้อ “การปฏิวัติอุตสาหกรรมครั้งต่อไป — AI, Accelerated Computing และอนาคตของอเมริกา” ตอนนี้ของ  Know What You Are Investing Podcast  จะพาคุณถอดรหัสสาระสำคัญจากเวที GTC: จุดเริ่มต้นของ  ยุคใหม่แห่ง Accelerated Computing แนวคิด  AI Factory  แ...

Tesla just reported its Q3 2025 results — and it’s a quarter packed with both execution and ambition. In this episode of  Know What You Are Investing , we break down the numbers and the narrative.🔹 $28.1B in revenue, $4B free cash flow🔹 497,099 vehicles delivered — a new record🔹 Energy storage hits 12.5 GWh deployed🔹 $1.1B profit from Energy segment🔹 Robotaxi fleets pass 1 million miles🔹 AI...

In this episode, we decode  ASML Holding N.V.’s Q3 2025 earnings  — the company at the heart of the global semiconductor industry. ASML remains the  only  producer of EUV lithography machines, a monopoly powering the chips that drive the AI revolution. We explore: 🔍 ASML’s Q3 financial highlights and profit margins 🚀 High-NA EUV and 3D integration — next-gen growth engines 🌏 How geopolitical ri...

In this episode of  Know What You Are Investing Podcast , we decode  TSMC’s Q3 2025 earnings  — a quarter that exceeded expectations and reinforced its dominance in the global semiconductor market. We break down: 💰  Financial results:  $33.1B in revenue and 59.5% gross margin — both above guidance ⚙️  Technology mix:  3-nanometer and 5-nanometer nodes driving 74% of wafer revenue 🧠  AI megatrend...

Salesforce delivered a strong  Q2 FY26 , beating expectations on revenue, margins, and cash flow. The company raised full-year guidance, signaling confidence in its AI-driven future. In this episode of  Know What You Are Investing , we break down: 🚀 Revenue growth to $10.24B and margin expansion 🤖 The rise of the  Agentic Enterprise  powered by Agentforce ☁️ Data Cloud momentum with 140% growth...

NVIDIA’s Q2 FY2026 results are in — and they shattered expectations. Revenue surged 56% YoY to $46.7 billion, fueled by explosive demand for Data Center platforms, Blackwell adoption, and the global AI build-out. But challenges remain: U.S.–China export restrictions hit billions in H20 sales, margins dipped slightly, and regulatory risks could shape NVIDIA’s future. In this episode of  Know What Y...

In this episode of  Know What You Are Investing , we decode  Palantir Technologies’ Q2 2025 earnings  — a historic quarter with over  $1 billion in revenue  and 93% growth in the U.S. commercial segment. 🔍  What they do Palantir builds mission-critical AI and data platforms for governments and enterprises — from defense to finance to healthcare. 🚀  How they grow Q2 delivered record-breaking fina...

In this episode of  Know What You Are Investing , we unpack AbbVie’s stellar second quarter of 2025. With total revenues surpassing $15.4B and strong performance in immunology, neuroscience, and oncology, AbbVie is showing investors a powerful vision beyond HUMIRA. 🔥  What’s Inside 🔹 Skyrizi and Rinvoq set to exceed $25B in 2025 combined sales 🔹 Neuroscience growth led by Vraylar, QULIPTA, and...

Amazon Q2 2025 Earnings Recap: AI, AWS, and Acceleration Ahead 🎧 In this episode of  Know What You Are Investing , we decode Amazon’s impressive Q2 2025 performance: 📊  Key Highlights 💰 Revenue surged to  $167.7B , up 12% YoY 🔥  Record-breaking Prime Day  sales and delivery improvements ☁️  AWS  grew to $30.9B with huge AI-driven demand and a $195B backlog 🧠 Massive  CapEx in AI infrastructur...

Apple Release Q3 2025 Earning on July 31,2025 📢  Welcome back to Know What You Are Investing Podcast! In this episode, we unpack Apple’s Q3 2025 earnings — a quarter defined by AI acceleration, global growth, and impressive financial performance. 🍏  Key Highlights: • Total Revenue: $94.04B (Up 9.6% YoY) • EPS: $1.57 (Beating estimates) • Record iPhone sales & Services revenue • AI takes cent...

