Interesting to see the AD market numbers.
https://www.cnbc.com/2023/02/10/amazon-is-the-latest-threat-to-facebook-as-ad-targeting-suffers.html
and who would have picked that MS would aquire a company with a product that just might work.
How times have changed for MS..
MS office is the winner as MS backs AI and Google search is now on borrowed time as it will likely to become a non profit organisation.
You wont have to move out of office in the futrue to have AI search at your voice command...
or hook your own VBA or CPP code righ into AI processing models.
you may not even need to buy a tax or accounting solution...
create your own solution righ inside excel...
file your tax return in any country where AI has a O AUTH connection.
Apple just pushed it VR head product release back... again
Telsa new drive chain developing a cheaper model using a different mix of chip matetrial types.
https://www.cnbc.com/2023/03/02/tesla-plans-to-slash-transistor-use-chipmaker-shares-plunge.html
AI technology in US fighter jets is getting very serious and the pilot is really going to be based on the ground after all..
https://www.youtube.com/watch?v=p3zHoCEEvdY
only big tech will survive the coming crunch...
I think the future's already here.
Alphabet and Amazon for me.
I could add Apple and go for a AAA rating but perhaps not.
Rubbish.There are many flavours of "tech" and some are just getting started. IKE is one. When your market consists of essential service providers, and your goods and services have been proven to make your job easier and more efficient, any "coming crunch" will make bugger all difference.
Quote from: Waltzing on Mar 14, 2023, 03:06 PMonly big tech will survive the coming crunch...
Yes your right!
by TECH i ment software and hard computing software and not MIXed models such as IKE..
AI costs a lot of money to create and many software and hardware companies that compete at the moment will find it very hard when they have to buy and create technology super centres.
IKEA is not what i would mean by COMPUTING TECH Sorry was talking about pure computing and AI.
Battery company news ...
https://www.stuff.co.nz/motoring/300857602/catl-says-new-superstrong-battery-may-power-electric-flight
RM and the new drones ...
https://www.youtube.com/watch?v=Cfi7sdGnJPY
Cool. How many can they supply?
How Tech stoke your data ... and what the web should have been...
https://www.cnbc.com/2023/04/28/microsofts-big-bet-on-cloud-gaming-is-what-tripped-up-activision-deal.html
interview at the bottom with inventor of the web..
https://techcrunch.com/2023/05/05/tech-industry-layoffs/
Now if your wondering how good the tech is on US fighters and considering the F22 was designed decades ago and china probably stolen the technology off the US ... which US company will get the nod on sixth gen air craft..
well this aircraft just arnt going to cut it ... and probably the country as well..
https://www.youtube.com/watch?v=kwbiOXYFDMg
Palantir Technologies beat earning expectation again. Their share price over the past 18 months or so fell off a cliff though.
But Nasdaq futures tonight have them up by 20%.
US tech stock index has been climbing since Jan...
4th postive week in row...
when is this recession going to actually strike...waiting... waiting...
Recent rticles on the rise have high lighted it not a retail trade craze but Some Fund Types that have driven the market higher..
Its been driven by Quant Funds follow momentum trading by machines..
Navidia out performed and those of you that invested in this power house congratulations.
https://www.cnbc.com/2023/05/24/nvidia-nvda-earnings-report-q1-2024.html
Gosh, they hit it out of the park. Pre market showing 28% up at the time of posting.
It was interesting reading and watching the build up to their results on CNBC and elsewhere.
How far can it go....and take SPY Etc with it. Very top heavy. And equal weighed index/ etf shows a slightly different story.
Quote from: Onemootpoint on May 25, 2023, 11:23 PMGosh, they hit it out of the park. Pre market showing 28% up at the time of posting.
It was interesting reading and watching the build up to their results on CNBC and elsewhere.
How far can it go....and take SPY Etc with it. Very top heavy. And equal weighed index/ etf shows a slightly different story.
How far? Very far, I think. It's Nvidia :) I can't imagine them going bankrupt.
Quote from: Waltzing on Mar 14, 2023, 03:06 PMonly big tech will survive the coming crunch...
It's not too big to fall. History is repeating in a different manner.
yep though the market had Nvidia well priced a few years ago but the retail client really piled in the lastest round of chip developments..
just shows the market doesnt not always future price in growth of a technology..
in this case large language models and im waiting for our Variant script model to get a language model as well... RE GEN everything right?
Interesting discussion about the integration of tech companies as it relates to chip manufacturing.
Chip WAR: Chris Miller on Nvidia, TSMC dominance & risks | nzherald.co.nz
https://www.youtube.com/watch?v=weIAUzfByH0
The future of defense is all about unmanned systems
https://www.youtube.com/watch?v=v-mtNpPNksw
Wahid Nawabi, AeroVironment CEO talks quarterly earnings, international demand, tech inoovation in the defense sector, AI in these systems and more.
