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📉 Dow Jones Sees Downturn as Microsoft Tumble Shakes Markets 📉Today, the Dow Jones Industrial Average took an unexpected hit as the market witnessed a significant drop, largely attributed to a substantial decline in Microsoft's value. 📉💥 Microsoft, a tech behemoth, has long been a cornerstone of the stock market, but recent fluctuations have sent ripples across various sectors. The company's declining value has triggered investor concerns, reflecting broader anxieties about the tech sector's stability. 💻📉 This dip in the Dow Jones emphasizes the interdependence of major corporations within the index. Microsoft's stumble has highlighted the fragility of market sentiments, sparking discussions about the impact on the overall economy and the tech industry's health. 🔍💼 While this sudden descent may stir uncertainty, seasoned traders see it as an opportunity to reassess portfolios, recalibrate strategies, and identify potential market shifts. Keeping a watchful eye on both tech sector developments and market sentiments will be crucial in navigating these turbulent waters. 🌊📈 Stay tuned for further insights and analysis as we continue to monitor this evolving situation. Remember, in the world of trading, adaptability and informed decisions are key. 🚀💡 #DowJones #MarketUpdate #Microsoft #TechSector #StockMarket #Investing"
CAPITALCOM:US30Short
by Blayno_MTOPS
1
Microsoft Hires Sam Altman And Greg Brockman For New AI TeamMicrosoft CEO Satya Nadella hires OpenAI's ex-CEO Sam Altman and ex-president Greg Brockman for its new advanced AI research team. Microsoft officially hires OpenAI’s ex-CEO Sam Altman and ex-president Greg Brockman to lead a new advanced artificial intelligence (AI) research team. Microsoft CEO Satya Nadella made the announcement after OpenAI confirmed hiring Twitch co-founder Emmett Shear as interim CEO. The company will continue to have investments in OpenAI, while getting to know Emmett Shear and OpenAI’s new leadership team. Microsoft Hires Sam Altman and Greg Brockman Microsoft CEO Satya Nadella took to X on November 20 to officially announce hiring of former OpenAI CEO Sam Altman and president Greg Brockman. They will lead a new advanced AI research team. Nadella said the company remains committed to partnership with OpenAI and has confidence in the product roadmap. He added “our ability to continue to innovate with everything we announced at Microsoft Ignite, and in continuing to support our customers and partners.” Microsoft will look forward to getting to know Emmett Shear and OpenAI’s new leadership team and working with them. This is a very good move from Microsoft (NASDAQ: MSFT) because we can not overemphazised to the fact that AI is the gateway to web.3.0. Any company leveraging AI for its services and products is a good company to invest in, because in the long run it will succeed. Technical Analysist Price Momentum MSFT is trading near the top of its 52-week range and above its 200-day simple moving average. What does this mean? Investors have been pushing the share price higher, and the stock still appears to have upward momentum. This is a positive sign for the stock's future value.
NASDAQ:MSFTLong
by DEXWireNews
Worldcoin (WLD) Price Tanks 12% After OpenAI Ousts Sam AltmanOn Friday, November 17, OpenAI – the company behind the widely popular ChatGPT platform, announced the ouster of Sam Altman from the board of directors. This comes as a shock to the broader AI community as Open AI said that they have lost confidence in Altman, who is quite a popular figure in the generative AI space. Worldcoin (WLD) Price Tanks 12% Soon as the news came the Worldcoin (WLD) price tanked by a whopping 12% slipping under $2. WLD is the native cryptocurrency of Sam Altman’s WorldCoin project. Worldcoin acquires users by scanning their irises using its device called Orb. This process generates an “iris code” or “World ID” for users, offering access to the project’s application and creating a “digital passport.” The verification system enables individuals to authenticate their identity, and the assigned iris code prevents the acquisition of multiple identities. Earlier this year, Sam Altman announced the launch of Worldcoin’s native crypto WLD to incentivize users to sign up for the platform. With multiple signups to Worldcoin, the project has been gaining fast traction that also reflected in the WLD price shooting all the way to $2.5 soon after the launch of July. Also, the listing of Worldcoin (WLD) by some popular exchanges like Binance provided the much-required liquidity boost. While Sam Altman has been pushing the Digital iris WorldCoin project hard in the market, it continues to face scrutiny. Furthermore, due to the SEC’s security rules, Worldcoin hasn’t launched the WLD crypto in the US. Worldcoin encountered resistance from countries such as Kenya in August, leading to a suspension of its initiative to scan citizens’ eyes, despite initial directives. Critics argue that the project, which primarily focuses on developing economies, has faced backlash. Participants outside the U.S. and certain other nations receive 25 WLD tokens, approximately valued at $48, upon signing up, raising concerns about potential exploitation. Tiago Sada, who serves as the head of product for Tools for Humanity and contributes significantly to Worldcoin, defended the distribution of free tokens and the project’s focus on developing countries. He argued that many projects in the crypto and tech industries target emerging markets because they are generally more accessible for operations.
