Nvidia is powered by DDN. It's great partnering with you. You build amazing technology, really amazing technology.And and without DDN, Nvidia supercomputers wouldn't be possible. And now we're uh we're taking our partnership into a new new frontier into the world of enterprise. Nemo Nemo Omniverse the enterprise with Infinia, sitting on top of Infinia.It's really great. Thank you. Thank you. Thank you very much.Yeah. Thank you. ...

Apple shares rallied more than 3% Tuesday after the iPhone maker posted its worst four-day losing stretch since 2000.The rise came amid a broader rally in technology stocks and on the heels of a 23% drop in Apple shares over four trading days that resulted in Microsoft unseating it as the most valuable company. Shares of Apple have declined more than 22% since President Donald Trump took office in January.Technology stocks broadly rose Tuesday even after China and the European Union announced retaliatory ta ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Insights - Investing in growth stocks, particularly through the Nasdaq-100 index, can significantly enhance wealth over time, featuring major companies like Nvidia, Microsoft, and Meta Platforms [1] - The Invesco QQQ Trust ETF has shown remarkable performance, with a total return of 380% over the past 10 years, outperforming the S&P 500's 225% return [3] - The average annual growth rate for the Invesco QQQ Trust is 17%, compared to 12.5% for the S&P 500, indicating a strong growth potential [3] Performance Analysis - The Invesco QQQ Trust's strong historical performance may not guarantee future growth at the same rate, as current valuations could be inflated [4] - A $25,000 investment in the Invesco QQQ Trust could potentially grow to over $1 million in less than 25 years if it maintains a 17% annual growth rate [9][10] - The growth rate is a critical variable, and achieving a consistent high growth rate over the long term is challenging, suggesting that additional investments may be necessary to reach $1 million [10] Investment Strategy - Investing in the Invesco QQQ Trust is a strategic choice for growth investors, as it simplifies the process of stock selection and portfolio management [5][11] - While a $25,000 investment may not guarantee millionaire status, it positions investors in top growth stocks, increasing the likelihood of outperforming the broader market [12]

Core Insights - For the first time in years, the $3 trillion club has no members, with Apple Inc falling below the threshold, marking a significant shift in the market landscape [1][2] - Apple's stock has declined over 20% year to date and more than 17% in the past month, leading to a market cap of $2.92 trillion [1] - Microsoft Corp and NVIDIA Corp are also trailing, with valuations of $2.73 trillion and $2.32 trillion respectively [2] Group 1: Company Performance - Apple's stock was down another 5% to $192.70 by midday on April 4, contributing to its exit from the $3 trillion club [1] - Microsoft, once a close competitor to Apple, currently holds a valuation of $2.73 trillion, while NVIDIA's valuation is at $2.32 trillion [2] - The broader Magnificent Seven ETF, which includes major tech companies, has dropped nearly 22% year to date and 14% in the past month, indicating a trend of weakness among these stocks [3] Group 2: Market Implications - The recent sell-off in major tech stocks has raised concerns about the sustainability of the mega-cap tech trade, suggesting potential shifts in investor sentiment [3]

Group 1: Stock Market Overview - The stock market is currently facing challenges due to concerns over tariffs and government spending cuts, leading to investor apprehension [1] - Long-term investment strategies remain crucial, with recommendations for high-quality stocks like IBM and Intel [1] Group 2: IBM's AI Strategy - IBM is focusing on providing tools and expertise for deploying small, cost-effective AI models tailored for specific tasks, rather than training large models on extensive data [3] - The consulting business is IBM's most valuable asset in the AI sector, contributing over $5 billion in generative AI business [4] - In Q4 2024, IBM secured more than $2 billion in generative AI-related business, which is expected to drive overall revenue growth beyond 5% in 2025 [5] Group 3: IBM's Valuation - IBM is valued at approximately $230 billion, equating to about 17 times the company's free cash flow guidance for 2025, indicating attractiveness for future investment [6] Group 4: Intel's Challenges - Intel is experiencing depressed profits due to heavy investments in manufacturing and a challenging product business environment [7] - The company is facing weak demand for PCs, competition from AMD, and a shift towards AI accelerators in data centers, impacting its product business [8] - Intel's new CEO, Lip-Bu Tan, is expected to implement significant changes to improve execution and regain market position [9] Group 5: Intel's Valuation and Future Potential - Intel's current valuation is below its book value, marking a historically low point, indicating potential for recovery if the company can successfully execute a turnaround [10]

