To The Moon

Palantir Is Soaring Today and Heading to the S&P 500 -- Time to Buy the AI Stock? $Palantir Technologies Inc.(PLTR)$   $SPDR S&P 500 ETF Trust(SPY)$   By Keith Noonan – Sep 9, 2024 at 12:20PM Key Points Palantir stock is set to be added to the S&P 500 index on Sept. 23. Being added to the S&P 500 means that index-tracking ETFs will be buying shares of Palantir. The software specialist's business is looking very strong right now. Palantir Is Soaring Today and Heading to the S&P 500 -- Time to Buy the AI Stock? By Keith Noonan – Sep 9, 2024 at 12:20PM Key Points Palantir stock is set to be added to the S&P 500 ind

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$CleanSpark, Inc.(CLSK)$ a data center that can be converted quickly is valued significantly higher than it is in its role as a mining facility, the Morgan Stanley report said. The firm’s analysts identified more than seven gigawatts of sites that could be retrofitted among the top 21 public crypto-mining companies, which collectively only contribute about one-quarter of the computing power involved in mining Bitcoin.l may take my investment dollars over to Hut8 they are a prime takeover candidate ....loosing interest in Cleanspark ...the market is looking at Artificial intelligence and Cleanspark has zero GPUs to generate interest

$Meta Platforms, Inc.(META)$ Investors did not like that they are investing in AI but they have done well in the past with it so I will give Zuck the benefit of the doubt there. Bottom line is they are projected to grow EPS 32% this year with a FWD PE of 23 PEG 1.26 which is cheap for a big cap tech company. Been in since 25 and staying long.$500+ by Friday 🍀🔥🍀

$Meta Platforms, Inc.(META)$ I think VR will always be a niche business, good for training, sales presentations, realty, etc, specialized applications -- I don't think the average person is going to go through life with a headset on, focusing on something 1 inch from their eyeballs, ignoring the real world for a make-believe one, etc -- I don't see it happening at scale. Still long META for their other businesses that people are addicted to.

$(MSFT)$  Microsoft remains a tech giant on the move. Here's a quick rundown of their latest developments: Microsoft Doubles Down on AI: They've partnered with Singapore to launch the AI Pinnacle Program, helping small businesses leverage AI solutions. Alongside LinkedIn, they released a study on AI's growing presence in Singaporean workplaces. This focus on AI aligns with analyst optimism for Microsoft's future. Azure Restructuring: Business Insider reports Microsoft is laying off employees within its Azure cloud unit, specifically in cloud operations and mission engineering. Stock Performance Stays Strong Despite the Azure news, Microsoft's stock (MSFT) is performing well: Current Price: $413.52 (as of June 3, 2024

$NVIDIA Corp(NVDA)$ Always buy the dip with NVIDIA[Grin][Grin][Grin]. My buy order kicked in at $1,128.27. Some profit taking and a down market. No sweat.Use this as your chance to pick up some discounted shares of NVIDIA!!The stock is up 10+% over the last week and up for 5 days in a row, but it comes down 1% and people freak out. I was hoping for a 1-3% down day.  This is healthy.[Lovely][Lovely][Lovely]

$C3.ai, Inc.(AI)$ unveiled its fourth-quarter earnings for the fiscal year 2024 after hours yesterday, corresponding to the three-month period ending April 30th.And guess what? The results were pretty darn good compared to analysts' expectations!Before we dive into the numbers, let's get a sense of what C3.AI is all about.In a nutshell, C3.AI is an enterprise AI software company that offers a suite of integrated products - from a platform to develop, deploy, and operate AI apps to industry-specific SaaS AI apps and even generative AI tools for businesses.In other words, they use AI models and programs to help enterprises run more efficiently. Unlike OpenAI, which caters to consumers, C3.AI's target audience is the corporate world.From a business mod

It is reported that multiple Big Tech companies have been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over 40 billion USD combined for AI-related and data center projects worldwide this year. The rationale behind these investments is driven by the need to have data centers built in regions where the shift to cloud computing is happening, ensuring faster processing times, data privacy and security. Microsoft  Microsoft has launched new Surface devices equipped with advanced AI-capable chips, emphasizing enhanced battery life and offline functionality. This move aligns with the company's strategy to integrate artificial intellige