Long
by DEXWireNews
Is world coin about to have a major breakout!?! WLDUSDTHello all of my tradingview friends! MAKE SURE YOU FOLLOW AND LIKE for more content!!! Today i would like to share some technical analysis on worldcoin also known by the ticket WLD. As we can see there is a pennant that has formed. This pennant has a measured move of +37% bringing its price up to $3.17 which is where i will be closing my long position. At the bottom i have shared some ALPHA on likely areas to take profits! KEY SUPPORT - $2.275 A Guide to Trading Bullish and Bearish Pennants A bearish pennant is a technical trading pattern that indicates the impending continuation of a downward price move. They're essentially the opposite to bullish pennants: instead of consolidating after a move up, the market pauses on a significant move down. BULLISH PENNANTS Exercise great caution when trading bullish pennants. Research has shown that the success rate is only 54%. Traders must be cautious when trading bull pennants. Published research reveals a low success rate of 54% and a meager price increase of 7%. How Reliable is a Bear Pennant? Chart Pattern Success Rate Average Price Change Bearish Pennant 54% +6% Always trade using the 3 1 trading rule! To increase your chances of profitability, you want to trade when you have the potential to 1make 3 times more than you are risking. If you give yourself a 3:1 reward-to-risk ratio, you have a significantly greater chance of ending up profitable in the long run. Resistance - $2.44 Resistance - $2.50 Resistance - $2.55 Resistance - $2.90 TOP - $3.17 THANKS LIQUIDMEX!
Long
by Liquidmex
MSFT Microsoft's ChatGPT VS AMZN Amazon and GOOGL GoogleIf you haven`t bought MSFT here: Then you should know that in a rapidly evolving digital landscape, Microsoft's strategic acquisition of a 49% stake in OpenAI, the developer of the powerful language model ChatGPT, has positioned the tech giant to potentially challenge market leaders Google (GOOGL) and Amazon (AMZN). With ChatGPT's advanced natural language processing capabilities, Microsoft is poised to capitalize on the growing demand for intelligent conversational interfaces and revolutionize the way users interact with search engines and online shopping platforms. Revolutionizing Search and E-Commerce: One significant advantage of ChatGPT is its potential to transform the search landscape. Users seeking specific information or products can engage in natural language conversations with the chatbot, refining their search queries and receiving highly relevant results. This conversational search experience, powered by ChatGPT's contextual understanding, could entice users to migrate from traditional search engines to Bing, fostering market share growth for Microsoft. In the realm of e-commerce, the integration of ChatGPT holds tremendous potential. Users could leverage the chatbot to interactively explore product options, compare prices, and access personalized recommendations. By providing a seamless and intelligent shopping experience, Microsoft can challenge Amazon's dominance, especially if concerns over pricing and product origin come into play. Microsoft's commitment to transparency and user control over data privacy may also resonate with consumers who prioritize these factors in their online shopping decisions. If I had to buy some options, that would be the following Calls: 2024-1-19 expiration date $350 strike price $21.85 premium Looking forward to read your opinion about it!
NASDAQ:MSFTLong
by TopgOptions
AMZN Amazon could lose market share because of ChatGPT If you haven`t sold AMZN here for a profit: Then you should know that the implementation of a chatbot like ChatGPT, powered by OpenAI's advanced natural language processing capabilities, could indeed provide an opportunity for consumers to find the cheapest price online for the same product. In an era where price comparison and cost-saving measures are highly valued by customers, this feature could be a valuable asset for Bing. Amazon's reputation for having expensive and overvalued prices has been a topic of discussion among consumers. While Amazon provides a wide range of products and convenient shopping experiences, some users have expressed concerns about the pricing competitiveness on the platform. This presents an opening for Bing to attract cost-conscious consumers who are actively seeking better deals. Furthermore, the concern over the origin of products, particularly those manufactured in China, has gained attention in recent years. Some consumers prefer to avoid purchasing Chinese-made products due to quality, safety, or political reasons. If Bing can provide a search experience that allows users to filter or identify the origin of products more effectively, it could cater to a segment of consumers who prioritize alternative sourcing. If I had to buy some options, that would be the following puts: 2024-1-19 expiration date $105 strike price $4.10 premium Looking forward to read your opinion about it!
