Replying to @Nggimseng:Hi, tks for reading my post. Glad you liked it. Would you consider "Follow me" and get first hand read of my Daily new post? Thanks//@Nggimseng:Nice
Replying to @RalphWood:Hi, tks for reading my post and sharing your views. Agree with your your assessment. As expected, both stocks edged lower on Friday. Its up to nxt week to see how things progress. Seems like market I'd still weary of AI & related stocks. True?//@RalphWood:P/S and FCF matter more here. CRWV looks safer on scale, but NBIS has more upside if pricing holds. Anyone buying the valuation gap?
With 10mins to go before US market opens, what are the odds of CRWV & NBIS will end Friday on a high, given that both S&P 500 and Nasdaq futures indexes are still in the green and so far, no "bad" news making the rounds?
With 15mins to go before US market opens, what are the odds that BRK.B will end on a high, given that both S&P 500 and Nasdaq futures indexes are still in the green?
With about 3.5 hours to go before last trading day of the week, will NBIS turnaround ? Pre market indicator seems to say so. (see attached) Rule of thumb is traders usually will sell down their positions (or exposures) for fear of the unknown over the long weekend; since Middle East tension remains and that the US navy is set to stay in the Gulf, for much longer than expected - buring cash (expenses) along the way. NBIS will end this week higher than it started ? Doubt it. What do you think ?
With about 3.5 hours to go before last trading day of the week, will CRWV continue to dip? Pre market indicator seems to say so. (see attached) Rule of thumb is traders usually will sell down their positions (or exposures) for fear of the unknown over the long weekend; since Middle East tension remains and that the US navy is set to stay in the Gulf, for much longer than expected - buring cash (expenses) along the way. What do you think ? CRWV will end off this week higher than it started ? I really doubt it.
With about 4.5 hours to go before last trading day of the week, will BRK.B end off this weekend with a bang, after losing its footing on Thursday falling by -0.60% (or -$3.07). Rule of thumb is traders usually will sell down their positions (or exposures) for fear of the unknown over the long weekend; since Middle East tension remains and that the US navy is set to stay in the Gulf, for much longer than expected - buring cash (expenses) along the way. What do you think ? BRK.B will end off this week higher than it started ? I really doubt it.
AI Cloud -Investment Thesis. Is everyone clear about the business models of $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ ? Both specializes in AI cloud-computing and infrastructure providers (often called "neoclouds") focused on renting out high-performance GPU computing power for artificial intelligence training, tuning, and inference workloads. My last post on both was dated 10 Apr 2026. Click here ! for details. It is timely to revisit these stocks since they have just released their latest quarterly earnings. For starters most investors frequently compare them to high growth plays that benefit from surging demand for AI compute res
Replying to @CaesarHicks:Hi, thanks for reading my post and sharing your views. Let's hope that there will be some announcement soon on scoring a major customer for its Foundry business, then things will turn rosy quickly...//@CaesarHicks:I trimmed a bit already, not bearish, just want 1-2 real foundry wins first. Above 100 feels fine, but I'd still wait a touch
@JC888:On Wednesday, INTC powered it's way through, rising by +3.32% ending the day above the $100 mark. Looks like the anxiety over its stock sale did not impact the company. Regardless, I still would like to see 1 or 2 more major deals especially with its Foundry biz before going in further... With the Hormuz Straits still in checkmate status, big ticket purchase can afford to wait for a wee bit longer, I feel. What do you think?
Replying to @chenobserver:Hi, thanks for reading my post and sharing your views. Probably have to give Buffett the benefit of the doubt that he knows his pick has the same core values and foundation as him. But I do sense a slight difference in terms of the areas of investment. As long as he remains 'conservative', should be fine. Afterall, didn't Berkshire bought into Ulta Beautry (so tangent to their areas of investment) one quarter only to liquidate the next. Abel should toll the line, I believe.//@chenobserver:16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels p
Is it an irony that everyone acknowledges that Berkshire Hathaway is a pedigree stock to hold and own, yet after a stellar quarterly earnings, it's stock price is down?
With US manufacturer's monthly core inflation coming in low (2%) vs last month's 4%. Did the outcome lift the sentiments at Berkshire Hathaway ? Pre-market indication for the stock is trending higher by +0.34%. Let's hope it stays this way throughout the day till 4pm.
With annual US producer price index (PPI) coming in lower at 4.7% vs last month's 5.5% has a rub off effect on INTC. Its pre-market stock price is set to rise higher by +0.23%, rising further away from the $100 marker.
US producer price index (PPI) came in flat, that should be "good" news for the market. The composite futures seem to think so as the both DJIA and S&P 500 are marginally higher, while Nasdaq is in the "red". It is getting progressively difficult to read the market nowadays. Agree ?
@JC888:US market rally, Reports data show trouble !
With 3 hours to go before Thursday trading commences, BRK.B looks set to open higher. More importantly will the rise persist till 4pm or will the outcome of Producer inflation spook US market?