$First Solar (FSLR.US)$ The reasons for the previous large increase in this stock seem to still exist, but appear to be greatly affected by the election. If Trump is elected, it is expected that support for clean energy will decrease. Considering the technological aspect, the risk of buying now is quite high.
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$Li Auto (LI.US)$ Ideal Auto does not currently have an overseas market. It is reasonable to say that tariffs should not have any impact on its stock price. There have been a lot of big purchases recently, and there seem to be signs of bottoming out. I personally think I can get in a little bit, and then if the current position is established after the technical bottom is established, this is a great opportunity.
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$Apple (AAPL.US)$ Now I understand the logic behind this rise.
1. AI wasn't priced in Apple's stock price before, and investors finally saw an opportunity for Apple to join the AI carnival. This should be the immediate reason.
2. At a deep level, AI has opened up a new revenue growth point for Apple this time, and the increase in Apple's cost is insignificant compared to other companies that need to buy chips on a large scale. In the agreement between Apple and Open AI, Apple did not pay a penny; it can be said that it is free to use Open AI's API. This is amazing. Other companies need to pay to use the API. Apple is free to use, and it can also make money later, and it is also deducted from the user's monthly fee as the entrance fee for the AI provider. It is said that Google will also join. In this way, Open AI competes with Google, and Apple benefits from fishermen. Similar to the Safari search engine recommendations, Google still has to pay the top fee to Apple. In other words, the bargaining power that Apple enjoys when it has high-quality customers.
1. AI wasn't priced in Apple's stock price before, and investors finally saw an opportunity for Apple to join the AI carnival. This should be the immediate reason.
2. At a deep level, AI has opened up a new revenue growth point for Apple this time, and the increase in Apple's cost is insignificant compared to other companies that need to buy chips on a large scale. In the agreement between Apple and Open AI, Apple did not pay a penny; it can be said that it is free to use Open AI's API. This is amazing. Other companies need to pay to use the API. Apple is free to use, and it can also make money later, and it is also deducted from the user's monthly fee as the entrance fee for the AI provider. It is said that Google will also join. In this way, Open AI competes with Google, and Apple benefits from fishermen. Similar to the Safari search engine recommendations, Google still has to pay the top fee to Apple. In other words, the bargaining power that Apple enjoys when it has high-quality customers.
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Keep buying the dip, but only to see the stock fall further? Find it hard to pinpoint the right entry and exit points?
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$Apple (AAPL.US)$'s options volume surged past that of $NVIDIA (NVDA.US)$, tracking the iPhone maker's stock rally that widened its lead in market capital over the manufacturer of chips that power artificial intelligence.
Shares of iPhone maker climbed above $200 for the first time ever, taking its market capital to $3.1 trillion after the world's second most valuable company on Monday unveiled its "Apple Intelligence." ...
Shares of iPhone maker climbed above $200 for the first time ever, taking its market capital to $3.1 trillion after the world's second most valuable company on Monday unveiled its "Apple Intelligence." ...
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$Hewlett Packard Enterprise (HPE.US)$ hp inc's valuation feels more attractive. $Dell Technologies (DELL.US)$ Should I buy hp inc while Dell is clearing out, or should I wait?
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$Apple (AAPL.US)$ Apple focuses on AI for privacy to attract high-end users who prioritize personal privacy. I believe Apple can integrate them well into its own ecosystem, but I don't think it will have a significant impact on Apple's sales. At the same time, AI currently does not contribute much to Apple's revenue, which may be more beneficial for openAI. $Microsoft (MSFT.US)$ Let's see when Apple can better capitalize on AI technology.
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