$英伟达(NVDA)$  [举爪]  

I. Performance of Global Equity Indices (in US dollars) Source:Bloomberg,2024/05/13-2024/05/19 II. Key Market Themes i. U.S. CPI Growth Rate Declines for the First Time This Year, Fed's Rate Cut Path Becomes Clearer! In April, the U.S. core PPI increased by 0.5% month-on-month, significantly exceeding market expectations. However, this was mainly due to the government sharply revising down last month's data, with the March increase being revised from the previous 0.2% to -0.1%, directly leading to the "explosive" April PPI data. The market reacted quickly to this, and there was no significant decline. The following day, the U.S. April CPI increased by 3.4% year-on-year, and the core CPI increased by 3.6% year-on-year, both in line with market expectations. This marks the first decline in t

$英伟达(NVDA)$  

$NVIDIA Corp(NVDA)$ The pivot date on the chart is on the 22nd and since price action has been positive going into the pivot, it increases the odds that price will put in a high on that date and move lower afterwards.I originally thought that we'd move down into the pivot and then earnings would send price higher, but now I'm learning towards price moving higher into the pivot and moving down after.If we do move up tomorrow, and break $950, price is likely to move to the midpoint on the chart, $993 -1008 region by Wednesday.Going to keep on building a put position into strength.[Happy][Happy][Happy]

$NVIDIA Corp(NVDA)$ The following are facts concerning NVDA stock price so you may better understand what to expect leading up to the earnings report on 5/22 six weeks prior to the earnings date over the last 6 reporting periods.NVDA stock price has run up between 10%-30% thus far this period it is up 11% from the 4/9 closing price of 853 the price post earnings has run up over the last 2 repoering periods have been 30% and 16%. I think since Jensen H did not have any negative preannoucements concerning this earnings report all indications are in place for a major pop in the stock price. I have recently added to my position my original purchase of 20K 150 shares was made at $133 on 10/27/22 GLTAL [Lovely][Lovely

Market Overview: Bullish Sentiment on AI Innovations 🚀🔥 Tech companies are pivoting to smaller AI models after spending billions on developing large models. These small models, with fewer parameters but strong performance, are expected to open new revenue streams for giants like Apple $Apple(AAPL)$  , Microsoft $Microsoft(MSFT)$  , Meta $Meta Platforms, Inc.(META)$  , and Google $Alphabet(GOOG)$  .  AAPL: Apple’s Strategic Shift 🍏💰 Apple's recent release of the OpenELM small

As retail you bet on shovel seller

Earlier last week, OpenAI announced its newest product: GPT-4o, a faster, cheaper, more powerful version of its most advanced large language model, and one that the company has deliberately positioned as the next step in natural human-computer interaction. As we all know, Apple is behind in the AI game, to the extent that its desire to catch up reportedly played a big role in its decision to abandon its self-driving car efforts. Making Siri smarter will, given Siri’s current dumb-as-a-rock-ness, not be overly difficult. But Apple's new assistant won't just have to excel within the paradigm of Apple's existing offerings, it will need to provide an impressive alternative to the latest and greatest virtual assistants, and OpenAI just set the bar very high indeed. Now, Apple is repor

$Apple(AAPL)$   Looks Like Apple and OpenAI Are About to Tango Their Way to the Top Get ready for a tech throwdown, folks, because things are heating up faster than my phone on a hot summer day! In one corner, we've got Google flexing its massive AI muscles with Project Astra. In the other corner, Microsoft throws cash at OpenAI like it's raining hundred-dollar bills (hey, maybe that's how they funded Astra?). But wait! Who's that dashing into the ring at the last minute? Why, it's none other than Apple, fresh off its smoochfest with OpenAI! Now, this is getting interesting. Here's the thing: Apple's known for being a bit, well, secretive when it comes to AI. They like their data on-device, secure and snug like

$Microsoft(MSFT)$  $NVIDIA Corp(NVDA)$  $Alphabet(GOOG)$   Predicting the ultimate victor in the AI race among OpenAI, Apple, Google, and Microsoft hinges on several factors: 1. Technological Advancements: OpenAI's GPT-4o, Google's Astra, and other innovations will be crucial. The ability to develop superior AI models will heavily influence leadership. 2. Strategic Collaborations: Partnerships like OpenAI with Microsoft and Apple, and NVIDIA's support for computational power, are significant. These alliances can enhance capabilities and market reach. 3. Mar

