Meta becoming a cloud - Excess capacity coming ?
Meta announced it is looking to get into the cloud business and rent out its computing power. The semi stocks (MU, SNDK, AMAT) promptly dro…
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4Meta announced it is looking to get into the cloud business and rent out its computing power. The semi stocks (MU, SNDK, AMAT) promptly dro…
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I know this is a strange recommendation. A corner use case most people would not come across. Interesting nonetheless :…
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I was travelling alone in my old Ford motorhome - had come from Brisbane, travelled around Tassie a fair bit & then ven…
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Despite the stock down 7%, it is a step in the right direction. Bitdeer announced it signed a co-location deal in Norwa…
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Just came across these two charts. Commodity prices relative to S&P have been in a funk for almost 20 years. Miners (st…
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Just came across this software spending survey from Jefferies. AI spending does generate positive ROI in most use cases…
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This week I was reminded of marinated duck wing (卤鸭翅). Haven't had it for so long. I forgot what a nice snack it is in…
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This is the headline... Gold has crashed back to earth. Here’s what to do next https://www.afr.com/markets/commodities/…
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Looking at the watch list, plenty of junior miners are down 40-50% year to date. In the past month or so, some of the s…
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We came across China Wei when we were after a good Chinese meal and weren't sure where to go. I'm really glad we gave i…
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As usual. Do you own research. Not financial advice. Uniqure is a company capable of changing the world so to speak (es…
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Chinese internet stocks is an opportunity. Have a look at Pic 1. KWEB is an ETF of Chinese internet stocks. Its top 5 s…
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I know this is a strange recommendation. Once upon a time, I saw a podiatrist because my knees hurt. The podiatrist too…
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I have been thinking about this question a lot - How to find the next Amazon ? My answer is spot the CEO who is maniaca…
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Gold has more than doubled since 2024, running up from $2000 or so to over $5000 and now hovering around $4300. One of…
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