Ilham Pratama
Ilham Pratama
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avatarIlham Pratama
2023-11-16
I have discussed a ton of AI Platform such operating system w/apps with friends and family since early May. Finally! MS has decided to put pictures to my words! THIS is exactly what I was trying to say and its ridiculous $Alphabet(GOOG)$ Bullish was so busy hiring bunch of developers instead of focused on executing on an AI platform and getting developers to build "end to end apps" - their home grown version of ChatGPT or CO-Pilots. Unfortunately, just like iOS -> first released in Jun 2007 ran into 2008-09, GOOGL PaLM, $Meta Platforms, Inc.(META)$ LLaMA2 and MSFT OpenAI is going to run into 2024-25. But fear NOT -> the explosion of AI apps built on the foundational layer of PaLM / LLaMA2 / OpenAI are coming to a theater near you..
avatarIlham Pratama
2023-11-10
$iShares 20+ Year Treasury Bond ETF(TLT)$ $Direxion Daily 20+ Year Treasury Bull 3X Shares(TMF)$ Bullish I suspect bond investors wanted more premium ahead of Powell. This is all about Powell. Of course he says the same thing - not sure we're done with rates. He has to say that. Inflation is not concerning to me whatsoever. Good buying opportunity today for TLT. Investors will forget about Powell in a few days. I expect the market to rally after CPI, bonds and stocks.
avatarIlham Pratama
2023-11-10
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@amroui:$Cloudflare, Inc.(NET)$  good stock. product that is globally desirable and critical to most enterprise operations. Cloudflare is a CDN and cybersecurity provider. I think its business will continue to grow, and at scale, will eventually become highly profitable. It's also a business with a subscription revenue model, which I view favorably. My struggle is finding the right time and price to buy into. Though it isn't near its 52-week high, its price movement suggests that it is still quite high at the moment. This is when an auto-invest plan shines. Auto-invest plan is a great way to dollar-cost average to acccumulate a position with a stock which you find valuable, especially for long term. 

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