AI情绪主导全球市场：亚洲科技股狂欢与美股分化的同与不同

.. so what? The cost(and size) to train models is also increasing and is still 60% of the cards that Nvidia is selling. Losing 60% of your most profitable revenue stream I think would do bad for a company regardless of how much inference is increasing "dramatically"(all this means is the GPUs are dead sooner and the cost to do this massive inference increases too)

$MSFT $NVDA Bang - I was right, Jensen just displayed host of windows machines of all sizes to run agents locally calling out no metered anxiety - meaning compute locally Might of the negative for others $AMZN $GOOGL

Insider selling in WDC & INFQ vs. retail hype on SPCE/MU/NVDA WDC’s recent insider sales (750 shares by a director) and INFQ’s massive 1.5M-share dump feel like red flags in semiconductor and biotech. Yet retail traders are still betting big on SPCE (post-lawsuit settlement), MU (AI demand), and NVDA (call activity). How do you reconcile these diverging signals? Also, the

I'm in Europe, with a bunch of non-geeky friends, coming from all walks of life who have Signal installed. As a sibling comment to yours stated, the hardest decision was deciding to stop using Meta. I have a militant "let the leaves fall where they may" attitude towards stopping relationships with companies I detest (Microsoft, Amazon, Meta...) It all always works out fine.

Is the AI supply chain play going to plateau / correct slightly. And if so, after last week’s price action, is the redemption of all these SaaS stocks the next trade. If so are we going back to all time highs for the likes of NOW, MSFT etc.?

Of all of the sites/apps that are immune to DNS adblocking, I thought YouTube was at the top of the list. Not that DNS adblocking isn’t a good thing, but I’d think Google & meta would make sure they couldn’t be defeated so easily.

"Your portfolio should contain a LOT of $GOOGL - their AI initiatives are just too strong to pass up."

https://preview.redd.it/ubp7l1yfyl3h1.png?width=944&format=png&auto=webp&s=7c338b6edba598d898d6a22b97ae7ada0adec06b https://preview.redd.it/2tqhkhogyl3h1.png?width=3624&format=png&auto=webp&s=c9d790d890d61750cf883577a64adce0e4ee58c2 Not only does the GOOGL daily chart looks like a ST reversal in trend is about to develop. Sequential counter at 1-0 Sell

Exactly. Waymo is already much better at driving than Tesla will ever be. They deserve a pass for actually moving the technology forward.

#7/2 $GDC /B Fee 16.12% Availa 1900000 Float:20.45M /Watchlist $TSLA $OLOX $CDT $BRTX

https://preview.redd.it/fzuyekm7n9be1.jpg?width=1792&format=pjpg&auto=webp&s=4a3b15e8976a63fdb2ed38d2e4df1acef513a6e6

As someone already mentioned. Steam for movies already exists (iTunes, also Amazon’s offering). The problem seems to be that hardly anyone wants to actually own a movie anymore. There are places where the ownership model seems to still be thriving (books), but for video and audio, ownership (vs. streaming or renting) is largely dead.