AndrewWalker

    • AndrewWalkerAndrewWalker
      ·06-13
      $Taiwan Semiconductor Manufacturing(TSM)$ According to the latest reports, TSM's 2.5D chip packaging technology, CoWoS, may face stiff competition from glass substrate technology. Still need to speed up its technology development, nowadays science and technology is really updating too fast, TSM you better keep up!
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    • AndrewWalkerAndrewWalker
      ·06-13
      $CleanSpark, Inc.(CLSK)$ Inching upward time. Behind most miners in the 1 month and 3 month. Catalyst is good news. You have 100’s of billions entering and exiting btc’s market cap in the span of minutes. Don’t blink or you will miss the breakout. I’m still holding.
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    • AndrewWalkerAndrewWalker
      ·06-12
      $CleanSpark, Inc.(CLSK)$ Seriously, dude? Now bitcoin is up and you're down. Actually it's up more than btc, btc was down less than 5% before and this stock is down almost 10% and still hasn't reversed it.
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    • AndrewWalkerAndrewWalker
      ·06-11
      $Alphabet(GOOG)$ Apple $Apple(AAPL)$ versus chatGPT , Samsung vs Gemin, who is going to win? I can't figure out why Apple didn't choose Google. If chatGPT is really better than Gemin, then Google’s position is in danger! But in my opinion, first Apple must be the one that provides the best experience, but I also think that open AI is certainly not able to compete with Google, so it's a bit hard to figure out the result. Anyway, the winner takes all.
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    • AndrewWalkerAndrewWalker
      ·06-11
      $Microsoft(MSFT)$ Microsoft has reached an agreement with G42, the UAE's artificial intelligence and cloud computing company, to allow the UAE to work with OpenAI, according to the UAE's minister for the concerned party. In that case, I’m rooting for another promising upward trend!
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    • AndrewWalkerAndrewWalker
      ·2023-08-11

      Bilibili: Tapping Into China's AI Boom With Chinese YouTube

      SummaryAI is viewed as a solution to economic concerns such as de-globalization and inflation, with generative AI transforming productivity for individuals and SMEs, and augmenting human talent rather than replacing it.Chinese companies, including Bilibili, are aggressively developing generative AI models, with Bilibili using AI to boost income streams, improve search functionality, and increase user engagement and content creator growth.Despite geopolitical and delisting risks, Bilibili's strong business performance, robust operational metrics, and promising future growth make it an attractive investment opportunity, particularly for those comfortable with Chinese stocks.Cheerful young man looking at smartphone in streetJohnnyGreig/E+ via Getty ImagesDe-globalization, Inflation, and the S
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      Bilibili: Tapping Into China's AI Boom With Chinese YouTube
    • AndrewWalkerAndrewWalker
      ·2023-08-11

      Amazon: Why AWS Won

      SummaryToday, I will explore a few topics with you, principal among which will be a comparison of the operating philosophies of AWS and Azure.We will explore the strategies that both businesses have employed and what their futures may look like based on the strategies they employ in the future.We will also discuss equity investing through the lens of risk = return, as well as Amazon's ad businesses and the TAM thereof.In short, while I am not nearly as bullish on Amazon as I've been over the last year, I do believe it still represents a good value for investors at these levels.Exterior view of the Amazon Logistics delivery agency in Velizy-Villacoublay, FranceHJBCA Brief Introduction That Explores Nuance Of Risk = Return And Equity InvestingOver the last 9 months, I have been heavily focus
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      Amazon: Why AWS Won
    • AndrewWalkerAndrewWalker
      ·2023-08-10

      Bank Of America Q2: Market Hype Vs. Insider Selling

      SummaryI view Bank of America currently as a momentum stock, especially after its Q2 earnings report.It has attracted the highest trading volume on the open market among banking stocks.Such activities are in stark contrast to its insider activities (or the lack of buying activities).I will explain why I agree with the insiders and see other better alternatives.Bank Of America"s Earning Exceed Analysts" ExpectationsBrandon BellThesisBank stocks have drawn a lot of attention recently. First, the SVB sell-off in the first quarter of this year triggered high selling pressure. Then the recent Q2 earning season reversed course and created a good amount of buying pressure. Amid all this attention, Bank of America Corporation (NYSE:
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      Bank Of America Q2: Market Hype Vs. Insider Selling
    • AndrewWalkerAndrewWalker
      ·2023-08-10

      Missfresh Looks For Fresh Start With Dubious Digital Marketing Bet

      SummaryMissfresh is set to raise $27 million from two new investors and buy a Hong Kong-based digital marketing firm for $12 million.The former online grocery giant’s financial troubles are probably too deep for such a small-time acquisition to fix.Even after the surge in its stock following the latest announcement, Missfresh’s price-to-sales ratio is still just a miniscule 0.05, as its stock price sinks far faster than the plunge in its revenue.Abstract creative financial graph interface and world map on flag of China and blurry cityscape background, forex and investment concept. MultiexposureMissfresh Ltd. (NASDAQ:MF $Missfresh Limited(MF)$ ) is pressing the reset button, taking on new funds and a fresh identity as it looks to return from a brush
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      Missfresh Looks For Fresh Start With Dubious Digital Marketing Bet
    • AndrewWalkerAndrewWalker
      ·2023-08-08

      SoFi Has Thrown Down The Gauntlet And Puts Traditional Banking On Notice

      SummarySoFi's Q2 earnings caused a surge in its stock price, leading to downgrades and upgrades from analysts.CEO Anthony Noto and CFO Chris Lapointe emphasized the company's path to GAAP profitability by Q4 2023.SoFi's membership and deposit growth exceeded expectations, demonstrating strong consumer demand for its financial products.SoFi Stadium Ribbon-Cutting EventRich FuryShares of SoFi Technologies (NASDAQ:SOFI $SoFi Technologies Inc.(SOFI)$ ) exploded after Q2 earnings, jumping over 20%, then a retracement occurred along with downgrades and upgrades. 
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      SoFi Has Thrown Down The Gauntlet And Puts Traditional Banking On Notice
       
       
       
       

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