First of all I would like to wish everyone a happy Thanks Giving Friday! 🦃🦃🦃 Hope you have an enjoyable thanks giving with the family. Now I don't really celebrate much on Thanksgiving as it is not my usual tradition. However, what I would like to share I am looking into is the Black Friday effect. Links to details on historical records of what is happening on Black Friday. Thanks Giving and Black Friday Effect by Investopedia. Since there is a Black Friday all the way to C...
$Microsoft (MSFT.US)$consistently remains an FTC target.. Which means stock slipping potentially below the 417 relief point when the markets open after Thanksgiving. If it skips below 417.. Time to BUY BABY! Why? Simple fact is copilot+ is long awaited and will launch in December.. Finally. This will be a big boost for AI PCs and commercial segments. Expect that revenue to be reflected in their Q1 earnings 2025... Buy on weakness and hold for long term!
Here's a full recap: 1. Microsoft$Microsoft (MSFT.US)$is now under investigation by the FTC. which is examining various aspects of its business, including cloud computing and AI products. While$Alphabet-A (GOOGL.US)$Google is also under investigation, they did begin the process of appealing a ruling requiring changes to its Play Store operations after an antitrust case by Epic Games, arguing the decision misjudges its competition with $$Apple (AAPL.US)$Apple, wh...
On November 19, Nvidia (NVDA) officially announced that it would cooperate with Google (GOOG) quantum artificial intelligence to accelerate the design of its next-generation quantum computing equipment by using simulations supported by computing power provided by NVIDIA’s CUDA-Q platform. According to the statement, Google’s Quantum AI division will use the NVIDIA EOS supercomputer and hybrid...
The FTC just opened an antitrust investigation of Microsoft into multiple business verticals Pelosi sold ~$5 Million of Microsoft$Microsoft (MSFT.US)$back in July And was her largest "sell" since 2022 Wild.
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Politics aside, don’t you think it is a behemoth of a monopoly for such a large country? If yes, then it shouldn’t take DOJ to allow the BIG 7 to swallow up hundreds of billions while everyone has to pay subscriptions…. it used to be USD119 for the whole year and a percentage for renewal… hardware servers used to be one time purchase and renewal but now it’s sold by number of server cores with increasing annual fees….
$Alphabet-C (GOOG.US)$$Alphabet-A (GOOGL.US)$ - DoJ said, Google should divest off Chrome and may not reenter the browser market for five years - prohibited from "acquiring any interests in search rivals, potential entrants, and rival search or search ads-related AI products" - halt all "anticompetitive payments to distributors, including Apple, Samsung" so that Google isn't the default search engine on their devices - content creato...
$ALIBABA GROUP HOLDING LTD (BABAF.US)$ $Alibaba (BABA.US)$
$ALIBABA GROUP HOLDING LTD (BABAF.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $Bilibili (BILI.US)$
Hope you have an enjoyable thanks giving with the family.
Now I don't really celebrate much on Thanksgiving as it is not my usual tradition. However, what I would like to share I am looking into is the Black Friday effect.
Links to details on historical records of what is happening on Black Friday.
Thanks Giving and Black Friday Effect by Investopedia.
Since there is a Black Friday all the way to C...
Sold:
- $Palantir (PLTR.US)$ 100,804 shares
- $Roblox (RBLX.US)$ 151,028 shares
- $Rocket Lab (RKLB.US)$ 44,827 shares
- $Block (SQ.US)$ 110,712 shares
Bought:
- $Advanced Micro Devices (AMD.US)$ 127,723 shares
- $Amazon (AMZN.US)$ 82,735 shares
- $Pinterest (PINS.US)$ 108,376 shares
$Robinhood (HOOD.US)$ Robinhood short float up 19.52%, 2.88% of total float short
$Tesla (TSLA.US)$ Tesla short float down 1.92%, 2.73% of total float short
$MARA Holdings (MARA.US)$ Marathon short float down 7.88%, 20.67% of total float short
$SoFi Technologies (SOFI.US)$ SoFi short float down 8.37%, 14.42% of total float short
$Hims & Hers Health (HIMS.US)$ Hims short float up 16.76%, 22.3% of total float shor...
If it skips below 417.. Time to BUY BABY!
Why? Simple fact is copilot+ is long awaited and will launch in December.. Finally. This will be a big boost for AI PCs and commercial segments.
Expect that revenue to be reflected in their Q1 earnings 2025... Buy on weakness and hold for long term!
1. Microsoft $Microsoft (MSFT.US)$ is now under investigation by the FTC. which is examining various aspects of its business, including cloud computing and AI products. While $Alphabet-A (GOOGL.US)$ Google is also under investigation, they did begin the process of appealing a ruling requiring changes to its Play Store operations after an antitrust case by Epic Games, arguing the decision misjudges its competition with $ $Apple (AAPL.US)$ Apple, wh...
According to the statement, Google’s Quantum AI division will use the NVIDIA EOS supercomputer and hybrid...
Pelosi sold ~$5 Million of Microsoft $Microsoft (MSFT.US)$ back in July
And was her largest "sell" since 2022
Wild.
- DoJ said, Google should divest off Chrome and may not reenter the browser market for five years
- prohibited from "acquiring any interests in search rivals, potential entrants, and rival search or search ads-related AI products"
- halt all "anticompetitive payments to distributors, including Apple, Samsung" so that Google isn't the default search engine on their devices
- content creato...
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