$PLTR 20250117 65.0 PUT$ PLTR could slide further from TA setup. Sell put until next Friday for a rebound above 65 will do. Otherwise can consider shares assignment as discounted buy.
We have stats on how many GPUs the hyper scalers bought in 2024, showing that major tech companies increased their GPU purchases from $NVDA Nvidia. Microsoft $MSFT acquired 485,000 GPUs, an increase of 546.7% from 75,000 in 2022. Meta $META purchased 224,000 GPUs, up 348% from 50,000 in 2022. Amazon $AMZN procured 196,000 GPUs, an increase of 226.7% from 60,000 in 2022. Google $GOOGL bought 169,000 GPUs, reflecting a 69% growth from 100,000 in 2022.
Just back from Japan. iPhones everywhere. It's not just anecdotal; data shows $Apple(AAPL)$ consistently dominates their smartphone market (50-60%+ vs. ~45% in the US). In a country obsessed with quality and reliability, that speaks volumes. It means: Top-tier product quality: Winning over discerning Japanese consumers is a huge validation. Sticky ecosystem: High switching costs = predictable recurring revenue. Strong brand, premium pricing: Apple commands pricing power in a quality-focused market. As an investor, I look for solid fundamentals and long-term value. Apple's Japan success reinforces their global brand strength and long-term potential. That's why I'm long AAPL.
Trump: Dubai Property Developer to Invest At Least $20 Billion in US to Build Data Centers
TMTPOST -- U.S. President-elect Donald Trump announced billions of dollar of new investment in data centers from an Emirati billionaire Hussain Sajwani, founder and chairman of a property developer based in Dubai. Credit:Xinhua News Agency Sajwani is pledging at least $20 billion over a very short period of time to build new data enters in the United States, Trump said at a news conference at his home Mar-a-Lago in Palm Beach Florida. The investment may go double, or even somewhat more than double, that amount of money, Trump added, stressing his commitment to expedite regulatory approvals for billion-dollar investments. The new data centers will be located in the Midwest and Sun Belt, according to Trump. He said the first phase of the project will be in Texas, Arizona, Oklahoma
SGX Stock Codes Explained in 5 Minutes to Trading Better | 🦖 #TheInvestingIguana EP663
🟩 📈 Master SGX stock codes in just 5 minutes! This essential guide breaks down everything you need to know about trading better on the Singapore Exchange. As Singapore's market hits new highs with the STI up 16.9% in 2024, understanding stock codes has never been more important. Join me, Iggy from The Investing Iguana (ranked 8th in Tiger Brokers' 2023 Influential Tigers), as we explore the DNA of SGX listings. From decoding DBS's D05 to understanding what SI prefixes mean for blue chip stocks, this guide packed with practical insights will transform how you read and trade SGX securities. Learn the secret patterns behind stock codes, preference shares, and rights issues that could help you spot opportunities faster. Perfect for both new investors and experienced traders looking to sharpen
🟩 🏢 Join us as we shed light on Centurion's proposed REIT, focusing on worker and student accommodation - a niche market with promising growth potential. We'll explore why this hidden gem might be the next big thing in Singapore's real estate investment landscape. 💼 But that's not all! We're packed with insights on: • OCBC Bank's recent share buybacks and what they mean for investors • The SingPost whistleblower scandal and its market implications • The new Singapore-Malaysia special economic zone in Johor Whether you're a seasoned investor or just getting started, this video is your ticket to understanding the latest trends shaping Singapore's dynamic market. 🔔 Make sure to SUBSCRIBE and turn on notifications, so you never miss any of our videos: https://www.youtube.com/@InvestingIguana?s
Jensen Huang's CES 2025 keynote highlighted Project Digits, an AI supercomputer making NVIDIA's Grace Blackwell Superchip available to developers and researchers, expanding the company's reach in AI. This could significantly increase demand for NVIDIA's hardware and software. Jensen also introduced Physical AI, set to revolutionize manufacturing and logistics, and announced a partnership with Toyota in autonomous driving, positioning NVIDIA in the rapidly growing autonomous vehicle sector. The new Cosmos robotics foundation models and RTX 50-series chips for gaming and AI further strengthen NVIDIA’s presence across multiple industries, potentially boosting stock value both short and long term. Now is great opportunity to monitor $NVIDIA Corp(NVDA)$ <
Barr to Step Down as Fed Vice Chair; Bank Stocks Poised for Gains in Trump 2.0 The Federal Reserve announced Monday that Michael Barr, the Fed's top banking regulator, will step down from his role as Vice Chair for Supervision on February 28. However, Barr will remain a Fed governor, continuing his term until 2026. Following the announcement, bank stocks broadly gained, with $Citigroup(C)$ and $Morgan Stanley(MS)$ rising more than 2%, and regional banks $Synovus(SNV)$ and $East West(EWBC)$ climbing over 1.5%. Barr has
$Pepsi(PEP)$ After a significant sell-off in December 2024, PepsiCo's stock is now trading at its 52-week low. Interestingly, this price level is not only a yearly low but also the lowest the stock has reached since October 2021, effectively placing it at a three-year low. Earning Overview What stands out here is PepsiCo's forward price-to-earnings (P/E) ratio, currently at 18.66. By comparison, the company's five-year average P/E ratio is around 24. This represents a 22-23% discount from its historical valuation, leading many to believe the stock may be undervalued. Furthermore, examining the dividend metrics shows a starting dividend yield of 3.55%. Historical data from Seeking Alpha indicates that this is the highest starting yield for PepsiCo i
