Artificial Intelligence: AI Is A Two-Stage Rocket

Nvidia’s last night earnings report was impressive, to say the least. The company notably guided to a 64% top-line growth in Q2 (53% above consensus!), including c.100% year-on-year growth in its data center segment. This strength should not come as a total surprise given that most companies are currently racing to deploy AI applications and…

Read more

Gaming/Metaverse: New Product Cycle To Provide A Top-Line & Earnings Boost

Newsflow is the video gaming industry is definitely improving after the post-pandemic lull. Nintendo’s latest Zelda set a new record for the series (10 million units sold in 3 days), confirming that consumer spending on well-known franchises remains well oriented and largely unaffected by the macro environment. And importantly, most game publishers are now taking…

Read more

Food Revolution: What Future For Indoor Farming?

The concept of indoor vertical farming gained significant momentum during the Covid-19 crisis as lockdowns exposed the vulnerabilities of the food supply chain and highlighted the need for more reliable and local sources of food. This context, coupled with the sustainability benefits of indoor farms such as reduced water usage, pesticide elimination, and reduced transportation,…

Read more

Gaming: The Recovery Is Taking Shape

After a tough 2022 year (-7%) dragged down by unfavorable comparisons with a pandemic-driven 2021, videogame content sales in the US are showing signs of life with a 1% growth in February, according to industry tracking group Circana. While this recovery is not impressive yet, hardware spending, which can be viewed as an early indicator…

Read more