$Meta Platforms(META.US$ , $Alphabet-A(GOOGL.US$ & $Microsoft(MSFT.US$ have confirmed that their AI capex will be reaccelerating over the next year.
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $NVIDIA(NVDA.US$ , $Super Micro Computer(SMCI.US$ , $Micron Technology(MU.US$ , $Broadcom(AVGO.US$ , $Advanced Micro Devices(AMD.US$ & $Marvell Technology(MRVL.US$ 🤩
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $NVIDIA(NVDA.US$ , $Super Micro Computer(SMCI.US$ , $Micron Technology(MU.US$ , $Broadcom(AVGO.US$ , $Advanced Micro Devices(AMD.US$ & $Marvell Technology(MRVL.US$ 🤩
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Singh Rahul
voted
$PayPal(PYPL.US$
Once a market darling, PYPL is now down 79% from its all-time highs.
To understand what direction PayPal is heading, we need to look at where they sit in the payments ecosystem.
1.) The "PayPal Button" - Often referred to as Branded Checkout, this is their most important business as it accounts for roughly 1/3rd of all transaction volume and an estimated 2/3rds of gross profit.
This segment includes the standard "Pay with PayPal" solution you...
Once a market darling, PYPL is now down 79% from its all-time highs.
To understand what direction PayPal is heading, we need to look at where they sit in the payments ecosystem.
1.) The "PayPal Button" - Often referred to as Branded Checkout, this is their most important business as it accounts for roughly 1/3rd of all transaction volume and an estimated 2/3rds of gross profit.
This segment includes the standard "Pay with PayPal" solution you...
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30-year fixed mortgage rates crossed 7% for the first time in 2024
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$ $U.S. 30-Year Treasury Bonds Yield(US30Y.BD$
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$ $U.S. 30-Year Treasury Bonds Yield(US30Y.BD$
3
Singh Rahul
liked
$Tesla(TSLA.US$ stock fell 5% as the electric vehicle (EV) maker launched another round of price cuts around the world.
Three models saw price cuts of up to $2,000. The company posted that, with federal tax credits, the cost of its best-selling Model Y sedan fell below $30,000.
Tesla also dropped the price of its Full Self-Driving (FSD) option by one-third, to levels last seen in 2020.
TSLA stock opened this morning at $140...
Three models saw price cuts of up to $2,000. The company posted that, with federal tax credits, the cost of its best-selling Model Y sedan fell below $30,000.
Tesla also dropped the price of its Full Self-Driving (FSD) option by one-third, to levels last seen in 2020.
TSLA stock opened this morning at $140...
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I've been looking into Trump Media ( $Trump Media & Technology(DJT.US$ ) and noticed some discrepancies in the reported numbers of outstanding shares, insider holdings, and the float. I'm hoping to get some insights from the community to better understand what's going on.
According to the information I found:
Trump Media has 136 million shares outstanding
The float (shares available for trading) is 36 million
Insiders ...
According to the information I found:
Trump Media has 136 million shares outstanding
The float (shares available for trading) is 36 million
Insiders ...
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1
Singh Rahul
liked
1. $Arm Holdings(ARM.US$ provides the blueprint for processors.
2. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ & $Lam Research(LRCX.US$ .
3. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply the GPUs and CPUs.
4. $Micron Technology(MU.US$ will then provide the memory tech for data storage.
5. $Super Micro Computer(SMCI.US$ & $Dell Technologies(DELL.US$ integrate...
2. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ & $Lam Research(LRCX.US$ .
3. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply the GPUs and CPUs.
4. $Micron Technology(MU.US$ will then provide the memory tech for data storage.
5. $Super Micro Computer(SMCI.US$ & $Dell Technologies(DELL.US$ integrate...
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4
Singh Rahul
liked and commented on
Singh Rahul
liked
Correlations seem broken this week and all the gold and silver bugs are half in disbelief that gold is making new ATHs everyday and half celebrating that this is exactly what they have been waiting for for the past couple decades (lol).
Correlations seem to be breaking so do you all have any theories/predictions?
$Barrick Gold(GOLD.US$ $USD(USDindex.FX$ $Exxon Mobil(XOM.US$ $Occidental Petroleum(OXY.US$ $SPDR S&P 500 ETF(SPY.US$
Correlations seem to be breaking so do you all have any theories/predictions?
$Barrick Gold(GOLD.US$ $USD(USDindex.FX$ $Exxon Mobil(XOM.US$ $Occidental Petroleum(OXY.US$ $SPDR S&P 500 ETF(SPY.US$
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Let’s start by looking at the popular opinions on $Trump Media & Technology(DJT.US$ that are making the rounds.
Bear:
Trump Media & Technology Group does not have the fundamentals to justify its current evaluation.
This stock is largely dependent on a single individual, Donald Trump, who is undergoing a litany of legal cases. These cases will force him to loan or sell shares of $DJT, which would likely sink the share price.
The price is current at $60.00?! Ever...
Bear:
Trump Media & Technology Group does not have the fundamentals to justify its current evaluation.
This stock is largely dependent on a single individual, Donald Trump, who is undergoing a litany of legal cases. These cases will force him to loan or sell shares of $DJT, which would likely sink the share price.
The price is current at $60.00?! Ever...
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This might be the greatest piece of equity research I've ever seen😂 $Trump Media & Technology(DJT.US$ $Donald Trump(BK2592.US$
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