So $Apple(AAPL)$ took a slide after Cook announced he will be resigning. I believe the next earnings will show positive results, but will be interested to see if the impact of this leadership change will offset the good news.

I believe that there has been and will continue to be success for the iphone 17 series. But I am curious if aapl still has the hunger and the innovative power to churn out tech that might fizzle out, but shows their proverbial muscles. If they lose sight of what makes them great, by either focusing on trying to create their own AI functionalities (it is concerning that they allowed SIRI to slowly decay and fall backwards as a phone assistant), or tunnel vision fully on their phones because it brings most of their success, then this transition of leadership might mark the death of a behemoth.

The CEO transition should add wind to their sales, but it seems like the new guy is meant to bring them onwards in the AI era, but I hope he isn't just another flunky who blindly believes in the slop producing power. It is actually fine to focus on your brand's bread and butter, and not doing it in-house (just like aapl tried and failed), and instead outsourcing it to someone (which aapl did, collaborating with google's gemini). After all, making tough calls is what a leader is there for, and if he doesn't lie to himself, the AI bubble is here and it will eventually pop, so not feeding into the blind frenzy will help protect your brand's value.

Just sounds like OpenAI paying Oracle for AI infrastructure build up, then cancelling it because orcl can't keep up and does not have the money. (Oracle... the famed software company, now a builder? And resorting to cheating their investors to gather more funds. Utter absurdity.) Or openai committing to hynix for huge amounts of dram, amounting to 40% of global supply. Everyone is trying to cash in on the market's insatiable hunger and the big names know that any news will result in more buying. The fact that openai had to shutter sora shows the run is obviously unsustainable, which shocks me that openai isn't pushing to IPO quickly to make the big bucks before the bubble pops... cash in on the brand recognition before it's too late. Again, I pity the bag holders who buy in and refuse

Hahaha, exactly my thoughts when I tapped in, "is this circular trading?", the fact that it is raised in the article is an obvious yes. All these investments, just feel like stunts to keep the AI gold rush going on, further feeding the bubble. The value of AI as we know it, is simply not what is shown on the market, investors are jumping at any and almost every excuse that has to do with AI, best to keep taking profits on the way to the pop, or better yet hedge against it. This pop will be spectacular, I wish it would wipe out Musk, but I believe he has left investors holding on to the figurative bomb and will come out relatively ok [Glance] [Facepalm]

Fun: AI is back as the market's darling with the Iran US war subsiding However things popped up all over with the latest being Iran saying the Hormuz is opened for commercial ships, then reversed course in less than half a day. Supposedly because US has not lifted the Hormuz blockade for Iran's ports. What a topsy turvy rollercoaster ride!

A good sturdy umbrella is always nice to have, but would have loved a steeper discount. Nice to have such events though [Happy]

Also, this continuing growth makes me wonder if the market will react negatively to any setbacks between Iran and USA, let's say they really have another meeting and it falls apart, would there be a huge slide or will it just pretend nothing happened? Rumours are going around that USA will be taking military action in Cuba next, would the market have any sense to react accordingly...

Nflx has been on a general uptrend for a few weeks now. I am expecting decent results for earnings, but a slight correction due to the sustained over enthusiasm. Let's see.

I am curious, is the Capital World even a serious play? Or is it a buy now for future gains thing. The price is concerning to say the least. So the US blockading Iran, who is blocking Hormuz... that should have been the play from the start, not a war. But we will be starting on the next rounds of oil prices going up.

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.

I was looking at Parkway Life but it seemed relatively stable, maybe because it was in the healthcare line and has a different sort of exposure in relation to the Iran US conflict. However there were some moments when it slid when I expected otherwise, guess I am not cut out for this [Cry]

It is not just oil rebounding 3% that can be discounted as a minor plot development, it is Iran making things difficult and risking the wrath of the Donald. If somehow he believes that this is an egg on his face and that Iran simply will not obey, Mr. Trunp might just decide to press the proverbial button and "wipe out a civilisation" just to look like a big boy, then the jitters and gains now will look like specks of dust on the wind, so small and so inconsequential.

I have a lack of faith in Openai, and believe they will struggle to ipo with a bang. At work, the whispers are going around the Claude is simply better and that Chatgpt is coasting on being the bigger name and the first big player. But results will gradually speak for itself, as corporate users become the market that these AI companies fight for. Aside from that, there is the constant need to keep ahead of the competition, whether by buying the newest Nvda chips and further eating away at profits, or looking to improve the model (and paying the engineers? Or do they trust their AI to code its future iteration [Thinking]). Then there is the spending on energy to run data centres, to produce the results requested by users. And that part has been hit hard by the Usa Iran conflict, so is th

There is only so much users that can make use of these AI models all while populations are gradually shrinking in developed nations (who are more technologically focused and using AI as a tool), and you simply have too much competition to try and charge users a hand and a leg, or slow boil them by gradually cranking the prices. Then there is the factor of the media constantly keeping track of which company has the best model, and users are particularly sensitive about getting their bang for the buck, so if you are expensive and yet do not produce the goods, they will jump ship. In my workplace there are multiple subscriptions provided, but everyone knows that corporations simply will not be willing to incur overlapped spend on these AI models, eventually the head honchos will want to tri

I think part of Pltr success is the undue hype like Tsla, both have similar meme/yolo status in the eyes of a portion of investors. This factor results in the stocks being overvalued and prone to shocks. Ironically, both companies have leaders that seem to have questionable ethics and seem to have money as their top priority. Greed will always be fueling the gains, the unending want of greater wealth, even through unscrupulous means. (They are happy to sidle up to leaders around the globe, who have a lack of morals, and profit off less tax, and off human suffering. Pltr through encouraging police brutality and war, Tsla through poor quality and dangerous FSD mode that kill users, and musk creeping around dismantling democracy)

As expected, the ceasefire was fragile and Iran started to float the news that Hormuz will remain shut Does not look like the us president is taking action yet, but oil prices has started climbing again I would think if Iran does not make it work, the Donald will follow through on his initial plans after market closes in the states on Friday. After all his playbook is to splash good news before markets open for the week, and wreck havoc after market closes for the week.

Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any "good news" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...

Assuming the vouchers was brought forward to help with cost of living issues, is there going to be an added round? Also diesel is out of control, the pinch is not only hitting industrial and commercial vehicles (delivery trucks, vans, etc.), but drivers who thought a diesel engine would have brought huge savings. The costs will be going up for everyone and will come down too slowly.

It almost feels like Iran is playing along with Trump (who wants to prop up the markets), by allowing news of a possible ceasefire to come out. Knowing how things went for the past couple of weeks, the market likely over reacted and shot upwards. Only for that hope to be popped hours late by Iran (the reporting before that seemed so convincing, on the cusp of a 45 days ceasefire? Wow!). I still believe that Iran has some clout through their approach via assymetrical warfare. They cannot truly wipe out the usa, but they can fire random missiles and drones to harass and occasionally hit surrounding infrastructure that are of value (e.g. middle east amazon data centres). There will be more action to be had: unstoppable force meets small but immovable object.