Looks like new AI Chips will be subject to Attacks ...
https://www.cnbc.com/2023/11/09/openai-says-chatgpt-downtime-caused-by-targeted-ddos-attack.html
PLTR........Keith Fitz predicts they will be a $50 plus share in the future.He has been bullish on them for
Investing in AI... is it to late or just the start... where is I Robot..
https://www.nzherald.co.nz/business/vinod-khosla-interview-openai-sam-altman-debunking-sci-fi-stories/3RFIPOTB75HDJKZP5BZO5G4W3A/
https://www.cnbc.com/2024/01/10/sec-approves-rule-changes-that-pave-the-way-for-bitcoin-etfs.html
https://www.cnbc.com/2024/01/10/openai-debuts-gpt-store-new-business-tier-after-leadership-fracas.html
They pouring a lot of money into high end graphic chips one supposes for the new 3D world where everyone is supposed to live inside the goggles .....
"In Meta's third-quarter earnings report, the company said that total expenses for 2024 will be in the range of $94 billion to $99 billion, driven in part by computing expansion."
https://www.cnbc.com/2024/01/18/mark-zuckerberg-indicates-meta-is-spending-billions-on-nvidia-ai-chips.html
Now this is interesting but also it has a role to play in creating transaction security for possible banking accounts that are encrypted as your standard bank account is pretty brain dead...
https://www.cnbc.com/2024/01/22/blockchain-tech-behind-bitcoin-can-be-used-to-track-ai-training-data.html
Interesting stuff from this tech company and interview today on CNBC..
https://www.anduril.com/
Similar stuff on underwater drones...
PLTR going great guns.
RR doubles profits... profits not just a US tech story ... a UK company performing?
https://www.cnbc.com/2024/02/22/rolls-royce-shares-jump-8percent-after-2023-profits-more-than-double.html
they had those engine fan blade troubles a while back.. not sure how that is going but they are well in the money.
PLTR has just got a downgrade from the same analyst who said it was unsustainable at $9.
STAR GATE.. or the start of the "TECH"
is MS just starting and it SP valuation actually good value even at these so called high values?
https://www.businessinsider.com/microsoft-openai-plan-100-billion-supercomputer-stargate-artificial-intelligence-report-2024-3
The question is how fast can you build a nuclear power plant and how many chips can you buy...
where are the chip manufactured and how practical is this.....
MS becoming just a tech department for OPENAI...
is this the start of the new world business order...
A new industrial rev ... moving from a horse drawn plough to a AI controlled modern electric trackor,,,, hundreds of tractors controlled by AI....
your car will be electric and controlled on the roads by AI?
you wont be allowed to drive your car anywhere that has a data connection?
biggest revolution in the history of human kind on the way?
https://www.youtube.com/watch?v=ubl5BEuqzL8
Intel may have another day in the sun in 2025 as a new linux based foundation is formed to provide open source AI platforms...
https://www.cnbc.com/amp/2024/04/09/intel-unveils-gaudi-3-ai-chip-as-nvidia-competition-heats-up-.html
Should we apply sell in May and go away for the tech sector? How crowded are tech stocks?
Quote from: Mr Cashflow on Apr 12, 2024, 11:45 AMShould we apply sell in May and go away for the tech sector? How crowded are tech stocks?
I don't think Sell in May will work this year. The world's best stock drops its quarterly on or around 22-May-2024. And it will be a ripsnorting humdinger.
* Nvidia is forecasted an EPS of $5.48, an undeniably massive
402.75% increase from the corresponding quarter of the year prior;
* And consensus forecasts the revenue to be $24.17 billion, a none too shabby
236.08% increase compared to the corresponding quarter of the year prior.
And the quarter after that is going to be huge too. A.I. doesn't sleep!
IMO it's going to be stock picker's market. Corporate insider selling to insider buying in this first quarter was at the highest level since first quarter of 2021. May be sector has peaked. Now there's great uncertainty on Fed lowering interest rates. There are also specific concerns on individual tech companies. There is a weak demand for iPhone products in China. I still believe selected few can go higher little bit but eventually some pullback later. Valuation will come into play once tech stocks reach top.
Quote from: Mr Cashflow on Apr 12, 2024, 07:57 PMIMO it's going to be stock picker's market. Corporate insider selling to insider buying in this first quarter was at the highest level since first quarter of 2021. May be sector has peaked. Now there's great uncertainty on Fed lowering interest rates. There are also specific concerns on individual tech companies. There is a weak demand for iPhone products in China. I still believe selected few can go higher little bit but eventually some pullback later. Valuation will come into play once tech stocks reach top.
I have to add one more. If geopolitical crisis drag there could be demand destruction for many products except for basic things like food and beverages, medicine, power and few commodities.