NASDAQ:AMZNShort
by TopgOptions
Google vs BingIf you haven`t sold GOOGL here: Or bought it here: Then you should know that the investment by Microsoft in OpenAI signifies a significant boost to their artificial intelligence capabilities. OpenAI's advanced technologies and expertise in AI research and development could potentially enhance the capabilities of Microsoft's Bing search engine. With access to powerful AI algorithms and resources, Bing may be able to offer more personalized and accurate search results, thereby attracting users who seek a more refined search experience. Furthermore, Microsoft has been making strategic moves to expand its presence in various sectors, including cloud computing and enterprise services. By integrating Bing into its ecosystem of products and services, Microsoft can leverage its existing user base and partnerships to promote Bing as a viable alternative to Google. In recent years, Google has faced scrutiny over data privacy concerns and antitrust issues, which could create an opportunity for Bing to gain traction among users seeking more privacy-focused alternatives. Additionally, Microsoft has been actively investing in marketing and advertising efforts to raise awareness about Bing and improve its market positioning. While Google currently holds a dominant position in the search engine market, the landscape is dynamic and subject to change. If Microsoft successfully leverages its partnership with OpenAI to enhance Bing's capabilities, coupled with strategic marketing initiatives, it could potentially chip away at Google's market share over time. If I had to buy some options, that would be the following puts: 2024-1-19 expiration date $105 strike price $3.25 premium Looking forward to read your opinion about it!
NASDAQ:GOOGLShort
by TopgOptions
2
Generative AI: are we witnessing an iPhone moment?Is ChatGPT the ‘iPhone moment’ for artificial intelligence (AI)? The iPhone catalysed many different things all in one device: It is hard to remember a time ‘before smartphones’, but the iPhone was only introduced in 2007. Apple is one of the world’s largest companies by market capitalisation, and there are many companies that make smartphones that are also quite large. It is hard to remember a time ‘before apps’, but there is now a so-called ‘app-economy.’ Spending in iOS and Android apps in 2022 is estimated to be almost HKEX:130 billion1. Why did the iPhone so successfully change the world? It combined an aura of excitement with an incredibly flexible set of potential future capabilities and an ease of use that competitors in 2007 struggled to match. Today, the iPhone is not even really a device, but rather a key into an ecosystem where many different services can be consumed. Will ChatGPT become something similar? It is a bold prediction to say ChatGPT is the next iPhone. It would mean OpenAI has a chance at becoming the world’s most highly valued company by market capitalisation and to stay in that position for numerous years, similar to what Apple has done. Apple created both hardware and software. It is likely that if Apple focused solely on hardware or solely on software, it wouldn’t have been as successful. Microsoft vs Alphabet In 2023, ChatGPT is software, and it is also clear the world’s largest companies see the potential value and are acting to capitalise on their slices of the economic pie. Microsoft has been the most direct, investing around HKEX:10 billion directly into OpenAI and indicating the technologies underpinning GPT-4 will be incorporated into programs, like Office 365. If Microsoft charges a small amount more for the Office 365 subscription that includes access to GPT-4, this could equate to tens of billions in incremental annual revenue2. Alphabet, through its Google platform, is seeking to create its own version of ChatGPT, but it does not seem to be moving as quickly as OpenAI, possibly due to the ‘innovator’s dilemma’, in that no other company has a greater than 90% market share of internet search, so it is tough to imagine Google desiring a new way of doing search3. Microsoft CEO Satya Nadella was masterful in creating the perception of a possible ‘search war’ before any behaviours actually shifted away from Google search. Both companies will deploy generative AI into their cloud services, seeking to invigorate growth in this important part of their revenue stream after 2022 posted slower growth than had been seen in prior years. This too could add tens of billions of dollars in incremental annual revenue. AI’s pie of economic value On a recent episode of the Lunar Society podcast, posted on 27 March 2023, Ilya Sutskever, OpenAI’s Chief Scientist, noted AI is going to be increasingly more valuable year after year, and that this could continue exponentially4. Who will capture all the value created