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Latest Posts By Luzern - Supreme      About Luzern
First   < Newer   161-180 of 3423   Older>   Last  

27-Feb-2025 08:33 Others   /   News affecting Banks       Go to Message
x 0
x 0 		Hummm............. seems to me the statement about hardware light Chinese AI, like Deepseek is being downplayed.

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Tech

Nvidia sales grow 78% on AI demand, company gives strong guidance

Published Wed, Feb 26 202512:00 PM ESTUpdated An Hour Ago
 
  • Nvidia reported  fourth-quarter earnings  after the bell on Wednesday that beat Wall Street expectations.
  • The company&rsquo s revenue in the quarter rose 78%, and full fiscal-year revenue for Nvidia rose 114% to $130.5 billion.
  • Nvidia said it expected about $43 billion in first-quarter revenue, plus or minus 2%, versus $41.78 billion expected per LSEG estimates.
Nvidia (NVDA) earnings report Q4 2025




 
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26-Feb-2025 08:44 Others   /   News affecting Banks       Go to Message
x 1
x 0 		This one....... tough call.   

I am expecting revenue and profit beating expectations.  I am also expecting the narrative to be  cautious, citing Deepseek and Chinese AI alternatives that are relatively hardware light as a concern to future growth, revenue and profit.

I am no longer holding any US listed Tech stocks.

Luzern      ( Date: 25-Feb-2025 08:57) Posted:

Nvidia,  is scheduled to report its fiscal Q4 2025 earnings on 26 Feb 2025 after the market close.

IMO, This will make or break the US Tech counters, especially AI stocks.
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25-Feb-2025 09:05 Others   /   News affecting Banks       Go to Message
x 0
x 0 		AI stocks hype facing a reality call.

Luzern      ( Date: 20-Feb-2025 08:28) Posted:

Staying out of US AI stocks for awhile, especially those with US Government, including US Defence contracts.

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Palantir plunges after CEO Karp changes share sales plan, Pentagon budget cut report

Published Wed, Feb 19 20253:54 PM ESTUpdated 2 Hours Ago
 
  • The share price of Palantir fell as much as 12%.
  • The drop followed a report by the Washington Post that Defense Secretary Pete Hegseth has told top Pentagon brass to prepare to cut the U.S. defense budget by 8% each year for the next five years.
  • Palantir is best known for its contracting work providing software and technology services for defense agencies.
Palantir plunges after Pentagon budget report, Karp sales plan
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25-Feb-2025 08:57 Others   /   News affecting Banks       Go to Message
x 0
x 0 		Nvidia,  is scheduled to report its fiscal Q4 2025 earnings on 26 Feb 2025 after the market close.

IMO, This will make or break the US Tech counters, especially AI stocks.
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20-Feb-2025 08:34 Others   /   News affecting Banks       Go to Message
x 0
x 0

Trump says he&rsquo s weighing giving 20% of DOGE savings to Americans





Musk has said that his goal is to  cut federal spending by $2 trillion, out of  a $6.75 trillion annual budget  in the latest fiscal year ended last Sept. 30. If that were met, Fishback suggests taking 20% of that, or $400 billion, and distributing it to taxpayers. That would amount to approximately $5,000 per household, he said.


Trump says he' s weighing giving 20% of DOGE savings to Americans
 
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20-Feb-2025 08:28 Others   /   News affecting Banks       Go to Message
x 0
x 0 		Staying out of US AI stocks for awhile, especially those with US Government, including US Defence contracts.

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Palantir plunges after CEO Karp changes share sales plan, Pentagon budget cut report

Published Wed, Feb 19 20253:54 PM ESTUpdated 2 Hours Ago
 
  • The share price of Palantir fell as much as 12%.
  • The drop followed a report by the Washington Post that Defense Secretary Pete Hegseth has told top Pentagon brass to prepare to cut the U.S. defense budget by 8% each year for the next five years.
  • Palantir is best known for its contracting work providing software and technology services for defense agencies.
Palantir plunges after Pentagon budget report, Karp sales plan
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19-Feb-2025 12:17 Others   /   News affecting Banks       Go to Message
x 0
x 0 		No longer holding Alibaba and Grab. 

Both results coming out this week, if hold on, either make big or lose big.
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17-Feb-2025 10:11 Others   /   News affecting Banks       Go to Message
x 0
x 0

President Xi to chair symposium attended by Jack Ma, other Chinese business leaders: Sources



President Xi Jinping first chaired a high-profile symposium for the private sector in late 2018, six years after he came to power.

