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About: davin

Recent Posts by davin

Recent concerns surround Microsoft’s data centre spending cuts and potential oversupply in the market.

AI-driven spending fuels growth, but Microsoft’s lease cancellations and deferrals signal potential oversupply and shifting market dynamics.

AMD stock analysis indicates two potential scenarios; patience and careful execution of purchases recommended.

AMD nears NVIDIA earnings; support options noted. Buying plan in progress; WAP at $104.13, stop-loss $95.80.

As DeepSeek gains traction, NVIDIA’s earnings could be influenced by shifting AI competition dynamics.

DeepSeek’s efficient AI models, open-source approach, and cost-effective alternatives could challenge NVIDIA and reshape AI development.

Key economic indicators this week include US Consumer Confidence, Australian CPI, and Tokyo Core CPI.

Key economic events include US Consumer Confidence, Australian CPI, US Jobless Claims, and US PCE data releases.

The Canadian dollar may improve if specific favourable conditions are met, despite various risks.

The Canadian dollar’s value depends on trade, energy prices, economic growth, and political stability, with recovery potential.

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