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AI and why the working week won't reduceThis analysis is provided by Eden Bradfeld at BlackBull Research—sign up for their Substack to receive the latest market insights straight to your inbox. Tinder, Bumble and so on were once feted as the “new thing”. Here’s how Bumble is doing now. That’s — not great! That’s pretty bad! The world moved on from dating apps, by and large — dating app consumption is actually down as Gen Z prefers to meet in person. Textile mills of the 21st century. So-long, and thanks for the fish. There’s two things I’m sure of here: People will not work less. This has been proven throughout history. Many currently high-margin, stable businesses will not be are stable or as high-margin. One of the great economic fallacies is that of optimism — specifically, that the working week will reduce. Here is Keynes, in 1930 — We may be able to perform all the operations of agriculture, mining, and manufacture with a quarter of the human effort to which we have been accustomed. Keynes was writing in the wake the Great Depression — it’s fairly remarkable foresight, as the US embarked on several golden decades — $1.00 invested in the S&P in 1929, at the peak of economic gloom, would be worth around $7,622 — you’d have an inflation adjusted return of 41,690.91%. Ne bad, as they say in Scots. But here’s where he’s wrong — he had hoped for a quarter of human effort — predicting a 15 hour workweek. That hasn’t happened. If anything, the work culture in America and many western countries has become something of a religion — work hard and glorify it. That work has transmuted for many of us from factory jobs and field labour to office jobs and such, but it remains work — we are there to create a surplus of capital, as Marx wrote long ago. History doesn’t rhyme but it repeats — similar suggestions of the end of work have been made with the advent of AI. Now, it is likely that AI will be able to replace many jobs — especially those that were traditionally protected (you probably don’t need a lawyer to draft up a basic contract, etc…). If we look at the various other revolutions, though, especially the industrial, what we find is that work ends up being something else. What might it be? Will we have offices filled with people slaving away to Chat GPT, typing in prompts at their terminals? Essentially, will we become part cyborg, delivering commands to our AI counterparts? It’s interesting to think about what this will do economically. The Industrial Revolution saw vast progress and economies expand rapidly — areas like the North of England, which were traditionally poor, saw riches prosper, while the old class of aristocrats found themselves taxed by both lack of economic progress and real taxes,³ which saw the economic picture turn — at least for a while. And yet — even those economic realities change — the once-rich textile barons of the Industrial Age, with factories in France and England, saw their businesses fall into disrepair as the world moved on. Automated looms, once cutting-edge, found themselves surpassed. Here’s another example, Chegg Inc, which makes study tools. Of course, Chat GPT has surpassed that and tends to do a better job. Just ask your teens. That’s also — not very good! Let me now think about industries that we all think are safe but may be disrupted (don’t you hate that word?) — lawyers, accountants, coders. Uh oh. Whatever happened to “just learn to code, bro”. What happens to the “big four” accounting firms when AI gets good enough to perform most of the functions? Let’s invert — what are companies and industries that (should) remain impervious: Luxury — Hermes specialises in the handmade, and that’s part of the brand. The human desire for scarcity and to signal status has not changed in all of history. Toll-booth businesses — think exchanges (NZX, CBOE, LSE), literal toll booths (Channel Infrastructure), payment operators (Visa, Stripe, etc). Companies which command mindshare — CostCo, Amazon, etc. Booze. Duh. AI doesn’t drink booze; humans do.
NYSE:CHGG
by BlackBull_Markets
Best Level to BUY/HOLD BTC TP 105 000 USD Swing Trade Setup🔸Hello traders, today let's review 3hour price chart for BTCUSD . we are still stuck in range since December, range highs at/near 108k, range lows at 90k. however currently expecting fake breakdown of defined range before reversal. 🔸Bulls/Bears fight in the range is about to come to an end with a fake breakdown of the recent/defined range, and prompt reversal and re-test of range highs. 🔸Bitcoin is stuck in unproductive range since December 2024, right now drifting lower on autopilot, currently no viable trade since we are stuck. Tech overshoot levels: 87 500, 85 000, 82 500. That's the levels we the probability of reversal / throwback inside range is the highest. 🔸Recommended strategy: BUY LOW near tech overshoot levels 2/3 and exit/TP near recent range highs, TP BULLS 105 000 USD. Best entry near 82500/85000 USD. good luck traders! 🎁Please hit the like button and 🎁Leave a comment to support our team! RISK DISCLAIMER: Trading Futures , Forex, CFDs and Stocks involves a risk of loss. Please consider carefully if such trading is appropriate for you. Past performance is not indicative of future results. Always limit your leverage and use tight stop loss.