Quote from: Mr Cashflow on Apr 13, 2024, 06:41 AMI have to add one more. If geopolitical crisis drag there could be demand destruction for many products except for basic things like food and beverages, medicine, power and few commodities.
Chip stocks are in the correction mood. May be another opportunity is coming?
https://finance.yahoo.com/video/chip-sector-enters-correction-territory-150433720.html?fr=sycsrp_catchall
Air Bus .. now giving europe its own version of AI drone technologies..
https://www.cnbc.com/2024/06/06/airbus-showcases-wingman-drone-concept-at-2024-ila-berlin-air-show.html
you cant buy shares in spaxe X but E says 100 starships a year out of the factory ... 100! and lift off every how many hours?
Quote from: Waltzing on Jul 04, 2024, 03:00 PMyou cant buy shares in spaxe X but E says 100 starships a year out of the factory ... 100! and lift off every how many hours?
Maybe this is the reason they want to abuse Kaitorete Spit as launch area ...
Wonder how the native birds feel about this proposal ...
dont think spaceX will be building down in NZ for starship... 1000 a year? right ... well thats what E was talking about ... in other words leaving the planet and moving to mars.... lock stock and space ships... Space X is going off planet and you know who are you going to pay taxs too... what is the currency ...
CLOSED AT $51.15 TODAY.
I hope everyone has a nice allocation to international/US equities.
Quote from: Dolcile on Nov 08, 2024, 10:43 AMI hope everyone has a nice allocation to international/US equities.
Almost a year on, and the S&P500 is up 18%. It is almost criminal that you can put money in a index tracker and reap such rewards - with no effort.
Personally I'd prefer to hold NZ companies like HLG and TRA but there just isn't enough of them and I'd be overweight in my asset allocation.
Quote from: notmaurice on Nov 06, 2024, 10:15 AMCLOSED AT $51.15 TODAY.
https://finance.yahoo.com/quote/PLTR/
PLTR now 189.60 up 321% and not yet a year.
These companies certainly help push up the indices they are in.
These are NZ Tech companies of the 'now' raising substantial capital, but not on the NZX (https://www.rnz.co.nz/news/business/577157/tech-companies-eye-stock-market-listings-but-not-on-nzx).
From what i have been seeing these appear to be commonly accepted themes for 2026:
Space
AI Infrastructure
AI Tech Platforms
Defense tech
Robotics
AI energy.
A few stocks to watch
$EOSE $ONDS $SIDU $SMR $TE $SYM $ROK $OUST $RDW
Looking for the next $RKLB or $ASTS or $OKLA
Anyone have any good growth stonks they are watching?
Watching Elbit ESLT. For longer term themes, sitting in ETFs for Med tech, quantum, nuclear and robotics while I take a closer look.
Im just taking the boring approach of buying the entire haystack.
https://www.theguardian.com/money/2026/jan/10/ai-bubble-finances-crash-tech-meltdown-savings-pensions
AI bubble: five things you need to know to shield your finances from a crash
Some experts have voiced fears a tech meltdown could hit our savings and pensions – here's how to protect yourself
Its hard, so many calling for a crash which is overdue.
On one of the equity mates podcasts - they mentioned that if you had bought the SP500 at the top of the covid bubble - invested on through the correction - you would have doubled your money.
So much going on in tech right - AI/Peptides in biotech - 1.5 trillion in US defense spending (drones) - autonomous cars, space, robotics. Hard to keep up.
I read somewhere years ago the last phase of the big cycles is commodities - and we are definitely in a commodity boom. Not sure the validity of that statement.
The tech sector on the ASX is taking a beating. This image is from the Market index weekend email.
"Tech and software stocks have been under pressure since late 2025, with this weakness carrying into 2026. Investors are rotating out of overvalued tech names amid valuation concerns and fears that AI could erode competitive advantages.
The table above illustrates just how far these stocks have fallen from their peaks, showing the distance between Thursday's close (15 January) and each stock's 52-week high. While most names outside of Wisetech, Xero, TechnologyOne and NextDC remain positive over the past twelve months, the data reveals a clear loss of upward momentum."
Quote from: HAWKDOG on Jan 18, 2026, 01:41 PMIts hard, so many calling for a crash which is overdue.
On one of the equity mates podcasts - they mentioned that if you had bought the SP500 at the top of the covid bubble - invested on through the correction - you would have doubled your money.
...
Perhaps. But then, if you would have invested your money in July 1929, it would have taken until July 1963 to double your money (based on Dow Jones Avg). 34 years.
And hey, Geopolitics currently looks like the late 1930íes - doesn't it? Just saying.
But even if our dumbest autocrats and strongmen decide to avoid the big next war ... I am wondering, which impact the huge debt bubbles which the US, Europe and many other countries keep inflating will have on our economies?
