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Trader's Diary

Economic calendar

Jun
2025
Definície pojmov:
Earnings
IPOs
Splits
Week 25

Microsoft eyes OpenAI integration

Date: 22.11.2023

One of the best chatbots in the world, ChatGPT, has taken everyone by the storm. We can use it for many things – ask it something, tell it to make you some text, and it can even program you a code. For this reason, it got very popular among people of all ages and all occupations. I have known since the start, that one of the major investors in OpenAI is Microsoft, so I was not that surprised today to find an article on Investing, which said that Microsoft is looking to integrate OpenAI.

Article said that as Microsoft charts a pivotal course in its association with OpenAI, the tech giant explores strategic pathways to fortify its artificial intelligence pursuits, particularly after Sam Altman's shift to Microsoft from OpenAI. This move aims to amplify AI capabilities and sustain the growth of its ChatGPT user base. Speculation arose regarding Altman's replacement at OpenAI, hinting at Dario Amodei, CEO of Anthropic, as a potential candidate. However, Amodei dispelled these rumours, refuting any intentions to assume the role of CEO or engage in a merger with OpenAI. Amid the leadership transition, concerns from investors surfaced, potentially leading to legal challenges against OpenAI's board. Satya Nadella, Microsoft's CEO, viewed Altman's move as a necessary step toward governance reform at OpenAI, assuring that it doesn't imperil their long-term goals. Nadella also hinted at the possibility of OpenAI staff joining Microsoft's expansive AI division.

So far, amazing news for both mentioned companies. But it did not stop there. Morgan Stanley analysts highlighted Microsoft's intricate situation concerning OpenAI, underscoring the necessity to address internal leadership conflicts or potentially integrate OpenAI's Research Lab into Microsoft. The primary focus revolves around advancing research in Artificial General Intelligence while ensuring the expansion of the ChatGPT subscriber base. Microsoft's developmental initiatives encompass Azure OpenAI Services and the creation of products utilizing GPT technology. Despite a substantial rally, Wall Street analysts maintain a Strong Buy consensus on Microsoft stock, projecting an average price target that indicates over 10% growth potential.[1]

Stocks are currently near the all-time high, as the price for a stock is 373 USD.* If the predictions of analysts will come true, then there I see a very big potential for growth. Based on the news, I have decided to invest into Microsoft, regardless of its high price.

Picture1

Movement of Microsoft in the last five years. (Source: Investing) *

* Past performance is no guarantee of future results.

[1] Forward-looking statements are based on assumptions and current expectations, which may be inaccurate, or based on the current economic environment which is subject to change. Such statements are not guaranteeing of future performance. They involve risks and other uncertainties which are difficult to predict. Results could differ materially from those expressed or implied in any forward-looking statements.

Date: 3.7.2024
Dodávky vozidiel Tesla klesli, avšak prekonali očakávania

Keď sa zamyslím nad nedávnymi výsledkami spoločnosti Tesla za druhý štvrťrok, je zrejmé, že priekopník v oblasti elektrických vozidiel (EV) sa naďalej dokáže pohybovať v prostredí tvrdej konkurencie a klesajúceho dopytu. Napriek poklesu dodávok dokázala prekonať očakávania trhu, čo jej zabezpečilo nárast hodnoty akcií o 10% a dostali sa takmer na 6-mesačné maximum.*

Date: 6.9.2023
Moderna aktualizovala svoju vakcínu proti COVID

Napriek tomu, že vírus Covid takmer upadol do úplného zabudnutia, v mnohých krajinách Európy sa znovu objavil. Takže aj keď sme si mysleli, že je to všetko konečne za nami, smutnou realitou je, že vírus je stále medzi nami. Rozhodol som sa preveriť farmaceutické spoločnosti, ktoré vyrábajú vakcíny proti Covid-u, a zistiť, či majú nejaké novinky. Nezostal som sklamaný, pretože článok na Reuters mi poskytol informácie o tom, že Moderna práve aktualizovala svoju vakcínu.

Date: 30.8.2023
Predaj áut v Európe v júli vzrástol

Napriek tomu, že ceny áut boli v poslednom roku veľmi vysoké, zdá sa, že ceny začínajú klesať. Našiel som článok na Reuters, ktorý potvrdzoval moje predpovede, a kde sa písalo, že európske predaje áut vzrástli v júli o 15%, zatiaľ čo predaje EV boli dramaticky vyššie na úrovni okolo 61%, čo je veľmi pekný skok.

Date: 23.8.2023
Microsoft a Activision budú ponúkať streamovacie práva

Myslím, že veľa ľudí našej generácie a mladších dôverne pozná hru Call of Duty. Bol to veľký hit za mojich tínedžerských rokov a stále mám na toto obdobie pekné spomienky, aj keď boli vytvorené online. Pred časom sa objavili správy, že spoločnosť Activision, tvorcu spomínanej hry, kupuje Microsoft. Teraz som našiel články, že sa na pozadí dejú ešte ďalšie veci.

Date: 9.8.2023
IPO spoločnosti Arm sa blíži

V dnešnom denníku som sa to rozhodol urobiť trochu inak. Zvyčajne vždy robím poznámky o svojom obchodovaní, dnes však budem robiť poznámky pre seba o blížiacom sa IPO spoločnosti Arm. Rozhodol som sa to urobiť týmto spôsobom, pretože som si prečítal dva veľmi zaujímavé články o významných spoločnostiach, ktoré budú investovať do prvotnej verejnej ponuky akcií spoločnosti Arm.

Varovanie pred rizikom: Finančné rozdielové zmluvy sú zložité nástroje a sú spojené s vysokým rizikom rýchlych finančných strát v dôsledku pákového efektu. Na 87.79% účtov neprofesionálnych investorov dochádza k finančným stratám pri obchodovaní s finančnými rozdielovými zmluvami u tohto poskytovateľa. Mali by ste zvážiť, či chápete, ako finančné rozdielové zmluvy fungujú, a či si môžete dovoliť podstúpiť vysoké riziko, že utrpíte finančné straty.