After$アルファベット クラスA(GOOGL.US)$,$マイクロソフト(MSFT.US)$and$メタ・プラットフォームズ(META.US)$, cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from$アマゾン・ドット・コム(AMZN.US)$,$オラクル(ORCL.US)$and China hyper-scalers, but I’d imagine they will follow a similar trend. Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment. And in terms of use cases, copilots are s...
If you are looking for a stock to invest in, that is expected to grow with AI depend rising, then hisvideo is for you. Oracle$オラクル(ORCL.US)$is the worlds 4th biggest global cloud company and its growing at 50% per annum. I sat down with Vihari Ross, a Portfolio Manager with Antipodes, a global equities investment manager and Vihari shared her stock pick for 2024. Oracle is a stock you can invest in on moomoo's app, under the...
We have seen bulls and bears both fretting over$パランティア・テクノロジーズ(PLTR.US)$. Bulls are focused on the improved profitability for Palantir stock. Bears are more into the decelerating revenue growth for Palantir stock. One important buzz we need to consider is the artificial intelligence (A.I.) outlook for the maker of data analytics software. I think we need to focus on the longer term for Palantir. In this article, I would like to sha...
Kevin Matte :
The 3 years ago revenue, profit and FCF compared to the Price-to-sales ratio that there was 3 years ago, versus today, it's nonsense! The PS should be much higher today! I expect the price to return within 27-30. Very bullish on it ^^
BelleWeather :
I talked with someone who used the software and they said it was difficult and the army would look for a new vendor. A few months later, the contract was renewed, but for only a year and far smaller than before. Also, I read articles in Harper’s about failures of the drone piloting and visualization that was very negative, in short, they don’t work as intended and were very expected. So I personally, on the initial uptick, sold my shares.
The market has shrugged off the hot inflation numbers in Jan and Feb. Now that March’s numbers came in hot as well, the market realised they cannot ignore the fact that inflation is stickier than ever. And the market fell on Wed. Seems like the higher for longer narrative is here to stay. But lo and behold, the phenomenon of dip buying appeared again on Thurs as investors swept up stocks to push the market higher. Several big tech stocks have solid gains, with Amazon and Goo...
RDK79 :
If inflation is ‘hot’ now, what was it called last year? While the United States has experienced a relatively low and stable inflation rate since the 1980s, inflation hit record highs in 2021 and 2022 in the wake of the pandemic. The year-over-year inflation rate was 7.0% at the end of 2021 and 6.5% at the end of 2022. At the end of 2023, it was 3.4%. PS: inflation generally about 4.5% in the Reagan years mid 80s). Can’t remember if folks were freaking out then. Some think those were good economic years, at least until Clinton balanced the Budget a fews later. :)
News Highlights $メタ・プラットフォームズ(META.US)$shares rose by 0.82%, closing at $510.92. Its options trading volume was 0.86 million. Call contracts account for 57.5% of the total trading volume. The most traded calls are contracts of $530 strike price that expire on Apr. 5th. The total volume reaches 58,938 with an open interest of 2,993. The most traded puts are contracts of a $520 strike price that expires on Apr. 5th; t...
If you invest, you MUST be able to identify a moat. Here are 5 powerful moat sources: INTANGIBLE ASSETS: Example: Brand, Patents, Copyrights Wide: Coca-Cola Narrow: Dr. Pepper Snapple None: United Airlines SWITCHING COSTS: It would be expensive in terms of cost, time, or training, to switch to an alternative provider. Wide: Oracle Narrow: Salesforce None: Macy's NETWORK EFFECT: A network becomes more powerful as more users join. Wide: CME Group Narrow: NYSE Euronext N...
オラクルに関するコメント
Go up 10%
Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment.
And in terms of use cases, copilots are s...
Oracle vs Miracle?
Hope there is Miracle in Oracle... if continue sink, it become sinkable LOL
no eye see.. only sink deeper n deeper.
コラムWhy you should consider investing in Oracle, if you want AI exposure
Oracle $オラクル(ORCL.US)$ is the worlds 4th biggest global cloud company and its growing at 50% per annum. I sat down with Vihari Ross, a Portfolio Manager with Antipodes, a global equities investment manager and Vihari shared her stock pick for 2024.
Oracle is a stock you can invest in on moomoo's app, under the...
why is oracle keep falling from 130 till 121?
Key For Long Term Buy Is Palantir Sustained and Growing Profitability
One important buzz we need to consider is the artificial intelligence (A.I.) outlook for the maker of data analytics software. I think we need to focus on the longer term for Palantir. In this article, I would like to sha...
Third times a charm?
But lo and behold, the phenomenon of dip buying appeared again on Thurs as investors swept up stocks to push the market higher. Several big tech stocks have solid gains, with Amazon and Goo...
コラムOptions Market Statistics: Palantir Options Pop on Oracle Cloud-AI Partnership
$メタ・プラットフォームズ(META.US)$ shares rose by 0.82%, closing at $510.92. Its options trading volume was 0.86 million. Call contracts account for 57.5% of the total trading volume. The most traded calls are contracts of $530 strike price that expire on Apr. 5th. The total volume reaches 58,938 with an open interest of 2,993. The most traded puts are contracts of a $520 strike price that expires on Apr. 5th; t...
5 Types of Moat
Here are 5 powerful moat sources:
INTANGIBLE ASSETS:
Example: Brand, Patents, Copyrights
Wide: Coca-Cola
Narrow: Dr. Pepper Snapple
None: United Airlines
SWITCHING COSTS:
It would be expensive in terms of cost, time, or training, to switch to an alternative provider.
Wide: Oracle
Narrow: Salesforce
None: Macy's
NETWORK EFFECT:
A network becomes more powerful as more users join.
Wide: CME Group
Narrow: NYSE Euronext
N...
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