📈 Amazon is planning a massive data center expansion in Europe!
Amazon Web Services, a division of Amazon $AMZN, is in talks with the Italian government for an investment billion euros to expand its data centers. The move is part of the giant's wider strategy to strengthen its cloud infrastructure in Europe. ☁️
...🔍 Google is changing for the AI era! 🔍
Google $GOOGL is in the midst of a major transformation in artificial intelligence. At the recent I/O developer conference, it unveiled a host of new AI-based products and services with the goal of regaining its leadership position in this dynamic industry.
...
For me, a great company and the steps and innovations are great too. For me, out of the tech sector, Google and $ASML have the most growth potential for years to come.
🌟 Michael Burry, the well-known investor who predicted the 2008 financial crisis, is once again changing the direction of his investment strategy.
Let's take a look at the interesting moves this famous investor has made:
📈 Gold - In the first quarter of 2024, Burry focused heavily on commodities. He increased his largest position in theSprott Physical Gold Trust $PHYS by $7.62...
Read more
He's an interesting guy and his trades and moves surprise me at times, but I hardly follow him at all and don't want to😁
📈💼💸 Share buybacks reach highest levels since 2018! 🚀
The US economy seems to be full of optimism, thanks to a sharp increase in stock buybacks!
According to a recent Deutsche Bankresearch , companies have announced a 13 weeks share buybacks worth over $383 billion in the last 13 weeks, an increase of 30 % from last year and the highest amount since June 2018. This news includes...
Read more
As Lukyn writes, a lot depends on what kind of company it is, either buyouts or dividends or I would add a third thing, sometimes neither and I prefer when they invest the right way to develop theirs.
⚠️ Unexpected twists and turns in the markets! 🚨
This week we are witnessing an incredible spectacle!
Meta $META former Facebook announced results above analysts expectations but reported a worse outlook. The company's shares are reacting to this today by falling by more than 10 %. On the other hand, there is Tesla $TSLA, which took a beating in the results, but the share price...
Read more
Still on the GDP, here's a comment that captures the dilemma the Fed has faced
"The Fed is now finding itself caught between a rock and a hard place. The growth numbers suggest monetary policy has worked its magic and the Fed's foot on the monetary brake can be eased somewhat. But the inflation figures suggest otherwise," said Stuart Cole, chief macro economist for Equiti Capital in London.
🚀💡 News from the world of technology! 📱💻
According to a report fromBloomberg News, Apple $AAPL is exploring the possibility of working with Google $GOOGL to integrate Gemini AI into the iPhone!
Negotiations are focusing on licensing Gemini for new features in the software iPhone, but the details are not yet clear.
📈 Alphabet shares jumped more than 6 %, and Apple also saw an...
Read more
Like why not, both companies will strengthen each other a lot and they will outrun the competition again
I still bought GOOGL for around 132$. I trust the company and expect growth again.
Have a nice Saturday,
In the last few days $GOOGL has launched a new version of the Gemini smart assistant, although not yet in EU countries. But here I can try Gemini Advanced for free for 2 months, and it should be much more powerful than Bard. After the trial period topak will cost 550 Kc/month, the same as ChatGPT.
Anyone else going to try using Gemini? And how do you think...
Read more
I think the stock will go up and as for the assistant, I'm going to buy chatgpt ultra now ( although I wrote to you about it a few months ago, I only got around to it and decided now). I mean, just chatgpt for now.
I more to the $MSFT team nothing against $GOOGL, I had it, made money on it but sold it, maybe it was wrong but I didn't want to have that much technology and Microsoft I keep and will keep on. Would I be buying now? ...Not yet, I got suckered in by the lower prices and now I don't want to at these prices, however, I wouldn't be afraid to say these giants are going up. With Google I see a bit as a risk still, how they depend on ads a lot, Microsoft is a really great running machine, very diversified and even the AI thing works out for them, so they lead with me. 😊
My take on Apple's results for the last quarter! 🚀
Solid growth in demand for new iPhones offset gradual weakness in other business segments, confirming the durability of this tech giant. This is also evidenced by the revenue from iPhone sales, which reached $69.7 billionagainst an estimate 68.5 billion dollars. 💼
...
I'm a firm believer in this threesome and a few others. AI pretty much shifts the technology evolution again. $GOOG and $MSFT I have, positions at super prices and on more significant dips I would definitely buy. Unfortunately I don't have a position in $AMZN, would like to ...but don't know when to buy. After all, it would be better to buy in a downturn, but I don't think we'll see a price around $100 in them anymore. 🙈