多鱼先生
多鱼先生
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hold … there are a big sum of money market funds awaiting …
🫢
I believe many indicators will be heavily skewed and suppressed in different ways by political motive, which resulting many awkward and contradictory readings being published. My take is, everything will have a degree of sugar coating due go election, the truth will only be surfaced after that.
@三思期权:大選年的美股:在經濟現實與鴿派聯儲之間搖擺
$苹果(AAPL)$ is offering 25% discount to employees buying Vision Pro, bad sign, bad sign.
I think many of us haven't realise the road to 2% CPI target will be a painful journey, the last mile will probably the hardest.
I have this feeling that Jan will be a drop and then early Feb will accelerate the drop. Whereas more indicators and data will be released in early Feb, that could signal recession.
avatar多鱼先生
2023-12-15
Cutting rates would ease thise cash flow hungry companies, small cap techs like $Unity Software Inc.(U)$ , also aviation sector $U.S. Global Jets ETF(JETS)$ and cruise sector that heavily hammered by covid previously $嘉年华邮轮(CCL)$ $皇家加勒比邮轮(RCL)$, housing related would be great too, definitely regional banks ..
@ETF唔係ET虎:【🎁ETF掘金】小盤股與半導體ETF悄悄崛起中,明年係小盤股之年?
avatar多鱼先生
2023-12-15
Anna Wong and Mark Sobel latest conversations : https://t.co/o3xYepmeAx
avatar多鱼先生
2023-12-14
another 3.63% to make it to 200%[财迷]  
avatar多鱼先生
2023-12-14
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2023-12-13
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2023-12-08
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2023-12-06
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2023-12-04
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2023-12-02
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2023-11-20
OpenAI创始人Sam Altman和Brockman将加入微软
avatar多鱼先生
2023-11-15
UIPath is just a glorified bots. How could she compares it with NVIDIA CUDA? just look at the talent pool, and also check out Chris Lattner.
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avatar多鱼先生
2023-10-25
Well Microsoft is very good at B2B especially when come to large corporate and government. It has very well established partner network worldwide.  On the other hand, Google B2B is infamous. Poorly managed and poorly organized, much worst than many companies, and definitely worst than Salesforce. Therefore not suprising its cloud business is falling behind.
avatar多鱼先生
2023-06-30
avatar多鱼先生
2023-03-04

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