Postos
982Alphabet / Waymo $GOOG (-0,82%)
Amazon $AMZN (-1,28%)
Baidu $9888 (-0,93%)
BMW $BMW (-1,32%)
CATL $3750 (-0,55%)
Dassault Systems $DSY (-1,11%)
Hexagon $HEXA B (-1,78%)
Mercedes-Benz $MBG (-0,95%)
Mobileye $MBLY
NVIDIA $NVDA (+0,02%)
Siemens $SIE (-2,12%)
SONY $6758 (-1,73%)
Qualcomm $QCOM (+0,09%)
Tesla $TSLA (-0,73%)
A large part of the investment thesis of $IREN (+5,01%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.
While $IREN (+5,01%) Bitcoin mining yields remain exceptional, performance in this segment is heavily influenced by factors outside of the company's control - namely price, network difficulty and ASIC prices. $BTC (-0,21%) -price, network difficulty and ASIC prices.
Today's demand for AI computing power is only a fraction of what will be needed.
The reasons are:
- AI switches from text to real-time video, 3D and full scene understanding
- AI co-pilots integrated into every productivity and development tool
- Autonomous robots, vehicles and smart factories
- AI-generated content on a large scale: ads, movies, virtual worlds
- Constant retraining of boundary models, 100 times more computationally intensive
Access to AI computing power and related infrastructure will be critical for major tech companies to defend and grow their multi-billion dollar valuations. These players are outbidding each other, not only to secure capacity, but also to prevent others from obtaining it. Whoever controls the most computing power capacity and supporting infrastructure will gain a massive advantage over the other.
We have already seen this in the race for $NVDA (+0,02%) chips, the biggest bottleneck in the AI value chain today. But this bottleneck is shifting as computing capacity becomes increasingly constrained by access to AI-optimized energy infrastructure.
And here, in my opinion $IREN (+5,01%) that has more than 3 GW of AI-optimized infrastructure will benefit. It takes time to build, contracts for infrastructure and power connection contracts are becoming more difficult, and the land and locations required are becoming more expensive, $IREN (+5,01%) has recognized this early on.
Increase in hash rate since 2023:
$IREN (+5,01%) available today with $IREN (+5,01%) AI Cloud has $NVDA (+0,02%) H100 and H200 GPU clusters.
These clusters are powered 100% by renewable energy.
$MARA (+2,46%)
$CLSK (+2,86%)
$BTC (-0,21%)
$MSTR (+4,02%)
$RIOT (+6,78%)
$CRWV (+2,41%)
$META (+0,74%)
$AMZN (-1,28%)
$GOOGL (-1,17%)
$NVDA (+0,02%)
$MSFT (+0,06%)
$WULF (+6,84%)
$CIFR (+8,77%)
$CORZ (+1,06%)
$BTDR (+4,56%)
Masayoshi Son, CEO of the SoftBank Group
$9984 (+2,79%)announced plans to develop the company into a leading platform provider for "artificial superintelligence" within the next decade.
At the annual shareholders' meeting, he compared this goal to the dominance of Microsoft $MSFT (+0,06%), Amazon $AMZN (-1,28%) and Google $GOOGL (-1,17%) and referred to the "winner takes all" dynamic.
He defined artificial superintelligence as a technology that outperforms human capabilities by a factor of 10,000.
By 2025, SoftBank had invested massively in AI, including the acquisition of US chip designer Ampere for USD 6.5 billion and up to USD 40 billion in funding for OpenAI.
(...)
SoftBank's cyclical bets follow a historic boom-bust pattern:
Son's new "all-in" stance on OpenAI (32 billion US dollar investment) mirrors his previous high-risk tech bets that have shaped SoftBank's history.
This reflects a consistent pattern of massive, concentrated investments - from $100 million in Yahoo in 1996, to $20 million in Alibaba in 2000 (whose value grew to $130 billion), to the $100 billion Vision Fund in 2017.
(...)
This approach with high risk and high returnas critics have called it, has changed the risk capital landscape with inflated valuations and pressure on competitors to match the same level of funding.
(...)
SoftBank's strategic positioning mirrors previous battles over technology platforms.
Son's ambition to be the "organizer of the industry" in artificial superintelligence is reminiscent of the platform dominance strategies that spawned trillion-dollar companies like Microsoft, Amazon and Google.
SoftBank is strategically expanding its AI base through talent acquisition and infrastructure investmentsincluding the acquisition of semiconductor designer Ampere for $6.5 billion and a $40 billion commitment to OpenAI.
The company's approach leverages its historical strength in hardware through Arm Holdings to create an integrated AI ecosystem that includes chips, infrastructure and applications.
SoftBank's funding pattern typically encourages market consolidation, providing capital on a scale that forces smaller competitors to merge or exit - a strategy that fundamentally changes the competitive dynamics in target sectors.
This platform strategy is in line with Son's long-term vision, which he has been articulating since at least 2017: a future with one trillion connected devices by 2035, allowing SoftBank to capitalize on the massive data streams powering advanced AI systems.
⬇️⬇️⬇️
https://www.techinasia.com/news/softbank-aims-to-lead-in-artificial-super-intelligence
The share price has also been rising again for some time, as investors are generally becoming more optimistic. Nevertheless, it is still massively undervalued in my opinion. In addition to the crucial AI platform strategy (for which they themselves are creating demand with Stargate (USA, UAE, UK...), so theoretically benefit twice over), there are of course many other interesting investments and initiatives (Wayve, Grab $GRAB (+2,73%)Coupang $CPNG (-3,86%), 21 Capital, Helion, PayPay Expansion.....). Overall, I believe in the company's vision and see many indications that it could succeed :)
Hello dear people!
