The emergence of DeepSeek will shift the focal value of the AI industry chain from front-end computing power to the middle and end stages. Currently, the clearest direction is undoubtedly cloud computing. The core innovation of DeepSeek lies in the significant improvement in algorithm efficiency and the substantial reduction in costs. This provides a new approach for small and medium-sized enterprises to enter the field of ...
104805443
:
This perspective is very unique. It feels like we are entering an era where we come down from the cloud to local deployment. A medium-sized enterprise can have its own AI with just 70 billion, while a small business can have one with just 14 billion. Data security and privacy issues are all resolved, with extremely low costs.
Aaron Invests (AI)
:
Lol somehow deepseek AI is at a surface level. Look what I did with ChatGPT. A simple prototype robotics idea. Kid friendly to see the mechanics.
Deregulation was a hallmark of Trump's policy framework, and his previous term saw M&A-friendly regulatory reforms. With Trump poised for a White House comeback and an M&A market primed to rebound, many market observers foresee a surge in deals over the coming years. M&A activity is already showing signs of recovery. According to Dealogic, announced M&A deals in 2024 surpassed $1.4 trillion, up from $1.32 trillion in 2023, though slightly bel...
$CrowdStrike (CRWD.US)$,$HubSpot (HUBS.US)$,$Tesla (TSLA.US)$ 1. CrowdStrike, CRWD: CWRD - A good buy? Personal favourite. Have been accumulating around the 300-310 range because I love how it is respecting the 0.5 fibonacci support. On top of that, the recent negative news did not impact the price action much which gave me even more conviction to add. Still holding, I feel like we could see 360. 2. Hubspot, HUBS: Don’t’miss - $HUBS Stock jumped 10% after earnings. R...
$HubSpot (HUBS.US)$shares advanced 7.7% in after-hours trading after the company reported better-than-expected second quarter earnings and provided full year outlook that beat estimates. The company said adjusted earnings rose to $1.94 a share in the quarter ended June 30, from $1.22 a year earlier. Analysts on average expected adjusted earnings of $1.64, according to estimates compiled by Capital IQ. Revenue rose 20% ...
$Alphabet-A (GOOGL.US)$is set to release its Q2 earnings report on July 23, investors will focus on AI developments, capital spending plans, and ad spending in second-quarter. Google stock has climbed 27% in 2024 as investor fervor over generative artificial intelligence drives big gains in technology companies. Consensus Estimates ● Alphabet is expected to post quarterly earnings of $1.84 per share in the...
Tesla meme stock Bill Gross, renowned investor and co-founder of Pimco, believes Elon Musk’s Tesla is behaving like a speculative play among retail investors. “Tesla acting like a meme stock — sagging fundamentals, straight up price action,” the former chief investment officer and co-founder of Pimco said in a post on X Tuesday afternoon. “But then there seems to be a new meme stock every other day now. Most are pump and dump.” Tesla has risen for 11 days straight and ...
Morning Movers Gapping up $Marathon Oil(Delisted) (MRO.US)$stock rose more than 7% following the announcement of being acquired by ConocoPhillips in a $17.1 billion all-stock deal. $NVIDIA (NVDA.US)$stock rose 0.4%, continuing to climb after the tech giant's hefty 7% gains the previous session. $Dick's Sporting Goods (DKS.US)$popped 7.7% after reporting an earnings and revenue beat for its fiscal first quarter and raising its full year gui...
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MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
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104174101 : yeah, benefits ali cloud![flushed 😳](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f633.png)
cannot use western cloud due to national security concerns
70852840 : whats thehotest sactor in china
104805443 : This perspective is very unique. It feels like we are entering an era where we come down from the cloud to local deployment. A medium-sized enterprise can have its own AI with just 70 billion, while a small business can have one with just 14 billion. Data security and privacy issues are all resolved, with extremely low costs.
Aaron Invests (AI) : Lol somehow deepseek AI is at a surface level. Look what I did with ChatGPT. A simple prototype robotics idea. Kid friendly to see the mechanics.
Andre88888888 : "deepseek powered by: NVDA"
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