$AMZN (+0,5 %)

$MSFT (+0,43 %)

$GOOGL (-0,05 %)

$META (+0,24 %)

$ORCL (+0,42 %)

The arms race in the field of AI knows no end (yet)!

Estimates for hyperscalers' capital expenditure (CAPEX) for 2025 continue to rise - >$400 billion is now expected.

+99% since January 2024!

How are you investing in the ongoing AI infrastructure trend? Or are you keeping your hands off it?

I was given €30 worth of Nvidia shares about 7 months ago and the price hasn't moved much. Do you think I should sell them and spend the money elsewhere?

I'm thinking about it, $ORCL (+0,42 %) or $AMZN (+0,5 %) buying.

Hello my dears...

There have been adjustments to the Sina 40

Out:

$JNJ (-0,12 %)
$ALV (+0,72 %)
$CS (-0,28 %)
$NVDA (-0,73 %)
$7974 (+0,13 %)
$ULVR (-0,27 %)
$NFLX (-0,36 %)

NVIDIA only 50%

apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)

In:

$ANET (-1,86 %)
$ORCL (+0,42 %)
$6857 (+1,03 %)
$AVGO (+0,04 %)
$TXN (+0,15 %)
$COST (-0,07 %)

Stocked up:

$AAPL (+0,23 %)

$QCOM (-0,14 %)

The remaining cash is € 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40

PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y

$ORCL (+0,42 %)

https://www.golem.de/news/it-konzern-unter-druck-echtheit-von-oracle-kundendaten-nach-cyberangriff-bestaetigt-2503-194741.html

That's not good for the image. 😖

In the USA, Oracle $ORCL (+0,42 %) has bright prospects in the midst of a challenging market environment. Despite a reluctance to invest and intense competition in the cloud business, the company disappointed market forecasts in the last quarter. But that is not the end of the story. Group CEO Safra Catz is optimistic for the coming 2025/2026 financial year. She speaks of an impressive order backlog of 130 billion dollars, which could increase total sales by a hefty 15 percent.

In addition to these growth prospects, there was also good news for shareholders: Oracle is planning to increase its quarterly dividend by a quarter to 0.50 dollars per share. Oracle is thus not only focusing on expansion, but is also rewarding its investors.

Source:

https://www.manager-magazin.de/unternehmen/oracle-sap-rivale-setzt-auf-wachstum-und-steigert-dividende-a-f9d3448f-923b-4ded-a98b-378f7427d1b2

A number of important earnings releases are scheduled for the coming week. The focus will be on:

📌 Adobe ($ADBE (+0,38 %) )

📌 Oracle ($ORCL (+0,42 %) )

📌 DocuSign ($DOCU (-0,35 %) )

📌 D-Wave Quantum ($QBTS (-0,59 %) )

📌 ZIM Integrated Shipping ($ZIM (-0,65 %) )

📌 ULTA Beauty ($ULTA (-0,52 %))

📌 Kohl's ($KSS (+1,11 %) )

📌 Dollar General ($DG (-0,55 %))

📌 UiPath ($PATH (-0,21 %) )

📌 SentinelOne ($S (-0,34 %))

Which of these companies are you following with particular interest? Do you have positions in any of these stocks?

🔗 Source: Earnings Whispers

I would like to share with you my theory on the deepseek issue.

AI has the potential to turn the current world order upside down. Computing power is the new oil of the 21st century. Until now, everyone was firmly convinced that this was associated with high acquisition costs (R&D, infrastructure...). In order to extend its lead in the field of AI, the USA announced the 500 billion dollar Stargate project project. This represents an unprecedented level of investment that could cause other regions of the world to fall behind. other regions of the world fall behind.

Now my theory comes into play. Only days after the announcement of this investment package, news suddenly spread about a Chinese AI start-up that is supposedly as good as OpenAI, but can do the whole thing for virtually nothing. The information on the 6 million dollar development costs is as questionable as it is unverifiable.

The direct consequence of this news is that major investments in AI are being questioned. Why invest 500 billion in AI when you only need 6 million? The Chinese government with its puppet deepseek has now achieved its goal. They want to blow up Stargateblock it or simply take the wind out of its sails. SoftBank $9984 (+4,13 %), OpenAI and Oracle $ORCL (+0,42 %) will not be deterred from the project, but potential investors such as Apollo, Brookfield or sovereign wealth funds from the Middle East could be unsettled and reconsider their investments. be unsettled and reconsider their investments.

Meanwhile subsidizes China continues to secretly subsidize its own AI industry with billions. As private investors are unwilling or unable to invest so much money in China, they have resorted to this perfidious strategy in times of the cold war of technology probably the new normal.

What do you think of my theory? Or do you think it was all just a coincidence, there is no intention behind it and deepseek is a great thing?

As there are always questions here at getquin about the future of share X or how the markets will develop, I went to the oracle and asked a few questions.

According to the ball, the probability that a share will rise in the next few days/weeks/months/years is exactly 33.33333333%

The long-term future of the markets also looks rosy, with a 99.99% probability that the markets will be in a much better position in 20 years' time.

Should a nuclear war break out, however, things look bleak, with the probability of a crash

a crash and you lose money is 100%, only 1 Bitcoin remains 1 Bitcoin

If there is no dividend yet, you shouldn't get your panties in a bunch. The probability that it will be paid out in the next few days is 100%

I hope I was able to help some people with this 😁