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Stock Thread (38 Viewers)

Capella said:
So all the big earnings are done and seemed ok (at least the ones I care about). Hopefully Santa delivers this year and we end on some highs
Click to expand...
Rudolph will have to dodge at least two tariff tweets, short manipulation, and a couple of Wall Street morons on the way to your chimney.
 
The CEO of TJX Cos. said Wednesday the holiday shopping season is off to a “strong start” as the discounter behind T.J. Maxx, Home Goods and Marshalls issued fiscal third-quarter results that beat expectations on the top and bottom lines.

“The availability of merchandise continues to be outstanding, and we are excited about the deals we are seeing in the marketplace,” CEO Ernie Herrman said in a news release. He said TJX’s brands are “strongly positioned as gifting destinations for value-conscious shoppers this holiday season.”
 
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...

Yup, AI isn't going anywhere. Sure, some companies won't make it, but this is not something firms will back off of.

Internally, it's reducing headcount for many, and will continue to do so. That's one big way its profitable.

Externally, it has become part of a product's very framework. It does not need to be directly profitable (to me that's always been the wrong way to look at it). Everytime someone uses AI and says "wow that's useful" (and it is), well, the bar was just raised again, and there's no going back. Customers will simply expect it, and honestly, want more. Companies are going to have to keep pushing it forward to simply survive.

Quick example: I was driving 10 hrs to see my dad in Florida last week. I asked siri to change my route so I went from 95 to 10 to 75 (instead of the 301 they all want you to take when going south to Tampa)... She couldn't understand the context of what I wanted. I was frustrated and even a bit disappointed, because ChatGPT and other AI's I use can better understand context. I simply expected this, and honestly, at that moment siri seemed old and quaint. And I'm pretty sure Apple knows this too.
 
BassNBrew said:
The CEO of TJX Cos. said Wednesday the holiday shopping season is off to a “strong start” as the discounter behind T.J. Maxx, Home Goods and Marshalls issued fiscal third-quarter results that beat expectations on the top and bottom lines.

“The availability of merchandise continues to be outstanding, and we are excited about the deals we are seeing in the marketplace,” CEO Ernie Herrman said in a news release. He said TJX’s brands are “strongly positioned as gifting destinations for value-conscious shoppers this holiday season.”
Click to expand...

A lot of this doesn’t necessarily bode well for the consumer in general. Doesn’t mean “bad,” but a discount retailer showing strength and talking about great deals for themselves isn’t a sign to go all in on the economy, either.
 
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
 
That good jobs report leading to less of a chance of a December cut is overwhelming everything virtuous Nvidia did for the markets.

Boo hiss for a strong jobs market.
 
Oracle said:
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
Click to expand...
Ellison also was there.

He hinted that he may be interested in running for president…🙃
 
Oracle said:
Oracle said:
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
Click to expand...
Ellison also was there.

He hinted that he may be interested in running for president…🙃
Click to expand...
Username checks out?
 
Bob Sacamano said:
Oracle said:
Oracle said:
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
Click to expand...
Ellison also was there.

He hinted that he may be interested in running for president…🙃
Click to expand...
Username checks out?
Click to expand...
Sorry Kid. You Got The Gift, But It Looks Like You're Waiting For Something.
 
Capella said:
Todem said:
META

Bat Signal

Accumulation here again add more and more and more. On sale everyone. Cheapest titan tech stock right now……love this.
Click to expand...
You still love nvda? (I do)
Click to expand...
Oh absolutely next 3-4 years it will keep ripping.

We are in the early innings of the entire AI build out.

Our lives in 10 years will absolutely be different because of AI for better and for worse.

I said it two years ago and will say it again.

This is going to be the biggest life changing technology since electricity.

Yeah that impactful.

But in speaking about NVDA it’s not on sale.

META absolutely is. Said the same thing about GOOGL way back and that Philly has ripped
 
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