Nvidia Is Confronting a New Challenge, Even as AI Spending Keeps Increasing
Investors seem worried about the potential for increased competition in the AI-chip market.
Icywinddale
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- What's the point of this shot report? Why? Tell me your points, stupid. Waste of time.CrowdStrike, Other Cybersecurity Stocks Get Crushed. Why the Anthropic Bump Didn't Last
CrowdStrike, Other Cybersecurity Stocks Get Crushed. Why the Anthropic Bump Didn't Last
Cybersecurity stocks were falling sharply on Thursday after the sector rebounded earlier in the week, boosted by a new Anthropic project.$Palo Alto Networks(PANW)$ was down 3.9%, $CrowdStrike... - SuckerThe S&P 500 Could Hit Bottom by May — and 6,000 Is the Stock Market’s Correction Floor
The S&P 500 Could Hit Bottom by May — and 6,000 Is the Stock Market’s Correction Floor
Strong one-day rallies are far more common in weak markets. - This market is nuts. Full of shitMichael Burry Draws Parallel Between Nvidia's Supply Commitments and Cisco's Dot-Com Bubble Peak
Michael Burry Draws Parallel Between Nvidia's Supply Commitments and Cisco's Dot-Com Bubble Peak
Michael Burry, renowned for his role in "The Big Short," is reinforcing his pessimistic outlook on Nvidia, highlighting a concerning detail in the chipmaker's recent financial results that resembles... - What's the point of this bullshits? Waste of time to read!2 Reasons Nvidia Stock Is Getting Hit By Oracle's Earnings
2 Reasons Nvidia Stock Is Getting Hit By Oracle's Earnings
Nvidia was falling early on Thursday. The chip maker was being dragged down by fears of an artificial-intelligence bubble reignited by earnings from software and cloud-computing company Oracle.Nvidia... - Sucker, Microsoft already denied the fake news. Information nutsMicrosoft's Stock Falls On Reported AI Sales Woes. Should Investors Worry?
Microsoft's Stock Falls On Reported AI Sales Woes. Should Investors Worry?
The latest source of Wall Street debate is a report saying that Microsoft lowered sales-growth targets for some artificial-intelligence software.To investors who have been increasingly concerned... - 😄this sucker short nvda and pLTR, He feel great now?Michael Burry Warns of $176 Billion Depreciation Understatement by Tech Giants
Michael Burry Warns of $176 Billion Depreciation Understatement by Tech Giants
Michael Burry, the investor known for predicting the 2008 housing crisis, has raised concerns about major tech companies potentially understating depreciation by extending the useful life of... - Your AI can't summarize?This Hedge-Fund Giant Studied Over 30 Bubbles - And Came Away More Convinced That The AI Trade Is The Right One
This Hedge-Fund Giant Studied Over 30 Bubbles - And Came Away More Convinced That The AI Trade Is The Right One
Philippe Laffont, founder of Coatue Management, L.L.C., and his wife Ana Laffont walk to a morning session at the Allen & Company Sun Valley Conference on July 10, 2025 in Sun Valley, Idaho. Laffont's Coatue is still heavily invested in AI stocks, despite bubble warnings.Hedge-fund giant Coatue has heard all the bubble arguments - and still comes away convinced that the right move is betting on artificial intelligence and its potential.In a presentation dated Oct. 16, but circulated widely on the internet this weekend, the $54 billion in assets fund firm led by Philippe Laffont said it studied over 30 bubbles dating back 400 years and grouped them by more than 30 characteristics, ranging from adoption to leverage to concentration.So it gives a two-thirds probability to the idea of AI abundance - that AI increases productivity and GDP, while inflation is contained and tech continues to lead - and a one-third chance to the AI bubble bursting, causing the stock market to crash and the eco - PineheadPalantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is "Generous"
Palantir's Stock Slides 4%. Here's Why This Short-Seller Thinks Even a $40 Price Tag Is "Generous"
Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...
