$ServiceNow(NOW.US)$I am a huge fan of Bill McDermott he is the epitome in my book of what a CEO should be. that being said I've noticed his demeanor has been very much brought down on the recent interviews the past several weeks he's been on TV.. normally he's extremely dynamic in speaking you hear the inflection in his voice you hear how he projects he does not need a microphone to speak in front of a thousand people he's that type of person. the recent interviews I am picking up someone who ...
$ServiceNow(NOW.US)$I think you can put your toe in right around the 680 although I do think that 640 to 650 is where it could go to should we have another severe down series of one or two days back to back. it pretty much is wiped out the gains for this calendar year and if you pull a multi-year chart going back to 2021-2022 forward you'll see a nice upward gradual trend where it has rolled over every year and that affords you a great time to accumulate shares so I would buy half at the 680 po...
AI-generated content in$谷歌-C(GOOG.US)$search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space… Perversely, I think this trend benefits Google. As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
$ServiceNow(NOW.US)$Up 90% in the last two years, this stock has really been on a rally since their latest 2022 pull-back. They reached a low price of $337 and have since MORE THAN doubled! I have aquired a few shares since Feb, 2024 and didnt realize how large this company was having over an $150B MKT Cap along with “attractive financials” and getting involved with AI. I would love to own a larger proportion here and I have a alerts set between $615-$700. Whe...
$ServiceNow(NOW.US)$you got to love Bill McDermott this guy is 100% for every single shareholder he wants to maximize returns not only to his clients future customers but to every shareholder. hopefully everybody saw him yesterday on his brief interview foxb.
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Oversold Territory
The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space…
Perversely, I think this trend benefits Google.
As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
本週焦點
在經濟增長方面,市場預計美國第一季度實際GDP年化季環比初值僅增長2%,相比上一季度的3.4%大幅放緩,顯示在持續高利率的影響下,美國經濟開始顯露減速跡象。儘管如此,去年整年美國經濟展現出一定的韌性,主要得益於消費者支出和地方政府的支出增長。
從政策前景來看,聯儲局官員可能需要重新評估對抗通脹的策略,因爲目前的數據顯示抗通脹的進展已經停滯。這可能意味着聯儲局將需要將利率維持在較高水平上比預期更長的時間。
本週同樣是重要的業績周,許多企業巨頭將公佈他們的季度業績,市場將密切關注這些報告以評估經濟和各行各業的健康狀況。這些數據和報告將對市場情緒和政策預期產生重要影響。
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Amazing Last 5 Quarters (UP~75%)
We’re going back over 800
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