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DavidMarlin
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2025-01-31
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Travis Hoium
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2025-01-31

Is the AI Bubble Bursting?

On Monday, $NVIDIA(NVDA)$ 's shares fell 17%, and the company lost $593 billion in value, the most in a single day in history.The cause was the DeepSeek AI model that was open-sourced from China, competing on a level playing field with OpenAI’s o3 model and similar models from Anthropic and Google.The debates around whether DeepSeek cost more than they said or what chips they used aren’t relevant to the industry long-term. What’s relevant is model training getting cheaper and models getting smaller.Both trends are a big deal for the AI bubble inflating the market.What is going on? Everyone is reevaluating how much spending is going to go into AI this year and beyond. And the answer may not be as bullish as it was a few weeks ago.Is Capex Growing?W
Is the AI Bubble Bursting?
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10.36K
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OptionsDelta
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2025-01-30

The NVIDIA procurement guy is back, choosing to buy $300 million in straddle options

After the January FOMC meeting ended, there was no rate hike as expected. Powell maintained his previous stance on controlling inflation, but during the Q&A session, he mentioned he hadn't communicated with Trump, leaving uncertainty about whether his attitude might change after such communication. $NVIDIA(NVDA)$ According to Wednesday's options opening details, this week's bullish top positions exceeded bearish ones, maintaining the original judgment above 120, with the upper limit raised to 130.Long-term outlook remains bearish, with strike prices down to 100, with positions extending to June. This is understandable - January's Deepseek incident suggests companies will continue to enhance computing power this year, leading to ongoing questio
The NVIDIA procurement guy is back, choosing to buy $300 million in straddle options
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JC888
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2025-01-30

NVDA cont'd to slide for another day?

C On Wed, 29 Jan 2025 US market continued to slide for another session, despite the expected. That is the Fed kept interest rate status quo (4.25% to 4.5%), as per CME Fed Watch tool predictions. By the time 4pm came knocking DJIA : - 0.31% (-136.83 to 44,713.52) S&P 500: - 0.47% (-28.39 to 6,039.31) Nasdaq: - 0.51% (-101.25 to 19,632.32). Market continued to decline because of the hinted hawkish tone in the FOMC conference that followed. For the first time in the Fed statement did not include that inflation "has made progress toward" the Fed's 2% inflation goal. With the FOMC meeting over, policymakers will be a hiatus until the March 18-19, that's when FOMC will next convene. According to Trade Station, Global HD of Mkt strategy, David Russell: Fed's meeting break enables a
NVDA cont'd to slide for another day?
TOPj islandfund: thanks for sharing I think Nvidia will return it's still got big followers so they won't want you miss out.⭐
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5.75K
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Mickey082024
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2025-01-30

Why is Super Investor and Smart Money Buying VISA?

$Visa(V)$ Visa's stock is at an all-time high, yet many top investors are still purchasing at these record levels. Why is that? Is it simply a safe investment with little risk of loss, or does Visa still have room for growth? In this video, we'll apply our seven-step analysis to explore why Visa remains such an appealing investment, even at its peak, and what the future might hold for this outstanding company. Visa is a major player in the digital payments space, enabling both individuals and businesses to transfer money through its extensive network, VisaNet. The company processes transactions across more than 200 countries, and in 2022 alone, it handled around 24.42 billion payments valued at approximately $13 trillion. Let’s begin with a look at V
Why is Super Investor and Smart Money Buying VISA?
TOPTiger_CashBoostAccount: Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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3.54K
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Xaddy_Analyst
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2025-01-30

🌿 Sustainable Investing in 2025: Navigating the Green Investment Landscape

As of January 30, 2025, sustainable investing has transitioned from a niche market to a central focus for investors worldwide. The increasing urgency of climate change, coupled with evolving regulatory frameworks, has propelled environmental, social, and governance (ESG) factors to the forefront of investment strategies. This comprehensive analysis delves into the current state of sustainable investing, emerging trends, and strategic considerations for investors aiming to align their portfolios with sustainability objectives. 1. The Current State of Sustainable Investing ✅ 1️⃣ Growth in ESG Assets Under Management (AUM) Global Surge: ESG-focused assets have seen a significant increase, with global AUM reaching unprecedented levels. Regional Insights: Europe continues to lead in ESG investm
🌿 Sustainable Investing in 2025: Navigating the Green Investment Landscape
TOPTiger_CashBoostAccount: Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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7.08K
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Mickey082024
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2025-01-30

New AI Contender Shock the Market – FOMO Already In, Is It Still a Buy Now?!

