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$NVIDIA (NVDA.US)$ $Palantir (PLTR.US)$
Both Palantir and the Nasdaq managed to recover from recent market jitters. Palantir's stock closed 1.7% higher at $89.31, while the Nasdaq ended up 0.3%. Nvidia's stock, however, remains below its record level of $124.62 set on February 18.
Optimism around Nvidia's upcoming earnings likely fueled the upward movement in stock prices. Nvidia's CEO, Jensen Huang, reassured investors during the fourth-quarter earnings call that the Blackwell Ultra chip remains ...
Both Palantir and the Nasdaq managed to recover from recent market jitters. Palantir's stock closed 1.7% higher at $89.31, while the Nasdaq ended up 0.3%. Nvidia's stock, however, remains below its record level of $124.62 set on February 18.
Optimism around Nvidia's upcoming earnings likely fueled the upward movement in stock prices. Nvidia's CEO, Jensen Huang, reassured investors during the fourth-quarter earnings call that the Blackwell Ultra chip remains ...
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$Beyond Air (XAIR.US)$ Looking ahead, revenue is forecast to grow 69% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Medical Equipment industry in the US.
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$Palantir (PLTR.US)$ i will buy hard into PLTR. Fandom is real.
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$SGX (S68.SG)$
1. **Low Liquidity**
- A significant portion of household savings is locked in the Central Provident Fund (CPF) and funneled overseas by entities like GIC, leaving limited liquidity for local markets.
- Low trading volumes and minimal retail participation further exacerbate the issue, reducing market vibrancy.
2. **Declining Market Appeal**
- The number of listed companies has dropped to a 20-year low, with many opting for delistings or foreign e...
1. **Low Liquidity**
- A significant portion of household savings is locked in the Central Provident Fund (CPF) and funneled overseas by entities like GIC, leaving limited liquidity for local markets.
- Low trading volumes and minimal retail participation further exacerbate the issue, reducing market vibrancy.
2. **Declining Market Appeal**
- The number of listed companies has dropped to a 20-year low, with many opting for delistings or foreign e...
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$SGX (S68.SG)$ In my view, the Monetary Authority of Singapore (MAS) plan to revive the Singapore equities market is only treating the symptoms, not addressing the root cause of the issues at hand. While their efforts may provide some temporary relief, they fall short of offering a sustainable, long-term solution that the market desperately needs.
It's clear that the MAS is trying to stimulate activity and boost investor confidence, but simply applying short-term fixes won't solve the...
It's clear that the MAS is trying to stimulate activity and boost investor confidence, but simply applying short-term fixes won't solve the...
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$Bitcoin (BTC.CC)$ NVIDIA CEO Jensen Huang recently responded to market reactions regarding DeepSeek's progress, emphasizing that investors have misunderstood its impact. In an interview with DataDirect Networks CEO Alex Bouzari, Huang described DeepSeek's R1 open-source inference model as "incredibly exciting" and stressed that it will actually drive an increase in demand for computing power.
Huang explained that the market's initial reaction to R1 was based on a misunderstanding that AI no longer requires powerful computing capabilities. In reality, the opposite is true. The inference capabilities of the DeepSeek model are computationally intensive, and advancements in AI will continue to heavily rely on NVIDIA's hardware. Although Stocks initially fell, NVIDIA's Stocks have nearly fully recovered, and Huang remains optimistic about the future of AI and NVIDIA's role in it.
Overall, Jensen Huang believes that the innovation of DeepSeek will accelerate the adoption of AI and create opportunities for more efficient models, ultimately benefiting the entire AI industry.
If you need more assistance, please let me know!
Huang explained that the market's initial reaction to R1 was based on a misunderstanding that AI no longer requires powerful computing capabilities. In reality, the opposite is true. The inference capabilities of the DeepSeek model are computationally intensive, and advancements in AI will continue to heavily rely on NVIDIA's hardware. Although Stocks initially fell, NVIDIA's Stocks have nearly fully recovered, and Huang remains optimistic about the future of AI and NVIDIA's role in it.
Overall, Jensen Huang believes that the innovation of DeepSeek will accelerate the adoption of AI and create opportunities for more efficient models, ultimately benefiting the entire AI industry.
If you need more assistance, please let me know!
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Lean Investment OP Cloud Seph : never trade across earnings. too much uncertainty. not worth it.