Overall Market Overview The artificial intelligence (AI) market is experiencing rapid growth and transformation, with companies across various sectors racing to secure their positions as leaders in this revolutionary field. Key players such as Intel $Intel(INTC)$  , Google $Alphabet(GOOG)$  , NVIDIA $NVIDIA Corp(NVDA)$  , and others are making significant strides in developing AI technologies and infrastructure. This market report delves into the strategies, advancements, and future outlooks of these leading companies, highlighting the competitive landscape and potential winners in the AI battle. Semiconductor Giants: Intel's Strateg

Palantir Is Soaring Today and Heading to the S&P 500 -- Time to Buy the AI Stock? $Palantir Technologies Inc.(PLTR)$   $SPDR S&P 500 ETF Trust(SPY)$   By Keith Noonan – Sep 9, 2024 at 12:20PM Key Points Palantir stock is set to be added to the S&P 500 index on Sept. 23. Being added to the S&P 500 means that index-tracking ETFs will be buying shares of Palantir. The software specialist's business is looking very strong right now. Palantir Is Soaring Today and Heading to the S&P 500 -- Time to Buy the AI Stock? By Keith Noonan – Sep 9, 2024 at 12:20PM Key Points Palantir stock is set to be added to the S&P 500 ind

World’s #1 Semiconductor stock. $NVIDIA Corp(NVDA)$ stock investors have a trillion reasons to celebrate. As of Mon, 13 May 2024 US market closing, YTD Nvidia has gained +87.67%. It is only 13% shy of a 100% return on investment, not even 6 months into 2024. Only in the US market. Surprisingly, owners of two S&P 500 utility stocks have done even better in 2024. According to data from S&P Global Market Intelligence and MarketSurge, shares of S&P 500’s two utilities stocks have outperformed or is as-closed as Nvidia’s +88% YTD gain. (see bottom) They are: $Vistra Energy Corp.(VST)$. $Constellation Energy Corp(CEG)$. For those who have been readingmy post

It is reported that multiple Big Tech companies have been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over 40 billion USD combined for AI-related and data center projects worldwide this year. The rationale behind these investments is driven by the need to have data centers built in regions where the shift to cloud computing is happening, ensuring faster processing times, data privacy and security. Microsoft  Microsoft has launched new Surface devices equipped with advanced AI-capable chips, emphasizing enhanced battery life and offline functionality. This move aligns with the company's strategy to integrate artificial intellige

I. Performance of Global Equity Indices (in US dollars) Source:Bloomberg,2024/05/13-2024/05/19 II. Key Market Themes i. U.S. CPI Growth Rate Declines for the First Time This Year, Fed's Rate Cut Path Becomes Clearer! In April, the U.S. core PPI increased by 0.5% month-on-month, significantly exceeding market expectations. However, this was mainly due to the government sharply revising down last month's data, with the March increase being revised from the previous 0.2% to -0.1%, directly leading to the "explosive" April PPI data. The market reacted quickly to this, and there was no significant decline. The following day, the U.S. April CPI increased by 3.4% year-on-year, and the core CPI increased by 3.6% year-on-year, both in line with market expectations. This marks the first decline in t

Overall Market Overview The artificial intelligence (AI) market is experiencing rapid growth and transformation, with companies across various sectors racing to secure their positions as leaders in this revolutionary field. Key players such as Intel $Intel(INTC)$  , Google $Alphabet(GOOG)$  , NVIDIA $NVIDIA Corp(NVDA)$  , and others are making significant strides in developing AI technologies and infrastructure. This market report delves into the strategies, advancements, and future outlooks of these leading companies, highlighting the competitive landscape and potential winners in the AI battle. Semiconductor Giants: Intel's Strateg

Overview: Alphabet Inc.'s $谷歌(GOOG)$   recent presentations at the annual Google I/O developers conference have rejuvenated investor confidence in the company's AI capabilities, signaling a robust recovery in its market position. Positive assessments from major Wall Street firms like Goldman Sachs, Oppenheimer, and Citi have further bolstered this sentiment, propelling Alphabet’s stock to new heights. The broader market has responded favorably to Alphabet’s advancements, reflecting a renewed faith in the company’s innovation trajectory. This report delves into Alphabet's market impact, its AI advancements, and the outlook for its continued growth. Alphabet's AI Advances: At the Google I/O 2024 conference, Alphabet showcased signific

