Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Friday, August 23, 2024
Why Alien Intelligence Cannot Predict the Future / Companies / AI
By: Nadeem_Walayat
Humanity is now creating systems that we DO NOT UNDERSTAND how they actually work! AI is unlike anything man has developed to date, deep neural nets. Anyone who says that they understand what deep neural networks such as the LLM' with their billions and now trillion parameter neural nets are doing is lying. A deep neural net is a lot like looking at a stock price chart where we have the neural net that is on the left and we have the prediction that is outputted on the blank side of the stock chart.
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Friday, August 23, 2024
RIP Google Search / Companies / Google
By: Stephen_McBride
Summary:
- A federal judge ruled Google (GOOG) illegally maintained its search dominance by paying Apple (AAPL) $20 billion annually to be the default search engine on iPhones. This could impact Apple’s profits and signal a decline in Google’s search dominance.
- The growing US national debt could lead to the devaluation of the dollar, resulting in higher stock prices.
- While most investors are cut off from the private markets, the Destiny Tech100 (DXYZ) is a fund that allows anyone to own a slice of companies like SpaceX and OpenAI.
Thursday, August 15, 2024
AI Tech Stocks Portfolio / Companies / AI
By: Nadeem_Walayat
Current state of portfolio is 79.4% invested, 20.6% cash, though 9.76% is in crypto's which is meant to be temporary, i.e. I plan to exit virtually all of my crypto positions during the crypto bull market where the key risk is that it ends a lot earlier than expected, so effective percent invested in stocks is 70%.
All of the primaries and secondaries have delivered huge profits except Tesla and Apple. Even crappy IBM has delivered on its spike to $200 prompting heavy trimming, the big surprise was Micron, I was not expecting $130+! As for sleepers, Samsung has also delivered whilst Intel continues to snooze. All whilst most investors have a large chunk of cash parked in money market accounts because they listened to clown Cramer and the CNBC cartoon network so they are missing out on one of the greatest bull markets in history, what else can you call Nvidia 10xing in 18 months!
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Saturday, August 10, 2024
The #1 Takeaway from Big Tech Stocks Earnings / Companies / Earnings
By: Stephen_McBride
It’s a jam-packed Jolt on artificial intelligence (AI) today… plus, a well-deserved dunk on The New York Times.
Let’s get after it…
- America spent $600 billion (in today’s dollars) building its highway system.
Big tech companies will spend more money constructing AI data centers in the next four years.
It’s the biggest infrastructure buildout ever, and it’s not even close.
Wednesday, June 26, 2024
AI Stocks Portfolio Accumulate and Distribute / Companies / Investing 2024
By: Nadeem_Walayat
Several more target stocks have entered their buying ranges - TSMC, ASML, Apple.ALB, CRUS, JBL, GPN to join the likes of AMD, ADSK, GFS and TSLA.
The key metrics to watch are the buying ranges and deviations from all time highs i.e. AMD is well within it's buying range and is trading at -36% deviation from it's all time high set just a few weeks ago! As well as now no longer trading above 100% of it's PE range unlike META.
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Thursday, June 20, 2024
How to Capitalise on the Robots / Companies / Investing 2024
By: Nadeem_Walayat
Apple scraps electric cars for robots!
Amazon has over 800,000 robots already deployed directly displacing 100,000 human workers.
Luckily we are already heavily investing in the primary robotic companies set to capitalise on this mega-trend such as Tesla and Nvidia that is powering AI with it's latest release the Blackwell GPU's relabeled as AI accelerators.
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Thursday, June 20, 2024
QI Group: Leading With Integrity and Impactful Initiatives / Companies / Corporate News
By: Sumeet_Manhas
There are many different ways to lead, in both life and business. Some philosophies are more effective than others and often the “right” way to lead is also the hard way, or the expensive way. Perhaps that is why we see hope when a large, multinational conglomerate operates with the dignity of a socially conscious entity and not the brutal coldness of overt capitalism. QI Group, through its philanthropic efforts, global partnerships, and sustainability efforts, is that company.
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Sunday, June 16, 2024
Tesla Robo Taxis are Coming THIS YEAR! / Companies / Tesla
By: Nadeem_Walayat
I've covered Tesla at length over the past couple of years, promoting it to primary AI due to developments in it's AI and robotics divisions which has been manifesting itself in FSD updates that have long promised to turn every Tesla car into a fully self driving car, a defacto robo taxi! With the release of FSD 12.3 that future is just a mere months away as Musk tweeted.
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Sunday, June 16, 2024
Will NVDA Crash the Market? / Companies / Nvidia
By: Stephen_McBride
I recently had an important talk with my Executive Editor Chris Reilly about Nvidia’s (NVDA) huge influence on the stock market.Can this once-in-a-lifetime company continue to propel markets higher… or is the stock market now topping out?
Our transcribed conversation follows.
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Saturday, June 15, 2024
NVIDIA Stock Market: Price Prediction for the Future / Companies / Nvidia
By: Mark_Adan
NVIDIA Corporation, a global leader in graphics and AI technology, has consistently demonstrated robust financial performance and innovative prowess. Investors and analysts closely monitor its stock, anticipating future growth and profitability.
