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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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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