by AI? Being involved with both software and hardware elements, as well as the app store, Apple captured lots of different slices of an ecosystem catalysed by the introduction of the iPhone, as well as maintained its staying power as the environment continued to evolve. In the case of generative AI, the technology that underlies such systems as ChatGPT, we see a catalyst for increased demand for cloud computing. It is not coincidental OpenAI has a significant relationship with the world’s second largest provider of cloud computing infrastructure with Microsoft’s Azure where AI models of this size can be efficiently trained, stored, and run. All of the cloud infrastructure players, be it Amazon Web Services, Microsoft Azure, Google Cloud, Oracle, and others, are surely seeking to create an Apple-like ecosystem that is not ‘friction free’ for a user to shift from iOS to Android. The more value-added services provided, the less likely customers would be enticed to switch their provider or bring more of their workload back on premise. They want cloud customers to get used to the cloud computing equivalent of air pods, the i-Watch, Apple TV, etc. The largest tech-oriented companies in the world are also ramping up their investments5: In 2022, Alphabet, Amazon, Apple, Meta, and Microsoft spent HKEX:223 billion on research and development (R&D), up from $109 billion in 2019. This was in addition to $161 billion in capital expenditures (CAPEX)—which represented a tripling in three years. These five companies were spending roughly 16% of their annual combined revenues on R&D and CAPEX in 2015, which had risen to 26% in 2022. Meta indicated AI is its biggest investment category and Alphabet is planning to reveal the size of its AI investment for the first time as part of its Q1 2023 earnings announcement. We also see various partnerships and integrations with ChatGPT being announced, a subset of which we mention here: Shopify is an interesting use case, where one can ‘Make AI-Powered Store.’ Think of customer service—ChatGPT-powered chatbots do not need to operate in terms of ‘hours’ so it would be possible that Shopify merchants could immediately garner 24/7 customer support6. Salesforce has referenced technology it is calling ‘EinsteinGPT’, which would combine its proprietary AI with that of outside partners, like OpenAI, to help businesses generate email drafts, customer-account information, and computer code7. The Coca-Cola company will leverage OpenAI’s generative AI technology for marketing and customer experiences. This includes personalised ad copy, images, and messaging8. Smaller companies for specialised services & acquisitions Smaller start-up companies may utilise different large language models as a base, but then allow their users to more easily incorporate a chatbot directly onto their website to help with customer service queries. In regulated industries, such as financial services, companies can feed past requests and questions, so large language models can ‘read’ and then ‘learn from’ the questions and the responses, thereby readying themselves for the future. Nuance Communications, for example, was acquired by Microsoft due to its specific expertise in natural language processing related to healthcare services. Medical transcription is a huge, but specific, market. Bottom line: be ready for diversified value creation across many different industries When generative AI ultimately is consumed through the cloud computing platforms, the impact will not be limited to any single area of the economy. On 27 March 2023, the Wall Street Journal cited US authorities responsible for antitrust enforcement felt it important enough to mention their intention to protect the AI market from actions that might yet be taken by large incumbents, fearing threats to their dominance in the space9. This is yet another indication this space is a technology with far reaching implications. Sources 1 Source: Business of Apps 2 Source: McGee, Patrick & Madhumita Murgia. “Microsoft to add AI co-pilot to its Office software suite.” Financial Times. 16 March 2023. 3 Source: “Is Google’s 20-year dominance of search in peril?” Economist. 8 February 2023. 4 Source: Apple Podcast : ilya-sutskever-openai-chief-scientist-building-agi 5 Source: “Big tech and the pursuit of AI dominance.” Economist. 26 March 2023. 6 Source: community shopify ecommerce-marketing chatgpt-for-shopify-store-make-ai-powered-store 7 Source: “Salesforce to add ChatGPT to Slack as part of OpenAI partnership.” Reuters. 7 March 2023. 8 Source: Johnston, Lisa. “Coca-Cola Signs As Early Partner for OpenAI’s ChatGPT, DALL-E Generative AI.” Consumer Goods Technology. 21 February 2023. 9 Source: Wolfe, Jan & Dave Michaels. “FTC Chair Lina Khan Vows to Protect Competition in AI Market.” Wall Street Journal. 27 March 2023.
