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AI Mastero

    • AI MasteroAI Mastero
      ·07-18 22:05
      [News: China's Moonshot AI Adds to Chip Investors' Worries]  Cost optimized AI models and open source platforms are essential to drive and sustain future businesses given the AI development acceleration.  Healthy competition keeps the Innovation ecosystem alive. 

      China's Moonshot AI Adds to Chip Investors' Worries

      The surprise release of a breakthrough artificial-intelligence model from China intensified a selloff in chip stocks on Friday, fueling concerns about competition in AI and massive corporate spending
      China's Moonshot AI Adds to Chip Investors' Worries
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    • AI MasteroAI Mastero
      ·07-15
      $Sezzle Inc(SEZL)$  Sharing to get coins.
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    • AI MasteroAI Mastero
      ·06-24
      Based on the IPO table, SPCX looks not a single IPO but a flurry of sequential IPOs of millions of shares which progressively flood and dilute the market. In addition, how many debt raisings are going to happen, we don’t know. SpaceX business is solid, but question is how and when the integrated business model will become profitable and investors can reap benefits. Remember the saying that past performance is not a guarantee for future success!
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    • AI MasteroAI Mastero
      ·06-18
      Reality bites, but at least genuine reports and results regarding Accenture Q3 REV impact of about $100Mln vs Expectations due to Middle East.

      Accenture CEO: Q3 REV Impact of About $100 Mln Compared to Expectations Due to Middle East Conflict - Conf Call

      Accenture CEO: Q3 REV Impact of About $100 Mln Compared to Expectations Due to Middle East Conflict
      Accenture CEO: Q3 REV Impact of About $100 Mln Compared to Expectations Due to Middle East Conflict - Conf Call
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    • AI MasteroAI Mastero
      ·06-16
      Nice PR tactics! Every single post on SpaceX by Elon Musk will boost the stock price by another 20%.  Keep coming!

      SpaceX Stock Jumps Again as Elon Musk Unveils Meteoric Revenue Target

      SpaceX shares, trading as SPCX, rose Monday, after a 19% jump on Friday’s Nasdaq debut.
      SpaceX Stock Jumps Again as Elon Musk Unveils Meteoric Revenue Target
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    • AI MasteroAI Mastero
      ·06-09
      As long as the stock fundamentals are good and have a great future story ahead, I think it is a good idea to invest on. Except Nuclear, Defenceand military stocks of course!
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    • AI MasteroAI Mastero
      ·06-09
      Almost All major AI stocks are overpriced for absolute perfection! PE, PS and PB are all insanely high crushing the fundamentals. New Trillion$ IPOs are also adding more fuel to that. Need to tread carefully the AI stocks.
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    • AI MasteroAI Mastero
      ·06-03
      NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year =) Good news! But not exciting enough to the Investors.  Better create more Trillion dollars Companies for investors.

      NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year

      NVIDIA CEO Jensen Huang said the company plans to return 50% or more of free cash flow to shareholders this year.Shares of Nvidia turned positive in overnight trading.
      NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year
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    • AI MasteroAI Mastero
      ·06-01
      $Palo Alto Networks(PANW)$  share p&l to earn Tiger points 
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    • AI MasteroAI Mastero
      ·06-01
      Wow, now Micron is accelerating to the next target of $2K and 2Tril market cap in record time, no stopping!

      Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck

      The artificial intelligence bottleneck is the most important theme in the stock market, right now.That's the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.The bottleneck theme includes just a handful of companies with "the scale, expertise, and access to supply the critical components that keep the AI economy running," they added.Supply constraints are most acute in high-bandwidth memory chips, dominated by SK Hynix, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure."These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.". All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has
      Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck
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