Long
by ProjectSyndicate
30
Alibaba (BABA) AnalysisCompany Overview: Alibaba NYSE:BABA is a global e-commerce and technology powerhouse, with leadership in online retail, cloud computing, and digital entertainment. Key Catalysts: Generative AI Leadership 🤖 Alibaba’s Qwen2.5 Max AI model has outperformed GPT-4 and LLaMA3.1-405B in benchmark tests, reinforcing its AI dominance. Strategic Partnership with Apple 🍏 Integration of Alibaba’s AI models into iPhones in China could boost Alibaba Cloud adoption, driving revenue growth and market share expansion. Cloud Computing Growth ☁️ Alibaba Cloud’s margins are projected to expand from 3% to 10% by 2026, with 18% annual revenue growth, positioning it as a $100B valuation business. Shareholder Value Initiatives 💰 A $25B share buyback and a growing 1.2% dividend yield reflect strong financial confidence and commitment to shareholder returns. Investment Outlook: Bullish Case: We are bullish on BABA above $108.00-$110.00, driven by AI advancements, cloud expansion, and strategic partnerships. Upside Potential: Our price target is $185.00-$190.00, supported by cloud growth, AI innovation, and strong capital allocation. 📢 Alibaba—Powering the Future of AI, Cloud, and E-Commerce. #Alibaba #AI #CloudComputing #Ecommerce
NYSE:BABALong
by Richtv_official
aixbt 666% Blind TargetThe concept looks good (sounds good) and people are crazy about everything—or anything— that has the word 'AI' in it. People are also crazy, in a good way, about the Cryptocurrency market and trading, so this can be a good concept, it can work to attract the attention of the public and that is all that is needed for a rising chart. (And the logo is beyond funny of course. 😂) AIXBTUSDT (aixbt) is moving now out of a falling wedge pattern, breaking a local down-trendline and going green after a strong decline. The same hammer candlestick pattern just mentioned on the EOSUSDT publication is also present here. This is the last session (18-Feb.). I am calling this a "blind target" because there isn't much information on the chart. The chart is pretty young. We have the pattern, the break of the downtrend and the candles, but also marketwide action and market cycle; we know Crypto is going up. There is another target beyond the one reading 562%. There is another strong target and I belief this can be achieved easily, the one at $2.25 has a potential of 920% from current price. The 9-Feb. session holds high bullish volume preceding the down-waves low. This can be taken as a signal that the market is getting ready to change course. aixbt is going up. Crypto is going up. The Altcoins are going up. Thanks a lot for your continued support. Namaste.
Long
by MasterAnanda
Buy the Dip: TEM is a Resilient AI Healthcare Pick for 2025Tempus AI NASDAQ:TEM is presenting a compelling investment opportunity as we move into 2025. This health tech company, focused on leveraging AI for precision medicine, has weathered a recent downturn and is showing strong signs of recovery. After a 4 week correction that presented a chance to buy at a discount, TEM has finally shown the ability to rally. This recovery makes it a particularly interesting prospect for several reasons: 1. AI's Continued Rise: The field of artificial intelligence is advancing at breakneck speed, and Tempus is at the forefront of applying these advancements to healthcare. Their work in areas like genomic sequencing and data analysis for personalized treatment plans positions them exceptionally well to capitalize on this megatrend. 2. Weathering the Political Storm: Tempus's core business is less vulnerable to possible tariffs that may be introduced by incoming President Trump. Healthcare, particularly innovative approaches to disease treatment, remains a critical sector regardless of the political landscape. Furthermore, Tempus' customers being mostly internal U.S. customers provides further resilience in the face of possible tariffs. 3. Technical Rebound: As the attached chart illustrates, TEM is in the midst of a technical bounce back. The recent price action suggests that the sell-off may be overdone, and the stock is finding support at current levels. The upward sloping support and resistance lines indicate a potential 40-80% gain if TEM can continue to show resilience in the face of selling pressure. The stock currently trades below it's 20 day EMA, but the recent rally shows that it could potentially find support along this average before continuing to trend upwards. In Conclusion: Tempus AI offers a unique combination of growth potential in a rapidly expanding sector, resilience to potential political headwinds, and a technically attractive entry point. While all investments carry risk, TEM's current profile suggests it's a stock worth serious consideration for gaining exposure to the intersection of AI and healthcare in 2025, especially at these highly discounted prices. Disclaimer: This is not financial advice. Conduct your own research before making any investment decisions. Remember, Patience is Paramount.