So - sure, investing is good, but just looking into buying into bubbles might not be the most futureproof thing. Ah well, need to talk with my shoeshine boy.
Quote from: BlackPeter on Jan 19, 2026, 09:35 AMAnd hey, Geopolitics currently looks like the late 1930íes - doesn't it? Just saying.
This is why I live on a lifestyle block - have a year round garden, fruit trees (11 varieties of citrus), chickens and fill my freezer with venison.
If any of the scenarios you mention come to fruition I will have bigger problems than the S&P500 crashing.
Can't worry about that bigger stuff I have no control over.
https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart
The Tariff Playbook:
In 2025, our investment strategy nearly doubled the S&P 500's return, largely because we were early to capitalize on swings in asset prices during the trade war. Below, we outline the exact strategy we have utilized to do so:
A comprehensive step-by-step playbook to navigate Trump's trade war:
On Friday, President Trump posts a cryptic message signaling tariffs on a specific country or sector. Markets drift lower as uncertainty rises. This began on Friday when Trump threatened tariffs on Denmark
Later that same day, or shortly after (in this case on Saturday), President Trump announces a large new tariff, often 25%+
On Saturday and Sunday, President Trump repeatedly doubles down on the tariff threats to apply pressure while markets are closed, maximizing psychological impact
Over the weekend, the countries targeted by the new tariffs typically respond publicly or signal a willingness to negotiate
On Sunday evening at 6 PM ET, when futures reopen (in this case on Monday night), stock market futures drop in an initial emotional reaction to the tariff headlines
On Monday and Tuesday, President Trump continues applying pressure publicly, but investors begin to recognize that the tariffs are not yet live and are still scheduled to take effect weeks later, such as February 1st
By Wednesday of that same week, dip buyers step in and spark a relief rally, but this move often fades and leads to another push lower. This is typically where smart money begins buying
On the following weekend, roughly one week later, President Trump posts that discussions are underway and that he is working toward a solution with leaders of the countries targeted by the tariffs
On Sunday evening of that weekend at 6 PM ET, futures open sharply higher as optimism returns, but gains fade into the Monday cash market open
After the Monday open, senior administration officials such as Treasury Secretary Bessent, appear on live television to reassure investors and emphasize progress toward a deal
Over the next 2-4 weeks, various members of the Trump Administration continue to tease progress toward a trade agreement
A trade deal is announced and markets hit new record highs
Repeat from step #1
Of course, this is not a guaranteed roadmap, but in our experience, just about all flareups of the trade war since January 2025 have followed roughly the same path.
Quote from: HAWKDOG on Jan 20, 2026, 07:08 AMThe Tariff Playbook:
In 2025, our investment strategy nearly doubled the S&P 500's return, largely because we were early to capitalize on swings in asset prices during the trade war. Below, we outline the exact strategy we have utilized to do so:
A comprehensive step-by-step playbook to navigate Trump's trade war:
On Friday, President Trump posts a cryptic message signaling tariffs on a specific country or sector. Markets drift lower as uncertainty rises. This began on Friday when Trump threatened tariffs on Denmark
Later that same day, or shortly after (in this case on Saturday), President Trump announces a large new tariff, often 25%+
On Saturday and Sunday, President Trump repeatedly doubles down on the tariff threats to apply pressure while markets are closed, maximizing psychological impact
Over the weekend, the countries targeted by the new tariffs typically respond publicly or signal a willingness to negotiate
On Sunday evening at 6 PM ET, when futures reopen (in this case on Monday night), stock market futures drop in an initial emotional reaction to the tariff headlines
On Monday and Tuesday, President Trump continues applying pressure publicly, but investors begin to recognize that the tariffs are not yet live and are still scheduled to take effect weeks later, such as February 1st
By Wednesday of that same week, dip buyers step in and spark a relief rally, but this move often fades and leads to another push lower. This is typically where smart money begins buying
On the following weekend, roughly one week later, President Trump posts that discussions are underway and that he is working toward a solution with leaders of the countries targeted by the tariffs
On Sunday evening of that weekend at 6 PM ET, futures open sharply higher as optimism returns, but gains fade into the Monday cash market open
After the Monday open, senior administration officials such as Treasury Secretary Bessent, appear on live television to reassure investors and emphasize progress toward a deal
Over the next 2-4 weeks, various members of the Trump Administration continue to tease progress toward a trade agreement
A trade deal is announced and markets hit new record highs
Repeat from step #1
Of course, this is not a guaranteed roadmap, but in our experience, just about all flareups of the trade war since January 2025 have followed roughly the same path.
Pretty good observation, and useful to make trades based on a corrupt POTUS. However - as soon as his streak breakes, it won't help against the 1929 drop ... but yes, your lifestyle block might be good ...