$NVDA is acquiring the company GROQ (not Musk’s GROK) for $20 billion. (excluding the Cloud segment)
✅ It specializes in inference — the phase when a finished AI responds to the user. Its chips are known for their extreme speed in generating text (LLM)
✅ With this acquisition, Nvidia eliminates the risk of being overtaken in this part of the market by a new, more... Read more
European figures for November show a clear shift in the dynamics of the electric vehicle market. Sales Tesla $TSLA in the EU, EFTA and the UK fell year-on-year by almost 12% and market share dropped to 2.1%...
European data still don't bode well for Tesla. Year-on-year declines in sales and a falling market share indicate a combination of stronger competition, an aging product lineup and worsening brand perception. $BY6.F is also great and, in my view, has greater potential to prove itself.
Looking at the markets today: AI stocks are expensive, gold is at highs, defense and energy have already seen much of their gains and at the same time nobody really knows when and how quickly interest rates will come down. Of course there are exceptions.
👉 But where would you invest new money today and why?
It's a bit of a waiting phase right now. In the first half of the year I did a lot of buying and now I'm mostly holding. I'm also ready to sell (and to buy if an interesting opportunity comes up). I'm considering selling $CVS.
Investors, do you have any recommendations for an interesting book on finance and investing? Have you read anything interesting recently?
Books are, in my opinion, probably the best source of information and I've learned a lot from them. I recently picked up a book about Buffett and read that Morgan Housel will be releasing a new book.
Housel's other book, "Same as Ever", wasn't as good for me as "The Psychology of Money", but I'd definitely like to read "The Art of Spending Money".
If anyone is heavily invested in semiconductors, I can definitely recommend "Chip War: The Fight for the World's Most Critical Technology" or "Focus", which is about the company ASML.
By the way, what's the name of that book about Buffett?
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The Market Is Holding Its Breath for the Most Expensive Game Ever Made
🚨BREAKING NEWS🚨
$NVDA is acquiring the company GROQ (not Musk’s GROK) for $20 billion. (excluding the Cloud segment)
✅ It specializes in inference — the phase when a finished AI responds to the user. Its chips are known for their extreme speed in generating text (LLM)
✅ With this acquisition, Nvidia eliminates the risk of being overtaken in this part of the market by a new, more...
Read more
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It's not that interesting to me anymore, and I'd prefer $AMD, where the potential is greater.
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Double-Digit Yield Without the Trap: How Contracted Energy Assets Sustain Cash Returns
European figures for November show a clear shift in the dynamics of the electric vehicle market. Sales Tesla $TSLA in the EU, EFTA and the UK fell year-on-year by almost 12% and market share dropped to 2.1%...
...Read more
Zobrazit další komentáře
European data still don't bode well for Tesla. Year-on-year declines in sales and a falling market share indicate a combination of stronger competition, an aging product lineup and worsening brand perception. $BY6.F is also great and, in my view, has greater potential to prove itself.
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Hollywood Ends the Year on a Strong Note: Avatar and Zootopia Redefine the Economics of Cinema
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When the U.S. Dollar Weakens: Shifting Global Market Dynamics and Investment Implications
Looking at the markets today: AI stocks are expensive, gold is at highs, defense and energy have already seen much of their gains and at the same time nobody really knows when and how quickly interest rates will come down. Of course there are exceptions.
👉 But where would you invest new money today and why?
Zobrazit další komentáře
It's a bit of a waiting phase right now. In the first half of the year I did a lot of buying and now I'm mostly holding. I'm also ready to sell (and to buy if an interesting opportunity comes up). I'm considering selling $CVS.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Biotechnology Without the Hype: An Investment Case Built on Fundamentals
Bulios Black
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Top 4 Undervalued Healthcare Stocks with Dividends Above 3% According to Fair Price Index
Investors, do you have any recommendations for an interesting book on finance and investing? Have you read anything interesting recently?
Books are, in my opinion, probably the best source of information and I've learned a lot from them. I recently picked up a book about Buffett and read that Morgan Housel will be releasing a new book.
Zobrazit další komentáře
Housel's other book, "Same as Ever", wasn't as good for me as "The Psychology of Money", but I'd definitely like to read "The Art of Spending Money".
If anyone is heavily invested in semiconductors, I can definitely recommend "Chip War: The Fight for the World's Most Critical Technology" or "Focus", which is about the company ASML.
By the way, what's the name of that book about Buffett?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A European healthcare champion hiding value behind an overlooked valuation
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Inflation has given markets new hope: Is this the start of a Santa Claus Rally?
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Poppi and PepsiCo: A Strategic Bet on the Next Functional Beverage Giant
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Top 3+1 U.S. Bank Stocks to Watch: Market Leaders and Investment Insights
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A Dividend Built on Discipline, Not Financial Engineering