Options Market Statistics: Jensen Huang's Major Product Presentation Failed to Lift Nvidia Shares; Options Pop $NVIDIA Corp(NVDA)$ stock fell 6% in Tuesday's trading, while the most traded calls are contracts of $150 strike price that expire on Jan 10 and the total volume reaching 337,899 with the open interest of 61,717. CEO Jensen Huang's big product presentation failed to impress investors or lift the company's performance. On Monday, Huang announced updates for gamers too: Nvidia's GeForce GPUs, built with the same Blackwell design as its AI accelerators, are getting an upgrade. Its new GeForce 50 series cards will utilize Blackwell's features to deliver more lifelike gaming experiences. Unlike tradit
Yesterday, a hunch led me to believe that OCBC $ocbc bank(O39.SI)$ had the potential for growth. My intuition proved correct as the stock price that i buy surged from $16.82 to $17.42 today, representing a remarkable 3.57% increase within a single day. This experience highlights the importance of recognizing market trends and acting upon one's instincts. While past performance is not indicative of future results, this successful prediction serves as a reminder that careful observation and a keen understanding of market dynamics can yield profitable investment opportunities. As I am a long term investor trust that OCBC can give lovely dividends Trusting your instincts, when supported by sound analysis, can lea
$Tesla Motors(TSLA)$ NHTSA Investigates Tesla's Smart Summon Features The National Highway Traffic Safety Administration (NHTSA) has launched an investigation into Tesla's Smart Summon and Actually Smart Summon features. These features enable drivers to remotely maneuver their vehicles using a smartphone app. The investigation was prompted by numerous complaints reporting that Tesla vehicles using these features have failed to detect obstacles, including parked cars, leading to collisions. Details of the Investigation and Complaints NHTSA's Office of Defects Investigation has received 12 complaints specifically concerning Smart Summon and one related to Actually Smart Summon, which is an enhanced version of the original feature. Additionally
$Uber(UBER)$ Uber Partners with Nvidia to Advance Autonomous Driving Technology: Uber has announced a partnership with Nvidia to utilize its Cosmos platform and DGX Cloud to enhance the development of AI models for its autonomous vehicle (AV) partners. This collaboration aims to improve the efficiency of building these models, ultimately accelerating progress in the autonomous driving sector. Uber CEO Dara Khosrowshahi emphasized the importance of generative AI in shaping the future of mobility, highlighting the need for extensive data and powerful computing capabilities. He stated that working with Nvidia will significantly expedite the development of safe and scalable autonomous driving solutions. In related news, Uber's stock has seen a r
In the first week of the year, the U.S. stock index rebounded in a relatively calm environment. As weekly-level lows appear, important swing lows also appear simultaneously. Throughout January, if the stock price goes down again and breaks through the support, we need to be alert to large-scale correction that will follow.Due to the poor performance of heavyweights in the Nasdaq Index, there was actually a slight puncture in the previous weekly market. However, considering the overall synchronization of the index, we still believe that the support area formed by 21000/20983 has not fallen. The last time the Nasdaq broke weekly level was in 24 years, when it fell from 20,000 to around 17,000 at most. In addition, it should be noted that from the monthly chart, the index has left an obvious
US Blacklists China Tech Giants Again! What It Means to Be on the List?
$TENCENT(00700)$$Tencent Holding Ltd.(TCEHY)$ It’s yet another day with more companies being added to the U.S. blacklist and another U.S drama continue[Onlooker]. This list essentially identifies Chinese companies that the U.S. government [LOL]claims are collaborating with the Chinese military. While it doesn’t impose direct sanctions, it creates significant challenges for U.S. businesses wanting to engage with these companies. [Blush] Among the latest additions is Tencent, one of China’s most prominent internet and gaming firms, which is not traditionally linked to military-civil fusion, unless if US think the Tencent “Call Of Duty Mobile“ is a military training academy LOL. Its inclusion reflects pre
$NVIDIA(NVDA)$$Palantir Technologies Inc.(PLTR)$ Market Update: Mixed Results in the S&P Today S&P performance reflects mixed results, with notable declines in prominent stocks like Nvidia, down 5%, and Palantir, down over 6%. Over the past five days, however, Nvidia remains up nearly 3%, while Palantir has dropped more than 8%. This aligns with broader market trends, particularly given Nvidia's forward P/E ratio of 32 compared to Palantir's steep 150+. Nvidia's Decline: Key Factors Limited AI Updates: During the CES keynote in Las Vegas, CEO Jensen Huang introduced new gaming graphics cards and partnerships. However, the lack of substantive updates on Nvidia’s next-gen AI processors, "Blackwell,
At an investor meeting, Jensen Huang $NVDA commented on the timeline for quantum computing advancements, stating, "We're probably somewhere between -- in terms of the number of qubits, order of -- five or six orders of magnitude away. And so if you kind of said 15 years for very useful quantum computers, that'd probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it." Following his remarks, quantum computing stocks dropped significantly after hours, with $RGTI down 13%, $QUBT down 13%, $IONQ down 10%, and $QBTS down 14%.