2024 is the year of AI
The investment thesis has been "AI AI AI". While my portfolio benefited from $NVIDIA(NVDA.US$ 's relentless rise to $3T, the position in $Arm Holdings(ARM.US$ has yielded an even greater %return. This is surprising, as I don't think ARM's business model justifies the exponential growth that is being priced in. Likely to be trimming this position later on before earning to avoid risk.
This brings us to future projection 👀 As the interest rate goes down, presidential election nears, indexes will continue to rise, and Al will continue to dominate. My eyes will be on $Apple(AAPL.US$ & $Amazon(AMZN.US$. They have been holding out on their Al plays since ChatGPT became popularized, I expect strong enthusiasm from investors as these big tech finally unleash their Al products.
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STD0313 : 65x X earnings I would run from ARM. That is, if it wasn't all tuted up......seeing it is, I am sure it will continue up to 1500 X earnings, even as earnings grow. I am with you on Amazon. They will be the next big winner in the AI race.
102264951 : Hello, may I know how to get the 2nd photo (full month calendar)?
aerohkOP 102264951: On Android: Accounts tab -> Assets tab -> tap on "Total Assets" -> tap on the share icon on top right -> swipe right 3 times
102264951 aerohkOP: Thank you so much. I got it.
On Paris : Thank you
soyabean89 : Ai ai ai >>>