NASDAQ:NQINTEL
by aneekaguptaWTE
MSFT $350 AND BEYOND Microsoft has been a big player in the AI industry recently and has been making a lot of buzz lately. Their acquisition of ChatGPT was an strategic play against GOOGLE to position themselves better as a search engine. GOOGLE has been the leader as a search engine but things look like they are changing soon. Other than that, MSFT has a couple good reasons why it is a good investment: Established brand and resources: Microsoft is an established technology company with significant resources and a long history of innovation. Its vast network of developers and engineers, coupled with its access to cutting-edge technology and data, could give it a significant advantage in the AI market. Diversification: By entering the AI market, Microsoft could diversify its revenue streams and reduce its reliance on traditional software products. As AI technology continues to develop and become more ubiquitous, Microsoft's investment in this field could position it for long-term growth and success. Customer base: Microsoft has a large customer base that includes both consumers and businesses. Its AI technology could be integrated into existing products, such as Office 365 and Azure, providing a seamless experience for customers. This integration could create significant value for both Microsoft and its customers, making it an attractive investment opportunity.
NASDAQ:MSFTLong
by CryptoGao1
NVDA Nvidia A100 and OpenAI's trend: Long Lower ShadowThe technical rating for NVDA is "Buy." The stock has a strong buy rating for moving averages, and oscillators rating is "Sell." The 1-month high for NVDA is 275.89, and the 1-month low is 204.21. The stock is currently trading at 271.82, and the change percentage is -0.24038903 with a change of -0.655. The stock has a YTD performance of 83.09204767 and a 5-year performance of 348.69636964. The volatility week is 3.61977509, and the volatility is 3.86286999. The technical indicators for NVDA are mixed. The average directional index (14) is 25.53672889, and the commodity channel index (20) is 100.91947669. The relative strength index (14) is 71.93093942, and the stochastic %K (14, 3, 3) is 85.20138725. The stochastic %D (14, 3, 3) is 86.77363202, and the momentum (10) is 16.33. The moving averages for NVDA are strong buy, with the simple moving average (10) at 263.48646, the exponential moving average (20) at 255.16254544, the exponential moving average (30) at 249.3622347, the exponential moving average (50) at 239.95627651, the exponential moving average (100) at 221.04912237, and the exponential moving average (200) at 199.5298234. Other technical indicators for NVDA include the awesome oscillator at 24.44188382, the average true range (14) at 7.27553041, the MACD level (12, 26) at 9.77699817, the MACD signal (12, 26) at 8.17087914, the bull bear power at 19.08011698, and the parabolic SAR at 251.41589934. The stock's current pattern is "Long Lower Shadow." The pivot Fibonacci P is 248.03, and the pivot Camarilla R1 is 260.89016667. The pivot Camarilla P is 248.03, and the pivot Camarilla R3 is 268.4105. The pivot Camarilla S2 is 249.60966667, and the pivot Camarilla S3 is 245.8495. The pivot Fibonacci R1 is 263.69964. What is Long Lower Shadow? A Long Lower Shadow is a candlestick pattern that indicates a potential reversal in the current trend. It occurs when the price opens at a certain level, then drops significantly during the trading session, but eventually recovers and closes near the opening price. This creates a long lower shadow below the real body of the candlestick . Traders may interpret a Long Lower Shadow as a sign of bullishness, as it suggests that the bears (sellers) tried to push the price down, but the bulls (buyers) were able to drive it back up. However, it's important to consider other technical indicators and market factors before making any trading decisions based on a single candlestick pattern.
NASDAQ:NVDALong
by BorsaMerkezi
2
The End of an Era: Is Google's Reign Over?I believe that right now is an incredible time to short googles stock, The challenges facing it over the next few years could topple its position as an industry leader. Current price: 105.35 Target 1: 90.55 (-14%) Target 2: 74.50 (-29%) The regulatory scrutiny that Google is facing is a significant threat to the company's future. If the company is found guilty of antitrust violations, it could face substantial fines and restrictions on its business practices, which could lead to a loss of market share and revenue. Moreover, the negative publicity generated by these investigations could harm Google's brand image and reputation. In addition to regulatory scrutiny, Google is also facing increased competition from Microsoft's backed venture OpenAI. OpenAI is a major player in the artificial intelligence (AI) space, and is rapidly expanding its capabilities in natural language processing, computer vision, and other areas. As Google relies heavily on AI for many of its products and services, such as search and Google Assistant, increased competition in this area could pose a significant threat to the company's market position. These challenges have already had an impact on Google's stock price, which has fallen from its all-time high of $150.70 in November 2021 to its current level of $105.30. This decline is likely due in part to concerns about regulatory scrutiny and competition from OpenAI. Looking ahead, it is difficult to predict with certainty what the future holds for Google. However, it is clear that the company will need to address the regulatory concerns and navigate the increasingly competitive landscape if it hopes to maintain its market position and continue to grow. If it can successfully address these challenges and continue to innovate and adapt, Google could emerge from this period of uncertainty even stronger than before. However, if it fails to do so, its stock price could continue to decline, and its market position could be threatened.
