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Kipbana

    • KipbanaKipbana
      ·2024-10-02
      $Vistra Energy Corp.(VST)$  This is a hidden gem, top mover of the year. Grab this back when the market was dumping due to recession fear. $140 by end of year? Good stock to position for both AI and War. When AI is up, this is up. When war/oil is up, this is also up. Double the upward trend.
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    • KipbanaKipbana
      ·20:40
      Fake News: It is just slow down in development of Frontier Model not an industry pause. Not like the most of us and businesses are going to use AI less just because frontier development is slower. Do you stop taking Uber because the development of autonomous taxi has slowed down? Or you stop using planes when SpaceX failed a launch and slow down? Rubbish article

      AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant

      Citigroup shifted to neutral on U.S. equity risk, warning that a potential slowdown in artificial-intelligence model development could crimp earnings-per-share revisions.
      AI Has Carried the Stock Market. An Industry Pause Could Pull the Rug Out, Warns This Wall Street Giant
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    • KipbanaKipbana
      ·17:37
      Exactly. All the overnight drunk sellers. Not like everyone doesn’t need ChatGPT anymore and stopped needing tokens.
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    • KipbanaKipbana
      ·10:43
      Slower development doesn't mean less research and less compute. And do you think they will really go slow at the expense of losing their lead?  Anthropic proposes so, but who can trust the devil himself (Sam Altman) that have been aggressively building?

      AI Pioneers Face Pushback From Markets and Washington on Safety Push

      Anthropic PBC and OpenAI are treading a delicate line as they advocate for a more cautious approach to artificial intelligence development, a stance that is likely to collide with the powerful forces...
      AI Pioneers Face Pushback From Markets and Washington on Safety Push
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    • KipbanaKipbana
      ·09-13 16:21
      He didn't present anything meaningful nor any meaningful data. The same narrative 3 years ago when the valuation was high too

      Five Warning Signs the AI Stock Bubble is in Its Final Stages

      Stocks' rough patch doesn't mean the rally is at an end, but it could signal the finish line is closer than bulls hope.The S&P 500 has had a difficult month: As of Thursday's close it had fallen 2.7%
      Five Warning Signs the AI Stock Bubble is in Its Final Stages
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    • KipbanaKipbana
      ·09-10
      This means US Oil exporters have won

      Saudi August Crude Output Lowest Since 1990 as Renewed US–Iran Hostilities Squeeze Exports

      Saudi Arabia told OPEC its August crude output plunged by 1.9 mln bpd to 6.238 mln bpd, the lowest reported since 1990, after renewed US–Iran hostilities squeezed export routes, OPEC's monthly report...
      Saudi August Crude Output Lowest Since 1990 as Renewed US–Iran Hostilities Squeeze Exports
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    • KipbanaKipbana
      ·09-07
      Fake news

      ARAMCO Infrastructure Was Attacked on Monday; Damage Is Being Assessed

      Financial Times reports ARAMCO infrastructure was attacked on Monday; damage is being assessed.Oil prices spiked sharply during trading after the news broke.
      ARAMCO Infrastructure Was Attacked on Monday; Damage Is Being Assessed
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    • KipbanaKipbana
      ·09-07
      Sounds like he is trying to tank the market so that he can buy dips now

      Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"

      President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...
      Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
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    • KipbanaKipbana
      ·09-04
      Trump please don't talk today

      Trump Tells Fed to Slash Rates or He'll End Trade with Countries with U.S. Surpluses

      President Trump said August payrolls rose 162,000 — far above expectations, “two to three times” forecasts — and urged the Federal Reserve to cut rates, arguing US credit conditions are now much...
      Trump Tells Fed to Slash Rates or He'll End Trade with Countries with U.S. Surpluses
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    • KipbanaKipbana
      ·09-04
      They are just gambling 

      Spot Gold Drops 1.85%; US 2-Year Treasury Yield Rises to 4.416% as Fed Rate‑Hike Bets Firm

      Spot Gold Drops 1.85%; US 2-Year Treasury Yield Rises to 4.416% as Fed Rate‑Hike Bets Firm
      Spot Gold Drops 1.85%; US 2-Year Treasury Yield Rises to 4.416% as Fed Rate‑Hike Bets Firm
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    • KipbanaKipbana
      ·09-03
      Rubbish. SK Hynix yield and HBM4 has always the the top. Samsung is merely just catching up. 

      SK Hynix Falls 3% in Pre-Market Trading, HBM Competitive Landscape Shifts as Samsung Gains Ground

      On September 3, SK hynix fell 3.01% in pre-market trading, trading at approximately 160.06 USD/share, with turnover of approximately 24.77 million USD.On the news front, the HBM competitive landscape...
      SK Hynix Falls 3% in Pre-Market Trading, HBM Competitive Landscape Shifts as Samsung Gains Ground
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