Core Insights - The Hang Seng Technology Index has seen significant capital inflow despite recent market corrections, with a total net inflow of 7.253 billion yuan since March, as of March 21 [1] - The Hang Seng Technology ETF (513130) has attracted over 2.4 billion yuan in net inflow, making it one of the few products with such inflow, and it supports T+0 trading, appealing to many investors [1] - The ETF closely tracks the Hang Seng Technology Index, which encompasses various segments of the AI industry, including infrastructure, model development, commercial applications, and terminal ecosystems [1] Market Performance - As of March 21, the Hang Seng Technology Index has a current TTM price-to-earnings ratio of 23.23, which is within the historical low range of 24% over the past decade, indicating potential for valuation uplift [1] - The main targets related to AI technology are primarily concentrated in the Hong Kong stock market, suggesting a favorable outlook for Chinese technology assets in the medium to long term [1] Fund Management - The manager of the Hang Seng Technology ETF, Huatai-PB Fund, is one of the first ETF managers in China with over 18 years of operational experience, having developed the largest ETF product in the domestic market, the CSI 300 ETF (510300) [1]

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

Market Overview - U.S. stocks traded lower, with the Dow Jones index falling approximately 200 points, down 0.56% to 41,608.14, NASDAQ down 1.49% to 17,542.81, and S&P 500 down 0.92% to 5,622.68 [1] - Energy shares increased by 0.5%, while consumer discretionary shares fell by 2% [1] Economic Indicators - U.S. industrial production rose by 0.7% in February, exceeding market expectations of 0.2% [2][10] - U.S. housing starts surged 11.2% month-over-month to an annualized rate of 1.501 million in February, following a revised 1.35 million in January [10] - Building permits decreased by 1.2% to an annualized rate of 1.456 million in February [10] - U.S. import prices increased by 0.4% in February, against market estimates of a 0.1% decline [10] - U.S. export prices rose by 0.1% month-over-month in February [10] Commodity Market - Oil prices increased by 0.5% to $67.94, gold rose by 1.2% to $3,041.60, silver increased by 1.6% to $34.840, and copper rose by 0.7% to $4.9920 [4] International Markets - European shares were higher, with the eurozone's STOXX 600 gaining 0.46%, Germany's DAX 40 up 0.63%, and France's CAC 40 up 0.43% [5] - Asian markets closed higher, with Japan's Nikkei gaining 1.20%, China's Shanghai Composite Index up 0.11%, Hong Kong's Hang Seng Index surging 2.46%, and India's BSE Sensex gaining 1.53% [6] Company News - Aditxt, Inc. shares surged 57% to $6.88 after announcing an application for four new federal funding opportunities [9] - Syros Pharmaceuticals, Inc. shares increased by 57% to $0.1351 following a voluntary delisting from Nasdaq and SEC deregistration [9] - Heidmar Maritime Holdings Corp. shares rose by 38% to $3.75 [9] - Avenue Therapeutics, Inc. shares dropped 46% to $0.4785 [9] - AirNet Technology Inc. shares fell 44% to $0.9017 after announcing a non-binding investment LOI with LLP STH Corp [9] - AGM Group Holdings Inc. shares decreased by 37% to $0.0669 [9]

Core Viewpoint - Apple has lost an appeal in Germany, leading to potential stricter regulatory controls due to its classification as a company of "paramount significance for competition across markets" [2][3]. Regulatory Context - The Federal Court of Justice upheld the Federal Cartel Office's decision from 2023, which allows for closer surveillance of Apple for possible market abuse [2]. - This classification has also been applied to other major tech companies such as Amazon, Microsoft, and Alphabet [2]. Company Position - The court noted that Apple is one of the largest and most profitable companies globally, possessing extraordinary financial and other resources [3]. - Apple disagrees with the ruling, asserting that it faces significant competition in the German market [3]. Regulatory Actions - The head of the Federal Cartel Office expressed satisfaction with the ruling, indicating that it strengthens their inquiry into Apple's app tracking rules [4]. - The regulator alleges that Apple provides users with fewer opportunities to consent to app tracking when using its services compared to third-party apps, which may give Apple an unfair competitive advantage [4].