Starting to sound like DeepSeek just took an old OpenAI model and essentially cloned it. Does this surprise anyone? Hello. This is what Chinese companies do.
OT: Stock and Investment Talk
- Thread starter RU-05
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Good statement and Q&A session with Powell today (got to watch it live for the first time in quite a while). Very reasonable. He said the past 2 inflation prints were positive and is still on the path to 2%. Also mentioned that OER/shelter math is finally catching up to reality.
Monster quarter for MSFT! Double beat.
They should spin off the car segment for a price of one million dollars.
Unless their fully automated driving technology gets up to speed and can save it from the Chinese companies. American Libs certainly aren’t buying new Teslas any longer.🤣
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Up nearly 3% after hours. Must be a good spin in there somewhere
How the F did I miss that? I guess that's why we are getting a nice rally right now.
IBM ripping on a double beat:
And a nice double beat for META:
And a nice double beat for META:
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Looking at '26 as the breakout year. Today's report was slightly better than the Street expected. CHIPs $ and naming a new permanent CEO could accelerate the stock value in advance of actual earnings growth/profitablity. Can't rule out WOLF being an acquisition target.
Data and even model aside, the point seems to be that they can run these things for much cheaper. Both in terms of processors needed and energy consumption as well. (I guess that is kind of one and the same?).
Supposedly.
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Maybe I'll buy a small amount of Jan 2027 calls - as a lottery ticket to see if it hits over the next 2 years? Probably the best play for a turnaround.
Like every company in the world after the initial company brings a product to market.
A scewy bit is OpenAI accusing China of stealing its data when OpenAI just rips data off the internet without paying for it all.
Then the AI hardware on phones and computers will harvest data off of those for no cost - and they will share it with all sorts of entities for a price. Google will be harvesting reddit posts after paying them 60m but the people making the posts wont get anything.
The PC market has been flat and AI is polished-up to sell stuff. It has some real uses but not all of them good. AI is mostly headed for dot.com status aside from the spying ability. Then its not so much the great hardware marketing but getting it slicked on to People's phones and computer thinking its "all for us" when its all for them.
Aside from spying, this is the "why" behind AI:
"The turnaround in the global PC market continues to gain speed as hype around AI PCs grows and enterprise customers start to pick up purchases of laptops and desktops. According to early data from market research firm IDC, the PC market grew 3%, marking the second quarter of growth after a staggering seven consecutive quarters of declines."
https://finance.yahoo.com/news/the-pc-industry-is-finally-on-the-path-to-recovery-134936617.html
Wow, they still missed with this windfall.
TSLA stock is nothing more than a publicly traded meme coin. Results are a joke. Elon’s “bonkers” and “bananas” predictions for 2026, 2027, and beyond is silly for any rational investor.
Folks that worry about quarterly reports and auto margins are dumb. TSLA is about FSD, AI, and robots. This is what the stock is based on. Elon said it directly, if you don't believe TSLA will be successful with FSD, don't buy the stock. Looking at TSLA like F or GM is truly moronic.
How are they selling FSD though? Strictly through their cars? Or the software?
Their current market cap is such that, one way or another, they will have to sell a lot of it.
I always thought multiple comparisons to GM or F were dumb because TSLA had huge growth while those companies do not. Well TSLA no longer has huge growth. Very modest rev growth the last 2 years. EPS is down significantly.
I doubt you do (get it).
Most people don't get it when it was/is easy to get
In fact, my main take isn't about markets but how shallow tech media is.
Its like taking candy from a baby.
That's how people end-up buying cars that shutdown for red lights lol
The real DeepSeek revelation: The market doesn’t understand AI
The real DeepSeek revelation: The market doesn’t understand AI
Investor skepticism doesn’t take into account the insatiable demand for AI or the current bottlenecks in its development, which will require billions to overcome.
www.semafor.com
