The big3 are always reliable, but DBS stands out, it barely broke a sweat while UOB seems to have stumbled slightly, so investors went wild and shot the stock price even higher

wow... that 19% for amd, everyone's a millionaire now! [Miser] The AI bull rush will never fail to amaze. Everyone acts like the small gains by nvda are pathetic, but that's in contrast to the recent surges by intel and amd, just the past few years and nvda grew 200%... greed knows no bounds

Dead cat. Crypto likely is making some gains from the general optimism that Iran US war will resolve, but this is absolutely not the market for crypto, not when AI is so hot and the bubble is ongoing. Can't remember the news, but even those crypto companies are changing their approach. Has to be a dead cat, at least for a couple of years.

$CoreWeave, Inc.(CRWV)$ is a a hardy scavenger, starting out as a crypto mining company (adding to the hardware shorting during that period), then pivoting into cloud computing when crypto crashed, and is now further buoyed by the AI exuberance. And the biggest killer in this AI bubble that has investors shivering is the CAPEX, but it has had a reasonable headstart on companies like Oracle who want to cash in on the hype (but face all the challenges like funding, bottlenecks in hardware availability, etc.). Much has been said about the circular economy problem, where the hardware has great value, being boosted by the growing AI bubble, which is then used as collateral to secure more funding for even more AI related hardware acquisition, and

Colour me surprised, I expected good results, but the numbers are spectacular, it would indeed be nice to see if uob and ocbc would have results as impressive. Feels like the chaos in the middle east has no significant impact... [Surprised]

The non stop spending will keep attracting the disdain of the market and investors, it only serves to inflate the AI bubble. I would be taking profits at every juncture then buying back in in hopes the bubble continues. But I will gradually start picking up HALO shares to start hedging for the eventual bubble pop. I don't see a need to be the one holding the bag when shit happens...

I am obviously on google and amazon's side. They made the rights moves with the available resources, while microsoft felt like they kept trying to force changes with the success they had from investing in openai and having the first mover's advantage. Microsoft failed to understand that they should have branched out organically, instead of trying to force feed new functionalities down the throats of existing users who were happy to varying degrees with the status quo. By making hasty moves, and not listening to feedback, they lost ground to others who were later to the game. Hopefully someone is there to steer things the right way, before it is too late.

Side note: I am still curious as to why openai won't accelerate their plan to get listed. The AI bubble is slowly growing and better to step in and make a killing while the frenzy is still ongoing. I do not believe in openai's super long term viability, but in the short and near term, they have the brand recognition and should cash in as soon as possible, and leave investors holding the bag. I firmly believe that without being the first on the market, they would not be able to compete now. they simply cannot innovate at competitive costs, cannot make money and cannot produce a strong model that chokes out competitors.

I think any period before the AI bubble pops will be conducive for further growth, specifically for the companies that are directly involved with AI. So Meta, Google/Alphabet, Amazon, maybe Microsoft. So bofa will have to acknowledge that, because that is an obvious and "safe" answer. On the flipside, if bofa is worth their salt, they know that the bubble will eventually pop and that there's some elements of gambling on making good money before the house of cards come crashing down.

So $Apple(AAPL)$ took a slide after Cook announced he will be resigning. I believe the next earnings will show positive results, but will be interested to see if the impact of this leadership change will offset the good news.

I believe that there has been and will continue to be success for the iphone 17 series. But I am curious if aapl still has the hunger and the innovative power to churn out tech that might fizzle out, but shows their proverbial muscles. If they lose sight of what makes them great, by either focusing on trying to create their own AI functionalities (it is concerning that they allowed SIRI to slowly decay and fall backwards as a phone assistant), or tunnel vision fully on their phones because it brings most of their success, then this transition of leadership might mark the death of a behemoth.

The CEO transition should add wind to their sales, but it seems like the new guy is meant to bring them onwards in the AI era, but I hope he isn't just another flunky who blindly believes in the slop producing power. It is actually fine to focus on your brand's bread and butter, and not doing it in-house (just like aapl tried and failed), and instead outsourcing it to someone (which aapl did, collaborating with google's gemini). After all, making tough calls is what a leader is there for, and if he doesn't lie to himself, the AI bubble is here and it will eventually pop, so not feeding into the blind frenzy will help protect your brand's value.

Just sounds like OpenAI paying Oracle for AI infrastructure build up, then cancelling it because orcl can't keep up and does not have the money. (Oracle... the famed software company, now a builder? And resorting to cheating their investors to gather more funds. Utter absurdity.) Or openai committing to hynix for huge amounts of dram, amounting to 40% of global supply. Everyone is trying to cash in on the market's insatiable hunger and the big names know that any news will result in more buying. The fact that openai had to shutter sora shows the run is obviously unsustainable, which shocks me that openai isn't pushing to IPO quickly to make the big bucks before the bubble pops... cash in on the brand recognition before it's too late. Again, I pity the bag holders who buy in and refuse

Hahaha, exactly my thoughts when I tapped in, "is this circular trading?", the fact that it is raised in the article is an obvious yes. All these investments, just feel like stunts to keep the AI gold rush going on, further feeding the bubble. The value of AI as we know it, is simply not what is shown on the market, investors are jumping at any and almost every excuse that has to do with AI, best to keep taking profits on the way to the pop, or better yet hedge against it. This pop will be spectacular, I wish it would wipe out Musk, but I believe he has left investors holding on to the figurative bomb and will come out relatively ok [Glance] [Facepalm]

Fun: AI is back as the market's darling with the Iran US war subsiding However things popped up all over with the latest being Iran saying the Hormuz is opened for commercial ships, then reversed course in less than half a day. Supposedly because US has not lifted the Hormuz blockade for Iran's ports. What a topsy turvy rollercoaster ride!

A good sturdy umbrella is always nice to have, but would have loved a steeper discount. Nice to have such events though [Happy]

Also, this continuing growth makes me wonder if the market will react negatively to any setbacks between Iran and USA, let's say they really have another meeting and it falls apart, would there be a huge slide or will it just pretend nothing happened? Rumours are going around that USA will be taking military action in Cuba next, would the market have any sense to react accordingly...

Nflx has been on a general uptrend for a few weeks now. I am expecting decent results for earnings, but a slight correction due to the sustained over enthusiasm. Let's see.

I am curious, is the Capital World even a serious play? Or is it a buy now for future gains thing. The price is concerning to say the least. So the US blockading Iran, who is blocking Hormuz... that should have been the play from the start, not a war. But we will be starting on the next rounds of oil prices going up.

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.