 

President Xi to chair symposium attended by Jack Ma, other Chinese business leaders: Sources - CNA




 
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17-Feb-2025 09:13 Others   /   News affecting Banks       Go to Message
x 0
x 0 		IMO, seems like US and China is upping the pace in AI cometitions, seems like they are aiming to get the private sector to aligned their AI effort under the direction of the respective government.  In plain English, more empahisis, effort and resources will be channel to AI.

IMO, DYODD
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17-Feb-2025 08:38 Others   /   News affecting Banks       Go to Message
x 0
x 0
Xi Jinping-Jack Ma chat seen as next catalyst for blistering China rally

Xi Jinping-Jack Ma chat seen as next catalyst for blistering China rally


 
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13-Feb-2025 16:27 Others   /   News affecting Banks       Go to Message
x 0
x 0

Talks to end the war with Russia are set to begin -  but Ukraine could pay a high price for peace

Published Thu, Feb 13 20253:13 AM ESTUpdated Moments Ago

As talks to end the war begin, Ukraine could pay high price for peace


Luzern      ( Date: 06-Nov-2024 15:27) Posted:

Trump can End the Russia/Ukraine war faster, End the Israel/ME conflict faster and oil price will drop more.  Prices will drop, and Fed can cut more rates.
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13-Feb-2025 16:06 Others   /   News affecting Banks       Go to Message
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x 0

Apple will integrate Alibaba&rsquo s AI into iPhones in China, chairman Joe Tsai says
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13-Feb-2025 15:59 Others   /   News affecting Banks       Go to Message
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Hong Kong' s DeepSeek-fuelled tech stocks back in bull market, ignoring interest rate fears

 



 
Zhang Shidongin  Shanghai
Published:  10:56am, 13 Feb 2025Updated:  12:29pm, 13 Feb 2025

Hong Kong& rsquo s DeepSeek-fuelled tech stocks back in bull market, ignoring interest rate fears | South China Morning Post

Luzern      ( Date: 11-Feb-2025 10:03) Posted:

The rise of Chinese AI, Tech counters.

Luzern      ( Date: 31-Jan-2025 15:05) Posted:

Qwen 2.5 by Alibaba.
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13-Feb-2025 08:46 Others   /   News affecting Banks       Go to Message
x 1
x 0

 

 

李 白 《 上 李 邕 》
大 鹏 一 日 同 风 起 ， 扶 摇 直 上 九 万 里 。
假 令 风 歇 时 下 来 ， 犹 能 簸 却 沧 溟 水 。
世 人 见 我 恒 殊 调 ， 闻 余 大 言 皆 冷 笑 。
宣 父 犹 能 畏 后 生 ， 丈 夫 未 可 轻 年 少 。

laugh


pkli899      ( Date: 12-Feb-2025 10:36) Posted:

Wow.......I like your words.
yesyesyes
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12-Feb-2025 16:35 Others   /   News affecting Banks       Go to Message
x 0
x 0 		蓄 力 两 年 多 ， 等 待 东 风 的 公 司 可 不 止 阿 里 巴 巴 一 个 。
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12-Feb-2025 16:26 Others   /   News affecting Banks       Go to Message
x 0
x 0

Apple teams up with Alibaba to bring AI features for iPhones in China, The Information reports


Apple teams up with Alibaba to bring AI features for iPhones in China, The Information reports | Reuters
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11-Feb-2025 23:51 Others   /   News affecting Banks       Go to Message
x 0
x 0 		大 鹏 一 日 同 风 起 ， 扶 摇 直 上 九 万 里 !

Luzern      ( Date: 11-Feb-2025 10:03) Posted:

The rise of Chinese AI, Tech counters.

Luzern      ( Date: 31-Jan-2025 15:05) Posted:

Qwen 2.5 by Alibaba.
Good Post  Bad Post 
11-Feb-2025 16:40 Mapletree Ind Tr   /   MAPLETREE Industrial Trust (MIT)       Go to Message
x 0
x 0 		sold some of my MIT shares in batches today....it is very interesting who are among the houses that picked up my shares......... if you are interested to know, can also do what i did.
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11-Feb-2025 10:15 Others   /   News affecting Banks       Go to Message
x 0
x 0 		No longer vested in Quantum stocks.  Waiting for a reality check event for opportunity to scoop low.

Luzern      ( Date: 17-Jan-2025 12:06) Posted:

Thanks to Jensen Huang of Nvidia and Meta' s Zuckerberg,  for the buying opportunites in Quantum stocks.      laugh
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11-Feb-2025 10:03 Others   /   News affecting Banks       Go to Message
x 0
x 0 		The rise of Chinese AI, Tech counters.

Luzern      ( Date: 31-Jan-2025 15:05) Posted:

Qwen 2.5 by Alibaba.
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