DOGE The Department of Government Efficiency (DOGE), spearheaded by Elon Musk, is making waves in its pursuit of reduced government spending and streamlined operations. While the department claims significant savings, its increased scrutiny of expenditures is likely to have ripple effects, particularly for government contractors. DOGE's focus on cost reduction means government spending will face heightened scrutiny. This increased oversight could lead to delays in new tender awards. The department's efforts to thoroughly examine contracts and ensure value for taxpayer money may strain resources, potentially leading to manpower shortages and a slower award process. Companies heavily reliant on government contracts, such as consulting giants like $Accent
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DOGE's Scrutiny of Government Spending Could Impact Contractors
DOGE's Scrutiny of Government Spending Could Impact Contractors
$Snowflake(SNOW)$ In my opinion is a significantly undervalued AI stock. While PLTR trades at exorbitant multiples, ❄️, with comparable growth and margins, is priced far lower. I believe the market overlooks ❄️'s crucial role in AI: providing seamless data liquidity. Its platform enables efficient data storage, processing, and sharing—essential for AI model training. Projected 30% revenue growth and expanding margins further solidify ❄️'s potential. I expect its valuation to catch up as the market recognizes ❄️ not just as a data warehouse, but as a core AI enabler. This presents a compelling investment opportunity.
$NVIDIA(NVDA)$ has monster kill $Serve Robotics Inc.(SERV)$ [Spurting] [Spurting]
Wah 999 暴击。[Spurting] [Spurting]
$SNOW 20250321 150.0 CALL$ I think it can still go higher before they announce their financial result.$Snowflake(SNOW)$
Can Data and AI Rescue Google Cloud?
$Alphabet(GOOG)$ and Google Cloud has long been the underdog in the cloud computing race, trailing behind AWS and Azure. While their overall cloud business has been a persistent challenge, one area where they consistently shine is data analytics. Google Cloud has cemented its position as a leader in the data lakehouse space, offering cutting-edge solutions like BigQuery that empower businesses to unlock the value hidden within their data. Now, Google is doubling down on its data and AI strengths, promising increased investment in these critical areas. This strategic focus could be the key to finally bringing their cloud business back on track. Why is this a smart move? - Data Lakehouse Dominance: Google Cloud's leadership in the data lakehou
Can Data and AI Rescue Google Cloud?
$Microsoft(MSFT)$ CEO Satya Nadella recently weighed in on DeepSeek's ultra-cost-effective AI phenomenon while comparing it to the Jevons paradox economic concept. "Jevons paradox strikes again!" Nadella indicated on X. "As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of." people might feel $NVIDIA(NVDA)$ might face a meltdown on their highend GPU short term, but it might open up other possibility of other use cases.
Remember that incident back in July that caused $CrowdStrike Holdings, Inc.(CRWD)$ to stumble? It's ancient history! CRWD has bounced back stronger than ever, hitting a new all-time high. This shows just how resilient the company truly is. With its dominant cloud-native security platform and a wide moat that's tough for competitors to cross, CRWD remains a leader in the cybersecurity space. It's clear that investors are confident in the company's long-term prospects, and for good reason. This is one company that's built to last.
i did a call option for $Apple(AAPL)$, definitely looking forward to their financial result!
i did a call option for APPL, definitely looking forward to their financial result!
Wishing you all to a year of happiness, harmony, healthy and cherished moments with your loved ones! 🧧🐍🧧
Wishing you all to a year of happiness, harmony, healthy and cherished moments with your loved ones! 🧧🐍🧧
Wishing you all to a year of happiness, harmony, healthy and cherished moments with your loved ones! 🧧🐲🧧
Happy New Year's Eve everyone! We're celebrating with a delicious Pen Cai tonight. It's a traditional Chinese dish that's perfect for a special occasion like this. It's a pot filled with layers of delicious ingredients, and it's said to bring good luck for the new year. I hope you all have a wonderful New Year's Eve filled with good food, good company, and good luck. 除夕快乐!
DeepSeek's release date is no coincidence. This week overlaps with not only US holidays and the presidential inauguration, but also the Lunar New Year, when most of $Taiwan Semiconductor Manufacturing(TSM)$ workforce is on holiday. I was on a call with the team a few hours ago, and we are working with $NVIDIA(NVDA)$ and the US State Department to track all H100 and H800 chip shipments between 2023 and 2025. From Dr. Kim, TSMC
The recent news about DeepSeek has definitely got people talking! While it's true that they need lesser powerful $NVIDIA(NVDA)$ chips (who know which chip they use??), it seems like they're not as reliant on them as other AI models. This is interesting, but I don't think it's a major threat to Nvidia in the long run. Here's why: - Nvidia's still the leader: Nvidia's GPUs are still top-of-the-line for AI, and their overall performance is hard to beat. - DeepSeek's still new: DeepSeek is impressive, but it's got a way to go before it can match the accuracy and versatility of models like GPT-4. - The AI pie is growing: The demand for AI is exploding, and that means more need for powerful hardware overall. N
The AI revolution is fueled by a global scramble for GPUs, with $NVIDIA(NVDA)$ reigning supreme. Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages. But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources. This demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use. The GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corp
$SES AI Corp(SES)$ seems like it's on uptrend.
$NVIDIA(NVDA)$ has once again surpassed $Apple(AAPL)$ as the world's most valuable company, let's hope the financial result will bring it even higher to 4T. [Miser]
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