... of infrastructure software.

The low cost of training and inference of the new model could trigger a new wave of AI adoption by improving the economics of AI projects and thus enabling wider use.

Increasing demand through lower costs:

DeepSeek's model offers superior inference performance at a disruptively low cost, which is expected to increase demand for AI solutions.

Bernstein points to previous examples, such as OpenAI's 4o-mini model, which promised lower prices with higher quality and increased usage by 50% within a quarter. Such effects could also occur again with DeepSeek.

Winners at the software infrastructure level:

Despite lower computational intensity, higher demand leads to opportunities for software vendors that provide the infrastructure for AI projects. This includes areas such as:

Data infrastructure (e.g. Confluent $CFLT (-4,57 %) )

Identity management (e.g. Okta $OKTA (-8,73 %) )

Observability tools (e.g. Datadog $DDOG (-6,38 %) )

Communication technology (e.g. Twilio $TWLO (-5,63 %) )

Browser integration and delivery (e.g. Cloudflare $NET (-9,11 %) )

Platforms for service desk AI projects (e.g. ServiceNow $NOW (-5,62 %) ) could also benefit, especially if they introduce a consumption-based pricing model that covers inference costs.

Aftermarket after quarterly figures

+21% Carvana $CVNA (-9,7 %)

+11% Twilio $TWLO (-5,63 %)

+9% Sprouts Farmers Market $SFM (-4,6 %)

+7% Booking $BKNG (-2,79 %)

+7% Paycom Software

+5% Allstate

+4% Transocean

+3% Clorox $CLX (-1,58 %)

+2% KLA $KLAC (-6,34 %)

+1% Starbucks $SBUX (-6,28 %)

+1% Omega Healthcare

+0% Microsoft $MSFT (-2,36 %)

-1% Amgen

-1% DoorDash $DASH (-5,77 %)

-1% AFLAC

-1% Public Storage

-2% Equinix

-3% Meta $META (-4,44 %)

-4% MicroStrategy $MSTR (+4,34 %)

-4% Coinbase $COIN (-5,78 %)

-6% MetLife

-6% MGM Resorts

-6% Riot Platforms $RIOT (-1,82 %)

-7% eBay $EBAY (-4,5 %)

-7% Ventas

-9% Robinhood Markets $HOOD (-9,32 %)

-10% Roku

-11% Monolithic Power Systems

-13% Aurora Innovation

#aktien
#börse
#earnings#quartalszahlen

Money from proceeds of MPC Capital directly reinvested. Quarterly figures are to follow on February 14 and, according to the company's own statements, these are likely to be exceeded. A company that provides interfaces for WhatsApp, among other things.

$TWLO (-5,63 %)
- Share presentation written by Chat-GPT (Chat-GPT does not work on the basis of the latest data!)

Twilio is an American company that provides a cloud communications platform that gives developers an API to integrate voice, video, and SMS messaging into their applications. The company is headquartered in San Francisco and was founded in 2008.

Below, I will provide a basic fundamental analysis of Twilio stock:

• Market capitalization: Twilio's current market capitalization is about $56 billion.
• Earnings and revenue: Twilio generated $748 million in revenue last quarter, up 62% year-over-year. However, the company posted a loss of $490 million due to increased investment in research and development.
• Price-to-earnings (P/E) ratio: Twilio does not have a P/E ratio due to its negative earnings.
• Dividend Yield: Twilio does not pay dividends.
• Growth Prospects: The company has experienced strong growth in recent years and has established itself as a major player in the cloud communications space. This trend is expected to continue as more and more companies move to cloud-based communications solutions.
• Competition: Twilio competes with other cloud communications platform providers such as Vonage, RingCentral and Plivo.

Overall, Twilio appears to be a promising company with strong growth potential. However, the stock may not be suitable for all investors due to its high price and lack of dividends. It is important to keep an eye on market and competitive conditions to assess whether Twilio will continue to be successful in the future.

Competitive Analysis:

The company competes in a highly competitive market with other cloud communications service providers such as Nexmo (from Vonage), Bandwidth and Sinch, as well as companies offering similar services such as Microsoft, Amazon and Google.

Compared to the other cloud communications service providers, Twilio is the market leader in terms of the number of customers and the total number of interactions handled through the platform. This gives Twilio a significant advantage over its competitors and increases its market presence.

In relation to the big tech companies like Microsoft, Amazon and Google that offer similar services, Twilio has the advantage of specializing in the cloud communications space and focusing on building custom solutions for businesses. This means that Twilio may be able to offer more specialized and customized solutions that are better suited to customers' needs.

Overall, Twilio has a strong position in the cloud communications services market and has established itself as a leading provider. However, competition in this market is strong and the company needs to continuously improve its position to maintain its leadership.

#stockanalysis
#ai
#chatgpt
#tech

Sorry, I just couldn't resist and did it again 😅. The devaluation due to the bad numbers of $TEAM (-4,35 %) and $TWLO (-5,63 %) have made the course extremely palatable.

I take the opportunity directly times to set my real portfolio again. The $DONKEY (+0 %) post ( https://app.getquin.com/activity/FqlHLQAOtM ) was of course fake. Wanted to see if someone actually buys it from me - especially with the far-fetched reason 😁. There were probably actually a few users who thought that was real 😱. You could have easily noticed that. Only just under 2,000,000 euros in an All In Depot? Ridiculous, I'm not a poor cash cow! @Barsten next round is on me 😁

Guys, don't believe everything you read on the internet just because some jackass posts it. And @Kundenservice for this high performer I still need an appropriate logo 🚀

getquin Daily Summary 04.11.2022

Hello getquin,

happy friday to all of you. On Monday we changed the format of our Daily Summary's a bit. Should we keep the format like this?

Europe🌍:

• New management team at Red Bull after death of company founder! Read more: http://bit.ly/3zIKu3m

• Bank of England raises key interest rate from 2.25% to 3%! Read more: http://bit.ly/3sWoQ7Q

• Puma CEO Gulden surprisingly leaves at the end of the year - switch to Adidas? Read more: http://bit.ly/3DyVzoN

• Nikon secures 86 percent stake in 3D printer maker SLM. Read more: http://bit.ly/3FOz6GT

• Finance ministry launches stock pension. Read more: http://bit.ly/3T46KeL

America🌏:

• Lyft lays off 683 employees to cut costs! More: http://bit.ly/3U4unVH

• Twitter sued by employees after mass layoffs begin! Read more: http://bit.ly/3fAAy58

• Amazon stops hiring "corporate" employees. Read more: http://bit.ly/3UrJ1pQ

• 1.5 Billion - Powerball jackpot soars to third largest win ever! Read more: http://bit.ly/3DzunGh

Stocks of the day:

🟩 TOP $ADS (-0,23 %) 115,16€ (🔼 +22,97%)

🟥 FLOP $TWLO (-5,63 %) 43,05€ (🔽 -22,90%)

🟥 Most searched $AMZN (-3,47 %) 90,69€ (🔽 -0,93%)

🟥 Most traded $AMZN (-3,47 %) 90,69€ (🔽 -0,93%)

🟩 S&P500, 3,744.32 (🔼 +0.66%)

🟩 DAX, 13,496.23 (🔼 +2.79%)

🟩 Bitcoin ₿, 21,327.62€ (🔼 +2.89%)

Time: 17:00 CEST

#MarketNews
#MarketNewsUpdate