$Microsoft(MSFT.US$ - They make money and do AI things so it will drop -20%
- Bull Case - They lose a lot of money
- Bear Case - They make a lot of money and they're involved in AI
$Alphabet-A(GOOGL.US$ (forgot) - They make money and AI so it will drop -18.75%
- Bull Case - They lose money and search market share shrinks heavily. They have Googler's streak through Pinchia's office for a group sit-in regarding go...
- Bull Case - They lose a lot of money
- Bear Case - They make a lot of money and they're involved in AI
$Alphabet-A(GOOGL.US$ (forgot) - They make money and AI so it will drop -18.75%
- Bull Case - They lose money and search market share shrinks heavily. They have Googler's streak through Pinchia's office for a group sit-in regarding go...
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Google Cloud does not plan to offer AMD AI chips, The Information reports, meaning 2 of the 3 major US cloud providers remain unconvinced AMD’s offerings are a good alternative to Nvidia’s GPUs. It will offer its own TPUs and Nvidia GPUs to customers.
$Alphabet-C(GOOG.US$ $Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$
$Alphabet-C(GOOG.US$ $Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$
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$Morgan Stanley(MS.US$ raises $NVIDIA(NVDA.US$ target to US$1000 from $795, keeps Overweight rating.
- large corporations planning to expand their data centres over the next 3-4 years, signalling enduring demand
- the market is still too focused on the use of chips for large language models, to the detriment of other AI applications
- large corporations planning to expand their data centres over the next 3-4 years, signalling enduring demand
- the market is still too focused on the use of chips for large language models, to the detriment of other AI applications
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$Trump Media & Technology(DJT.US$ It's still vaued at like 6 billion after going down 30%. Could it half to 3 billion? Or even less? What assets does it even have that won't be drained or diluted by Trump? Realistically if Trump loses again what value does he have?
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Small caps are breaking out, pretty much as active managers want nothing to do with them.
$Nasdaq Composite Index(.IXIC.US$ $SPDR S&P 500 ETF(SPY.US$
$Nasdaq Composite Index(.IXIC.US$ $SPDR S&P 500 ETF(SPY.US$
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Part of $NVIDIA(NVDA.US$ 's moat & value-add is its control of the networking for AI data center.
And $Broadcom(AVGO.US$ remains the only alternative chip vendor to it, while $Arista Networks(ANET.US$ served as the end OEM.
$Meta Platforms(META.US$ 's latest two H100 DCs use two different networking infra, one from $NVIDIA(NVDA.US$ 's full stack including Mellanox switch while another uses $Arista Networks(ANET.US$ switch powered by $Broadcom(AVGO.US$ chip, and $Cisco(CSCO.US$ swi...
And $Broadcom(AVGO.US$ remains the only alternative chip vendor to it, while $Arista Networks(ANET.US$ served as the end OEM.
$Meta Platforms(META.US$ 's latest two H100 DCs use two different networking infra, one from $NVIDIA(NVDA.US$ 's full stack including Mellanox switch while another uses $Arista Networks(ANET.US$ switch powered by $Broadcom(AVGO.US$ chip, and $Cisco(CSCO.US$ swi...
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A one pager with all key information of this unique company👇
Main takeaways 📢
• $ASML Holding(ASML.US$ is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry
• The business is prone to geopolitical tension and criticality, which is something to be aware of
• Based on its current free cashflow, $ASML is overvalued with a fair price around $675
As of today, I have a 7% position in $ASML at a $539 cost basis...
Main takeaways 📢
• $ASML Holding(ASML.US$ is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry
• The business is prone to geopolitical tension and criticality, which is something to be aware of
• Based on its current free cashflow, $ASML is overvalued with a fair price around $675
As of today, I have a 7% position in $ASML at a $539 cost basis...
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Global cloud spending is forecast to rise 20% to nearly $350 billion in 2024, a slight acceleration from 18% growth to $290 billion in 2023.
$Amazon(AMZN.US$ $Microsoft(MSFT.US$ $Alphabet-C(GOOG.US$ $Oracle(ORCL.US$ $Snowflake(SNOW.US$
$Amazon(AMZN.US$ $Microsoft(MSFT.US$ $Alphabet-C(GOOG.US$ $Oracle(ORCL.US$ $Snowflake(SNOW.US$
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$Alphabet-A(GOOGL.US$ $Amazon(AMZN.US$ According to The Information, the companies have internally begun to adjust expectations to their sales teams, emphasizing the gap between the current technology of generative AI and its marketing hype.
Most customers have shown caution in investing in new AI services, concerned about the high cost of use, lack of accuracy, and the difficulty of assessing the value the technology brings.
Last year...
Most customers have shown caution in investing in new AI services, concerned about the high cost of use, lack of accuracy, and the difficulty of assessing the value the technology brings.
Last year...
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In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇
1. $ASML Holding(ASML.US$ - monopoly in lithography machines
2. $Applied Materials(AMAT.US$ - makes machines across manufacturing process
3. $Lam Research(LRCX.US$ - largest etching equipment provider
4. $KLA Corp(KLAC.US$ - dominates process diagnostics & control space
1. $ASML Holding(ASML.US$ - monopoly in lithography machines
2. $Applied Materials(AMAT.US$ - makes machines across manufacturing process
3. $Lam Research(LRCX.US$ - largest etching equipment provider
4. $KLA Corp(KLAC.US$ - dominates process diagnostics & control space
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