I find it amazing that consumers just get the short end of the deal. When streaming as a subscription service started, it was Netlfix acquiring the rights of shows from every company, allowing for a near infinite menu to choose from. Then every player wanted a slice of the pie savaging consumers' options, forcing everyone to pay for multiple subscriptions. (Disney plus, netflix, hbo max, paramount, peacock, etc.) Now the players cannot sustain themselves in the oversaturated market and have to give up, but still refuse to go quietly and ignite a bidding war to make one last quick buck. Meanwhile all these consolidation will not do anything to bring prices (that have been going up relentlessly over the years) down, if anything, a bigger player will pop up from this bidding war and fanc
Some shakiness on the SG REIT front, so I took the chance to pick up some $ParkwayLife Reit(C2PU.SI)$ it's going to recover when rate cuts are confirmed
I bought into gold, but this feels a little circular. We hear projections that it might break 4500 or 5000 somewhere in 2026, and we buy in to be involved in the growth, then institutions see the inflow and believe further growth is indeed a solid call to make... and it goes on and on 😂
Tell me again how there is no AI bubble, nvda is propped up by demand from OpenAI (and many others like it), both companies announce a collaboration with 500B, nvda invests a further 100B into OpenAI. Now OpenAI faces strong and competent rivals who put the squeeze on them, and the market expects it to have a domino effect on nvda... This circular funding (with constant expectations - that looks like borderline begging - of further input from overly eager and naive investors) literally creates an AI bubble waiting to pop if one player goes down, and we know it is not only OpenAI that nvda is relying in for further growth. The AI chips are starting to look like gambling chips where everyone is pushing them around and fueling an unsavoury habit.
Microsoft seems to be getting complacent and lazy. They don't understand the needs and wants of their core users, and only look to push what they THINK people should be using, resulting in a mismatch in what they put into the market versus what customers are looking to use. Instead of looking to consolidate and iron out the wrinkles in their Windows 11 operating system, ensuring that it runs better than ever and surpassing past generations, they choose to use AI to code it, resulting in a flimsy and shaky product which only irks users, and constantly attract negativity on social media and in the news. This reeks of absolute incompetence, where you not only harm your baseline where there might be a "hostage" userbase to fuel your income, but alienate them into seeking shelter with competi
$Alphabet(GOOGL)$ I think there's still some room to climb, the expectations for rate cut just drives investors to keep buying. I'll look to add more if a dip hits in start 2026.
I don't think Burry will pull things out of nowhere to voice his concern about. After all he did not make millions based on pure dumb luck. My opinion: It's a case of "where there's smoke, there's fire". There's some problems, whether they're serious or not, especially if it really has to do with accounting, I would think it's best to fix it before it becomes problematic. It might not be outright fraud, but understating depreciation to make the books like prettier is dodgy. After all these chips become outdated so quickly with manufacturers always looking to churn out the next bg thing. Nvidia feels highly reactive these days, like they are seriously worried and threatened by externl noises, Burry's criticism, Google TPU. Feels a little iffy, or maybe that is their MO. Honestly I thi
Haha, so AI will lead the way, AI takes centre stage, but watch out for things going sideways in the AI industry and affecting the economy. It's like an addict unable to stop themselves. *Sniffling and scratching all over* "Sir, do you have more of that AI powder, I'm having withdrawal symptoms!" On to the main topic, my agreed prediction (for the metal dominate energy point): I think gold will indeed dominate. It has done really well ever since covid struck. In the past there were significant ups and downs, but now it's mostly a sustained climb.
$XIAOMI-W(01810)$ has to be on people's radar. It dipped and Lei Jun bought in, that was to spur some level of confidence in them? Originally thought their venturing into the already saturated EV market was likely to fail, but just a year and they are producing good results. With their experience in production lines for other products, they should have shorter teething time. Their diversity also shields them from potential issue where 1 industry failing can pull the company down. They don't dabble heavily in AI model creation too which to me is a sensible decision, but again, they chose to enter the EV competition and did well, so maybe AI will be next?
Has to be Alibaba with their diverse portfolio, e-commerce, food delivery, AI model, cloud services, truly a company worth the time and effoet to look into (much like Xiaomi, mentioned in another comment)