Welcome back to  Know What You Are Investing  — where we decode the world’s top companies. This week, we dive into Garmin’s standout performance in Q2 2025 and a record-setting 2024. 📊  Highlights: Record revenue: $1.81B in Q2 2025 (up 20% YoY) Operating income up 38% YoY to $472M Pro Forma EPS: $2.17 (+37% YoY) Every segment posted double-digit growth: Fitness, Outdoor, Aviation, Marine, and Aut...

Meta Q2 2025 Earnings Recap 🎧 In this episode of  Know What You Are Investing , we decode Meta’s Q2 earnings — and their all-in vision to lead in AI and superintelligence. 🚀  What we cover: $47.5B in Q2 revenue, 22% YoY growth EPS: $7.14, above expectations Meta AI surpasses 1B monthly active users New Meta Superintelligence Labs and “Prometheus” cluster $72B annual CapEx outlook: data centers,...

🚀  Microsoft Q4 2025 Earnings Recap Earning Date : July 30,2025 In this episode of  Know What You Are Investing , we break down how Microsoft ended FY25 with record highs and future-focused strategy: 📊  What you’ll learn : $76.4B in Q4 revenue and $3.65 EPS Microsoft Cloud surpasses $168B annual revenue Azure growth at 34%, with over 400 AI-first data centers Copilot adoption hits 100M+ monthly...

In this episode of  Know What You Are Investing , we break down Google’s Q2 2025 earnings — a quarter marked by bold AI investments, strong cloud growth, and evolving monetization strategies. 🎯 Key Highlights: 💰  Revenue  surged to  $96.4B , with  Net Income  up 19% to  $28.2B 🔍  Google Search  continues to dominate, boosted by  AI Overviews  and multimodal search 📺  YouTube Shorts  now match...

In this deep-dive episode of  Know What You Are Investing , we decode Tesla’s Q2 2025 earnings and the company’s bold transition beyond EVs. 🔍 What they do 🚀 How they grow 📊 Why it matters Here’s what we cover: • Tesla’s strategic pivot from electric vehicles to AI, robotics, and services • Launch of the Robotaxi service in Austin — fully autonomous and already expanding • Financial breakdown:...

In this episode of  Know What You Are Investing , we decode the Q2 2025 results from  Taiwan Semiconductor Manufacturing Company (TSMC)  — the global leader in advanced chip manufacturing. Earning Release : July 17,2025 🔹  Revenue Beats & EPS Growth TSMC posted  $30.07 billion  in revenue, smashing guidance and growing net income by  60.7% YoY , driven by booming AI and HPC demand. EPS came i...

In this episode of  Know What You Are Investing , we decode the key highlights from NVIDIA’s 2025 Annual Shareholder Meeting—packed with strategic visions from Jensen Huang, including “AI Factories” poised to reshape global infrastructure, 114% revenue growth, and CUDA-X emerging as the new foundation of accelerated computing. We’ll dive into how NVIDIA is leading the shift from software to physic...

🎧  Episode: Adobe Q2 FY2025 – AI-Powered Growth, Record Revenue & Firefly Momentum Earning Release : Jun 12, 2025 🎙️  Podcast Channel: Know What You Are Investing 🔍 What they do 🚀 How they grow 📊 Why it matters In this episode, we decode Adobe’s Q2 FY2025 earnings — a quarter marked by  record revenue, accelerated AI monetization , and rising confidence in the company’s long-term growth tr...

In this episode of  Know What You Are Investing , we analyze Salesforce’s Q1 2025 performance and strategic direction for FY26: 📈 8% YoY revenue growth across all regions 💰 $6.5B operating cash flow with margin expansion 💼 Share repurchases and increased dividends 🧠 Major push into Data + AI with the Informatica acquisition 🔄 Shift toward a consumption-first growth model ⚖️ Legal and complian...

In this episode of  Know What You Are Investing , we break down NVIDIA’s Q1 FY26 results: 📊 Record $44.1B revenue driven by Data Center expansion 💻 Blackwell platform ramping at historic speed 🌐 AI factories scaling across the globe 🇨🇳 China export controls result in $4.5B hit 🤖 Rise of reasoning AI and agentic AI shaping future compute demand Despite regulatory headwinds, NVIDIA’s strategic A...

The Google I/O ‘25 keynote marked a major leap in Google’s AI journey, putting the Gemini model front and center across all platforms. This episode decodes Google’s most significant announcements for investors and tech-watchers—covering the explosive scaling of Gemini, the rollout of personalized and proactive AI assistants, a total rethink of Google Search powered by AI, new breakthroughs in gene...