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I pity the lawyer that works for Microsoft’s AI division But that said, I agree this is a fairly big shift for them eating into the search market if they do it right. SHOW ME WHAT YOU GOT (Nadella)
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Feb 8, 2023 22:47
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India is so reliant on fossil fuels and their population is still so rural that there is no way in the next 2-3 decades they’re even half electric, 25% would be a miracle to me (unless there is a battery revolution that drives cost way way down).
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Feb 10, 2023 20:10
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SKULL.GIF posted:https://twitter.com/TradingThomas3/status/1638170431587770368 Nvda is like the one green stock I have. Even Cramer gets it right sometimes
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Mar 21, 2023 21:53
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Cacafuego posted:Time will tell, really and don’t overlook Apple fanboys/girls. I know several people that are going to buy it sight unseen just because it’s an Apple product. I suspect many others will as well. At $3500 a pop though, how many of those people can there be?
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Jun 5, 2023 20:29
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I’m still a fan of Airbnb. I don’t think it’s a good investment, but I certainly don’t see them fading away either. Super hosts are quite useful, and I see less falsified listings than on vrbo. Also airbnbs are generally nicer than hotels, especially for longer stays - I am curious how local laws effect the business model, it does seem like they need to be reigned in to stop runaway inflation, especially in most U.S. markets E: remote work is arguably a strong driver of more stable recurring revenue for long term stays Ubiquitus fucked around with this message at 12:10 on Jun 30, 2023 |
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Jun 30, 2023 09:28
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China announcing export controls on gallium and germanium. I wonder how that hits nvda and other chip makers?
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Jul 5, 2023 14:51
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Whoops missed ARM. Would have definitely gotten in on that
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Sep 14, 2023 23:07
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Someone convince me why intc is a bad long term investment
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Oct 2, 2023 05:55
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Any idea what’s driving the lithium demand downturn? Seems like it should be going up unless some new battery tech suddenly came through
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Dec 7, 2023 14:57
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The value proposition for investing in a car company is so much more complex than it used to be - charging networks, battery technology, government subsidies, supply networks for chips, etc. I almost question why I would invest in BYD or Tesla when NVDA is such a sure bet
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Jan 14, 2024 07:04
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Canine Blues Arooo posted:I have a pretty spicy take here: Nvidia has a market cap of 1.35T. In the next 4 - 6 years, the use case of 'AI' will prove to be way more limited then what is currently being suggested, and this company that is selling every enterprise card it can 6 months before it's even produced at jacked up prices will all of a sudden find itself with stock to spare. Nvidia is over-valued on the time scale of several years. I think you’ll see quantum computing revolutionalize science - and we will 100% need AI for that. It’s nowhere close to over. That said I have no idea about NVDA’s outlook on making quantum chips, but they’d be dumb as hell to not be considering it
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Jan 14, 2024 15:30
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gay picnic defence posted:I think the upside is in the supply chain because there's a lot of companies with no prior involvement in the automotive industry that will need to grow substantially from what is still a low base to provide the components (batteries, motors etc) needed for the transition from ICE to EV. I agree with this, and if there were a battery companies ETF That was based on future prospects I’d turn into Jim Kramer in a heartbeat and be hitting buy everywhere
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Jan 15, 2024 01:22
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gay picnic defence posted:Like this one? Not quite what I meant. I want to invest in private companies researching different battery tech, not supply anything along the lithium supply chain
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Jan 16, 2024 00:15
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I feel like psychedelic therapies are on the verge of a breakout, but I’m not sure where I can invest to support that. J&J is the only public company I’ve seen with a ketamine drug that’s been approved, but their overall outlook seems pretty meh? And I don’t want to tie myself into the larger portfolio just for one drug. I was thinking maybe the therapeutic space associated with administering psychedelic therapy, but those are probably all private . . . loving PE, I need someone to get me in
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Jan 30, 2024 18:52
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Why has BYD fallen so much in the past year? Were they overpriced before?
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Feb 19, 2024 14:03
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DNK posted:Chinese recession; global recession. Yeah this is what I was thinking too - since the Chinese government has their hands in everything you’re also betting on the Chinese coming out of recession - and they have a lot of problems right now.
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Feb 20, 2024 14:44
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Busy Bee posted:This wouldn't be a problem if Americans could just use WhatsApp like regular people. Sure, let’s give our most private messages to a company that clearly doesn’t give two shits about consumer privacy? Apple isn’t perfect, but I’d much rather some security considerations than being the product
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Mar 26, 2024 19:25
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Hadlock posted:Half the things on that list are probably leveraging the end to end encryption, and they'll all move to the next platform if WhatsApp were to suddenly die; I'm not convinced my ad free choice of end to end encrypted chat somehow supports anything on that list I don’t really want to check the ToS, but I suspect that’s the only real way to figure out what the monetization scheme is. Maybe it is innocuous but I doubt it
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Mar 27, 2024 02:02
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