Olena Levchun @OlenaL: "Dear Copiers & Followers, Mid-March check-in:..."

Switzerland

Dear Copiers & Followers, Mid-March check-in: performance is sitting flat while markets digest big tech moves and macro noise. 🚀 𝘼𝙄’𝙨 𝙏𝙧𝙞𝙡𝙡𝙞𝙤𝙣-𝘿𝙤𝙡𝙡𝙖𝙧 𝙂𝙤𝙡𝙙 𝙍𝙪𝙨𝙝 𝘽𝙚𝙜𝙞𝙣𝙨 💡 $NVDA (NVIDIA Corporation) is doubling down on the next phase of AI: inference. While training models drove the last wave, the real money now lies in running them at scale. Nvidia is projecting a staggering USD 1T opportunity by 2027, unveiling new chips and systems to stay ahead. Competition is heating up (hello CPUs and custom silicon), but demand keeps accelerating as AI reaches millions of users globally. ⚖️ 𝙀𝙪𝙧𝙤𝙥𝙚 𝙏𝙞𝙜𝙝𝙩𝙚𝙣𝙨 𝙩𝙝𝙚 𝙎𝙘𝙧𝙚𝙬𝙨 𝙤𝙣 𝙎𝙚𝙖𝙧𝙘𝙝 𝙆𝙞𝙣𝙜𝙨 🧩 $GOOG (Alphabet) is under increasing pressure in Europe, as regulators are being urged to wrap up a long-running antitrust probe. The core issue: whether Google unfairly prioritizes its own services in search results. Rivals say current fixes aren’t enough, and a hefty fine may be coming. This highlights the ongoing tug-of-war between Big Tech dominance and regulatory control. 🤖 𝙈𝙚𝙩𝙖 𝘽𝙪𝙞𝙡𝙙𝙨 𝘽𝙧𝙖𝙞𝙣𝙨… 𝙖𝙣𝙙 𝘾𝙪𝙩𝙨 𝙃𝙚𝙖𝙙𝙨? 🪓 $META (Meta Platforms Inc) is going all-in on AI infrastructure, launching its own chips to reduce reliance on external suppliers. At the same time, reports indicate potential layoffs affecting up to 20% of staff. The message is clear: efficiency and automation are the priority, even if it comes with tough trade-offs. Let's keep monitoring the developments while we keep adjusting our portfolio. Olena

Not investment advice. The author may have financial interests in the mentioned instruments.

3 Mentioned

NVDA

NVIDIA Corporation

GOOG

Alphabet

META

Meta Platforms Inc

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