I recently made an additional investment in Microsoft $Microsoft(MSFT)$   stock, a decision that has been further validated by the company’s latest strategic moves in the field of artificial intelligence (AI) and cloud computing. Microsoft’s announcement to integrate Advanced Micro Devices $Advanced Micro Devices(AMD)$   artificial intelligence chips into its Azure cloud services platform is a significant development with promising implications. Key Developments 1. Introduction of AMD AI Chips: Microsoft plans to offer AMD’s MI300X AI chips through Azure, providing a viable alternative to Nvidia’s $NVIDIA Corp(NVDA)$  H100 G

Recently, I made an additional investment in GOOG $Alphabet(GOOG)$  stock, driven by the compelling advancements Google has announced for its search engine. These upgrades are poised to enhance the user experience significantly and solidify Google's dominance in the search market. Here’s a reflection on the three major upgrades that informed my investment decision: 1. AI Overviews Google Search is set to introduce AI Overviews, marking its most significant overhaul in years. This feature will employ generative AI to organize search results more effectively. For more complex queries, AI Overviews will provide detailed, synthesized information, making it easier for users to find comprehensive answers quickly. This innovation reflects Googl

In the thrilling race of technological supremacy, where artificial intelligence (AI) is the track, several tech giants are not just participating but are sprinting towards the finish line with remarkable zeal. Let's delve into the financial muscle and strategic moves of Microsoft, Nvidia, Google, and Apple as they vie to become the ultimate victor in the AI arena. Tech giants sprinting towards AI supremacy, who will prevail Microsoft and OpenAI: A Strategic Alliance Brews Starting with Microsoft, the company has cleverly hitched its wagon to OpenAI, a partnership that's as promising as a crumpet with tea. Microsoft's investment in OpenAI, particularly in the GPT models, positions it as a frontrunner in the AI race. Financially, Microsoft ($Microsoft(M

$C3.ai, Inc.(AI)$ unveiled its fourth-quarter earnings for the fiscal year 2024 after hours yesterday, corresponding to the three-month period ending April 30th.And guess what? The results were pretty darn good compared to analysts' expectations!Before we dive into the numbers, let's get a sense of what C3.AI is all about.In a nutshell, C3.AI is an enterprise AI software company that offers a suite of integrated products - from a platform to develop, deploy, and operate AI apps to industry-specific SaaS AI apps and even generative AI tools for businesses.In other words, they use AI models and programs to help enterprises run more efficiently. Unlike OpenAI, which caters to consumers, C3.AI's target audience is the corporate world.From a business mod

The AI race: Who are the contenders? The rapid advancement of artificial intelligence (AI) has sparked a fierce competition among tech giants, startups, and governments worldwide. This race to develop the most advanced AI technologies promises to revolutionize industries, reshape economies, and transform daily life. But as the competition heats up, the question arises: who will be the ultimate winner in this AI battle? The Contenders 1. **Tech Giants**: Companies like Google, Amazon, Microsoft, and IBM are at the forefront of AI development. With vast resources, extensive research capabilities, and access to enormous datasets, these tech behemoths have a significant advantage. Their AI innovations span from natural language processing and computer vision to autonomous systems and AI-driven

$Taiwan Semiconductor Manufacturing(TSM)$  Should You Invest in TSMC Right Now? A Look at Growth Fueled by Technological Prowess Taiwan Semiconductor Manufacturing Company (TSMC) is the undisputed leader in the chipmaking industry. But with its stock price already high, is it still a good investment opportunity? The answer might lie in TSMC's unwavering commitment to technological advancement, which positions them for significant growth in the coming years. A Technological Powerhouse: TSMC isn't resting on its laurels. Their recent announcement of the A16 chipmaking process, slated for production in 2026, underscores their dedication to pushing the boundaries of chip technology. The A16 promises an impressive 8-10% pe