CAPITALCOM:GOOGShort
by Helios_Capital_Investment
2
MSFT Microsoft AI: New Google like Lion King / OpenAI ChatGPTAs a day trader, let's analyze the stock data for Microsoft Corporation (MSFT). The current price for MSFT is $278.29, which is a 0.749% increase from the previous day's close. The stock has seen a 1-month high of $283.33 and a 1-month low of $245.61. Looking at the technical indicators, the Oscillators Rating is Neutral, while the Average Directional Index (14) is at 25.914. The Awesome Oscillator is at 15.175, and the Average True Range (14) is 4.936. The Commodity Channel Index (20) is at 223.176, while the MACD Level (12, 26) is at 5.050, and the MACD Signal (12, 26) is at 2.228. The Relative Strength Index (14) is at 75.934, and the Stochastic %K (14, 3, 3) is at 92.917, while the Stochastic %D (14, 3, 3) is at 94.501. The Aroon Up (14) is at 100, and the Aroon Down (14) is at 42.857. The Bull Bear Power is at 30.674, and the Parabolic SAR is at 254.903. The Simple Moving Average (10) is at 263.583. Based on these technical indicators, the Moving Averages Rating is Strong Buy, and the Pivot Fibonacci P is at 252.107. The Ichimoku Conversion Line (9, 26, 52, 26) is at 264.53, and the Technical Rating is Buy. The YTD Performance for MSFT is at 14.489%. In terms of sector performance, MSFT operates in the Technology Services sector. The 1-Year Beta is at 1.130, while the 3-Month High is at $283.33, and the 3-Month Low is at $219.35. The 5-Year Performance for MSFT is at 196.885%. The Exponential Moving Average (20) is at 261.493, the Exponential Moving Average (50) is at 257.127, and the Exponential Moving Average (200) is at 251.111. Overall, based on the technical indicators and sector performance, it seems that MSFT is a strong buy for a day trader. However, it's important to keep an eye on any market fluctuations and news that may affect the stock's performance.
NASDAQ:MSFTLong
by BorsaMerkezi
What is ChatGPT and why is AI suddenly a big deal?The latter part of 2022 and the early part of 2023 have seen many developments around ‘generative AI’. The big story recently concerns the ChatGPT system. Conceptually, there is a prompt, and then the system can come up with text to match the prompt. ChatGPT has ‘gone viral’ in that many people have delighted in experimenting with different prompts to see what comes up. It’s also the case that other systems have also recently been developed where the output may be a picture or a video. Broadly, these systems are taking a prompt and then using their training data in order to predict something that makes sense against the prompt as an output. The world hasn’t seen these capabilities until now, so there are many speculations as to what it means in terms of intelligence or what types of business models will make sense to build against it. More than just a craze: the real-world applications of AI A tool like ChatGPT is training on large amounts of data to make predictions. People use it now as a novelty—it can predict the next likely word in a string of text within the context of a prompt. It can, however, be trained to predict other things, and these predictions, if they are accurate, could be valuable. There are tools already in existence that help software developers with coding, predicting the likely ‘next line of code’ for them to write. It will be interesting to see how Microsoft, a major investor in OpenAI, the company behind ChatGPT, looks to integrate the technology into something like Microsoft Office 365, which would mean nearly instant exposure to billions of users. It’s really only when you expose billions of people to a given piece of technology that you really start to see all the various potential use cases. During 2022, DeepMind unveiled new results from its AlphaFold system, which is designed to predict the shape of proteins. The system had come up with outputs specifying the predicted shape of more than 200 million proteins, and a significant percentage of these predictions were viewed as being as accurate as experimental results. Predicting the shape in which a given protein will fold, by itself, means nothing, but it becomes exciting when you start to consider that frequently the shape of the protein encodes the function of the protein, and the function could relate to many distinct therapeutic outputs that could then be used to fight diseases and other health problems. Who stands to gain? It is difficult to predict which industry or company will benefit the most from AI applications because it’s possible that any company or industry that uses data could benefit. It is natural to think of the large technology companies—Amazon, Apple, Meta, Alphabet, Microsoft to name a few—and you can see how AI is being used to directly enhance the experience of their customers. Amazon and Microsoft, in particular, offer AI services through their cloud computing platforms. However, it’s also true that pharmaceutical companies could benefit in drug