The improvements to its algorithm for ad targeting are insane. My bet is that soon $META will be providing ads for SPECIFIC products you are actively considering buying and a click through payment process.
The ROI on this compared with generic targeting because you like x is massive
Interesting day. $CRM $MSFT $PLTR all up with AI hardware stocks like $ALAB and $BE down.
I am watching very closely for a rotation into the AI application layer
Interesting day. $CRM $MSFT $PLTR all up with AI hardware stocks like $ALAB and $BE down.
I am watching very closely for a rotation into the AI application layer
@Zalek_pl Agree. I’m still heavily invested in the AI hardware wave but taking profits along the way which I will continue to invest in the AI application layer like $CRM
In Salesforce’s first quarter Agentforce processed 28.6 trillion tokens — up 152% QOQ — & converted them into 3.8 billion Agentic Work Units for our customers, up 111% QOQ. ❤️📈
@MilkRoad The problem is being a contrarian in all cases does not work. By definition.
It only works at certain times. If you trade against the prevailing trend the whole time you will lose
So let me get this straight.
Leopold was short $NVDA $SMH etc and sold $LITE $INTC at the end of March. Pretty much the bottom.
The market then went on an insane run going massively against him.
And everyone thinks there’s some signal in this 2 month old filing?
So let me get this straight.
Leopold was short $NVDA $SMH etc and sold $LITE $INTC at the end of March. Pretty much the bottom.
The market then went on an insane run going massively against him.
And everyone thinks there’s some signal in this 2 month old filing?
The current market volatility isn't just noise. It’s a signal. 🚨
Since Kevin Warsh was named Fed Chair, we’ve seen a violent rotation: Tech is being sold, while "Old Economy" (Industrials, Energy, Banks) catches a bid.
Here is the "Warsh Doctrine" explained. 🧵👇
The market doesn’t make it easy…
$NVDA broke out to new highs only to reserve last week. This is normally bearish.
But it reversed again and made new highs. I think this could be the start of a decent run after a good consolidation.
The market doesn’t make it easy…
$NVDA broke out to new highs only to reserve last week. This is normally bearish.
But it reversed again and made new highs. I think this could be the start of a decent run after a good consolidation.