Rainy777

    • Rainy777Rainy777
      ·08-04
      $143 per share for a company that earns $1.60? LOL. I guess all the Elon fans have changed their allegiance to Karp.

      Palantir Stock Surges 14% After It Lifts Annual Revenue Forecast on Steady Demand for AI-Powered Data Analytics

      UPDATE 2-Palantir lifts annual revenue forecast as data analytics spending boomsAug 3 (Reuters)-Palantir TechnologiesPLTR.Oon Monday raised its annual revenue forecast again, signaling strong demand...
      Palantir Stock Surges 14% After It Lifts Annual Revenue Forecast on Steady Demand for AI-Powered Data Analytics
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    • Rainy777Rainy777
      ·07-31
      Interventions by both Japan and South Korea is a really bad sign. A currency crisis is brewing.

      Dollar on Track for Worst Week in Three Months Amid Fed Doubts and Massive Yen Intervention

      The US dollar is heading for its worst week in three months, tumbling to its lowest level in over a month. This decline is fueled by a double blow: growing skepticism about the Federal Reserve's...
      Dollar on Track for Worst Week in Three Months Amid Fed Doubts and Massive Yen Intervention
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    • Rainy777Rainy777
      ·07-31
      Amazon profits aren't real. They were down if you take off revaluing their Anthropic stake.

      Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets

      UPDATE 2-Amazon soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters)-AmazonAMZN.Oshares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinfo
      Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets
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    • Rainy777Rainy777
      ·07-31
      He will be proven right again. Much of the increases seen in big tech revenue and profits is a mirage. It is either from the unprofitable companies they invest in or revaluing equity positions or both.

      The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal

      The tech stock rebound was short-lived, but "The Big Short" investor Michael Burry hasn't retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He...
      The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal
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    • Rainy777Rainy777
      ·07-31
      Lol. Half of the increase in Azure was from OpenAI, using Microsoft's money.

      Microsoft's F4Q Puts Compute Overcapacity Debate to Rest

      1422 ET - Microsoft's recent earnings should be conclusive proof that the AI infrastructure buildout has not overextended itself, Benchmark analyst Yi Fu Lee writes in a note. "The number one investor pushback we receive is concern of AI infrastructure build out overcapacity," Lee says, citing reports of Meta considering selling excess computing power. But the strong showing from Azure--43% growth that continues to accelerate and demand continuing to exceed capacity--"puts this debate to rest," Lee says. "The company has great AI/Cloud customer pipeline visibility and the observation that any new capacity brought online is utilized serves as proof. We believe this reinforces our longstanding view that Azure growth remains constrained by supply availability rather than demand." Microsoft jumps 17%.
      Microsoft's F4Q Puts Compute Overcapacity Debate to Rest
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    • Rainy777Rainy777
      ·07-10
      Government statistics get a bad rap but they are often compiled on very small budgets with no funding for any major changes. Maybe they will finally get a budget to allow changes. 

      Can Walmart Help the Fed Harness Real-Time U.S. Economic Data? We’re About to Find Out

      The Federal Reserve named a former Walmart CEO to a task force to develop contemporaneous data on spending, inflation and growth.
      Can Walmart Help the Fed Harness Real-Time U.S. Economic Data? We’re About to Find Out
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    • Rainy777Rainy777
      ·06-11
      Wait, so even the most bullish Tesla analyst sees $Space Exploration Technologies(SPCX)$ as only having a 20% upside in the next 12 months? [LOL]  

      SpaceX Got Its First Analyst. How High Shares Can Go

      SpaceX stock isn’t trading yet, but it has received its first Wall Street coverage. It isn’t an official Buy, but it’s positive.Wednesday evening, New Street Research analyst Pierre Ferragu launched...
      SpaceX Got Its First Analyst. How High Shares Can Go
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    • Rainy777Rainy777
      ·05-14
      Keep the children away from Trump!

      China's Xi, Trump Hold Talks, Chinese State Media Reports

      China's Xi, Trump Hold Talks, Chinese State Media Reports
      China's Xi, Trump Hold Talks, Chinese State Media Reports
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    • Rainy777Rainy777
      ·04-25
      Why would anyone buy INTC at a forward PE over 100 when TSM is on a forward PE of 26? Pure bubble behavior where you are gambling instead of investing. 

      Semiconductor Stocks Are on a Historic 32-Year Run. Here's What Usually Happens After a Rally Like This

      Semiconductor stocks are doing something they've never done before.The PHLX Semiconductor Index and the Invesco PHLX Semiconductor ETF (NASDAQ: SOXQ), which tracks that index, have gone up for 17...
      Semiconductor Stocks Are on a Historic 32-Year Run. Here's What Usually Happens After a Rally Like This
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    • Rainy777Rainy777
      ·04-01
      Does he think oil prices will magically drop if he TACOs? Deluded.

      Trump Urges Countries to Go to Strait of Hormuz and "Just Take It"

      Trump urges countries to go to Strait of Hormuz and 'just take it'WASHINGTON, March 31 - U.S. President Donald Trump urged countries who did not help the U.S. in its coordinated strikes against Iran and are now unable to get jet fuel to buy American oil and go to the Strait of Hormuz and "just TAKE it."
      Trump Urges Countries to Go to Strait of Hormuz and "Just Take It"
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