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vuvence IX

    • vuvence IXvuvence IX
      ·08-06
      Yes and it may provide a guide for future unlocks, there is a real big one on the horizon next year but I don't think Elon Musk will sell any as he has to be seen to be backing his venture.
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    • vuvence IXvuvence IX
      ·08-04
      Looks good, but this may be driven down a week later by more spaceX coming on stream. Not an issue for long holders or those looking for an entry. These are both good companies with a certain future. But I expect a yoyo for the next few Qs while Neutron and Starship are trailed and refined.

      Earning Preview: Rocket Lab USA, Inc. Q2 revenue is expected to increase by 70.86%, and institutional views are mostly bullish

      Abstract Rocket Lab USA, Inc. will report its quarterly results on August 10, 2026 Post-Mkt; this preview summarizes last quarter’s financial performance, consensus expectations for revenue and...
      Earning Preview: Rocket Lab USA, Inc. Q2 revenue is expected to increase by 70.86%, and institutional views are mostly bullish
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    • vuvence IXvuvence IX
      ·07-25
      Yes because everyone uses google.
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    • vuvence IXvuvence IX
      ·07-23
      The words "integrated space infrastructure business" is a good selling point on the dawn of space exploration. A lot of kiwis are investing in Rocketlab, it is one the top10 in NZ.

      Rocket Lab (RKLB) Down 55% From Peak - $266M Air Force Win, Aug 6 Earnings

      TradingKey - Rocket Lab is down 55% from its $151 peak but just won a $266M Air Force contract and was named in a $17B Space Force ceiling. An $8B Iridium acquisition is pending. At $82, here is the setup ahead of August 6 earnings.
      Rocket Lab (RKLB) Down 55% From Peak - $266M Air Force Win, Aug 6 Earnings
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    • vuvence IXvuvence IX
      ·07-09
      It has its own thermal mass, it takes a lot to move it in volitile times. This and the PE make it a safe haven.
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    • vuvence IXvuvence IX
      ·07-01
      Takes a lot to move a 5 trillion company either way so up or down its size will make it a laggard.

      Stark Contrast: US Chip Stocks Post Best Quarter on Record, While NVIDIA Lags Far Behind

      The US semiconductor sector has achieved historic gains in the first half of 2026, yet this rally has not been shared equally. Leading AI chipmaker NVIDIA has risen only about 7% year-to-date,...
      Stark Contrast: US Chip Stocks Post Best Quarter on Record, While NVIDIA Lags Far Behind
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    • vuvence IXvuvence IX
      ·06-30
      The workplace is not going to change its software suit anytime soon. Tertiary training - just about every spreadheet course is excel, every presentation course powerpoint. The thing is people hate having learn something different to do the same thing. Unless AI completly takes over and does this work for us, Microsoft suite is like the internal combustion engine, is here for generations. Hopefully getting easier to use. As long as the cost of use does not become prohibitive. Then the free stuff becomes attractive, if not already in use.

      MSFT Is Down 23% In 2026: Why This Strategist Says Investors Are 'Significantly Overselling' The Stock

      Is MSFT still a market darling? Discover why strategist Shay Boloor is buying the 23% YTD dip as the market is 'significantly overselling'.
      MSFT Is Down 23% In 2026: Why This Strategist Says Investors Are 'Significantly Overselling' The Stock
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    • vuvence IXvuvence IX
      ·06-18
      A lot else is down as well so the selloff is wider. Micrisoft is testing the committment of retail longs.

      Movement Alert｜Microsoft Falls 3.01% in Regular Trading, Shareholder Lawsuit and Canceled Oracle Cloud Deal Compound Bearish Pressure

      On June 17, Microsoft declined 3.01% in regular trading, trading at $382.38/share, with turnover of $9.508 billion. The stock faces mounting pressure from multiple negative catalysts converging in...
      Movement Alert｜Microsoft Falls 3.01% in Regular Trading, Shareholder Lawsuit and Canceled Oracle Cloud Deal Compound Bearish Pressure
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    • vuvence IXvuvence IX
      ·06-05
      They all have clients, but there are alternatives to shopping on Amazon. What are the alternatives for google search and microsoft suite. Tried open office, but work gives me windows and software for free so we are locked into Microsoft and are unlikely to change anytime soon. 

      Amazon, Microsoft and Google Are Quietly Morphing Their Businesses — and Wall Street Is Missing the Big Picture

      Tech giants are shifting from solely providing computing power to distributing AI models, unlocking a lucrative new revenue stream. Cloud platforms like AWS Bedrock and Microsoft Azure are seeing a wave of interest as buyers look for vendor-agnostic systems to deploy custom AI tools.Alphabet, Amazon.com and Microsoft have become some of the largest companies in the world. And one analyst thinks the party is just getting started as these hyperscalers expand their growth beyond artificial-intelligence data centers.As enterprises race to adopt AI, Alphabet , Amazon and Microsoft are "quietly shifting from being providers of AI compute capacity to becoming AI model and product-distribution hubs for OpenAI and Anthropic to scale in the enterprise," UBS analyst Karl Keirstead wrote in a Wednesday note.For example, Amazon has been steadily strengthening its partnership with Anthropic, investing $5 billion in the Claude creator in April. Anthropic has agreed to spend more than $100 billion
      Amazon, Microsoft and Google Are Quietly Morphing Their Businesses — and Wall Street Is Missing the Big Picture
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    • vuvence IXvuvence IX
      ·06-05
      is this move by retail traders or institutions?
      @Merle Ted：
      $Microsoft(MSFT)$ Recently, when semiconductors are weak, I've noticed some money rotating into the software sector.
      $Microsoft(MSFT)$ Recently, when semiconductors are weak, I've noticed some money rotating into the software sector.
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