The news of $Apple(AAPL)$   potentially partnering with OpenAI to bring ChatGPT-like features to iPhones is interesting, but it shouldn't necessarily trigger a mass exodus from $Alphabet(GOOG)$   stock. Here's why I'm holding onto my GOOG shares, and why a potential price dip might even be a buying opportunity. According to reports, Apple is close to finalizing a deal with OpenAI to leverage their ChatGPT technology for upcoming iPhone features. This suggests a potential Achilles heel in Apple's AI development. While Apple boasts a talented team of AI researchers, their in-house solutions might not be fully matured for integratio

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Market Overview: Bullish Sentiment on AI Innovations 🚀🔥 Tech companies are pivoting to smaller AI models after spending billions on developing large models. These small models, with fewer parameters but strong performance, are expected to open new revenue streams for giants like Apple $Apple(AAPL)$  , Microsoft $Microsoft(MSFT)$  , Meta $Meta Platforms, Inc.(META)$  , and Google $Alphabet(GOOG)$  .  AAPL: Apple’s Strategic Shift 🍏💰 Apple's recent release of the OpenELM small

$Apple(AAPL)$   Looks Like Apple and OpenAI Are About to Tango Their Way to the Top Get ready for a tech throwdown, folks, because things are heating up faster than my phone on a hot summer day! In one corner, we've got Google flexing its massive AI muscles with Project Astra. In the other corner, Microsoft throws cash at OpenAI like it's raining hundred-dollar bills (hey, maybe that's how they funded Astra?). But wait! Who's that dashing into the ring at the last minute? Why, it's none other than Apple, fresh off its smoochfest with OpenAI! Now, this is getting interesting. Here's the thing: Apple's known for being a bit, well, secretive when it comes to AI. They like their data on-device, secure and snug like

Earlier last week, OpenAI announced its newest product: GPT-4o, a faster, cheaper, more powerful version of its most advanced large language model, and one that the company has deliberately positioned as the next step in natural human-computer interaction. As we all know, Apple is behind in the AI game, to the extent that its desire to catch up reportedly played a big role in its decision to abandon its self-driving car efforts. Making Siri smarter will, given Siri’s current dumb-as-a-rock-ness, not be overly difficult. But Apple's new assistant won't just have to excel within the paradigm of Apple's existing offerings, it will need to provide an impressive alternative to the latest and greatest virtual assistants, and OpenAI just set the bar very high indeed. Now, Apple is repor

Oh, with the mighty GPT-40 in the mix, I'm picturing a whole new Siri experience! Think of it like having your personal AI bestie who's always one step ahead. Not only will she nail the basics like finding info or setting reminders, but she'll also get me, like, really get me. Imagine Siri picking up on my mood, suggesting playlists or activities tailored to how I'm feeling. And let's not forget the jokes – with GPT-40's wit, Siri could have me in stitches with personalized humor. Plus, maybe she'll even offer advice or insights based on my habits and preferences, like a virtual life coach. Alongside those cool features, how about Siri becoming a master multitasker? With GPT-40's horsepower, she could handle complex tasks effortlessly, like scheduling meetings, ordering groceries, and even

$(MSFT)$  Microsoft remains a tech giant on the move. Here's a quick rundown of their latest developments: Microsoft Doubles Down on AI: They've partnered with Singapore to launch the AI Pinnacle Program, helping small businesses leverage AI solutions. Alongside LinkedIn, they released a study on AI's growing presence in Singaporean workplaces. This focus on AI aligns with analyst optimism for Microsoft's future. Azure Restructuring: Business Insider reports Microsoft is laying off employees within its Azure cloud unit, specifically in cloud operations and mission engineering. Stock Performance Stays Strong Despite the Azure news, Microsoft's stock (MSFT) is performing well: Current Price: $413.52 (as of June 3, 2024

Despite Microsoft's $13B Funding, OpenAI Snubs Top Investor: Launches ChatGPT App For Apple Macs Ahead Of Windows OpenAI has skipped its biggest investor, $Microsoft(MSFT)$   Windows 11, instead launching the ChatGPT app for $Apple(AAPL)$   macOS operating system while unveiling the new GPT-4o model. What Happened: OpenAI's CTO Mira Murati announced the launch of the ChatGPT desktop app during an event on Monday. Microsoft is OpenAI's single biggest stakeholder, having invested over $13 billion so far. Despite this, OpenAI's new ChatGPT app for computers has landed on Apple's Macs first. The Windows version is expected to be