$Apple(AAPL)$ I am amazed by all the excuses people can make for apple and their decision to collaborate with google's gemini as their AI solution for Siri (which has been struggling to keep up). Talking how it cuts down costs and all, but it raises the issue that this aspect will not be fully done in-house. Siri looked like a competent assistant at Inception, but apple seemed to not keep working on it, a surprising approach, considering apple either goes all out or brutally amputates the limbs that do not flourish (look at the production of their own in house chips for their macbooks, it not only phases out intel as an external supplier, but boosts performance while using lesser power). Choosing to work with s
I read that the us president recently declared his holdings and it showed that he bought netflix after a neeting trying to get their deal through for the plan ed acquisition of warner bro. As we know of the man in the white house, it is par for course considering he has a serious lack of ethics, all while he constantly tries to influence and manipulate the situation. But it is hinting that he will be trying to make a profit out of this, and therefore the netflix deal will go through. If I was willing to gamble, I would make the call that netflix would successfully acquire warner bros, even though skydance seems adamant that they can stir the pot. The likelihood is that trump steps in and squeezes skydance, or throw them a scrap, in another realm (after all they caved to his demand bef
The biggest point has to be that property prices are not going up much especially in the end of 2025. The government likely wants to continue curbing the housing market, but it feels a little too late, especially in Singapore where cost of living is high, but income do not keep up. However, I'm curious how it went for commercial properties though, that would speak more about the investment aspect.
Sell off, slides? I would say it is barely a tickle, nothing that would really concern serious investors. There is nothing to panic about, the safe haven is still that, safe. But why would there be so much conviction in how gold (and the other metals like silver, platinium etc) keeps forging forward and upward? I would chalk it down to the world's instability. If the leader of the free world was anyone less chaotic and more level-headed, I would have doubted if gold would indeed keep its momentum. As it is, Trunp is constantly picking fights, both verbally and actually taking action in cases like Venezuela, enough to spook the markets, and spur safe haven assets onwards. He threatens, both friends and foes alike, so there is no way to chalk it up to him being a hawkish figure who goes
Hold on, US approval was expected to be given, and that was not the biggest issue. What everyone wondered was whether China would allow the sales to happen without a hitch. There was already rumblings that China would not easily approve its use, even while Jensen was trying to get things rolling in the China market (borderline begging the us president to approve the H200 sales). There had been passive accusations from China that the chips are throttled to be subpar, or could be exploited, likely a ploy to pressure nvidia harder. Going by more recent news, Reuters has reported that the Chinese customs officers have been instructed that the H200 chips are not allowed into the country, after the "green light" was given by president trump. This should cause some wobble in nvidia share pri
Things are a little messy now. With the chaotic situations all over (Maduro, Iran, the old rusia invasion, etc.), safe haven assets become attractive investments. It started with the conventional Gold, which soared and carried along Silver (platinium etc too). This domino effect started causing industrial uses of silver to feel the pinch and having to seek alternatives in base metal, but experts doubt it could be viable. What industry you ask? The solar panel industry, which is our most significant step forward in energy sustainability... what a horrible mess.
Crypto is a highly volatile asset with no real logic. I recently read a report about how it is currently reacting differently, basically talking about what it used to react to and what it focuses on now (liquidity and all that). But it mostly seems like made up excuses to try and comfort themselves and others, that somehow there is method in the madness. It is obvious that no one really knows why it moves up or down and can only make guesses. Without proper regulations, it can easily be manipulated, and I believe that if someone can empathetically tell you how it is going to go in the short, medium or long term, they are giving you a load of the freshest BS. As always, do your due diligence, invest in it if you can afford to have it go sideways.
I will be taking the time to read the articles on reputable sites for a better insight of what this entails. However, my rough input would be: if this is a circular economy kind of situation where Eli Lilly signs a contract just to look like it had some AI related investment and hoping to hitch themselves to the Nvidia rocket, for investors to rush in and boost prices of both companies, then it will be a step in the wrong direction. If they buy the Rubin chips to increase computing power and to boost their research ability then this will indeed be groundbreaking, allowing the "AI" to be correctly applied (not producing university essays or gibberish news articles), then Nvidia will have truly found another way to diversify. Much like the announcement of having Nvidia chips for self driving