Why Tesla share jump 11% despite drop in production  Revenue fell by 9%, significantly affected by a 13% drop in sales from the automotive segment—a clear indicator of increased competition. Additionally, gross margins contracted by 18%, likely due to price reductions. There could be some reason :- Firstly, as previously mentioned, some investors might perceive the "Mag 7" stock as excessively beaten down and view it as a viable candidate for a rebound. Since poor results were anticipated, Tesla faced a relatively low threshold for performance. As long as the results were deemed acceptable by investors, they had a rationale to buy the stock. Regarding the issue of a quarter with negative free cash flow (FCF), it's important to note that Tesla still has a substantial cash reserve of $2

Google cloud , have you heard of it Google Cloud is a big focus as it is at the heart of the AI competition. Many cloud providers, including Google Cloud, are offering AI models on their platforms (Models-as-a-Service) to enterprise customers, enabling them to integrate AI solutions tailored to their business needs. In addition to hosting its own AI model, Gemini, Google Cloud also supports models from other major players like Meta and Anthropic. This diversity is crucial as customers may switch providers if they cannot find the specific model they require. Thus, cloud services are increasingly adopting a comprehensive approach rather than exclusively offering their own AI models. Subscriptions, platforms, and devices—including the Google Play Store, Google Pay, Google One, YouTube Premium

The world is now awaiting Israel's response. While it initially appears that Israel is poised to retaliate, there may still be an opportunity to avoid further escalation. gold prices have reached historical highs, peaking at $2,431. Typically, a strengthening USD negatively impacts gold prices, as fewer dollars are needed to purchase the same amount of gold. However, the market is forward-looking and may have already priced in the anticipation of rate cuts and a weakening USD in the future. Additionally, increasing geopolitical risks and unrest in the Middle East may have further boosted this doomsday asset class. Whatever the reason, gold has certainly regained its luster, and investors are taking notice. A Wall Street Journal article mentioned that gold bars have become popular at Costco

The world is now awaiting Israel's response. While it initially appears that Israel is poised to retaliate, there may still be an opportunity to avoid further escalation. The Israel-Hamas conflict remains unresolved, and now, Iran's assault could potentially expand the war's scope. The Middle East, being a major oil export region, faces the risk of rising oil prices if the conflict escalates. Such a situation could reroute trade, incurring higher costs. This would likely make inflation more persistent and deter the Federal Reserve from cutting interest rates. Whatever the reason, gold has certainly regained its luster, and investors are taking notice. A Wall Street Journal article mentioned that gold bars have become popular at Costco, where stock frequently sells out. According to a Wells

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A closer examination of performance charts reveals that NOBL's underperformance began in 2020, a period when S&P 500 returns were predominantly driven by Big Tech stocks. Notably, most of these tech giants, such as Alphabet and Meta, do not distribute dividends, thus excluding them from NOBL's portfolio. NOBL primarily invests in mature, slowly-growing stocks outside the tech sector, like Target and Caterpillar. NOBL's tech exposure is a mere 3% of its portfolio, whereas consumer staples and industrials account for over 20% each. Yet, this does not render the criterion obsolete. The DIVCON methodology proves that dividend growth can still beat the market today by looking forward. The dominance of tech giants indicates a shift in the economy towards more intangible assets, suggesting th

An intriguing upcoming IPO is that of Trump Media & Technology Group Corp, merging with SPAC Digital World Acquisition Corp to trade under the ticker DJT on March 26, 2024. This merger, associated with Donald Trump's social media platform Truth Social, could generate speculative interest, particularly as Trump makes another presidential run. The SPAC's value has already seen a significant increase, jumping 400% in anticipation of the merger. Given this backdrop, there's a plausible scenario where Trump's supporters might drive the stock price even higher, potentially beyond rational valuations. A unifying factor among these companies is their cautious or underwhelming forward guidance, leading investors to recalibrate share prices. This trend suggests that the post-earnings declines we

Nvidia's continuous efforts to advance its AI hardware leadership are evident, further expanding its lead over its nearest competitor in the GPU market. This innovation is expected to drive higher revenue through the sales of the premium-priced B200s, a sentiment echoed by Nvidia's share price increasing by 1%, in contrast to AMD's 5% decrease yesterday. Another intriguing, perhaps even daunting, highlight was the presentation of nine robots alongside Jensen Huang on stage. While Nvidia is not directly constructing these robots, it aims to equip them with the necessary 'brains' through its Generalist Robot 00 Technology, or GR00T. Huang argued that AI could accelerate the next phase of robotics, enabling robots to learn and adapt in real-world settings beyond predefined instructions. Nvidi

