Offshore
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The Long Investor
$DAL this is not a meme stock
It's what happens to a share price when the technicals and fundamentals are both aligned to be undervalued.
Steady, low risk gains and up 80% since November. https://t.co/UROnqYXGVl
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$DAL this is not a meme stock
It's what happens to a share price when the technicals and fundamentals are both aligned to be undervalued.
Steady, low risk gains and up 80% since November. https://t.co/UROnqYXGVl
tweet
Offshore
Video
The Long Investor
'People in charge rig it to fuck over the little guy'
You gambled over a $1 million into bullshit stocks
You fcked over yourself.
This is exactly what happened in 2021.
$GME -35%
$AMC -31%
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'People in charge rig it to fuck over the little guy'
You gambled over a $1 million into bullshit stocks
You fcked over yourself.
This is exactly what happened in 2021.
$GME -35%
$AMC -31%
My problem with the stock market is it’s just one big casino where the people in charge rig it to fuck over the little guy and make all the money for themselves #DDTG https://t.co/pDPtgtZYvn tweet
Offshore
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Brandon Beylo
Sometimes you just gotta send it.
Let’s see if I can get @TheRoaringKitty on the podcast! https://t.co/o6BXb5FBI8
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Sometimes you just gotta send it.
Let’s see if I can get @TheRoaringKitty on the podcast! https://t.co/o6BXb5FBI8
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Offshore
Photo
Brandon Beylo
If only there were signs.
See you guys at $30/oz silver.
#silver https://t.co/lZ7BlNU51L
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If only there were signs.
See you guys at $30/oz silver.
#silver https://t.co/lZ7BlNU51L
Just a heads up for all you precious metals fans.
Silver crushes gold during the early stages of a Fed Pivot.
Maybe this time will be different.
But if it's not, silver looks ready to rip. And the equities will snap higher, too.
Data via SCP Research.
#silver tweet
AkhenOsiris
$GOOGL Post-I/O Notes:
Oppenheimer said Google I/O event should assuage fears over AI competitive position. Relative to OpenAI's limited product demo the day before, the firm believes Alphabet demonstrated its strong competitive position, driven by an essentially unlimited R&D budget, access to the largest user and data library, and 10 years of machine learning focus. Oppenheimer has an Outperform rating on Alphabet with a price target of $205.
Also discussing the company's announcements, Jefferies said its key takes from I/O include the focus on AI with no new hardware; GenAI to be further infused into search reaching 1B users by year end; Google's AI advances that can instantly touch billions of users around the world; Veo for video, Google's answer to OpenAI's Sora; Bolstered context window lengths for Gemini 1.5 Pro; 6th generation TPU, Trillium. The firm has a Buy rating on the shares with a price target of $200.
BofA continues to see Google as a net AI beneficiary and believes growing Gen-AI integrations should likely help drive higher usage and incremental spend across Search, Cloud and Workspace. The firm maintains a Buy rating on the shares.
Morgan Stanley said "the Gemini era of search is coming." Google I/O showcased its growing GenAI offerings, including new search functionality - overviews, planning tools, multi-step reasoning, visual search, improving models/larger context windows, new diffusion offerings, workspace tools and potential sources of differentiation for Android.
In a separate note, the firm also highlighted that Google I/O and Expedia EXPLORE showed new GenAI tools to improve the top of the online travel funnel. Adoption trends matter given travel is a top 5 paid search category and OTA paid traffic is often money losing, Morgan Stanley noted. The firm still leans toward Google being the winner given its lead and data/tech edge. Morgan Stanley has an Overweight rating on Alphabet's shares with a price target of $195.
Citi left Google I/O 2024 incrementally positive on shares of Alphabet. The firm believes Gemini and its generative artificial intelligence investments are evolving the current search experience to be more natural, personal, and useful. With search revenue growth accelerating in Q1 and margins expanding, Google is well positioned to be a leader in generative AI, Citi added. The firm reiterated a Buy rating on the shares with a $190 price target.
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$GOOGL Post-I/O Notes:
Oppenheimer said Google I/O event should assuage fears over AI competitive position. Relative to OpenAI's limited product demo the day before, the firm believes Alphabet demonstrated its strong competitive position, driven by an essentially unlimited R&D budget, access to the largest user and data library, and 10 years of machine learning focus. Oppenheimer has an Outperform rating on Alphabet with a price target of $205.
Also discussing the company's announcements, Jefferies said its key takes from I/O include the focus on AI with no new hardware; GenAI to be further infused into search reaching 1B users by year end; Google's AI advances that can instantly touch billions of users around the world; Veo for video, Google's answer to OpenAI's Sora; Bolstered context window lengths for Gemini 1.5 Pro; 6th generation TPU, Trillium. The firm has a Buy rating on the shares with a price target of $200.
BofA continues to see Google as a net AI beneficiary and believes growing Gen-AI integrations should likely help drive higher usage and incremental spend across Search, Cloud and Workspace. The firm maintains a Buy rating on the shares.
Morgan Stanley said "the Gemini era of search is coming." Google I/O showcased its growing GenAI offerings, including new search functionality - overviews, planning tools, multi-step reasoning, visual search, improving models/larger context windows, new diffusion offerings, workspace tools and potential sources of differentiation for Android.
In a separate note, the firm also highlighted that Google I/O and Expedia EXPLORE showed new GenAI tools to improve the top of the online travel funnel. Adoption trends matter given travel is a top 5 paid search category and OTA paid traffic is often money losing, Morgan Stanley noted. The firm still leans toward Google being the winner given its lead and data/tech edge. Morgan Stanley has an Overweight rating on Alphabet's shares with a price target of $195.
Citi left Google I/O 2024 incrementally positive on shares of Alphabet. The firm believes Gemini and its generative artificial intelligence investments are evolving the current search experience to be more natural, personal, and useful. With search revenue growth accelerating in Q1 and margins expanding, Google is well positioned to be a leader in generative AI, Citi added. The firm reiterated a Buy rating on the shares with a $190 price target.
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