Tech Companies of the Future

[Waltzing]

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

[Waltzing]

Interesting stuff from this tech company and interview today on CNBC..

https://www.anduril.com/

Similar stuff on underwater drones...

[notmaurice]

PLTR going great guns.

[Waltzing]

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.

[notmaurice]

PLTR has just got a downgrade from the same analyst who said it was unsustainable at $9.

[Waltzing]

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

[Waltzing]

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

[Waltzing]

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

[Mr Cashflow]

Should we apply sell in May and go away for the tech sector? How crowded are tech stocks?

[Azz]

Should 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!

[Mr Cashflow]

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.

[Mr Cashflow]

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.

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.

[Mr Cashflow]

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.

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

[Waltzing]

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

[Waltzing]

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?