Includes major US listed cloud computing service providers. These companies provide IAAS, SAAS, and PAAS services, infrastructure, and solutions for companies and individuals, enabling them to quickly deploy and manage their own operations, applications, and systems. Cloud computing is a significant investment opportunity for its potential cost savings. By moving IT infrastructure to the cloud, companies can reduce capital expenditures on hardware and software and only pay for the services they use, freeing up resources to invest in other areas such as research and development or marketing. Increasing demand for storage and processing power is driving the growth of cloud computing. As more businesses move to digital platforms and adopt technologies like AI, the amount of data being generated is growing exponentially. Cloud computing offers a scalable solution to handle this data.
$ALIBABA GROUP HOLDING LTD (BABAF.US)$ $Alibaba (BABA.US)$
$ALIBABA GROUP HOLDING LTD (BABAF.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $Bilibili (BILI.US)$
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...
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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