NASDAQ:TEMLong
by PatienceIsParamount
META’S Q4 2024—$META RIDES AI AND ADS TO VICTORYMETA’S Q4 2024— NASDAQ:META RIDES AI AND ADS TO VICTORY (1/9) Good evening, Tradingview! Meta’s Q4 2024 earnings landed—$48.4B revenue, up 21% YoY, topping estimates 📈🔥. A 16.5% stock rally seals the deal. Let’s unravel NASDAQ:META ’s big win! 🚀 (2/9) – AD & AI POWER • Q4 Revenue: $48.4B, 21% jump from last year 💥 • Profits: Nearly $21B—up 49%—efficiency shines 📊 • Ad Surge: Biggest driver, fueling the cash flow AI’s humming, ads are king—Meta’s on fire! (3/9) – KEY WINS • AI Spend: $60B+ lined up for ‘25 🌍 • Users: 3.35B daily logins—record crowd 🚗 • Meta AI: 700M monthly fans—AI’s buzzing 🌟 Stock’s tearing up the charts—hot streak alert! (4/9) – SECTOR SMACKDOWN • Forward P/E: ~28x, leaner than Amazon’s 33x • Ad Game: 21% growth beats Google’s 12% 📈 • User Pull: Social king—rivals can’t touch it NASDAQ:META ’s a growth beast—hidden value or hype? 🌍 (5/9) – RISKS ON THE HORIZON • Regs: EU and U.S. eyeing fines—trouble brews? 🏛️ • AI Bet: $60B spend—payoff’s a question ⚠️ • Saturation: 3.35B users tough to top 📉 High stakes in this tech showdown! (6/9) – SWOT: STRENGTHS • Ad Muscle: $46.8B in Q4—ad king rules 🌟 • AI Edge: 700M Meta AI users—future’s here 🔍 • Cash Pile: $52B free flow in ‘24 🚦 NASDAQ:META ’s flexing serious firepower! (7/9) – SWOT: WEAKNESSES & OPPORTUNITIES • Weaknesses: Metaverse burns SEED_TVCODER77_ETHBTCDATA:5B , AI costs stack 💸 • Opportunities: Threads hits 100M+, AI ads shine 🌍 Can NASDAQ:META spin risks into wins? (8/9) – NASDAQ:META ’s Q4 rocks—what’s the vibe? 1️⃣ Bullish—AI and ads keep it roaring. 2️⃣ Neutral—Growth’s cool, risks hover. 3️⃣ Bearish—Big spends clip its wings. Vote below! 🗳️👇 (9/9) – FINAL TAKEAWAY Meta’s Q4 dazzles—$48.4B revenue, $21B profit, AI soaring 🌍🪙. 28x P/E vs. peers, but growth’s electric. Regs and AI costs loom—gem or gamble?
NASDAQ:METALong
by DCAChampion
APPLOVIN’S Q4 2024—$APP BLASTS OFF WITH AI-AD SURGEAPPLOVIN’S Q4 2024— NASDAQ:APP BLASTS OFF WITH AI-AD SURGE (1/9) Good evening, Tradingview! AppLovin’s Q4 2024 earnings hit—$1.37B revenue, up 44% YoY, crushing $1.26B estimates 📈🔥. AI-powered AXON drives a 37% stock pop. Let’s unpack NASDAQ:APP ’s monster quarter! 🚀 (2/9) – REVENUE & EARNINGS • Q4 Revenue: $1.37B, +44% YoY ($953.3M Q4 ‘23) 💥 • Ad Revenue: $999.5M, +73% YoY • Apps Revenue: $373.3M, -1% YoY 📊 • EPS: $1.73, beats $1.24 est. • Net Income: $599.2M, +248% YoY (3/9) – BIG MOVES • Stock Surge: +37% post-earnings (Feb 13) 🌍 • Buybacks: $2.1B retired 25.7M shares in ‘24 🚗 • Debt Play: $3.55B notes issued Nov ‘24 💸 • Q1 ‘25 Guide: $1.355-1.385B, tops $1.32B est. (4/9) – SECTOR SHOWDOWN • Market Cap: $175B (Feb 13) 🌟 • Trailing P/E: 116 vs. TTD (50), META (33) • Growth: 44% YoY beats TTD (26%), META (19%) • 1Y Stock: +1,000%, 2Y: +3,000% Premium price, growth screams value! (5/9) – RISKS TO FLAG • Valuation: 116 P/E—high stakes, no misses 📉 • Debt: $3.51B vs. $567.6M cash—leverage looms ⚠️ • AI Rivals: Google, Meta eye AXON’s turf 🏛️ • Regs & Economy: Ad spend cuts lurk (6/9) – SWOT: STRENGTHS • Growth: 44% revenue, $599M profit soars 🌟 • Margins: 62% EBITDA, $2.1B FCF in ‘24 🔍 • AXON: 73% ad surge—AI’s the champ 🚦 NASDAQ:APP ’s a profit powerhouse! (7/9) – SWOT: WEAKNESSES & OPPORTUNITIES • Weaknesses: Apps dip (-1%), $3.51B debt 💸 • Opportunities: E-commerce ads, AI edge, acquisitions 🌍 Can NASDAQ:APP turn risks into riches? (8/9) – NASDAQ:APP ’s Q4 stuns—where’s it headed? 1️⃣ Bullish—AI keeps it soaring. 2️⃣ Neutral—Growth holds, risks balance. 3️⃣ Bearish—Valuation bites back. Vote below! 🗳️👇 (9/9) – FINAL TAKEAWAY AppLovin’s Q4 dazzles—$1.37B revenue, $599M profit, stock blazing 🌍🪙. High P/E, but AI growth shines. Debt and rivals loom—gem or peak?
NASDAQ:APPLong
by DCAChampion