Tonya Hempstead @TonyaJMusing
Global People & Transformation leader. Exploring how AI reshaped work, culture & the employee experience without losing what makes work human linkendin.com/in/tonyahempst… Joined August 2020-
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Tonya Hempstead retweeted
5 STOCKS THAT STILL LOOK CHEAP TO ME AND I’D BE AGGRESSIVELY BUYING IF I HAD MORE CASH: 1. $META Meta just launched Muse, its new personal AI agent, and it already reached the top 3 in the U.S. App Store. Meanwhile, the core business is still growing fast: Q2 revenue increased 28% to $60.8B, ad impressions grew 14% and price per ad increased 12%. At roughly 20x forward earnings, I still think Meta looks cheap for a company growing at this rate.
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Tonya Hempstead retweeted
The 5 Major Investment Themes for the Next Decade 📈⬇️ AI Infrastructure • Chips, data centers, networking, cooling & AI cloud compute 6 Stocks: $NVDA $MRVL $ANET $VRT $ORCL $CRWV Physical AI • Robotics, autonomy, automation & enablers 6 Stocks: $AMZN $TSLA $SYM $TER $ISRG $OUST Power • Generation, grid, nuclear & fuel cells 6 Stocks: $VST $CEG $PWR $GEV $LEU $BE Cybersecurity • Securing AI, cloud & digital infrastructure 6 Stocks: $CRWD $PANW $NET $OKTA $FTNT $ZS Space • Launch, satellites & Lunar Exploration 6 Stocks: $SPCX $RKLB $ASTS $PL $LUNR $RDW What are your top investment themes for the decade? 👀
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