While this is good for the diffusion of the technology, it doesn’t bode well for the foundational model providers as it signals commoditization.Remaining margins will be competed away once the model development flatlines.Value creation will shift to the application layer, and big AI labs supplying foundational models will be more like internet service providers.The technology itself will get occasional upgrades (like we had in telecom with 3G, 4G, 5G) but it won’t be exclusive to any model provider so it’ll remain as a commodity.I think their faith will be parallel to internet service providers. They’ll make massive investments and really change the world, but they won’t see high return on investment as their product will have already become a commodity when they decide to harvest.ImageFor

Hello everyone! Today i want to share some technical analysis with you!1. $Meta Platforms, Inc.(META)$ 🚨 JUST IN: Meta to cut metaverse spending by 30% 🟢 +7% pre-market.Image2. $Spotify Technology S.A.(SPOT)$ First death cross since the start of 2022. Don't look down.Image3. $Grayscale Ethereum Mini Trust(ETH)$ Is that some green I see? 👁️Image4. $AST SpaceMobile, Inc.(ASTS)$ volume profile leaves a clean runway on this breakout to ~$68/shareImage5. $Tesla Motors(TSLA)$ If the robot narrative sticks, this thing isn’t done.ATHs in sight. 🤖ImageFor SG users only, Welcome to open a

Hello everyone! Today i want to share some technical analysis with you!1. $Apple(AAPL)$ ’s greatest product isn’t the iPhone.It’s the buyback machine.💸Image2. $Bitcoin(BTC.USD.CC)$ Sometimes fading the consensus is a signal in itself.Every BTC “death cross” breakdown in the last 2+ years marked a major buy.Image3. $SPDR S&P 500 ETF Trust(SPY)$ 8/21 EMA system jumped back in at Monday’s open.Same setup that nailed the April melt-up.Blue line shows the 5-year avg path after entry. Image4. $Wal-Mart(WMT)$ Turtles got long the WMT breakout last week and have been cruising along.Image5.

5 REASONS WHY $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $Cipher Mining Inc.(CIFR)$ , $TeraWulf Inc.(WULF)$ & $Galaxy Digital Holdings Ltd.(GLXY)$ ARE GETTING HIT THIS WEEK1. The $APPLIED DIGITAL CORP(APLD)$ bond blowup broke the dam & exposed the weakest link in the AI-infra chain.A 10% yield on more than $2B of debt with only $634M of equity is the market telling you the model doesn't work without cheap money. Especially when they're paying $275M a year in interest alone on a ~$300M rev base so once the market sees a structure that f

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Trouble at the bottom of the channel on Friday...Reclaim or reject tomorrow. 🍿Image2. $Alphabet(GOOG)$ Warren Buffett just aped $4.3 billion into this chart and you're bearish on AI? Dark background chart displays Google logo at top left with GOOG Weekly label. Candlestick price lines in green and red show rising trend from 2014 to 2024 reaching around 200 dollars. Volume bars below in green and red. Lower panel has green and red histogram bars. X-axis timeline from 2014 to 2024. TrendSpider watermark at top left.3. $Nike(NKE)$ doing

Hello everyone! Today i want to share some trading ideas with you!1. $Oracle(ORCL)$ showing its most oversold daily reading since April.Setting up for a bounce?Image2. $JD.com(JD)$ Q3 earnings results out this morning:~EPADS: $0.52 vs $0.34 est~REV: $42.01B vs $41.33B estDark background with white cartoon dog character smiling and holding up a sign featuring Chinese characters and JD.COM text below it alongside a circular JD logo3. $Walt Disney(DIS)$ trading lower on revenue miss for Q4:~EPS: $1.11 vs $1.04 est~REV: $22.46B vs $22.75B est~Declares Cash Dividend of $1.50/ShareBlack background with white Disney logo centered and green DIS text in lower right corner4.

Hello everyone! Today i want to share some technical analysis with you!1. $Palantir Technologies Inc.(PLTR)$ From $222 after hours to $189 pre-market.A $90B mood swing overnight. 🎢Image2. $Rigetti Computing(RGTI)$ gapping down into thin air 😶‍🌫️Image3. $Costco(COST)$ Hold support or face the consequences. Image4. $Meta Platforms, Inc.(META)$ now more oversold than it was during the April tariff meltdown lows.Image5. $Advanced Micro Devices(AMD)$ Over the last 25 years, November’s been the best month to own AMD.🔥 71% win rate and a whopping +13% average return.ImageFor whom haven'

𝙈𝙔 $Regeneron Pharmaceuticals(REGN)$ 𝙑𝘼𝙇𝙐𝘼𝙏𝙄𝙊𝙉 𝙈𝙊𝘿𝙀𝙇1Y TARGET: $865 --> $930POTENTIAL UPSIDE: +43% ✅"Regeneron remains my favorite large Cap biotech, Dupixent alone justify almost totally current valuation" ASSUMPTIONS:LTM Revenue: $14.248B5Y Revenue CAGR: 8%2030 Profit Margin: 35%2030 PE Ratio: 17 --> 18Shares outstanding: 107.2MShares reduction: 2%/yearVALUATION:Q3 2030 $REGN SHARE PRICE =14.248 * (1.08)^5 * 0.35 * 18 /[0.1072 * (0.98^5)] = $1361You can now choose the discount rate that you prefer, for Regeneron I want to use 10%. ACTUAL PRICE: $650FAIR VALUE: $845PRICE TARGET (1Y): $930POTENTIAL UPSIDE: +43%EXPECTED RETURNS: 15.9%/yearDIVIDEND YIELD: 0.5%Do you own REGN shares? Stock chart for Regeneron Pharmaceuticals Inc NASDAQ REGN dis

Hello everyone! Today i want to share some technical analysis with you!1. $Amazon.com(AMZN)$ 🚨 BREAKING:Amazon inks $38 billion deal with OpenAI to supply NVIDIA chips.🟢 AMZN spikes +6% pre-marketImage2. $Palantir Technologies Inc.(PLTR)$ 🟢 +2.5% printing new ATHs.Polymarket odds of an earnings beat sit at 86%.No hesitation from the bulls heading into today’s report.Image3. $Berkshire Hathaway(BRK.B)$ just revealed a record $382 billion cash pile.That’s enough to buy 95% of the S&P 500.Not exactly a risk-on signal from the Oracle of Omaha.Image4. $Cloudflare, Inc.(NET)$ Cloudflare earnings recap:Nothin’ but NET 🏀Dark

1/ $Novo-Nordisk A/S(NVO)$ was once a market darling, now everybody hates it.Yet, growth is still strong, the oral Wegovy is coming this quarter, and it has the strongest pipeline in weight-loss drugs.Here is why NVO is a 2x opportunity now: 🧵2/ Let's set the stage first: What does NVO do?NVO is the global leader in diabetes treatment with a 33% market share.This market has three main segments:- Oral Anti-Diabetes drugs- Insulin- GLP-1NVO holds the leadership position in all these markets.Image3/ It currently controls 42% of the global insulin market.This has traditionally been Novo Nordisk's biggest business.However, the balance is shifting.Last year, insulin made up only 18% of the shares, while GLP-1 products made up 50% of all sales.Image4/ NVO

The biggest theme across Nvidia GTC event & the $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Alphabet(GOOG)$ & $Microsoft(MSFT)$ earnings was compute demand is exploding but power delivery struggles to keep up.That’s why the Nvidia’s 800V DC Alliance matters since it’s how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits.The companies in this group are building that layer of the AI stack:1. $STMicroelectronics NV(STM)$ scaling SiC devices from EVs to data center energy systems2.