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Precise Bearish View! Bridgewater's Flagship Fund Expects Bearishness on US Stocks and Bonds in Late July
$Bridgewater Bancshares(BWB.US$According to media reports citing a report released to investors by Bridgewater online on July 25th, the flagship fund Pure Alpha of Bridgewater is taking a "moderate" bearish view on US stocks in late July, as the momentum of US tech stocks was waning and they were positioned near short-term tops. Additionally, Bridgewater also holds a moderate bearish view on...

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OpenAI Announces Its First Acquisition
OpenAI has officially completed its first-ever acquisition, making a significant move in its history.
Fresh off the press, OpenAI has acquired the startup company Global Illumination, known for developing an open-source version of "Minecraft." The exact acquisition amount remains undisclosed.
As per the official statement, the entire Global Illumination team will be joining OpenAI, with a future focus on the development of ChatGPT.
Global Illumination, co-fo...
Fresh off the press, OpenAI has acquired the startup company Global Illumination, known for developing an open-source version of "Minecraft." The exact acquisition amount remains undisclosed.
As per the official statement, the entire Global Illumination team will be joining OpenAI, with a future focus on the development of ChatGPT.
Global Illumination, co-fo...



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Meet Trend: Amazon + AI
Trend 1, Fulfillment & Delivery
$Amazon(AMZN.US$ By over two times – 6x in the case of $Walmart(WMT.US$ – on the top line, Amazon is outgrowing its major retail and delivery competitors, a trend that noncomparative internally-focused analyses do not reveal. (For a quick view of the year-by-year growth trends of these companies one only need look to the left of the revenue line on SA’s financial displays.) It’s indisputable that Amazon is a “market share machine” (wh...
$Amazon(AMZN.US$ By over two times – 6x in the case of $Walmart(WMT.US$ – on the top line, Amazon is outgrowing its major retail and delivery competitors, a trend that noncomparative internally-focused analyses do not reveal. (For a quick view of the year-by-year growth trends of these companies one only need look to the left of the revenue line on SA’s financial displays.) It’s indisputable that Amazon is a “market share machine” (wh...



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Apple stock is having an awful August, now in correction
$Apple(AAPL.US$ has had a rotten August.
A correction is often defined as a decline of at least 10% in a stock price or market from a peak.
The pullback in Apple reflects several factors, experts say.
First and foremost is the increasing economic pressure in China that unfolded in August.
Fears on the health of over-leveraged property developers, a slow-to-act Chinese government on the yawning crisis, and a sagging stock market have cloud...
A correction is often defined as a decline of at least 10% in a stock price or market from a peak.
The pullback in Apple reflects several factors, experts say.
First and foremost is the increasing economic pressure in China that unfolded in August.
Fears on the health of over-leveraged property developers, a slow-to-act Chinese government on the yawning crisis, and a sagging stock market have cloud...

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$SOFTBANK GROUP CO(SFTBY.US$$Arm Holdings(ARM.US$ The ARM financials look sad! Revenue at $2.68bn actually shrank 1% last year and 2.5% last Q, earnings dropped 53% last Q. They want to IPO this at $60-70bn (according to CNBC), which would imply 22-26x revenue. What
would pay this? And what is Masa smoking?


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Fundsmith comments on $Adyen N.V. Unsponsored ADR(ADYEY.US$ .
ADYEN was trading at 60x earnings and 20x sales.
It is now trading at 35x earnings and 11x sales.
ADYEN is forecasted to grow from from 564m net income into 1.5b+ into 2026.
ADYEN was trading at 60x earnings and 20x sales.
It is now trading at 35x earnings and 11x sales.
ADYEN is forecasted to grow from from 564m net income into 1.5b+ into 2026.

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My $Amazon(AMZN.US$ 134 put expires this week, hoping it can move to upper 130’s. $Coinbase(COIN.US$ 72 put came back nicely too, not sure why price popped up like it did. Sold a 38 covered call on my assigned $ProShares UltraPro QQQ ETF(TQQQ.US$ then sold another put at 35.5 for this week to average in
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It’s a big restructuring for Microsoft’s $68.7 billion Activision Blizzard deal.
New: Microsoft is restructuring its proposed Activision Blizzard deal to transfer cloud gaming rights for current and new Activision Blizzard games to Ubisoft. The transfer of rights is designed to appease regulators in the UK that are concerned about the impact Microsoft’s proposed $68.7 billion deal will have on cloud gaming competition. The restructured deal has triggered a new regulatory investigation in the UK t...

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Apple Stock Dividend Analysis
$Apple(AAPL.US$
Apple Stock Dividend History
The chart below outlines the key dates and metrics of Apple's stock dividend for the last five years.
Note that the dividend amounts shown are not adjusted for Apple’s 4-for-1 stock split that was implemented on August 31, 2020. You can see that after the split, the cash dividend dipped from $0.82 per share to $0.205 per share. The split awarded shareholders four times as many shares but reduced the dividend by 75%. The ...
Apple Stock Dividend History
The chart below outlines the key dates and metrics of Apple's stock dividend for the last five years.
Note that the dividend amounts shown are not adjusted for Apple’s 4-for-1 stock split that was implemented on August 31, 2020. You can see that after the split, the cash dividend dipped from $0.82 per share to $0.205 per share. The split awarded shareholders four times as many shares but reduced the dividend by 75%. The ...

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Meta to launch AI model for writing computer codes
$Meta Platforms(META.US$ on Thursday said it would release an artificial intelligence (AI) model designed to assist in writing computer code, furthering its push into the new technology.
Code Llama, which will be available for free, can write code based on human text prompts and can also be used for code completion and debugging, the social media giant said in a blogpost.
Facebook and Instagram owner Meta has released a flurry of AI models, most...
Code Llama, which will be available for free, can write code based on human text prompts and can also be used for code completion and debugging, the social media giant said in a blogpost.
Facebook and Instagram owner Meta has released a flurry of AI models, most...

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