To The Moon

So Grok (the musk AI bot) has been shown to have poor usage rates by the US government, 3 out of 400 known examples of uses by the federal government. This will weigh down on expectations of the success of the AI part of spacex when it gets listed. Which further proves that AI as it is, is a gimmick and investors looking to pick up a piece of spacex have unrealistic views. The company will not succeed based on proper fundamentals and business dealings, but on the world's richest man having his hand in messing with world affairs, hoarding more wealth and being able to manipulate his stock prices. Spacex rockets being reusable has shook up the market, a huge win for the environment and a proof of concept that sustainability is a winning play, even on the biggest stage. But the company is sad

I think Walsh will might be bad news, I cannot believe that he will not concede when trump comes knocking, but I hope I am wrong. Let us see, but hopefully Powell staying on the board helps curtail some of the fallout

I think nvda being the leader of the herd will  hold on the long term trend of climbing upwards. The slides now are just blips, the hype is too big and nvidia too well known to have any serious problems... that is until the AI bubble bursts

top 5: blanket, fan, mousepad, coin, lamp

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]