Seranity/Trading Advisor
62 posts


@aleabitoreddit Many of my followers have already joined our WhatsApp group!!·.
Get free real-time trading alerts, investment strategies, and market forecast analysis.
🔗api.whatsapp.com/send?phone=134…
➡️ Send “Join” to this WhatsApp number +13466287348
English

$AAPL looks to acquire AI chip companies for running AI (Source: The Information)
Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend.
But what if Apple joined the others after M&A?
A possible scenario is that they revise capex largely upward for their own AI buildout.
Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs.
Then learned how important it is to have your own infrastructure.
This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.

English
Seranity/Trading Advisor retweetledi
Seranity/Trading Advisor retweetledi
Seranity/Trading Advisor retweetledi
Seranity/Trading Advisor retweetledi
Seranity/Trading Advisor retweetledi
Seranity/Trading Advisor retweetledi

Just wrapped up a super useful workshop on digital marketing trends today! Learned so many actionable tips to boost brand online presence — can’t wait to apply them at work! #ProfessionalDevelopment

English












