I think the biggest factor for trump is that he gets to be the one that spikes the shares he buys, having that exclusive first mover advantage works wonders (and common investors can only hope they catch on quickly enough). It might hint at what companies could be the next big hit (considering the white house gets about the freshest and juiciest information), since everyone wants to strike it rich on the next big player, so maybe Dell (and other hardware) is really the play to make?
The big3 are always reliable, but DBS stands out, it barely broke a sweat while UOB seems to have stumbled slightly, so investors went wild and shot the stock price even higher
wow... that 19% for amd, everyone's a millionaire now! [Miser] The AI bull rush will never fail to amaze. Everyone acts like the small gains by nvda are pathetic, but that's in contrast to the recent surges by intel and amd, just the past few years and nvda grew 200%... greed knows no bounds
Dead cat. Crypto likely is making some gains from the general optimism that Iran US war will resolve, but this is absolutely not the market for crypto, not when AI is so hot and the bubble is ongoing. Can't remember the news, but even those crypto companies are changing their approach. Has to be a dead cat, at least for a couple of years.
$CoreWeave, Inc.(CRWV)$ is a a hardy scavenger, starting out as a crypto mining company (adding to the hardware shorting during that period), then pivoting into cloud computing when crypto crashed, and is now further buoyed by the AI exuberance. And the biggest killer in this AI bubble that has investors shivering is the CAPEX, but it has had a reasonable headstart on companies like Oracle who want to cash in on the hype (but face all the challenges like funding, bottlenecks in hardware availability, etc.). Much has been said about the circular economy problem, where the hardware has great value, being boosted by the growing AI bubble, which is then used as collateral to secure more funding for even more AI related hardware acquisition, and
Colour me surprised, I expected good results, but the numbers are spectacular, it would indeed be nice to see if uob and ocbc would have results as impressive. Feels like the chaos in the middle east has no significant impact... [Surprised]
The non stop spending will keep attracting the disdain of the market and investors, it only serves to inflate the AI bubble. I would be taking profits at every juncture then buying back in in hopes the bubble continues. But I will gradually start picking up HALO shares to start hedging for the eventual bubble pop. I don't see a need to be the one holding the bag when shit happens...
I am obviously on google and amazon's side. They made the rights moves with the available resources, while microsoft felt like they kept trying to force changes with the success they had from investing in openai and having the first mover's advantage. Microsoft failed to understand that they should have branched out organically, instead of trying to force feed new functionalities down the throats of existing users who were happy to varying degrees with the status quo. By making hasty moves, and not listening to feedback, they lost ground to others who were later to the game. Hopefully someone is there to steer things the right way, before it is too late.
Side note: I am still curious as to why openai won't accelerate their plan to get listed. The AI bubble is slowly growing and better to step in and make a killing while the frenzy is still ongoing. I do not believe in openai's super long term viability, but in the short and near term, they have the brand recognition and should cash in as soon as possible, and leave investors holding the bag. I firmly believe that without being the first on the market, they would not be able to compete now. they simply cannot innovate at competitive costs, cannot make money and cannot produce a strong model that chokes out competitors.
I think any period before the AI bubble pops will be conducive for further growth, specifically for the companies that are directly involved with AI. So Meta, Google/Alphabet, Amazon, maybe Microsoft. So bofa will have to acknowledge that, because that is an obvious and "safe" answer. On the flipside, if bofa is worth their salt, they know that the bubble will eventually pop and that there's some elements of gambling on making good money before the house of cards come crashing down.