2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.
Tag: MSFT
The value of Palantir, pros and cons of Palantir investment
Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task
AppLovin, a gaming platform advertiser, top 100 billion market value
In 2020, 49% of AppLovin’s revenue came from businesses using its software, and 51% came from consumers making in-app purchases.
Apple repurchase, Buffett sold most of Apple stake,Nvidia capital operation, Tesla, AI bubble, Willow quantum chip, this blog turns off comments
Peter read my post of Apple repurchase two days ago, inspired to write me a letter, raised several great questions and his concerns, I wrap up the feedback to him as this post.
Google’s Willow chip rally related quantum computing stocks. Is it justified?
Google says Willow can “exponentially” reduce errors as the number of quantum bits increases, which “addresses a key challenge in quantum error correction that has been pursued in the field for nearly 30 years.”
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
How does the cloud-native file database MongoDB make money?
Compared with the relational database that traditionally uses SQL, MongoDB’s database is called a NoSQL database.
Apple search engine, the possibility and necessity to inhouse develop
Whether Apple should develop its own Apple search engine has been a headache puzzled Apple management. Search engines are the “most fundamental technology” for monetizing all advertising on the Internet today.
“Blitzscaling” expansion speed decide if startup success eventually
“Zero to One” focuses on the “strategies” for new companies to succeed, that is, the idea of disrupting industries; but “Blitzscaling” emphasizes how new companies should do it , can ensure successful “tactics”.