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Thursday, May 23, 2024
AI Stocks Portfolio and Tesla / Companies / AI
By: Nadeem_Walayat
Portfolio is now 76.7% invested, 23.3% cash with the changes largely due to selling 89% of my MSTR holding during it's FOMO climb that topped out at $1865.
https://docs.google.com/spreadsheets/d/xxxx patrons only
Stocks in or very near buying ranges worth accumulating are -
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Wednesday, May 22, 2024
Nvidia NVDA Stock Earnings Rumble After Hours / Companies / Nvidia
By: Nadeem_Walayat
Whilst the S&P has been cool as a cucumber there has been a lot of action in individual stocks, especially out of hours, for instance on Monday JBL spiked lower pre-market to $108 triggering target buys at $111 and $109 then shortly on opening reversing higher to currently stand at $122. With several more instances of such price action, never mind speculation of an Eth ETF sending crypto's higher.
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Friday, May 03, 2024
Banxe Reviews: Revolutionising Financial Transactions with Innovative Solutions / Companies / cryptocurrency
By: Sumeet_Manhas
Let's face it – digital transactions are not just a convenience but a necessity, financial technology companies like Banxe are leading the way in innovating how individuals and businesses manage their finances. This article provides an objective overview of Banxe, its range of services, and its position in the fintech industry.
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Friday, May 03, 2024
What is A Split Capital Investment Trust? / Companies / Investment Funds
By: Mark_Adan
Investing, especially if you are new to it, can be a minefield of confusing terminology. In addition, the uncertainty of whether you have invested in the right place can lead to concern that your funds may not perform in the way you had hoped.
In this edition of our blog, we help explain what a split capital investment trust is and why it could be the investment type for you.
Sunday, April 28, 2024
AI Tech Stocks Earnings Season Opportunities / Companies / Earnings
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you gain access to my latest daily brief posted Saturday covering the current state of the stock market earnings season correction that was first been made available to patrons who support my work yesterday. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $5 per month, this is your last chance to lock it in now at $5 as it will rise to $7 per month for new sign-ups by end of this month. https://www.patreon.com/Nadeem_Walayat.
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Thursday, April 18, 2024
Cisco Then vs. Nvidia Now / Companies / Nvidia
By: Submissions
Owen Williams writes: We have been watching the S&P 500 and Nasdaq-100 melt-up since the minor correction ending in October 2023. While the narrative around a Fed “pivot” on rates sparked the turnaround, it is obvious since we started 2024 that the indexes are rising purely on momentum in a handful of stocks which are leading development of artificial intelligence (AI). Notably this is Nvidia, a semiconductor foundry, along with Meta and Microsoft.
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Sunday, April 07, 2024
AI Revolution and NVDA: Why Tough Going May Be Ahead / Companies / Nvidia
By: EWI
"These things could get more intelligent than us"
The topic with all the buzz these days is Artificial Intelligence (AI) and its future.
The potential benefits include automating repetitive tasks, enhancing productivity, data analysis, assisting in medical applications -- and more.
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Sunday, March 31, 2024
Tandem Chairman Paul Pester on Fintech, AI, and the Future of Banking in the UK / Companies / Banking Stocks
By: Sumeet_Manhas
Since the emergence of the first online-only challenger banks and fintech startups in the early 2010s, the U.K. banking landscape has undergone a profound transformation, culminating in the ubiquity of mobile finance. One of the early architects of this shift, Paul Pester, is now the chairman of U.K. green digital bank Tandem, and he hopes to draw on decades of experience in digital banking to support new avenues for improving consumers’ retail banking experience and supporting the next wave of fintech startups.
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Saturday, February 17, 2024
GameStop (GME): 88% Shellacking Yet No Lesson Learned / Companies / Investing 2024
By: EWI
"Every major peak gets cinematic treatment"
Back in early 2021, the meme stock craze was going strong.
As you'll recall that craze was all over the news and revolved around favorite stocks promoted by largely novice traders via social media. This January 27, 2021 New York Times news item sums up the frenzy surrounding one of those stocks:
'Dumb Money' Is on GameStop, and It's Beating Wall Street at Its Own Game
GameStop shares have soared 1,700 percent as millions of small investors, egged on by social media, employ a classic Wall Street tactic to put the squeeze -- on Wall Street.
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Sunday, January 28, 2024
The Roaring AI Tech Stocks 2020's / Companies / AI
By: Nadeem_Walayat
Just pause for a moment and take in the chart below that I have been iterating since June 2020, the message one should be receiving is that I expect this bull market to run for many more years, that I expected to target a return of X6 over some 7 years on where AI tech stocks stood June 2020, whilst my best guess 3.5 years ago was that we could see a major top during 2027, as long as run away valuations moderated from time to time delivering buying opps as they did during 2022 then I don't see why this should not still remain the big picture, thus the bull market that began March 2009 could continue to fulfill my original expectations for a 18 year bull market, where even the bear market that follows it will prove temporary as the bull market once more resumes during the 2030's.
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