The 40-day government shutdown is finally ending. In response, the broad market, seen in the $SPDR S&P 500 ETF Trust(SPY)$ and $Invesco QQQ(QQQ)$ , is rallying. But a "Great Divergence" is happening. While the market celebrates, health insurance stocks like $UnitedHealth(UNH)$ and $Oscar Health, Inc.(OSCR)$ are selling off. This isn't a market contradiction. It's a sophisticated "split decision," with investors making two different, logical bets at the same time. The Macro-Bet: SPY Rallies on Stability For the SPY, the bet is simple: the paralysis is over. For 40 days, the market h
HawS
Passionate investor and trader, driven by market analysis, economic trends, and strategic decisions.
137Follow
715Followers
3Topic
0Badge
$NTNX 20251219 65.0 CALL$ Then quarter result is bad....
$Nokia Oyj(NOK)$ Close to get back cash
The "90% Reality": Why Google’s Hardware Strategy Is Winning the Hidden War for Inference
For the last two years, the stock market has been obsessed with one phase of the AI lifecycle: Training. This focus made $NVIDIA(NVDA)$ the most important company on earth, as every tech giant scrambled to buy H100s to "teach" their models. But a structural shift is underway that the market is just beginning to price in. According to new industry data, the AI sector has flipped. Inference—the act of actually using a live model to generate a response—now accounts for 80% to 90% of all AI workloads in mature environments. The era of "training" is giving way to the era of "operating." In this new economic reality, the winner isn't necessarily the one with the most powerful general-purpose chip, but the one with the most efficient specializ
The "90% Reality": Why Google’s Hardware Strategy Is Winning the Hidden War for Inference
Why Google Might Have Just Won the AI War
For two years, the market narrative was simple: "Google is late." If you listened to that noise, you missed the fundamental shift taking place in the technology landscape. With the rollout of its latest models, the "catch-up" narrative is fading. $Alphabet(GOOG)$ hasn't just closed the gap; it has revealed a structural economic advantage that suggests it might actually be the long-term winner. Here is why the "Empire" might have just won the AI arms race. 1. Evading the "Nvidia Tax" While OpenAI and Microsoft are paying a massive premium for Nvidia ($NVDA) H100s, Google runs on its own Tensor Processing Units (TPUs). The Math: Google trains models for significantly less cost than competitors who rely on third-party chips. The Edge: In a price war,
Why Google Might Have Just Won the AI War
I am using a portion of my profit this year for my trip to Austria. I look forward to another good year next year to fund my Scotland trip. [Happy] [Happy]
$GOOG 20251114 220.0 CALL$ Close for close to expiry date
$GOOG 20251114 220.0 CALL$ sold. Thanks for US congressman!
The Market's "Split Decision": Why the Shutdown Deal Lifts SPY but Sinks UNH
The Market's "Split Decision": Why the Shutdown Deal Lifts SPY but Sinks UNH
Pharma's Nightmare is $HIMS's Dream: Why the $1,000 GLP-1 Price Crash Unlocks the Mass Market
The news was pure chaos. At a press conference, the Trump administration declared a major victory, forcing pharmaceutical giants $Eli Lilly(LLY)$ and $Novo-Nordisk A/S(NVO)$ to aggressively slash the prices of their blockbuster GLP-1 weight-loss drugs. The pressure was so intense that a Novo Nordisk representative reportedly fainted mid-announcement. This is the drama the market sees: Big Pharma, which has been printing money from $1,000/month drugs, is finally being brought to heel. Prices are set to collapse from their $1,000/month retail price to a new, accessible range of $149 to $350 per month. For $LLY$ and $NVO$, this is a moment of high stress and margin compression. But for telehealth platforms—and
$FI 20251121 75.0 PUT$ good profit for few days.. $FISERV INC(FI)$
$FI 20251121 75.0 PUT$ $FI 20251121 75.0 PUT$ thank you very much!
The Shutdown Is a Smokescreen: A $1 Trillion "Hidden QE" Is Coming
The market is in a full-blown panic. As Congress fails to pass a funding bill, headlines are screaming "Government Shutdown!" Consequently, we're seeing a classic risk-off cascade: the $SPDR S&P 500 ETF Trust(SPY)$ is dropping, high-growth $Invesco QQQ(QQQ)$ are leading the losses, and the $Cboe Volatility Index(VIX)$ has spiked, signaling a turn to "defensive mode." This sell-off is real, but most investors are panicking for the wrong reason. The problem isn't the shutdown itself; it's the temporary liquidity crisis the shutdown is engineered to create. The good news? This crisis is not only temporary, but it is also setti
The Shutdown Is a Smokescreen: A $1 Trillion "Hidden QE" Is Coming
The $1.4 Trillion Shockwave: OpenAI’s Spending Confirms the AI "Power War" Is Here
If you ever needed proof that the AI race has entered a new, brutal phase, this is it. An image circulating from Bloomberg and public statements reveals OpenAI’s staggering $1.4 trillion commitment to chips and data centers. This isn't just a spending plan; it's a "shock and awe" declaration. It confirms a thesis we’ve been discussing: the primary bottleneck in AI is no longer just a chip shortage. The real war is for power. For two years, the market has been obsessed with one company: Nvidia. But this $1.4 trillion plan shows that while chips are the "fuel," the new kings are the companies that can provide the power plants, land, and infrastructure to actually run them. Let's deconstruct the deals. The New AI Metric Isn't Dollars—It's Gigawatts The most revealing details in this plan are
The $1.4 Trillion Shockwave: OpenAI’s Spending Confirms the AI "Power War" Is Here
Great article, would you like to share it?
@nerdbull1669:Cloud and AI Drive Big Tech Earnings, but Cost Concerns Linger
Go to Tiger App to see more news