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Malek: Competition proves the AI market is real
CNBC Television· 2025-11-25 12:09
AI Market & Competition - Competition in the AI sector is viewed positively, indicating a real and growing market beyond just one or two leading companies [2][3] - The AI market is still in its early stages ("springtime"), suggesting significant growth potential and increasing competition [3] - The emergence of competitors to Nvidia suggests that the market is real [2] Investment Strategy & Portfolio Allocation - The rise of Alphabet as an AI player may lead to portfolio rebalancing, potentially involving increased exposure to Alphabet and reduced exposure to previously dominant companies like Nvidia [4] - Investors are diversifying portfolios to include stocks with growth potential that are relatively undervalued [8] - Inter-sector rotation is occurring, with investment spreading from former leaders to other companies, including Alphabet [6] Sector Focus & Opportunities - While technology offers the greatest growth opportunities, the industry is also exploring opportunities in healthcare, particularly medtech and pharma [9] - Finding undervalued opportunities is challenging, as many value plays appear to be value traps [10] - Tech remains attractive due to the relative ease of forecasting revenue and technological advancements over a 2-3 year horizon compared to other sectors like pharma [12] Economic Data & Market Sentiment - New data points, such as the ADP NE pulse number, provide valuable insights into the labor market on a weekly basis [15] - Consumer confidence is a crucial indicator to monitor at the current stage [15] - The market is looking at old data, but also getting some new data [14]
Thanksgiving investing strategy: Risk tolerance and other key themes for investors
Yahoo Finance· 2025-11-24 21:35
It's time to think about how much risk you're stuffing into your portfolio. Is it just right or have you overloaded the plate and set yourself up for a Black Friday food coma. That's what we're breaking down today on stocks and translation.So, let's start by building a Thanksgiving portfolio plate. We start with the main course. Turkey is your broad market core.S&P 500, the thing most of your calories come from, and right alongside mashed potatoes and stuffing, our comfort food. Think defensive sectors and ...
Alfred Noble or Hiroo Onoda : Unlearning is a Choice | Amitabh Jha | TEDxGIBS
TEDx Talks· 2025-11-24 17:19
[Music] Namaskar. Good afternoon. Imagine waking up one day to read your own obituary in the newspaper.Not that typical predictable boring obituary in which you are eologized as if you were a gift to the mankind but the one that calls you merchant of death. Merchant of death. Yes, that's exactly what happened to Alfred Noble.The man who invented dynamite. The man who saw himself rich, successful, someone changing the world, suddenly labeled a villain. Or picture this, a person hiding in jungle for 30 years, ...
The Gift of Not Being ‘Enough' | Dr. Rachel Jayaseelan | TEDxJainUniversity
TEDx Talks· 2025-11-24 17:11
Core Argument - The speech emphasizes the transformative power of embracing insecurities rather than battling them, leading to personal growth and genuine connection [7] - It contrasts human experiences, marked by insecurities and vulnerabilities, with AI's lack thereof, highlighting the unique capacity of humans for empathy and transformation [6][7] Six Pillars of Strength (Transformations) - From sympathy to empathy: Recognizing and understanding vulnerabilities in oneself and others [8][9][10] - From shame to humility: Accepting imperfections and finding beauty in being "average" [10][11][12] - From critical to reflective: Shifting from self-criticism to self-reflection to allow for personal growth [14][15] - From fearful to fierce and resilient: Transforming fear into strength and resilience by embracing vulnerabilities [15] - From feeling closed to being open to growth: Acknowledging insecurities to become more open to seeking support and growth [15] - From inauthenticity to authenticity: Embracing wholeness and self-love, including insecurities, to bridge the gap between the perceived and genuine self [15][16] Societal and Internal Narratives - Societal narratives and internal narratives shape perceptions of acceptability, influencing how individuals view and interact with their insecurities [17] - Acknowledging insecurities without shame is crucial for coexisting with them and fostering personal growth [18] Poem's Message - Every wound, scar, and lack contributes to shaping an individual, emphasizing the potential for strength and transformation found in pain and vulnerability [19][20]
You Don't Achieve Growth - You Allow It. Here's How. | Minh Chau Nguyen | TEDxCNN Youth
TEDx Talks· 2025-11-24 16:10
Good afternoon everyone. >> Gosh, >> you don't know how many times I have rehearsed this line. So, thank you everyone for being here and I know you spent your time listening to three speeches.I think you have pretty much enjoyed them all, but it's probably time for some movement. >> So, I have prepared a game, a short game. Okay, so the game rule is pretty simple. Clap your hands if you Okay, so you will clap your hands if the statement is true.Let's have a demo. Clap your hands if you love TEDex and use. O ...
X @Elon Musk
Elon Musk· 2025-11-24 15:00
RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: Grok’s iOS app now has 1.9M+ ratings globally and holds a massive 4.9/5 score.The growth is real.Haven’t rated it yet? Leave a review and 5⭐️ on the App Store! https://t.co/17XJC6fegh ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-24 11:02
BREAKING: Grok’s iOS app now has 1.9M+ ratings globally and holds a massive 4.9/5 score.The growth is real.Haven’t rated it yet? Leave a review and 5⭐️ on the App Store! https://t.co/17XJC6fegh ...
How Standard Chartered is riding Asia's growth wave
Bloomberg Television· 2025-11-21 21:45
What is emerging is that our heartlands Asia is really the engine of growth of the world. It's 40% of all FDI, 40% of all of the flows of trade and goods. It's where a lot of the growth of the world is taking place today.What is emerging is that countries continue to uh interact and the flows continue. They've just taken different directions. So tariff and trade tensions and noisy politics, these are not necessarily bad things for a business that specializes in international connections.>> They they create ...