We of course are watching Iran and Israel developments there. A Fed meeting coming in a couple of days at least the decision and the G7 ongoing as you saw earlier that bilateral between President Trump and uh Canada's Carney. All our eyes on on on everything today.Joe Terteranova, Carrie Firestone, Jim Leventhal with me at the desk. So Joe, we have Iran signaling according to the Wall Street Journal that they want to negotiate. the president all but corroborating that in the um little spray they had with re ...

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RT Tesla Owners Of San Joaquin Valley (@SjvTesla)We Are The Media!FOMO-JOE on the streets of the Bay Area asking "strangers" about @theXtakeover hope you got your tickets Don't be "That Guy" https://t.co/SaeRaf5puX ...

Core Viewpoint - NVIDIA's stock has risen over 60% since its April low, with potential for further growth driven by various market factors [1][3][11] Market Dynamics - The rebound in NVIDIA's stock is helping it regain market cap and size, contributing to investor FOMO (fear of missing out) [2][4] - Analysts have been raising price targets since the FQ1 earnings report, with estimates ranging from $171 to $220, indicating a potential upside of nearly 60% [3][11] Business Advancements - NVIDIA is planning to build a new supercomputer for the Department of Energy, expected to significantly reduce research time [7] - CoreWeave has launched a powerful NVIDIA GPU cluster, and NVIDIA is seen as a primary beneficiary of the $500 billion Stargate project, with potential benefits exceeding $25 billion [8] Upcoming Catalysts - Anticipated launches include NVLink Fusion silicon for AI infrastructure and a deal with Saudi Arabia's HUMAIN, which could inject billions into NVIDIA's results annually [9][10] - The HUMAIN deal involves several hundred thousand NVIDIA GPUs, enhancing their market position [10] Stock Price Forecast - Current stock price is $141.92, with a 12-month forecast average of $171.66, indicating a 20.95% upside [11] - A move above the all-time high could intensify FOMO and lead to increased investment [11][12] Technical Analysis - Technical indicators are favorable, with bullish signals suggesting a potential retest of critical resistance levels by early summer [13]

Group 1: Core Insights - The investment bank Bernstein emphasizes the importance of "super fans" in driving growth and profitability in the entertainment industry, with effective engagement and monetization of these fans being a key differentiator [1] - The demand for live events and experiences has been fueled by "FOMO" (fear of missing out) and "YOLO" (you only live once) mindsets since the end of the pandemic, benefiting hotel groups and travel agencies [2] - Super fans are typically high-income individuals with low price sensitivity, maintaining stable consumption habits even during economic downturns, which may slow the growth of regular fans but significantly enhance profitability for leading companies [2] Group 2: Company Ratings and Targets - Live Nation Entertainment is highlighted as a top pick, with a target price of $185, the highest among analysts tracked by Bloomberg, due to its ticket sales, sponsorship revenue, and concert profit margins having room for growth [3] - Spotify is also rated positively, with a target price of $825, attributed to its underestimated pricing power and the anticipated launch of a super fan subscription service, which is expected to drive significant user adoption and boost gross margins [6] Group 3: Market Dynamics - Bernstein analysts believe that recent criticisms of Live Nation and Ticketmaster are temporary, and the likelihood of adverse rulings from the U.S. Department of Justice is low, with regulatory focus shifting from primary to secondary ticket markets [3] - The shift to "total price display" practices and the withdrawal of monopoly claims against artists indicate a changing regulatory landscape that may favor Live Nation [3]

In this bull market, FOMO is loud—but strategy is louder. Stay sharp. Stay focused. 📊 ...

FOMO is expensive. Patience is profitable. 💰 ...

Core Insights - The article discusses the challenges faced by large model companies in securing funding and reducing costs, highlighting the competitive landscape introduced by quantitative firms like Jiukun and their collaboration with Microsoft to replicate DeepSeek-R1 [1][2][13] - It emphasizes the growing interest of quantitative firms in the AI space, driven by the need for algorithmic support and the accumulation of high-performance chips [5][6][12] Group 1: Industry Dynamics - Quantitative firms are increasingly entering the large model sector, with Jiukun's successful replication of DeepSeek-R1 indicating a shift in competitive dynamics [1][12] - The article notes that the success of figures like Liang Wenfeng has led to a rush among investors to find similar opportunities, despite the inherent difficulties in replicating such success [13][16] - The fear of missing out (FOMO) is prevalent among investors, as they worry about missing investment opportunities in top-tier projects [14][15] Group 2: Company Strategies - Jiukun has established multiple internal laboratories to support its quantitative research, indicating a strong foundation for its entry into the AI field [5][6] - The accumulation of over 10,000 A100 chips by companies like Huansheng demonstrates the importance of computational power in the quantitative finance sector [7][8] - The article suggests that while many quantitative firms are entering the large model space, most are still in the early stages and may not achieve the same level of success as leading firms [16][17]

You can FOMO into hype or research and invest smart. Which path are you choosing? 🤯🧐 ...

What’s your craziest #crypto FOMO story? Share below! 🤯 ...