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Mapping out the current state of AI markets by : "Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of tha...
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of tha...
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In the previous article, we introduced "Trump Trade" strategy. According to RCP poll, as of August 30, Harris's chance of being elected was 48.1%, ahead of Trump's 46.3%. At this point, it is time to talk about "Harris Trade".
Source: Realclear Polling. Data as of August 30, 2024.
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What are the differences in Harris's new policy?
1. Core: Reducing the cost of living
In Harris's economic policy speech, the focus is on reducing ...
Source: Realclear Polling. Data as of August 30, 2024.
1. Core: Reducing the cost of living
In Harris's economic policy speech, the focus is on reducing ...
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$Advanced Micro Devices (AMD.US)$ You got nothing on nvda, just get out the game! NVDA to the moon! 🌙 🌚 🚀
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$Advanced Micro Devices (AMD.US)$ i can nearly break even!!!!
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Happy Friday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the top ten buzzing stocks on moomoo based on search and message volumes! Comment below to answer the Weekly Topic question for a chance to win an award!
Make Your Choice
Weekly Buzz
The market took a hit Friday following a week of shakey earnings reports. Intel and Amazon earnings disappointed investors and job data spawned ...
Make Your Choice
Weekly Buzz
The market took a hit Friday following a week of shakey earnings reports. Intel and Amazon earnings disappointed investors and job data spawned ...
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Never knew I would get into investing, initially I was really fearful but glad I decided to try it out here.
Yea sometimes we lose, (like right now) but it’s alright, being ok with paper loss is also part of the process. Hopefully by training and learning to do this right, I can build up my side income. ❤️🥲
Long term, I just wanna work less live more. Ya know?![]()
Mid week blues, shall stock up on more stocks…
Well at least I learnt to diversify![]()
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Yea sometimes we lose, (like right now) but it’s alright, being ok with paper loss is also part of the process. Hopefully by training and learning to do this right, I can build up my side income. ❤️🥲
Long term, I just wanna work less live more. Ya know?
Well at least I learnt to diversify
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