G+M seems like they make up the vast majority of the data center AI market (for internal usage), given it’s where Brain Deepmind and OpenAI are, and they have infinite money to spend on training and deploying AI models
Does anyone have hard numbers on how much of nvidias current or future revenue is reliant on these two customers?
Asking because I want to calculate the exact amt nvidia would lose if Microsoft’s “Athena” and Google’s “TPU” plays are
Why I need to know: As a programming portfolio project, I want to make a 'mock market' where fake stocks change price based on market forces. I've googled around but can't find any specific formula or algorithm that does this.
I understand the concept of "people buy, price goes up, people sell, price goes down". This is straightforward and makes sense, but is not detailed enough for what I need to know.
So really, how is t
It looks like meta is going to kill twitter if the 70m users on threads number is true. So let's say twitter goes bankrupt and elon is still on the hook for his 40b loan against his tesla shares. what are the ramifications of this?
My background - trading since 2007. started like everyone else, mutual funds, stocks, options etc. FA,TA, FA and TA, etc.
after many years ive come to believe trading stocks is basically gambling. ive not seen a compelling argument to date, but am open to having my mind changed.
see definition here
https://www.britannica.com/topic/gambling
Stocks and options are gambling for the:
Lately, I am paying very close attention to healthcare sector because they are getting hammered significantly and some of them are trading at close to 52 weeks low. Some of them that I am interested in are PFE, BMY, ABBV, and CVS. Is it time to get into it now or it has a room to fall further? What matrix and indicators are you watching to determine when to dive especially for healthcare sector? Is it better to toy with options rather than buying stocks for this
Early 2022, displayed a stock price for the symbol AFRM ranging from $45-$79, but now the stock is around 13 dollars per share. I know the stock had IPO-ed early 2021 and the initial share price was $117, could the share price just be adjusting to its real value or what exactly is the issue? The P/E ratio is very low, so I may be wrong on the whole overvalued argument. If you have any information, please feel free to share. Thanks in advance for any information!
I started buying STWD during the pandemic when the price was lower and the yield was near 13%. I continued to buy more and overall I’ve lost money on the investment so far (down 8.85%). This is frustrating to watch during a time where tech and the overall market have gained in the past 6 months. It still pays a good dividend but with their exposure to some commercial real estate I’m worried it could see further losses from here. I do think it’s probably underval
I’ve heard this term being tossed around while doing research on stocks like Google and Apple. My guess is referring to how both stocks price per share isn’t directly correlated with its performance, but rather on buyer demand (position transaction wise) I may be wrong, but please help me to understand such term. Any information regarding this is greatly appreciated. Thanks i’m advance!
This week's casual valuation is Zoom. I hope you enjoy these posts and feel free to add your take.
Disclaimer: I do not own shares in Zoom
The post is divided into the following sections:
- Zoom today vs. Zoom 4 years ago
- My previous valuation of Zoom (March 2022)
- Historical financial performance
- The bad news
- Revenue split
- Management's story (and what is misleading)
Think I’m going to buy hard into this. It actually has a product and meme energy. Sitting pretty low now. I have 2.7k shares and another 14k to drop into shares next week. I’m just not sure if I want to swing trade it or hold it long term, so I wanted to see how you all think the chances of it growing long term are. Might sell some covered calls at a strike I’d be fine with them getting called away. I can’t decide! Let me know what you all think. Cheers!