1. Bitcoins new low is just a short term market dip with new highs for bitcoin forecast 2. Further interest rate increases are likely as the economy slows further 3. Iran war continues and oil prices continue to remain high and have priced in further disruption
1. In this cpu war $ARM Holdings(ARM)$ has the better position, however $NVIDIA(NVDA)$ is also a strong contender 2. Yes $ARM Holdings(ARM)$ has a high valuation due to the value of royalties of the arm chipset instruction set 3. Yes, $NVIDIA(NVDA)$ new cpu has higher performance that legacy x86 cpu chipsets 4. $Intel(INTC)$ is highly valued for its current position in the market which is second to amd and nvda
1. My performance was below the $SPDR S&P 500 ETF Trust(SPY)$ 2. Global retail frenzy $Amazon.com(AMZN)$ is benefiting from increased demand for goods and high inflation forecasts which is a top signal 3. Ai pc forecast for $Microsoft(MSFT)$ is a growth sector and hardware manufacturers
1. $Roundhill Memory ETF(DRAM)$ is the most prospective etf investment for chips 2. The window most worth investing in is ai infrastructure. 3. $Space Exploration Technologies Corp(SPCX)$ is a research and development company rather than a for profit venture . 4. ETFs vs single stocks are both great investments depending on the underlying companies of each 5. For the space sector $Space Exploration Technologies Corp(SPCX)$ is the most prospective investment
$Gold.com(GOLD)$ is a long term investment in store of value for further price appreciation. The divergence among major banks is driven by a divergence in view of the value of gold and it’s inflation appreciation value. ETF outflows: the selling of units in the etf is driven by these divergent views and is an oppportunity to buy at reduced prices
1. Within the artificial intelligence ai stack I am across all parts of the stack 2. $Micron Technology(MU)$ is highlight valued due to the shortage of supply of memory this year which is forecast to continue to next year prior to resumption of manufacturing 3. $Micron Technology(MU)$ provides both memory and storage and profits from the decision by antropic to increase storage. Optical is networking which competes with other providers 4. Power is in short supply and is a necessary component for high technology and is investible
1.$SpaceX(SPCX)$ valuation is based on hype and marketing with it’s recent ipo. It is a high valuation of potential future value. 2. $SpaceX(SPCX)$ is a space focused research and development company with limited revenue potential. 3. Yes spending capex and writing off capex is a loss which reduces valuation
1. The spacex ipo is highly anticipated and is like to perform strongly due to this hype 2. It is likely to spike on day on with positive performance due to this hype. 3. It’s current valuation is consistent with market expectations and is likely to increase further 4. Spacex is a better investment on day one before the hype and increased. While there are competitors. $Rocket Lab USA, Inc.(RKLB)$$Firefly Aerospace Inc.(FLY)$ these competitors do not have us government contracts
1. $NVIDIA(NVDA)$ is forecast to grow earnings strongly this quarter which requires additional investments by technology companies in nvidia’s products. It is more likely that nvidia will continue to grow at high rates but may underperform earnings expectations 2. With rising inflation due to increasing oil prices the forecast for interest rates is further growth in rates. With these developments in a raising interest rate environment, it is necessary to reduce interest rate exposure 3. The fed is likely to raise interest rates however the impact on markets is uncertain which depends on market conditions and the economy. The fed is likely to raise interest rates