AkhenOsiris
RT @RadnorCapital: A few interesting thoughts on Google’s $GOOGL I/O keynote from JP Morgan…
“The biggest takeaway for me was the meaningful changes that are coming to Search… “AI Overviews” is coming to everyone in the US this week and 1B+ people globally later this year. Effectively, Search is moving from 10 blue links to an “agent.” Bears will argue Google is reactively copying Perplexity, but I would say it’s much more personalized than that - “Google will do the googling for you” was a tag line I liked. Google also gave a very impressive demo of how users can ask questions via video, with the integration of Gemini in Search.”
“Outside of Search, Google detailed how Gemini Nano is being integrated across Andoid / Google Pixel.. e.g. creating memes, pulling out snippets from YouTube videos, spam protection. Lots of "only on Android" which makes me wonder around the Apple partnership stuff. Sounds like next-gen Pixel phones are coming later this year will have multimodal interaction natively on the phone too. All very impressive, especially relative to iPhone AI, but nothing that I would class as “the killer app” to cause a wide scale smartphone switching.”
“We are in a full 3 horse race to win the consumer AI race with between ChatGPT, Gemini, and Meta AI. There is an increasing view that I subscribe to, which is that LLMs will ultimately become a commodity, and the application is ultimately the key differentiation. Microsoft $MSFT, Google, and $META all have ways to win across Enterprise AI, Cloud Infrastructure, Advertising, and more. We can question the monetization risk for Search, but I maintain the view that Google is very much on the front foot here in addressing potential competitive threats - that competitive overhang is a much greater risk for the share price.”
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RT @RadnorCapital: A few interesting thoughts on Google’s $GOOGL I/O keynote from JP Morgan…
“The biggest takeaway for me was the meaningful changes that are coming to Search… “AI Overviews” is coming to everyone in the US this week and 1B+ people globally later this year. Effectively, Search is moving from 10 blue links to an “agent.” Bears will argue Google is reactively copying Perplexity, but I would say it’s much more personalized than that - “Google will do the googling for you” was a tag line I liked. Google also gave a very impressive demo of how users can ask questions via video, with the integration of Gemini in Search.”
“Outside of Search, Google detailed how Gemini Nano is being integrated across Andoid / Google Pixel.. e.g. creating memes, pulling out snippets from YouTube videos, spam protection. Lots of "only on Android" which makes me wonder around the Apple partnership stuff. Sounds like next-gen Pixel phones are coming later this year will have multimodal interaction natively on the phone too. All very impressive, especially relative to iPhone AI, but nothing that I would class as “the killer app” to cause a wide scale smartphone switching.”
“We are in a full 3 horse race to win the consumer AI race with between ChatGPT, Gemini, and Meta AI. There is an increasing view that I subscribe to, which is that LLMs will ultimately become a commodity, and the application is ultimately the key differentiation. Microsoft $MSFT, Google, and $META all have ways to win across Enterprise AI, Cloud Infrastructure, Advertising, and more. We can question the monetization risk for Search, but I maintain the view that Google is very much on the front foot here in addressing potential competitive threats - that competitive overhang is a much greater risk for the share price.”
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Offshore
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Q-Cap
If you know who this is , you're probably a seasoned investor https://t.co/NI50sdJhQj
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If you know who this is , you're probably a seasoned investor https://t.co/NI50sdJhQj
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Antonio Linares
Learning qualitatives = gaining foresight.
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Learning qualitatives = gaining foresight.
@alc2022 Yup. 100% correct. I was 1 click away from buying $MSFT at $50 per share, and didnt do it because 'the DCF analysis told me it was overvalued'.
Qualitative analysis >> Quantitative analysis tweet
twitter.com
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Offshore
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The Long Investor
$SPY 10 Year Projection
6 months later updated.
New ATH so Wave 5 is not complete yet. https://t.co/PKgry5Atsb
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$SPY 10 Year Projection
6 months later updated.
New ATH so Wave 5 is not complete yet. https://t.co/PKgry5Atsb
$SPY 10 year projection. https://t.co/Vmm95sB7ly tweet
Offshore
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The Long Investor
$NIO Last time $NIO tested its 50 Day MA and bounced was in June '23 (white circled)
Which is what happened again on Friday
$NIO also retested its support level today too
Once $NIO stays above the 50 Day MA, this can move higher. https://t.co/gWDdKLLnaV
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$NIO Last time $NIO tested its 50 Day MA and bounced was in June '23 (white circled)
Which is what happened again on Friday
$NIO also retested its support level today too
Once $NIO stays above the 50 Day MA, this can move higher. https://t.co/gWDdKLLnaV
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The Long Investor
We will be here forever, making consistent gains, not chasing, managing risk and not getting greedy.
I set up my group in the wake of the downtrend in 2021 to help people focus on long term investing, to not get suckered into gambling on notions of high risk and high reward.
Our group grew exponentially as people realised that a low risk approach and compounding profits is truly the only way to make sustainable returns in this market.
Just about everyone starts off as a trader and almost always ends as an investor, once they stick it out....as many, MANY people give up at the trader stage.
Skip the gambling phase and move straight to investing, you will save yourself years of losses and frustration.
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We will be here forever, making consistent gains, not chasing, managing risk and not getting greedy.
I set up my group in the wake of the downtrend in 2021 to help people focus on long term investing, to not get suckered into gambling on notions of high risk and high reward.
Our group grew exponentially as people realised that a low risk approach and compounding profits is truly the only way to make sustainable returns in this market.
Just about everyone starts off as a trader and almost always ends as an investor, once they stick it out....as many, MANY people give up at the trader stage.
Skip the gambling phase and move straight to investing, you will save yourself years of losses and frustration.
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Offshore
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The Long Investor
Silver
$29.74
Getting close, will need to flip $30 to support
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Silver
$29.74
Getting close, will need to flip $30 to support
Silver
$29.17 hit this morning
$30 is the trigger and it moves a lot higher tweet
twitter.com
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Offshore
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The Long Investor
$BTC is testing the 50 Day MA from below for the 3rd time.
Bulls are not giving up.
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$BTC is testing the 50 Day MA from below for the 3rd time.
Bulls are not giving up.
$BTC She will be worth the wait. https://t.co/YuxSl6EAx3 tweet
Offshore
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The Long Investor
$BABA up 4% from its low after the opening yesterday
A deep dive into their earnings reveals that profits were impacted to increase capital expenditure, particularly in their cloud services sector
Straight from the $AMZN playbook
Why pay tax when you can use the money to expand
Market likes it
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$BABA up 4% from its low after the opening yesterday
A deep dive into their earnings reveals that profits were impacted to increase capital expenditure, particularly in their cloud services sector
Straight from the $AMZN playbook
Why pay tax when you can use the money to expand
Market likes it
What did we buy at the bottom today? https://t.co/AIKq1wcBIL tweet