There has been so many events lately, such as Microsoft future of work with AI, Google I/O, Nvidia GTC, etc. How do you stay up-to-date with all of these AI events held by these tech companies, are there certain websites or resources that you use to know when they’re happening?
Anyone else getting into internationals lately? Seeing quite a few articles about emerging market and borderline developed markets doing well right now. Many have been under priced for years and some since the '08 recession. The weaker dollar continuing would be very helpful here.
I am into India - INDA, Vietnam - VNM, Poland - EPOL, Mexico - EWW, Brazil - EWZ, and Chile - ECH.
INDA getting some tech love from the flight from Ch
Body of letter:
“We have tried to set conservative forecasts for AMD's Al, given historic false starts, but higher price points plus supply chain commentary is pointing to an opportunity that is multiples of our initial target. Raising Al revs to $400 mm, but with bull case >$1.2 bn for CY24. We have spent the last few days gathering data points from industry sources on the AMD MI300 (AI) opportunity. Our original estimate of $100 mm of Al revenue
Peloton is recalling 2.2 million of its exercise bikes due to the seat post breaking during use, the company announced Thursday.
Peloton has received 35 reports of the seat post breaking and detaching from its original bike, which led to 13 reports of injuries including a fractured wrist, lacerations and bruises, Peloton said in a news release.
Dick’s Sporting Goods and online stores including Peloton and Amazon sold these bikes from January 2018
I never really thought how others perceive death and how it changes their spending behavior. Personally, I have been continuing my monthly DCA, but have slowed my spending when dining out and on other things. Yet, I've noticed my friends have increased their spending on almost everything. When I asked them about it, they summed up their reasoning to "living in the moment." They were very fearful of the war, climate change, and gun violence that has
Hi there, I was wondering why stock shares rise so slowly, and I would like to discuss this by using ING as an example.
So ING is one of the Netherlands' largest banks and they disclosed their Q1 results of 2023 this morning. A summary of the results can be found here .
In s
Hey! So I’ve been trading for about three years now. I’ve done penny stocks and options where I’ve sat and stared at charts all day, tried to hold long term investments with the little money I had, and basically turned 400 into 600.
This was mainly meant as practice for when I graduated university so I was familiar with investing without risking much and I’d like some opinions on my current idea for an investment strategy. I opened a brokerage account (n
I've been watching with some dismay as Danaher and to a lesser extent Thermo Fisher have been bleeding for the last year, even as many pharma and biotech firms have been holding up fairly well (see MRK, BMY, CRSP...PFE is a big exception).
Is this still an extended COVID unwind, and did these firms really benefit that much from vaccine development and production? Or is something else at play here?
I tend to like these "picks and shovels&qu
Hi all, Still learning more about investing and had a question I was hoping to get some help with. I have a small amount of money invested in Solo Brands (DTC) - in short, I love the company and it’s products and think it has tremendous growth potential or could be a great acquisition target.
This morning, it was announced there would be a secondary share offering from one of the investors of 11 million shares. This seems different from the usual share di
SMCI is doing exceptional during this year. One of very few stock that doing great financially with 12 P/E forward P/E 14. SMCI produce hardwares for cloud services, GPU/storage rack etc. Think this has great potential to be a new juggernaut in the future years with the world heading in this direction