Growth Investments - Long Term | Insider News: @BourbonInsider Find below the link to my Patreon and all my sources
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Elon Musk wants to build data centers in Space
Jeff Bezos wants to build data centers in space
$GOOG is going to do the same.....
Just gonna sit down and buy the chips
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$GOOG investing in space is one of the best things that is going to happen to the industry
An unlimited cash machine....
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In 2026 $GRAB:
- Doing buybacks
- Profitable
- EBITDA growing more than 50% YoY
- Expanding in Taiwan
- Expanding with drone delivery
- Expanding with autonomous vehicles
- Raising guidace to 30% CAGR from 2025 to 2028
- CEO buying shares at $2.89
- COO buying shares
The stock is down 35% YTD and trading at $3.2 per share.....
Fascinating behaviour Mr Market
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$GS says AI spending is not going to slow down, not even in 2028
2027 $1.2 Est
2028 $1.4 Est
But 2028 is presidential election...this means companies are going to be more conservative until they know who is going to be in charge
Power and chips will print
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Next time you see $MSFT trading at 20x earnings just buy it.....
We’re building Copilot as a new OS for work that spans every model, every form factor, and every task. Today, we’re announcing our biggest update to Copilot to date, bringing four things together:
· Autopilot: proactive and long-running agent built for the enterprise
· Code: build apps with Copilot, hosted inside your company’s tenant
· Home: Chat + Cowork together
· Office: now fully embedded in Copilot (and Copilot embedded in Office, of course!)
Plus, you can invoke Copilot in Teams, and we’re introducing Today, a proactive experience that surfaces the most important information from across M365 without needing to ask for it.
The way we work is changing and so are our workflows. This update brings AI into that flow, from answering a question, to building an app, to getting work done on your behalf.
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Goldman Sachs says Hyperscaler spending could hit $1.2 trillion in 2027
Jamie Dimon says $1 trillion
$AVGO is going to print
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$GRAB has been building its autonomous vehicles army, so far 50 cars and now they're expanding in the country...
And doing the same thing with drones
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As Mark Zuckerberg said "These AI investments are paying off"
because $META is growing faster
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Selling a stock because the company is investing "too much"
One of the dumbest thing i've seen this year.....
but whatever, thanks for the discount
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