How we know this is a stupid ass bot. A) Ted buys stocks up 28% on a daily basis. Or Options I think ted fakes the stock buys to keep me interested... B) We already own the name and profiled it back a ways.. The real Van would of known that. C) Some things never change is a terrible closing line and one Van would never use... IGNORE ALL OF THESE VAN BOTS--~~ I don't know the whole story here but we wil patiently wait for Vanzandt to return-- the real one The Jet Blue guy! LOL...
Anybody use Jefferies here? I need a patch through for this call.. Jefferies China tech analyst holds analyst/industry conference call » 04:55 China Tech, Telecom &…
Monday.com placed on 'Positive Catalyst Watch' at JPMorgan » 06:17 MNDY #7388 Jan 29, 2025 Report Reply Share I just got up I don't know the story but I got a " Whoo Hoo " text from the HF
Looks like a 2nd front opened against NVDA- These guys are in worse shape than Ukraine. OpenAI to finalize first custom chip, reducing Nvidia reliance Reuters•39 minutes ago NVDA +0.90% TSM
Trump tariffs may trigger a stagflationary shock Higher mortgage rates beginning to sink in Potential homebuyers and sellers are getting used to the idea of an interest rate near 7%
Most consumers don't think mortgage rates will drop much lower This is actually a big moment for house sales I have been waiting for the public to give in and it looks lile they have. Now we can get back to business.
EVEN AS WE STAGNATE... CHINA IS IN A BULL MARKET BYATCHES!!!!!!!!!! Market watchers are increasingly touting how the AI model will be a game changer for Chinese tech companies and their stocks, which have remained under pressure by concerns over the economy. Already Alibaba Group Holding Ltd. shares surged last week over such hype, with a gauge of tech stocks entering a bull market on Friday. “The refreshed attention could shift investor focus from ‘thinking about risks’ to ‘thinking about potential’ when they look at the large Chinese internet names,” said Jian Shi Cortesi, a portfolio manager at Gam Investment Management in Zurich. “This is positive, especially given the big valuation discount of these names compared to US peers,” she added. The upcoming results season may provide stock catalysts in the form of management comments on progress with AI models and demand for cloud services. Meanwhile, options traders have boosted bets on China tech, and the stocks remain historically cheap. The Hang Seng Tech Index entered a bull market after last week’s 9% gain. Still, the gauge of Hong Kong-listed Chinese tech stocks is trading at less than 17 times estimated forward earnings, below the Nasdaq 100’s 27 times and even its own five-year average of 25 times.
“The lack of foreign investor interest and liquidity in the market was one reason it was a value trap,” said Alex Au, managing director at Alphalex Capital Management HK Ltd. “Now, DeepSeek has significantly aroused international investors’ interest in Chinese tech again and should help narrow the valuation gap.” The excitement extends beyond the startup level, with Alibaba announcing the latest version of its AI model just days after DeepSeek’s release, and touting even better results. That drove its Hong Kong-listed shares up 13% last week. Competing offerings from other majors include Tencent Holdings Ltd.’s Hunyuan, Baidu Inc.’s Ernie Bot and ByteDance Ltd.’s Doubao. The latest wave of services should accelerate AI adoption by enterprises as well as consumers, while also reducing costs for hyperscalers. It also means a boon to cloud service providers like Alibaba and Tencent, given that users rely on cloud computing to run AI infrastructure.
“The much cheaper and capable model introduced by DeepSeek should help democratize AI in China and encourage usage and spending,” said Alphalex Capital’s Au. “We think the cloud operators like Alibaba will be major beneficiaries.”
PEOPLE have been asking me what would make me change my tune on Trump. I always start with the SALT deduction-- I want that back! Christ. Every rich dude in Fla can get his ass wiped for free by the Gov except us East Coasters... Ok but the real thing is I am obsessed with UFO's.. I have dreams about UFO's. Many of them. Sometimes I am standing outside maybe naked, looking up and saying "Take Me!" But then in my dreams I am too scared to get on board and have the door close.. in a minute I could be in a different dimension without my family. Ok A lot of these UFO's pop out of the water and now there is an underwater base as large as an aircraft carrier? If Trump would give us the goods on the UFO's.. that would be a big turning point for me maybe I could overlook some of the other stupidity...