$CapLand India T(CY6U.SI)$ Great set of results https://investor.clint.com.sg/newsroom/1.CLINT_Press_Release_-_2H_FY_2024_27_January_2025.pdf The DPU looks good.
DeepSeek news, delays in Blackwell racks because of issues for top customers. What else is coming? Disruptions and disruptors nobody can predict when they come.
Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks
Nvidia is a great stock. Company is innovating at rapid speed. However, the recent delays in ordering by Nvidia's biggest customers of AI chip racks because of glitches is a bit concerning to me. Wondering what the impact would be on its earnings report next month.
This Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025
This is going to be great. About the $ 3K machines, companies might save a lot of money that they could spend on the cloud if they could test stuff on their local laptops/desktops. They probably will save more money than they would spend on buying those machines with Nvidia chips. I like it.
Nvidia Unveils Gaming Chips, Desktop Computer to Protect AI Lead
$NVIDIA(NVDA)$ bullish as it makes essential chips for data centres, gaming and with Jetson Orin is adding more consumer use cases for its products. AI is growing and so will the use of Nvidia's chips.
$NVIDIA(NVDA)$ Bullish on Nvidia. This interview from Jensen Huang makes sense. https://youtu.be/gsPdXHtgSno?si=TCshZoyeV3H7hwDf Nvidia has a huge lead with competitors. AMD and others trying to catchup but I believe it will take a while. When it happens we will see. Also Nvidia is looking to light up more use cases in the consumer space with Jetson Orin Nano Super. Imagine the possibilities.
$NVIDIA(NVDA)$ They are strong on servers and consumer compute and now going more main stream lighting up more consumer use cases using Jetson Orin. Getting more creative with the strengths they have.
$General Mills(GIS)$ Didn't realise the brands it had until now when I read the company profile. Wow that's a huge set of consumer brands they have. Should be a resilient company and the rate cuts should benefit the consumer and the company.
Great. Indian economy is doing good. Dont see challenges with Trump administration for India. Singapore government and CapitaLand Investment (9CI) is looking more investments there as I understand. Rupee seems to be somewhat stronger over tge last couple of months against Sing dollar. Financially CY6U / CLINT seems to be doing good FCF per share, EPS wise as I see.