I am looking for new and interesting stocks for my long-term portfolio and would like to build up a few new positions.
They should be growth stocks with high quality, away from the big tech stocks.
In addition, they should be rather cheap/fairly valued.
Dividends are not a priority for my investment strategy, so classic defensive dividend stocks would not be an option for me.
Either purchase in tranches or as a monthly savings plan.
Thought I'd ask the great GQ community for advice, maybe you can give me a few new ideas or some inspiration and tell me your favorites 💡
I'm looking forward to your answers/comments 🤗
$IWDA (-0,23%)
$VWRL (-0,19%)
$VWCE (-0,2%)
$CSPX (-0,17%)
$NVDA (+0,02%)
$MSFT (+0,06%)
$GOOGL (-1,17%)
$AMZN (-1,28%)
$NOVO B (-0,21%)
$NU (+3,44%)
$ASML (-0,09%)
$NOVO B (-0,21%)
$1211 (-0,7%)
$MA (+0,74%)
$BRK.B (-0,58%)
$UNH (+0,32%)
As every Sunday, the most important news from the past week, as well as the dates for the coming week.
Also as a video:
https://youtube.com/shorts/mmMct8X3UFs?si=bgblnz80-UE5ezAw
Tuesday:
A new law to regulate so-called stablecoins is to be passed in the USA. The law could enable large online retailers such as $AMZN (-1,28%) Amazon could save billions in credit card fees. The value of stablecoins is pegged to the US dollar and therefore fulfill the important function of storing value. Risks exist in the coverage by US government bonds, for example.
Wednesday:
Despite Trump's constant demands, the Fed has not lowered key interest rates in the US.
https://www.faz.net/aktuell/finanzen/us-notenbank-fed-widersetzt-sich-donald-trump-110546137.html
Thursday:
The BoE also refrained from cutting interest rates. In contrast, the Swiss central bank lowered its key interest rate further to 0%.
https://finanzmarktwelt.de/bank-of-england-verkuendet-aktuell-zinsentscheidung-353077/?amp
Sunday:
The US ended Iran's nuclear program with a direct attack.
These are the most important dates in the coming week:
Tuesday: 16:00 Consumer Confidence (USA)
Thursday: 08:00 Consumer Confidence (DE)
Friday: 01:30 Inflation data (Japan)
#verbrauchervertrauen
#usa
#israel
#iran
#kanzlermerz
#termine
#inflation
#japan
Got my small profits from $MSFT (+0,06%) & $AMZN (-1,28%) from the sharp sell-off in April and shifted into this sector ETF, as it contains the stocks mentioned above and many other exciting companies.
In addition to the $VWRL (-0,19%) as my core & the $TDIV (-0,12%) I will now $XAIX (+0,47%) I will now continue to build it up over the next few years using a savings plan.
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 (+4,67%) or $AMZN (-1,28%) buying.
Hi, I have just started investing but I don't know the markets and companies well enough and I don't know how to understand investment ratios. So far I have been making my investment decisions based on public opinion and the news and I am not sure if this is the right way to go! Please help me learn how to do this!
Here is my portfolio, any suggestions? I want to keep it very diversified and medium to high risk. Dividends are preferable but not a priority. Thanks. 🫶
Hello everyone,
I've been thinking about how to invest my first €10,000. I would like to pursue the core satellite strategy.
What do you think of the following allocation?
The other 50% will go into the first 10 shares.
I would like to end up with a total of about 15 shares.
In the next three places would be the following shares:
I look forward to hearing your opinions and wish everyone a successful week.
Best regards
Sherlock✌🏻
After the share of $11B (-1,75%) has been struggling for the past 8 months, it could now be about to break free. Last Friday evening, the new game The Alters was released, which by all indications is very successful. The average Steam customer rating is currently 92% positive, well ahead of the blockbuster Frostpoint 2, which still only has 75% positive ratings.
In addition, interest in The Alters is currently still growing at a gigantic rate and it is not yet clear when the peak will be reached. While around 7,000 players jumped into the game right at release on Friday, today there are already 17,000 players active at the same time. In addition, on the streaming platform Twitch, which belongs to $AMZN (-1,28%) up to 85,000 people watched the release of the game at the same time. While The Alters has already been postponed this year and it was unclear whether the release might even be canceled, the title now seems to be developing into a surprise success.
There is also positive news from the Frostpunk sector, with the title Frostpunk 1886 currently in development, which is a remake of the classic Frostpunk. In contrast to a remaster, this means that the game will be redeveloped and improved from the ground up, while remaining true to the original gameplay. In principle, this is very promising, as the disappointment with the sequel FP2 was mainly due to artistic decisions. A return to the roots should therefore pick up the many fans of the original game and at the same time only incur manageable costs. However, the game is not due to be released until 2027. Moonlighter 2 and the new title Death Howl are also planned for this year
Meanwhile, FP2 is also a financial success despite disappointing ratings and sales figures and has already recouped all development costs after around a month. We should soon be receiving reports of over 1 million copies sold, I estimate that we are currently at sales figures of around 800-900k.
Principais criadores desta semana
