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2025ben felűlteljesíthetnek az AI szerint

#1504119 Koffein

Gemini:

  • Nvidia (NVDA): A leading player in AI chip development, Nvidia is well-positioned to benefit from the growing demand for AI hardware and software.
  • Tesla (TSLA): As a leader in electric vehicles and autonomous driving technology, Tesla is likely to remain a significant player in the automotive industry.
  • Amazon (AMZN): With its dominant position in e-commerce and cloud computing, Amazon is well-positioned for continued growth.
  • Microsoft (MSFT): Microsoft is a diversified technology company with a strong presence in cloud computing, software, and gaming.
  • Alphabet (GOOGL): Alphabet, the parent company of Google, is a leader in search, advertising, and AI.
  • ..............................

    Grok:

    1, Nvidia (NVDA) - Analysts are optimistic about Nvidia due to its continued dominance in AI infrastructure and the expected demand for its Blackwell chips. Nvidia is seen as a leader in the AI chip market, which is anticipated to grow significantly

    2, Alphabet (GOOGL/GOOG) - There's a strong case for Alphabet potentially outperforming Nvidia in 2025. The company's growth in earnings per share (EPS) and its relatively low valuation compared to peers make it an attractive investment. Alphabet's advancements in AI and autonomous vehicles through Waymo are expected to drive growth.

    3, Palantir Technologies (PLTR) - Despite some skepticism, Palantir is highlighted for its potential in AI and data analytics, with expectations that its AIP and Foundry platforms could see significant adoption. However, opinions on social media platforms like X suggest mixed views on its short-term performance.

    4, Tesla (TSLA) - Tesla remains a favorite due to its innovative approach to electric vehicles and autonomous driving technology. Predictions from various sources point towards significant growth, with some setting price targets well above current levels due to expected advancements in autonomous technologies.

    5, Amazon (AMZN) - Amazon's vertical integration and expansion in e-commerce and cloud computing (AWS) are seen as strong growth drivers. Its ability to innovate and adapt to market trends positions it well for outperformance in 2025.

    6, Microsoft (MSFT) - Microsoft's investment in AI, particularly through its stake in OpenAI, and its robust performance in software and cloud services, make it a stock with potential for significant gains. The company's earnings growth and dividend increases are positive indicators.

    7, ServiceNow (NOW) - Known for its platform that enhances productivity, ServiceNow is predicted to continue its growth trend with expectations of EPS increases in both 2024 and 2025, driven by its focus on automation and AI in enterprise solutions.

    8, Shopify (SHOP) - Shopify's emphasis on enhancing its e-commerce platform with AI and expanding services across different market segments positions it for potential growth, with analysts expecting an uptick in EPS for 2025.

    9, Small and Mid-Cap Stocks - There's a general sentiment that smaller companies might benefit from specific policy changes, like tariffs and potential deregulation, leading to outperformance compared to large caps. This could be particularly true if the market sees a rotation from tech giants to other sectors.

    10, AI Applier Stocks - A shift from AI Builder to AI Applier stocks is anticipated, suggesting that companies leveraging AI for applications, like Axon, AppLovin, and Duolingo, might outperform those solely focused on building AI infrastructure.

    .....................

    Perplexity:

    1, Nvidia (NVDA): As a leader in AI chips, Nvidia is projected to maintain its momentum6

    2, Meta Platforms (META): Despite already trading around $600 per share, Meta is still considered a top growth stock for 20259

    3, Advanced Micro Devices (AMD): Analysts predict earnings per share of $5.13 for AMD in 2025, making it an attractive option for investors bullish on AI

    4, Adobe (ADBE): Despite recent struggles, Adobe's solid sales growth and strong balance sheet make it a contender for 2025

    5, Amazon (AMZN) and Google (GOOGL): Both are considered potential high-growth stocks for 2025, benefiting from their AI initiatives

    Other Sectors

    Beyond tech, several other sectors and companies are highlighted for potential outperformance:

    1. Constellation Energy (CEG): With booming electricity demand from AI data centers and electric vehicles, Constellation is poised for significant growth
    2. Heico (HEI): Benefiting from increased global defense spending and the travel boom, Heico is projected to see earnings rise by an average of 17% for the next five years.
    3. Whirlpool (WHR): Trading at a low P/E ratio based on 2025 forecasts and offering a high dividend yield, Whirlpool is seen as undervalued with strong prospects.
    4. Cellebrite DI (CLBT): This Israeli company using AI for digital investigation tools is considered risky but with substantial upside potential.
    5. Zeta Global Holdings (ZETA): An AI company helping predict consumer preferences, Zeta is viewed as having significant growth potential.

    Trump és Grönland

    #1504067 TrendMan

    Donald Trump meghökkentő területi követeléssel fordult egy európai országhoz

    Az Amerikai Egyesült Államok a nemzetbiztonsága és az egész világ szabadsága érdekében úgy érzi, hogy Grönland birtoklása és ellenőrzése feltétlenül szükséges

    - közölte a január 20-án hivatalba lépő Donald Trump, miközben bejelentette, hogy a PayPal társalapítóját, Ken Howeryt jelöli koppenhágai nagykövetnek.

    A Dániával szembeni területi követelést Trump ugyanaznap tette, amikor kijelentette, hogy

    a Panama-csatorna ellenőrzését is visszavenné a közép-amerikai Panama államától.

    Trump első elnöksége idején már belengette annak górcső alá vételét, hogy az Egyesült Államok megvásárolja-e Grönlandot, és

    lemondta a dániai állami látogatását, miután dán tisztviselők közölték, hogy az ország részét képező, 57 ezres lakosságú autonóm terület nem eladó.

    Trump és a dán külügyminisztérium képviselői sem reagáltak az Axios megkeresésére.

    Nasdaq100

    #1504022 Koffein

    Axon sunyin feljött... nem is volt célkeresztben, egyszercsak dirr nasdaq100ban találta magát...

    Kép

    Kamatdöntés

    #1503999 Koffein Előzmény: #1503990

    Ahogy én értelmezem, 4x 25 bázispontot vártak, így kb 2x 25 bázispont lehet, így 3,75%ra mehet le a kamat 2025végére. Vagyis így gondolhatja most a piac, de az is lehet, hogy egy indok kellett, hogy miért ne vigyék át a pozit jövőre.. :)

    Vajon miért reagáltak a …

    #1503998 TrendMan

    Vajon miért reagáltak a tőzsdék ennyire negatívan erre a kamatcsökkentésre?

    Kamatdöntés

    #1503990 matgab Előzmény: #1503956

    Azaz a kedvező adatok hatására lassítana jegybank a kamatcsökkentési cikluson.

    Ha jövő év végén 3,9% helyett 3,4%-ra várja a kamatokat a jegybank, akkor az nem azt jelenti, hogy felgyorsítja a kamatcsökkentés ütemét?
    Azaz a kamatcsökkentési ciklus rövidebb lesz, hiszen gyorsabban lemegy?

    Vagy mit értelmezek rosszul?