BREAKING: Microsoft stock, $MSFT, falls -5% after announcing that its OpenAI license will now be nonexclusive and it will no longer pay revenue share to OpenAI.
@redtilldeadLFC@Pluto_0x@cryptomocho Yes and they recently announced shares buyback if I’m not mistaken + they own the largest market share between their competition. Will consider it heavy once it truly bottoms and reverses/ranges for a while.
@Pluto_0x@cryptomocho Talabat on a PE basis looking like a bit of a steal, div outlook for this year is down but over a longer horizon looks like a great buy
I think over the next 12 months there may be a once in a lifetime opportunity to buy UAE equities
The kind of setup where even if you go all in, you still feel underexposed.
This is roughly my plan :
Phase 1
Start slowly accumulating the more defensive, resilient names over the next 6 to 8 months:
- Salik
- Dewa
- Adnoc Gas + Drilling
- Fab
- Taqa
- Adib
Phase 2
Dubai is far more exposed than Abu dhabi to tourism, real estate, discretionary spending, and foreign sentiment. That means it will likely take longer to find a bottom
But it will also offer the best opportunities once the market fully prices the damage
- Emaar Properties + Development
- Emirates NBD
Probably is still too early, but you definitely want to bookmark this and pay attention.
If you have lived in UAE, you know for a fact that they will bounce back, is not a matter of “if” but only a matter of “when”
@FelipeGuirao@funnylaugh4u are you considering the mini-bear to have started since oct 25 or as of recent? I've been bearish since Q4 last year as well for many reasons
@Jamatechster@emollick Do we know how code interpreter works? Does it have a certain flow in which the query is converted to code, executed, and then results are displayed?
@emollick No need to be taken aback. After all, these systems are reasoning machines that analyse data, identify patterns, make predictions, and adapt based on feedback.
Code Interpreter's ability to both "understand" data and know what to do with it is impressive. Had a call with a couple other faculty members and we were all a bit taken aback by how "clever" it is when doing analyses: properly applying Monte Carlo, ARIMA, PCA, random forest...
My Grandfather returned to his lord last night
إنا لله وانا اليه راجعون
His Janazah will be tonight at Mecca Center after duhur at 1:15PM
‘Aza will be tonight at Mecca Center between 6 and 8PM
Being too focused on the result will ruin you,
Instead focus on doing the tasks necessary,
Get them done daily, as long as you focus on this, the results will come.