ai
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Hate saying it, but I agree with Mark Zuckerberg on this one. Zuckerberg, the Founder and CEO of Meta (aka Facebook) just published a 6,500-word manifesto laying out Meta’s vision for the future of technology. The Future is for Everyone The Path to a Positive AI Future I’ll save you the time and breakdown his…
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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…
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I bought Alphabet shares today for under $320 First purchase after I called it last year at $195 and it doubled this year hitting a high of $399 per share. It’s quarterly earnings were good, outlook solid but investors spooked by the increased investment in AI infrastructure. Having the infrastructure is key to long-term success…