Let me summarize Mr. Dan Bin's recent activities for everyone. It's all public data, so I won't go on about risk warnings and such; just for your reference. $Alphabet(GOOGL.US) $Intel(INTC.US) $NVIDIA...
$Corning(GLW.US) is my favorite Optics company. It's tough to chase these $Applied Optoelectronics(AAOI.US)'s and $Ciena(CIEN.US)'s when there is really an excellent fundamental company who has moat o...
Capital expenditure is enormous. Alphabet plans to spend roughly US$180–190 billion on AI infrastructure in 2026, and spending could rise further in 2027. This may pressure profit margins if AI revenu...
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Google Launches Gemini-Powered “Ask Ad Manager” AI Agent - $Alphabet(GOOGL.US) $Meta Platforms(META.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ Google introduced 𝐀𝐬𝐤 𝐀𝐝 𝐌𝐚𝐧𝐚𝐠𝐞𝐫...📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Adobe(ADBE.US) Adobe Expands Firefly AI Studio and Launches Creative Agent Across Creative Cloud
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐀𝐝𝐨𝐛𝐞 expanded its 𝐜𝐫𝐞𝐚𝐭𝐢𝐯𝐞 𝐚𝐠𝐞𝐧𝐭...VANDA RESEARCH:
In the last 3 trading days, retail investors have bought the same amount of SpaceX $SpaceX(SPCX.US) as they also bought in the following stocks combined…$NVIDIA(NVDA.US) $Alphabet(GOOGL...Recently $Alphabet - C(GOOG.US) has been very strong
By the way, Google holds about 5% of the shares in $SpaceX(SPCX.US)
which is roughly the same as the number of shares currently circulating in the ma...
Google barely moved, the search and cloud combo is the definition of a steady compounder. holding, not watching the daily candle on this one
$Apple(AAPL.US)
I have mentioned my concerns with regard to Apple a few times before, in particular, their decision to go light with the AI build out whilst others like Google etc are rapidly scaling u...
🥭 ETFs incoming
$Meta Platforms(META.US) Anthropic $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) OpenAI $SpaceX(SPCX.US)