Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.
Shares $RDDT have risen by more than 390% over the past two years, which is a solid performance. After the IPO the shares plunged significantly, but they later recovered and the company is doing quite well now. At the current valuation I won't invest in it, but after a possible correction it could be interesting.
What are your thoughts on Reddit? Do you hold $RDDT in your... Read more
I'm curious how Reddit will approach LLM models. Right now they get some revenue from chatbots that draw on their content when answering queries. But what will it be like in a few years when people become more comfortable and a scenario similar to what was predicted for Google becomes likely? Will people visit their pages or just rely on a quick answer? Advertisers will inevitably have to respond to this.
All of this has been driving the stock market in recent years. But investors are starting to forget about “classic” value stocks like Procter & Gamble $PG.
Yeah, similar ones are Clorox, Hormel Foods, General Mills, or Diageo. The question is when they'll hit bottom — many companies took on excessive debt during the period of low interest rates and those businesses are stagnating, which means they might not be a good investment and could languish for a long time...
$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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Which Asian stocks do you have in your portfolio?
Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.
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For the Asian market I ended up opening positions in CEBL.DE; it’s an ETF focused on the region.
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Shares $RDDT have risen by more than 390% over the past two years, which is a solid performance. After the IPO the shares plunged significantly, but they later recovered and the company is doing quite well now. At the current valuation I won't invest in it, but after a possible correction it could be interesting.
What are your thoughts on Reddit? Do you hold $RDDT in your...
Read more
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I'm curious how Reddit will approach LLM models. Right now they get some revenue from chatbots that draw on their content when answering queries. But what will it be like in a few years when people become more comfortable and a scenario similar to what was predicted for Google becomes likely? Will people visit their pages or just rely on a quick answer? Advertisers will inevitably have to respond to this.
AI, technology, processors, software…
All of this has been driving the stock market in recent years. But investors are starting to forget about “classic” value stocks like Procter & Gamble $PG.
...Read more
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Yeah, similar ones are Clorox, Hormel Foods, General Mills, or Diageo. The question is when they'll hit bottom — many companies took on excessive debt during the period of low interest rates and those businesses are stagnating, which means they might not be a good investment and could languish for a long time...
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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.