Kipbana

    • KipbanaKipbana
      ·2024-10-02
      $Vistra Energy Corp.(VST)$  This is a hidden gem, top mover of the year. Grab this back when the market was dumping due to recession fear. $140 by end of year? Good stock to position for both AI and War. When AI is up, this is up. When war/oil is up, this is also up. Double the upward trend.
      9.72K3
      Report
    • KipbanaKipbana
      ·09-24 14:28
      Now that's the right spirit. Iran is just harassing ships, it doesn't control the strait.

      US Rejects Iran's Strait of Hormuz Proposal in Indirect UN Talks

      Israel’s Channel 12 reports US negotiators during indirect talks in New York around the UN General Assembly rejected Iran’s proposal to reopen the Strait of Hormuz, telling Tehran it does not control...
      US Rejects Iran's Strait of Hormuz Proposal in Indirect UN Talks
      24Comment
      Report
    • KipbanaKipbana
      ·09-23 17:18
      It basically already did

      AI Stocks Can't Carry the Entire Market Forever

      The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem...
      AI Stocks Can't Carry the Entire Market Forever
      10Comment
      Report
    • KipbanaKipbana
      ·09-23 14:00
      He doesn't understand the difference between DRAM and HBM. DRAM prices should never be that expensive in the first place, but HBM is another story. SK Hynix challenges HBM and won't be affected By DRAM pricing.

      'Big Short' Burry Adds to Shorts on Micron, Nebius, SOXX, PLTR, Citing Rising Memory Supply to Push Prices Lower

      Renowned investor Michael Burry has dramatically escalated his bearish positioning against the semiconductor sector, doubling down on the conviction that the memory market's supply-demand dynamics...
      'Big Short' Burry Adds to Shorts on Micron, Nebius, SOXX, PLTR, Citing Rising Memory Supply to Push Prices Lower
      1121
      Report
    • KipbanaKipbana
      ·09-16
      Trust the guy who make kids become addicted to his platforms to talk about liabilities and trust

      Meta's Zuckerberg Says AI Labs Have Enough Incentive to Build Safely

      Meta's Zuckerberg says AI labs have enough incentive to build safelySept 15 (Reuters)-Meta PlatformsMETA.OCEO Mark Zuckerberg said on Tuesday that competition and liability give AI companies enough re
      Meta's Zuckerberg Says AI Labs Have Enough Incentive to Build Safely
      338Comment
      Report
    • KipbanaKipbana
      ·09-15
      This is monopoly

      Grab Takes Majority Stake in Atome Financial in $1.49 Billion Deal

      Grab said on Tuesday it will acquire BNPL ​provider Atome Financial in a deal that ‌could ultimately value the target at up to $4.5 billion.
      Grab Takes Majority Stake in Atome Financial in $1.49 Billion Deal
      361Comment
      Report
    • KipbanaKipbana
      ·09-14
      Fake News: It is just slow down in development of Frontier Model not an industry pause. Not like the most of us and businesses are going to use AI less just because frontier development is slower. Do you stop taking Uber because the development of autonomous taxi has slowed down? Or you stop using planes when SpaceX failed a launch and slow down? Rubbish article

      AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant

      Citigroup shifted to neutral on U.S. equity risk, warning that a potential slowdown in artificial-intelligence model development could crimp earnings-per-share revisions.
      AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant
      351Comment
      Report
    • KipbanaKipbana
      ·09-14
      Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.
      5523
      Report
    • KipbanaKipbana
      ·09-14
      Slower development doesn't mean less research and less compute. And do you think they will really go slow at the expense of losing their lead?  Anthropic proposes so, but who can trust the devil himself (Sam Altman) that have been aggressively building?

      AI Pioneers Face Pushback From Markets and Washington on Safety Push

      Anthropic PBC and OpenAI are treading a delicate line as they advocate for a more cautious approach to artificial intelligence development, a stance that is likely to collide with the powerful forces...
      AI Pioneers Face Pushback From Markets and Washington on Safety Push
      389Comment
      Report
    • KipbanaKipbana
      ·09-13
      He didn't present anything meaningful nor any meaningful data. The same narrative 3 years ago when the valuation was high too

      Five Warning Signs the AI Stock Bubble is in Its Final Stages

      Stocks' rough patch doesn't mean the rally is at an end, but it could signal the finish line is closer than bulls hope.The S&P 500 has had a difficult month: As of Thursday's close it had fallen 2.7%
      Five Warning Signs the AI Stock Bubble is in Its Final Stages
      267Comment
      Report
    • KipbanaKipbana
      ·09-10
      This means US Oil exporters have won

      Saudi August Crude Output Lowest Since 1990 as Renewed US–Iran Hostilities Squeeze Exports

      Saudi Arabia told OPEC its August crude output plunged by 1.9 mln bpd to 6.238 mln bpd, the lowest reported since 1990, after renewed US–Iran hostilities squeezed export routes, OPEC's monthly report...
      Saudi August Crude Output Lowest Since 1990 as Renewed US–Iran Hostilities Squeeze Exports
      4353
      Report
       
       
       
       

      Most Discussed