Trump is changing his portfolio to take advantage of the changes in value of software and hardware. $Microsoft(MSFT)$: trump is using this opportunity to sell at a high price to re buy at a lower price $Intel(INTC)$ with the negative outlook for this company trump is likely to sell this stock to take advantage of the high prices for hardware and re invest in software $meta the future of Facebook and social media is bright with a positive outlook for media
1. $Rocket Lab USA, Inc.(RKLB)$ rocket lab is a is based space exploration company focused on research and development. 2. While $Rocket Lab USA, Inc.(RKLB)$ is a leader in research this company has yet to become profitable. Similarly $AusNet Services(AST.AU)$ has yet to become profitable 3. Spacex $Tesla Motors(TSLA)$ is a highlight profitable company with deep funding which can fun new ventures such as spacex Tera fab. This company is yet to be sufficiently profitable for third party capital
$KOSPI 200 Index(KOSPI200.KR)$ Korea index is driven by the importance of future technologies which is an investment in the electronics and products of Samsung. $SAMSUNG SEMICON(03132)$ high quality company with stable revenue and outlook
1. Within the seven the one with the most room from here is $Microsoft(MSFT)$ which is the leader in copilot ai 2. Is the rotation a short term blip or the market repricing which part of the ai stack is the real bottleneck. The bottle net for ai for $Microsoft(MSFT)$ is their ability to invest in computer hardware for their azure data centres 2. Positioning hardware software of balanced. $Microsoft(MSFT)$ has both a hardware division with surface and a software division with windows 11
1. The value of institutional holdings of shares relative to retail is decreasing over time which means that views on market movements is more important than $SPDR S&P 500 ETF Trust(SPY)$ holdings by institutions 2. $Advanced Micro Devices(AMD)$$ARM Holdings(ARM)$ are both stable companies with long term earnings which have potential for future growth over time 3. The longer the us Iran war continues then the longer alternative supply routes have to develop and increase in volume over time, this reduces the impact of ending the war on the economy. Hot money will continue to be invested in $SPDR S&P 500 ETF Trust(SPY)$
1. Rather than purchasing a coe an alternative is to use car rental companies to rent a car. Car ownership and coe will increase in price over time 2.byd market share will continue to increase due to subsidies for production by China 3. No there is not a need for another car manuturer to compete with China for car production
Intel 1. AMD is currently trading in the range 200 to 300 with a fair value of 280 2. Memory has larger supply constraints than cpu in the short term 3. More ai capex increases demand for memory over cpus which have greater supply
Bitcoin is poised for a breakout movement based on technical indicators. 1. Can bts hold above $80k: bitcoin is currently trading close to this level and is likely to exceed this amount in daily volatility 2. Does $60k need one more test: daily volatility is very high for bitcoin and it is likely that it will fall below $60k at some time in the future
1. My year end price target for $SanDisk Corp.(SNDK)$ is $1000 2. Yes, earnings per share or eps is likely to be revised higher 3.yes, Lta prepayments will increase further as spending increases