Posts
History doesn't repeat itself, but it often rhymes...
Is anyone looking at these recent circular financing in AI and having flashbacks? We have (potentially) investor overconfidence, 'new' innovation (an old financing method being used on a scale and methods never seen), and extreme debt (household, private and public). The level of spending is far beyond generated income, even …
Japan stock market went back to 1989 level in 2023 after 34 years!
Those who say stock market just keeps rising, look at Japanese Nikkei index. It went up from 12,000 to 38,000 between 1985 and 1989, so an average annual rate of 75%. This was mainly bc of uncontrolled "credit creation" money printing by central bank of Japan. Then it all crashed …
Is OpenAI priced for perfection?
I was wondering if any of you has done the math of what needs to go right for OpenAI over the next 3 years? Last I saw was an expectation of 12B of revenue for 2025. How much would they need to grow to be able to even honor the …
S&P Global Launches S&P Digital Markets 50 Index with Dinari
S&P Global has introduced its first hybrid index blending cryptocurrencies and crypto-linked equities, created in partnership with Dinari. The S&P Digital Markets 50 Index includes 15 major cryptos and 35 blockchain-focused companies, all capped at 5% for balanced exposure. It will also launch as a tokenized product on Dinari’s dShares …
What are the chances that AVGO bought stakes in POET?
[https://www.poet-technologies.com/news/poet-technologies-partners-with-ntt-innovative-devices-on-next-gen-connectivity-solutions-to-support-ai-mobile-networking](https://www.poet-technologies.com/news/poet-technologies-partners-with-ntt-innovative-devices-on-next-gen-connectivity-solutions-to-support-ai-mobile-networking) Poet announced a partnership to build optical device with NTT. [https://asia.nikkei.com/business/technology/artificial-intelligence/ntt-and-broadcom-to-build-key-device-for-ultrafast-optical-network-in-2026](https://asia.nikkei.com/business/technology/artificial-intelligence/ntt-and-broadcom-to-build-key-device-for-ultrafast-optical-network-in-2026) Broadcom building optical component with NTT for optical network. current relationship is POET -> NTT -> AVGO What are the chances that AVGO is the player who bought 15% of POET? Why didn't POET announce the buyer straightaway?
Sanity check: is this company too good to be true?
The ticker is HOSE:LHG https://www.msn.com/en-ca/money/stockdetails/lhg-vn-stock/fi-aqjnur?id=aqjnur The company is a microcap Vietnamese industrial park developer. Revenue comes from leasing out land and ready built factories. It has a p/e of 5 and a p/b of 0.9. Debt is very low. ROE is at 17 percent. Net margin is at around 40 …