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Trader's Diary

Economic calendar

Jun
2025
Definition of terms:
Earnings
IPOs
Splits
Week 25
Monday
June 9
Earnings
IPOs
Splits
Tuesday
June 10
IPOs
Splits
Wednesday
June 11
Earnings
IPOs
Splits
Thursday
June 12
Earnings
IPOs
Friday
June 13
Earnings
IPOs
Splits
Saturday
June 14
Sunday
June 15

With artificial intelligence, Microsoft is breaking records

Date: 16.6.2023

Yesterday I got the mood to cook something. I'm not the best cook, but I see the process of cooking as a good way of psycho-hygiene. And since I'm not the best cook, my fridge isn't as varied as my portfolio, so I had to settle for what it had to offer. It occurred to me that it must know best what I can create with the ingredients it has inside and so I asked my fridge.

It just a machine, you say, but lately it doesn't sound nearly as strange as it used to. I typed all the available food from the fridge into OpenAI's AI chatbot and voilà, I had several possible ways to make a meal. It worked. I didn't expect the AI to be able to reach into my stomach, but it was nice, even giving me precise instructions on how to season the rice so it would grow nicely. I'm not such a bad cook after all, but maybe that's the work of the artificial intelligence.

I looked at the market and was surprised at how well Microsoft is doing, having made a significant investment of USD 10 billion just a few months ago in OpenAI. At the moment, Microsoft is approaching a market capitalisation of USD 2.6 trillion and has also reached the highest stock value in its history, which is now 348.10 USD. Records have also been broken by Apple and Nvidia in recent days, which are at an all-time high. Thus, artificial intelligence is still benefiting from its trend and positively influencing investor sentiment, which is helping tech firms to make up for the unpleasant times of the past year. Microsoft has introduced many enhancements to its Bing browser and has also integrated ChatGPT into its Azure cloud services system. Even analysts at JPMorgan have expressed confidence in the potential of generative AI and see it as a catalyst for many software brands.

It has also found its place in the automotive industry, with Mercedes-Benz today announcing a test program in the United States aimed at using the ChatGPT bot to drive some luxury vehicles. Approximately 900 thousand vehicles with MBUX systems will receive the bot via the Mercedes app or as a voice assistant. Its services will include more natural responses, destination information or dinner recipe suggestions, for example. Drivers will thus be able to talk to their own car, make restaurant reservations or buy a cinema ticket while driving. Such a service also appeals to Amazon, which would like to introduce a similar service using its AI-equipped assistant Alexa.

When I look at all the enhancements that artificial intelligence brings, I'm having a play with an idea that has been presented in many science fiction movies and it's possible that it could become a reality. Artificial intelligence will replace humans. Yes, in some jobs it will replace them. Alphabet Inc, Google's parent company, advises its employees to be careful when using Bard software. According to the executives, they should not enter confidential information to the chatbot due to privacy concerns. Google aims to provide transparent information regarding the operation of its system and is aware of the risks that artificial intelligence brings. This cautious approach is in line with the security standard and it is currently expanding the availability of Bard to more than 180 countries and 40 languages, but has so far delayed the process in the European Union due to concerns about information leaks.

Until artificial intelligence is fully integrated into all digital systems, I will only use it to create cooking recipes. As for Microsoft shares, I am less scared of those, which is why I have invested in them, and I hope that they will be just as tasty in the future.

microsoft stocks

Microsoft's stock performance over the past five years. (Source: Google)*

* Past performance is no guarantee of future results.

Date: 26.2.2025
Super Micro Averts the Threat of Delisting and Rises Sharply

After analyzing the quarterly results of Super Micro Computer Inc. (NASDAQ: SMCI), I noticed a sharp increase in the price of their shares. In extended trading, they rose by about 22% after the company filed its late financial statements on time to meet the Nasdaq exchange's requirements to remain in the index. The move removed the threat of delisting that hung over the firm due to financial reporting issues and the loss of an auditor in 2023. At the same time, Super Micro announced that the new BDO auditor confirmed the compliance of the results with GAAP accounting principles, which managed to stabilize the situation. What awaits us next?

Date: 19.2.2025
Intel and Speculation About a Possible Company Split

Today, I noticed that Intel's stock has risen by nearly 50% from its February low, clearly indicating that the price is reacting to ongoing speculation about a potential company split.* Intel has been struggling with the loss of its technological edge and market share, with its performance lagging behind competitors like Nvidia, which dominates the AI chip segment. Ongoing negotiations between TSMC, Broadcom, and the Silver Lake investment group suggest that Intel's leadership is actively exploring ways to regain its market position and restore investor confidence.

Date: 12.2.2025
Alibaba and Apple Forge AI Partnership in China

This morning, I noticed a sharp increase in Alibaba shares – almost 8%1 since last week. The stock thus continues the bullish trend that we last saw in September last year.* I immediately started to find out what was behind it, and I came across an interesting piece of news. Apple is reportedly working with Alibaba to develop AI features for iPhones in China. This news immediately caught my attention, so I started looking for ways to benefit from it.

Date: 5.2.2025
AMD Slips After Earnings Report

For us investors following the semiconductor sector, today was very significant. AMD announced its results for the fourth quarter of 2024, beating expectations in terms of both sales and profit. Nevertheless, the shares fell by more than 9% after the end of regular trading hours.* This decline subsequently raised questions that I also dealt with. Is this an overreaction of the market, or is it a legitimate warning sign?

Date: 29.1.2025
ASML Exceeds Expectations: A Buying Opportunity?

Today's trading day was very interesting for me as I focused on the results of ASML, a leading player in chip manufacturing equipment, which published its results for the fourth quarter. ASML reported orders worth €7.09 billion, well above expectations. This order intake is a significant indicator that the demand for advanced equipment, driven by the growth of the AI field, remains strong.

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