$Alibaba(BABA)$ It was another turbulent day in the market, with Nvidia dropping 5% along with other stocks. Microsoft is investigating whether Deep Seek improperly obtained data for their AI system. OpenAI claims to have evidence that Deep Seek used their model to train a competitor. However, today's focus is on Alibaba, which has announced a new Quen model that outperforms fellow Chinese company Deep Seek on various benchmarks. Before diving into the article, it's worth noting that Alibaba's stock is up around 4% today, now trading at $100. This clip sets the stage for our episode. Alibaba has just released the latest version of Quen, Quen 2.5. This development highlights the rapid evolution of the AI market. According to Alibaba, their new mode
New AI Contender Shock the Market – FOMO Already In, Is It Still a Buy Now?!
TOPTiger_CashBoostAccount: Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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BryanMing
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2025-01-28
While quantum computing has the potential for a "ChatGPT moment," it may take some time to reach that point. Continued research and development are crucial to overcoming the current challenges and unlocking the full potential of this technology.
While quantum computing has the potential for a "ChatGPT moment," it may take some time to reach that point. Continued research and development are...
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Vincent LS
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2025-01-28
$NVIDIA(NVDA)$  All the hyperscalers are going back to the draw board and ask do they need so many GPUs and so urgently. I believe Nvidia volume output will not change but margin will definitely be squeezed. It will no longer command the same margin. 
$NVIDIA(NVDA)$ All the hyperscalers are going back to the draw board and ask do they need so many GPUs and so urgently. I believe Nvidia volume out...
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Basics101
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2025-01-28
I'm guessing Saylor doesn't use charts as he buys the top every time!  He loses about 50 million dollars per trade as the Bitcoiners see the transactions and take profits. He currently has about a 30% buffer between being a hero and crashing the entire crypto market which gets smaller every time he buys the top! It's just a shame he's company doesn't make any money or he wouldn't need to gamble everyone else's. 

MicroStrategy Buys 10.1K Bitcoin for $1.1B, Taking Holdings to 471,107 BTC

MicroStrategy , led by Executive Chairman Michael Saylor, added to its bitcoin holdings for a 12th straight week.In the week ended Jan. 26, the company bought 10,107 BTC, taking its total holdings to 471,107 BTC, Saylor wrote in a post on X. The purchase, at an average price of $105,596 per bitcoin, raised MicroStrategy's overall average purchase price to $64,511.Saylor teased the announcement on Sunday, as he has done in recent weeks, posting: "Don't stop thinking about tomorrow."On Jan. 21, M
MicroStrategy Buys 10.1K Bitcoin for $1.1B, Taking Holdings to 471,107 BTC
I'm guessing Saylor doesn't use charts as he buys the top every time! He loses about 50 million dollars per trade as the Bitcoiners see the transac...
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2.43K
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antiti
·
2025-01-28
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5.55K
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Shumer
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2025-01-28
We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastructure imrovements and consciousness replication. First as prerietory models, and later as open-source tamagochi devices connected to a destributed network
We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastr...
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lappiloco
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2025-01-29
$Alibaba(BABA)$  Baba will continue pushing upwards as the wave of AI advancement and growth stimulus passed the January slump. There will be an increase on consumer spending power after the Chinese New Year and these consumers will go all out to spend this money.. ✓✓✓$$$
$Alibaba(BABA)$ Baba will continue pushing upwards as the wave of AI advancement and growth stimulus passed the January slump. There will be an inc...
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RonnieSG
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2025-01-29
With such a broad band of potential, Tesla will become a Exxon who EVs will depend on, a Power Utility which will make the legacy Utilities second fiddle, a Grab/Uber combined, a revamped EV supplier of choice, and a future Robot rental company for the elderly (remember the world is aging fast). Jump on the bandwagon while it is still at a reasonable price point. Buy and Hold for retirement and keagacy for the next generation

Tesla Q4 Preview: Can the EV King Be Trusted?

Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial r
Tesla Q4 Preview: Can the EV King Be Trusted?
With such a broad band of potential, Tesla will become a Exxon who EVs will depend on, a Power Utility which will make the legacy Utilities second ...
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Stonkedaddy
·
2025-01-29
The real question is where else will you get thesechips? The answer.. nowhere. This is a pointless play by trump other than revenue gathering.  TSMC is already building out production within the U.S. hyperscalers have already signalled their peace with overspending to avoid the risk of falling behind. All this will do is slow down the U.S' hardware innovation and hurt U.S companies. supposedly the exact opposite of what trump wants to happen. What do you think?
Sorry, this post has been deleted
The real question is where else will you get thesechips? The answer.. nowhere. This is a pointless play by trump other than revenue gathering. TSMC...
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Sandyboy
·
2025-01-29
I did a partial buy at 120 without using my full allocation. I did this only after seeing strength. While$NVIDIA(NVDA)$  dipped to 117 the charts were not clear if it would continue to fall or go up. So after some analysis I set 120 as the new support and decided to buy  when the price crossed this level upward and bought into some. The stock did go on to rally to 131 pre market before falling to presently 125 but I thi k 120 is a good support and psychological level to hold.
I did a partial buy at 120 without using my full allocation. I did this only after seeing strength. While$NVIDIA(NVDA)$ dipped to 117 the charts we...
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GohTo
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2025-01-29
$NVIDIA(NVDA)$  I still stay strong on the view that software and hardware needs to co-exist. with the principle being that DeepSeek is fundamentally a Software business and Nvidia is hardware chips business and both are required to perform the AI function which also means with more chips you can multifold the computational power , information is so vast that the higher the processing power the better is the entire performance of system. I hope #NVDA further drops to 110 and below, I'll increase me loading up of NVDA shares. For context, I'm playing long. 
$NVIDIA(NVDA)$ I still stay strong on the view that software and hardware needs to co-exist. with the principle being that DeepSeek is fundamentall...
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OldYee
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2025-01-30
This is a visionary CEO with the most excellent view. Anything that can lower cost is indeed good news. Lower cost means more applications, more usage and thus more demand for chips. More business for chip producting company. With lower version chip, DeepSeek can achieved such good results. Image if using higher version chip, what could the results be? AI can advance much faster. 

DeepSeek Will Be Good for Business, ASML Chief Says -- WSJ

DeepSeek prompted a major sell off of tech stocks this week, but ASML's chief says the artificial-intelligence upstart could boost the chips sector in the longer term.Tech stocks-including ASML-fell sharply Monday after DeepSeek said it had trained high-performing AI models using less advanced chips. The news upended the conventional wisdom that expensive, cutting-edge chips are essential for building the most advanced AI systems.That isn't necessarily bad news for ASML, according to Chief Executive Christophe Fouquet. The Dutch company supplies machines-including those that produce the world's most advanced chips-to customers including Taiwan Semiconductor Manufacturing Co. and Intel."Anyone that lowers costs is in fact good news for ASML because lower cost means AI can be used in more applications, more applications mean more chips, and we are in the business of providing equipment to people who make chips," Fouquet said.His comments came as ASML's shares rose sharply Wednesday after
DeepSeek Will Be Good for Business, ASML Chief Says -- WSJ
This is a visionary CEO with the most excellent view. Anything that can lower cost is indeed good news. Lower cost means more applications, more us...
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fyl
·
2025-01-30
$Nu Holdings Ltd.(NU)$ Here's a SWOT analysis for Nu Holdings Ltd. ($NU) ahead of their earnings report expected on February 20, 2025: Strengths: Rapid Expansion: NU has shown impressive growth, particularly in client acquisition, with consistent additions of over one million new customers per month in Brazil. Their customer base has expanded significantly to 109.7 million globally, showcasing the effectiveness of their business model. Financial Performance: The company has reported strong financial metrics, including a 56% revenue surge to $2.9 billion and a doubling of net income to $553 million in Q3 2024, alongside a robust Return on Equity (ROE) of 30%. Strategic Market Position: NU has a strong market share in Brazil among lower-income client
$Nu Holdings Ltd.(NU)$ Here's a SWOT analysis for Nu Holdings Ltd. ($NU) ahead of their earnings report expected on February 20, 2025: Strengths: R...
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