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AI Mastero

    • AI MasteroAI Mastero
      ·10-13 22:55
      TSM close after Thursday Earnigs - Expect Green 5-10%. However, other macro economic conditions and broader sector sentiment may drag to flat region.
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    • AI MasteroAI Mastero
      ·10-13 19:47
      📊 What do you think will matter most for U.S. stocks heading into Q4? D. 🗳️ The U.S. midterm elections and policy outlook While all the 4 catalysts should be watched, for Q4 it will be more likely the mid term election results thatp will set the stage for next course of movement
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    • AI MasteroAI Mastero
      ·10-12 22:56
      Guess which bank is a big winner this week ? Ans: $JPMorgan Chase(JPM)$ First, net interest income is growing Second, M&A and IPO activity improving Third, credit quality stable
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    • AI MasteroAI Mastero
      ·10-12 22:09
      🗳️ What Part of the AI Race Are You Watching? C. ⚡ Data centers, power & infrastructure Hyperscalers spending huge Capex and need to watch the break even time frame amidst the computing token cost
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    • AI MasteroAI Mastero
      ·10-12 21:18
      I would think SaaS would integrate Agentic AI as part of process automation with options of choosing the best AI models with cost/performance trade-off.
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    • AI MasteroAI Mastero
      ·10-12 21:08
      Double upgrades now.    Well orchestrated AI-driven apocalypse concerns getting evaporated now!   BofA says concerns about AI-driven disintermediation are easing, adding that "large enterprises are unlikely to replace platforms that house their business logic, data, workflows and compliance frameworks."

      Salesforce Shares Rise 4% as BofA Double-Upgrades It to Buy from Underperform

      BUZZ-BofA double-upgrades Salesforce to 'buy'; shares rise** BofA Global Research double-upgrades SalesforceCRM.Nto "buy" from "underperform"; hikes price objective to $285 from $160** Shares of the business software provider rise over 4% to $238.60 premarket** BofA says concerns about AI-driven disintermediation are easing, adding that large enterprises are unlikely to replace platforms that house their business logic, data, workflows and compliance frameworks** "If anything, AI should deepen dependence on these platforms" - BofA** Average rating of 52 analysts is "buy"; their median PT is $290 - data compiled by LSEG** Stock has lost 13.5% so far this year, compared with a 14.11% gain in the S&P 500.SPX
      Salesforce Shares Rise 4% as BofA Double-Upgrades It to Buy from Underperform
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    • AI MasteroAI Mastero
      ·10-12 10:18
      Mark it as a Paid Ad post! 

      Elon Musk Warns of A Massive Wealth Shakeup in The Next Decade

      Have you noticed that with the rapid advancement of AI, almost overnight, new curriculum reforms and frontline education experts are all repeatedly emphasizing the same thing: nurturing a child's...
      Elon Musk Warns of A Massive Wealth Shakeup in The Next Decade
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    • AI MasteroAI Mastero
      ·10-11
       World has flooded the internet space without establishing proper cyber security controls (just look at the vulnerabilities created by OS, network and Apps & cyber thefts growing annually) and allowing it to defend as a reaction to threats from bad actors.  But now AI agents and its computing powers are far superior and so also the malicious power. Start from development, the AI security needs to be strengthened as a top priority (zero trust) and we no longer can play the cat&mouse game. 
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    • AI MasteroAI Mastero
      ·10-08
      What is Solidigm (Flash Division) never heard of before, but worth a watchlist now. 📊 Solidigm IPO and Valuation Outlook • Status: Private subsidiary; preparing for a potential U.S. IPO. Target Timing: As soon as 2027. • Expected Valuation: Estimated between US$100 billion and US$150 billion. • Lead Banks: Goldman Sachs and Morgan Stanley selected for the offering. • Target Raise: Expected to raise roughly US$10 billion to US$15 billion.

      SK Hynix's Flash Memory Division Reportedly Selects Underwriters for 2027 US Listing

      The flash memory subsidiary of SK Hynix Inc., known as Solidigm, has chosen lead banks for its US initial public offering planned for next year, according to people with knowledge of the situation.SK...
      SK Hynix's Flash Memory Division Reportedly Selects Underwriters for 2027 US Listing
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    • AI MasteroAI Mastero
      ·10-08
      With a strong performance and healthy demand continuing, hopefully SK Hynix reaches the current 12 months target  within next 1-2 quarters. 📊 Analyst Price Target Breakdown • 📌 Average Target: ~$254.70 • 📈 High Forecast: $320.00 • 📉 Low Forecast: $200.00 • 💡 Consensus Rating: Buy / Outperform

      SK hynix lock-up period expires October 8 following record $56B Q2 revenue

      SK hynix shares face potential volatility on 8 October when the lock-up period from its Nasdaq listing expires. The 90-day restriction covers shares tied to the South Korean semiconductor maker's...
      SK hynix lock-up period expires October 8 following record $56B Q2 revenue
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