discovery, insurance companies could benefit from better predictions - the list is endless. We find it exciting to think about how different developments can build on each other. Take fusion power as an example. We have already seen that different machine learning systems may unlock novel ways to manage the reactions and control the system. If we can combine machine learning with certain quantum computing capabilities, maybe the calculations can broaden in scope and advance in speed in ways to allow further developments beyond what is possible today. AI depends on data, and quantum computing may allow certain types of calculations to occur in parallel, taking on more data and having flexibility to instantly adjust. One thing we remind people of is that, 20 years ago, many of us didn’t have regular internet access—certainly not high speed. Can we really predict where we’ll be 20 years from now? AI against the macroeconomic backdrop If we are looking at the world in March 2023, the biggest near-term catalyst is most likely the macroeconomic backdrop as viewed through 1) announcements from the US Federal Reserve (Fed) 2) data on the US labour market 3) data on the path of inflation and 4) anything related to whether or not there is a recession. Many of these announcements have directions that are either ‘more positive’ or ‘more negative’ for the companies that represent the AI landscape. For example, a Fed that is less likely to be raising interest rates further is better for AI stocks than a Fed that believes that many more rate hikes are necessary to fight inflation. 2022 was a tough year for equities, especially technology stocks. Within artificial intelligence, the companies that were newer and that did not yet have positive earnings in established businesses saw their valuations decline. Part of this is natural, in that higher interest rates and expected positive earnings far in the future combine into an entity with an overall lower valuation. Additionally, we consider many specific semiconductor companies to be heavily exposed to artificial intelligence. Many of these companies have seen share prices drop due to declining demand for smartphones and personal computers, which means the demand for chips has been lower in light of increasing supplies and capital spending projects. What next for AI? Artificial intelligence is a megatrend that has a chance to impact every sector and nearly every other megatrend. Currently, there is a viral excitement around ‘generative AI.’ ChatGPT is the key example of this concept. Even if articles abound on the expected valuation for OpenAI, the company behind ChatGPT, it is not yet clear how generative AI will create revenues and profits in the near term. The giant cloud computing platforms, like Microsoft Azure and Amazon Web Services, allow many users to take advantage of AI and machine learning and may be best positioned to drive revenue from the theme. Either way, artificial intelligence is a growing landscape and recent developments have once again brought AI conversations to the fore. Whilst a software like ChatGPT may, at first glance, be dismissed as a ‘novelty’ it is clear that applying the power of AI to different industries (from manufacturing to healthcare) could have a genuinely transformative effect on the world we live in.
NASDAQ:NQINTEL
by aneekaguptaWTE
MSFT Microsoft Bought 49% Stake in OpenAI creator of ChatGPTMSFT has reached our Buy area: Microsoft purchased a 49% stake in OpenAI, creator of ChatGPT, for $10 billion. Which i think it will turn out to be the best investment in MSFT history! Microsoft Corporation (MSFT) integrates Chat GPT into its Bing, Office, and it Azure service! Now looking at the MSFT Microsoft options chain ahead of earnings , I would buy the $245 strike price Calls with 2023-2-27 expiration date for about $1.60 premium. If the options turn out to be profitable Before the earnings release, i would sell at least 50%. Or at least buy shares for the long run! They will compete with GOOGL thanks to OpenAI. Looking forward to read your opinion about it.
NASDAQ:MSFTLong
by TopgOptions
4
open ai is a nice fun toolpeople have used it to cheat on university exams. people with no coding experience have used it to develop software. people use it to penetration test vulnerabilities in networks. its all cloud based supercomputing. does this mean openai is going to change the world? no. does it mean microsofts cloud computing business is saved? no. does that mean its a good investment? yes. obviously bulls got power bomb suplexed back into the dirt at the end there, but its as if they dont care. as long as were buying the rumor, selling the news, im going to assume theres more rumors, and more news. aquisitions and debt to assets peaked after trumps election, and were rubbing up against corona bottom anchored vwap, and top of regression. if these metrics continue bull, im long, and if we resist and move lower im bear.
NASDAQ:MSFT
by cerealpatterns