Office workers have increasingly recognized the importance of video conferencing software, a lesson reinforced by the Covid pandemic. Globally, platforms like Cisco's WebEx, Microsoft Teams, and Zoom have dominated the market. In China, however, Alibaba (NYSE:BABA/SEHK:9988) with DingTalk, and Tencent (SEHK:700) with Tencent Meeting—and its international version, VooV—have established their own robust platforms and are protected from foreign competition. However, some providers of these alternatives, like Huawei’s HarmonyOS and the state-led Unity OS, are not publicly listed, limiting investment opportunities. Nevertheless, there are other companies investors can consider as a starting point for potential investments. For example, Kingsoft (SEHK:3888) offers an alternative to Microsoft's O

AI becoming hot topic for 2024  A potential trajectory for the AI fever is towards edge computing. Notable contenders in this arena could include Apple, which recently shelved its electric vehicle ambitions. This shift might signal a reallocation of resources towards enhancing AI capabilities across its device ecosystem. Additionally, Lenovo, the world's leading PC manufacturer, has made strides into this domain with the launch of its own AI-powered PCs. This development is worth monitoring, as it indicates a broader industry move towards integrating AI more deeply into consumer technology and enterprise solutions. HP Enterprises (HPE), however, did not catch the fever. Its share price was up only 2% following its earnings release, with revenue down 14% year-over-year for its latest q

Google's attempt likely aimed to minimize bias in the training data, recognizing that data can inherently carry biases. For instance, if the AI is primarily shown white swans, it learns to associate swans with the color white, leading to a predominance of white swan images. In an effort to counteract such bias, Google may have overcompensated, inadvertently introducing a new bias by over-representing black swans to counteract the perceived white bias. The backlash was significant. The issue is not with the technology's capabilities but with societal values, leading to divisive opinions Conversely, when submitted similar prompts to ChatGPT, it assisted in crafting ads for both the goldfish sale and the fossil fuel job. ChatGPT generated historically accurate images for the pope and George W

Now, one book that changed the way I think about selling a stock was by Phillip Fisher: Common Stocks and Uncommon Profits. It was one of my favourite books when I started investing. He taught me 3 golden rules on when to sell a stock. And this forever changed the way I looked at “selling”. Here’s when I’d sell my stock (and hopefully it will help you too): When a stock no longer meets my investment checklist. This means, the company keeps reporting falling revenues, profits and its competitive moat is disrupted. Typically, you can tell this from 1-2 financial quarters that something is wrong. I made a mistake (misjudgment): when facts of a company are actually less favourable than I first thought. Sometimes, this could be my own error, where I might get “too excited” over a company’s prod

BlackRock, the world's largest ETF manager, known for its passive tracking of publicly listed securities, has unexpectedly ventured into the private equity sector by acquiring Global Infrastructure Partners for $12.5 billion. Larry Fink, the founder of BlackRock, is familiar with private equity, having worked at Blackstone before establishing his own company. Blackstone, his former employer, is also actively participating in the market. It has been focusing on acquiring and developing data centers, anticipating that the rise of AI will increase the demand for computing power and, consequently, the need for physical infrastructure to house servers. In 2021, Blackstone acquired QTS, one of the largest data center landlords in the US, and has since invested an additional $1 billion in develop

Happy new year @Tigerong [Surprised]

Big tech stocks have performed exceptionally well since 2023, largely propelling the stock market forward. Microsoft saw a 65% increase from a year ago, recently reaching its $3T market cap and surpassing Apple to become the largest stock globally. Alphabet's performance was also impressive, with its stock climbing 53% from the previous year.Moreover, their results are far from lackluster. Alphabet reported double-digit revenue growth across all its business segments,  Microsoft and Alphabet were the first among the Magnificent 7 to report their financial results, with their shares declining by 0.23% and 5.84%, respectively, during after-market hours trading. However, this was still not enough to meet analysts' expectations, as the overall ad revenue of $65.52 billion fell short of th

The fund was incepted not too long ago in 2020. From the Asia Genesis website, we can derive the following information: The fund’s goal is to seek capital preservation and positive annual compounding. That message is meant to appeal to many of us because this is the goal we all seek: Don’t lose money Don’t lose out to inflation. #1 and #2 are hard to achieve together because most strategies that do very well in each will do badly in the opposite. here most strategic buy-and-hold portfolios have been negative. Since inception, the fund’s 31% cumulative net returns is half of the 62% return of IWDA (which tracks the MSCI World), but similar to the performance of EIMI, the MSCI Emerging Markets IMI ETF. The fund is keeping up with the index that they measure against as well. Unlike many (incl

In contrast, Apple's AI developments were notably absent. Siri remained largely unchanged and was seemingly forgotten, leaving Apple trailing behind in the AI space, especially compared to Alphabet. Furthermore, Apple's recent shutdown of a 121-person AI team in San Diego only exacerbates its lag in the AI race, at least in the public eye. Secondly, Apple's financial performance in FY23 also fell short of expectations. The company experienced a broad decline in revenue across all segments, with the exception of its Services division. Remarkably, despite these results, Apple's stock soared by 45% in 2023, pushing its market capitalization beyond the $3 trillion mark. This surge suggests significant investor confidence and goodwill. Therefore, the recent pullback in the stock is not entirely