Leading edge models are back at it again with the circular funding. AMD is investing $5 bln into Anthropic so that Anthropic can use that money to buy AMD chips. I'm sure that'll make for some strong revenue growth at AMD...
Zyn growth is slowing down in the US, Philip Morris is blaming this on increased competition and an "uneven" regulatory landscape...
It's probably true that, just like vapes, illegal pouches are being sold at stronger strengths and this is undermining Zyn's volume. It's probably also true that BAT's Velo pouches are gaining share. We'll see in the next report.
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https://www.ft.com/content/d10e846e-5615-4cb5-bd4f-b159423d4f75?syn-25a6b1a6=1
I remember in 2020/2021 when people were pointing to Domino's Pizza stock and saying it had performed better than Google since the 2003 IPO... Turns out delivery apps like Uber Eats and Doordash have really had a big impact on Big Pizza's moat and differentiating factor, which used to be convenient delivery and technology. Now small pizza shops and other restaurant categories can easily compete with Domino's, and the aggregators actually provide free advertising to them, which levels the playing field.
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