Ophir Gottlieb @OphirGottlieb
Unpaid Verified. CEO @CMLviz. Contrib @Reuters @Factset @Refinitiv. Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML. CMLviz.com Los Angeles, CA Joined December 2009-
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$MSFT Microsoft says cloud AI demand is exceeding supply even after 79% surge in capital spending - @CNBC (Psst. It's not hype.)
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Ophir Gottlieb retweeted
BREAKING: Philadelphia-based Republic First bank has failed, set to be seized by regulators.
$AMZN Amazon.com shares are trading higher following strong earnings from large-cap tech companies. cmlviz.com/stocks/AMZN
Hello, all. Please find a summary with analysis of the economic data today that has pushed rates a bit lower and the stock market higher: "Less Bad" PCE and Core PCE Readings dailyeconomics.substack.com/p/less-bad-pce…
. @FactSet and @Refinitiv CML Pro members, we just sent: $GOOGL Delivers Big; But Huge May be Possible… Maybe -- Retail investors, you can still get a 90% discount here: bit.ly/CMLPro
$GOOGL could be the largest single day gain in market cap nominal dollars ever tomorrow. records is $NVDA $276B, we are over $300B as of this moment (after hours).
$GOOGL could be the largest single day gain in market cap nominal dollars ever tomorrow. records is $NVDA $276B, we are over $300B as of this moment (after hours).
I know some bulls; I know some bears; I don't know many of either that saw hyperscaler cloud reacceleration.
$MSFT Azure / other cloud +31%, vs 28.6% est; 30% in the prior quarter. $GOOGL Cloud GCP +28.4% vs 25.4% est.
infra is printing money... GCP, Azure... I imagine $AMZN AWS will crush it too. Look down the line at SMBs and we could find $DOCN as well. If what $META said was emblematic of what GCP and Azure just delivered, then $NVDA has room; $AMAT has room. More have room.
infra is printing money... GCP, Azure... I imagine $AMZN AWS will crush it too. Look down the line at SMBs and we could find $DOCN as well. If what $META said was emblematic of what GCP and Azure just delivered, then $NVDA has room; $AMAT has room. More have room.
$GOOGL GCP (cloud) is a wow.
Ophir Gottlieb retweeted
$GOOGL
Today, as of 2:27p, only emoji for the market is 💪. May or may not hold, but there is tute money coming in.
Ophir Gottlieb retweeted
Don’t see this perspective much. Thx Ophir.
CML Pro members, I just sent: "Growth Much Stronger than Headline; Inflation Hot" Join CML Pro here: bit.ly/CMLPro
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