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The Long Investor
$DOGE 20% jump since this tweet 6 days ago.
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$DOGE 20% jump since this tweet 6 days ago.
I can't believe I am saying these words but Dogecoin might be ready to join the Crypto party
Price is $0.08c now as an ease of reference when I repost this later...
$DOGE - The Long Investortweet
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The Long Investor
$BIDU earnings tomorrow....looking attractive here.
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$BIDU earnings tomorrow....looking attractive here.
$BIDU has now found support on the $100 support level 11 times since 2010.
In that same time, revenue has increased 15.5 X times.
$BIDU and $BABA are both undervalued but there is no point in history where a share price does not return to its Fair Value over time. - The Long Investortweet
AkhenOsiris
RT @BankBraavos: We may never know, but here’s my speculation on $AAPL dropping its EV project: It could be either one of these reasons, a combination of them, or even all three:
1) They couldn’t find a ‘Foxconn’ that would manufacture it with the right cost structure. No OEMs want to be the next ‘Foxconn,’ making it hard to find a manufacturing partner.
2) Achieving full autonomy proved too difficult, leaving them without meaningful differentiation.
3) They needed to rapidly expand an AI team but couldn’t hire fast enough externally, so they opted to reallocate AI experts from within, with the car project being the most logical place to reallocate from.
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RT @BankBraavos: We may never know, but here’s my speculation on $AAPL dropping its EV project: It could be either one of these reasons, a combination of them, or even all three:
1) They couldn’t find a ‘Foxconn’ that would manufacture it with the right cost structure. No OEMs want to be the next ‘Foxconn,’ making it hard to find a manufacturing partner.
2) Achieving full autonomy proved too difficult, leaving them without meaningful differentiation.
3) They needed to rapidly expand an AI team but couldn’t hire fast enough externally, so they opted to reallocate AI experts from within, with the car project being the most logical place to reallocate from.
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AkhenOsiris
AI seems more useful than crypto 🤣
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AI seems more useful than crypto 🤣
Wow Klarna's AI customer support agent is able to handle 2/3rd of the requests by itself in its first month and is doing the job of an equivalent of 700 agents. - Tanay Jaipuriatweet
AkhenOsiris
Not many tv talking heads who hold steadfast theses will ever admit they are wrong (looking at you Mike Wilson, Dan Suzuki, Dan Nathan, Dan Niles).
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Not many tv talking heads who hold steadfast theses will ever admit they are wrong (looking at you Mike Wilson, Dan Suzuki, Dan Nathan, Dan Niles).
I was wrong on the Apple Car, and even more wrong on the Apple Television (killed in 2017).
Over the past three years, I'd put the odds at 50% that Apple Car would see the light of day. Most investors put the odds at 10%.
Separately, before today's news, I had the odds at 90% that Apple would do something in generative AI in the next one-two years.
Setting aside the odds, I'm just bummed out that they're not doing both. An Apple Car would have been epic. - Gene Munstertweet
AkhenOsiris
July 2022:
Morgan Stanley's Adam Jonas: $AAPL is going to do a car and it's going to be a gamechanger invidious.esmailelbob.xyz/watch?v=isV0uTHr…
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July 2022:
Morgan Stanley's Adam Jonas: $AAPL is going to do a car and it's going to be a gamechanger invidious.esmailelbob.xyz/watch?v=isV0uTHr…
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AkhenOsiris
$AMZN
Amazon is quietly developing an internal ad tech project called ID++, which is part of its long-term strategy to win online advertising in the post-cookie era.
The project was recently promoted on an Amazon Advertising job posting site, but it has since been removed. Amazon said in the job posting: “The ID++ Program supports the next generation of innovative products and services that will fuel the future growth of Amazon’s ad solutions in an identity-restricted world.”
Amazon removed the job description after Ad Age reached out for comment. One marketing technology partner, who spoke on condition of anonymity, said they were aware of ID++, and that Amazon had been discussing the program with partners.
“This is an internal project team that is developing a range of modeled and contextual addressability solutions,” an Amazon spokesperson told Ad Age by email.
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$AMZN
Amazon is quietly developing an internal ad tech project called ID++, which is part of its long-term strategy to win online advertising in the post-cookie era.
The project was recently promoted on an Amazon Advertising job posting site, but it has since been removed. Amazon said in the job posting: “The ID++ Program supports the next generation of innovative products and services that will fuel the future growth of Amazon’s ad solutions in an identity-restricted world.”
Amazon removed the job description after Ad Age reached out for comment. One marketing technology partner, who spoke on condition of anonymity, said they were aware of ID++, and that Amazon had been discussing the program with partners.
“This is an internal project team that is developing a range of modeled and contextual addressability solutions,” an Amazon spokesperson told Ad Age by email.
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AkhenOsiris
Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
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Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
JPM's Kolanovic on island of his own even amongst JPM colleagues
🔹MAG 7 cheaper than the rest of the S&P 493, at only
1.1 PEG ratio
🔹 #AI already impactful for productivity and margins
🔹Productivity gains likely underestimated by
economists
$SPX $SPY $QQQ $NDX - Seth Goldentweet