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Altered - Business world that has changed dramatically forever.
AI is going to stay and be more and more part of our lives. Sure Nvidia is a big player in the AI space but now others are trying to erode its lead. AI is not Nvidia but is a player in that ecosystem.
Nvidia Stock Dips in November, But Wall Street Smells a Massive AI Comeback
More revenue for Grab.
Expanded Autonomous Shuttle Testing Could Be a Game Changer for Grab Holdings (GRAB)
Not sure if any news is going to come to allow market to rebound so looks like more sell off.
Earnings would need to beat with maybe 70% at least as expectations are high.
Circular financing is interesting. Left pocket, right pocket? Softbank and now Peter Thiel dump entire Nvidia stake. Need to be careful.
Peter Thiel Dumps Entire Nvidia Stake, Slashes Tesla Holdings Amid Bubble Fears
Meta is a solid company whose products and services are used by billions each day.
‘Time to Buy,’ Says Analyst as He Upgrades Meta Stock to Buy
Analyst of CGS-CIMB reiterated a Buy rating on Grab, with a price target of $7.20. Great.
Grab’s Q3 2025 Outperformance and Future Growth Prospects Drive CGS-CIMB’s Target Price Increase
Grab is profitable now 3 quarters in a row. Should do well in the future too.
Grab Holdings Beats Quarterly Revenue Estimates
If they post better than before it would mark 3 quarters of good earnings and profits. Money in pocket more money to invest and solidify its lead further.
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$Vital Farms, Inc.(VITL)$, basic food - eggs. Health benefits galore on eating eggs. Stock should do well.
Not sure. US market is not overvalued it's outright expensive. Even companies that are in loss are picking up steam not sure why. Remember Warren Buffet quote about greedy and staying out. So sitting bit on sidelines waiting to buy some shares that I like as they dip which are rare and few.
$Grab Holdings(GRAB)$ Grab's been profitable last couple of quarters so money is being made and used to grow business better than losing money as it was before. The share should do well. My thoughts.
Wonder how Grab's tag of "Driving South East Asia Forward' will change where they feature employment for people because of their platform. At least that's what I understand. Number of driver cars would eventually go down and Grab would earn more money since they could take 100% of fare with self driving cars working 24/7 instead of the 30% comission from the drivers. But this is going to be reality for all cab companies.
ComfortDelGro and Grab Set to Launch Autonomous Vehicle Services in Punggol
Great. Sell more in Asia Pacific the wealth is shifting in this region.
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With some interest rate cuts in US some more money in peoples pockets. Should help Tapestry brands like Coach.
Evercore ISI Remains a Buy on Tapestry (TPR)
Grab's growth levers remain intact says analyst but tells to take a breather. Don't get it. Anyways most analyst I don't really understand what they say.
Grab Holdings Stock Drops 6% as HSBC Downgrades It to Hold from Buy on Valuation After Rally
Quantum is coming up and this company is improving systems while having clients. 👍
Bullish flow in D-Wave Quantum with shares up 3.52%
Wow. That could mean Paramount + would give Netflix a real run for its money.
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$iShares MSCI India ETF(INDA)$ GST revamp in India. GST coming down. Economy to grow further. If the Trump tariffs come down which I don't think is permanent it will drive growth even further. Watch India's Finance Minister on GST. https://youtu.be/q7jwLM0LKYQ?si=tZVamnkQ1l_t0QMJ
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