Hey Guys

The past week we are all watching crypto even people that don't even know what that is. I even watched trying to explain it in a morning show. But while crypto are doing their thing I am also watching traditional markets , stocks and other investment opportunities.

Cloud Services

Let's take a closer look at the 3 big cloud providers👇
Market Share:
AWS ($AMZN) - 31%
Azure ($MSFT) - 20%
GCP ($GOOG) - 12%

source

Revenue Growth Rate:
GCP +35%
Azure +22%
AWS +19%

I’m not sure which of the three is in the best position, but one thing’s for sure—they’re all making billions of dollars . Of course, for all this growth, they have to spend billions on infrastructure every year .

So, the biggest winner right now remains Nvidia .

Do you think all these investments in AI and accelerated computing will bring profits for these hyperscalers?

Pharma

The week started off EXCELLENTLY, with Bristol Myers Squibb soaring by 11% .

This is due to Abbvie’s failure with its new schizophrenia drug . Just a reminder, BMY already got FDA approval for its own schizophrenia drug back in September .

With Trump’s return, it’s expected that there will be pressure on pharma companies, meaning only the best will prevail .

What do you think about BMY?

Social Media

From 2021 to 2023, Reddit’s daily users were basically stagnant 😑.

However, after some changes Google made to its algorithm, Reddit’s visibility shot up from #68 to #5 in just one year .

source

This led to a rapid increase in revenue, and in the latest earnings report, free cash flow far exceeded analysts’ expectations .

As a result, the stock price skyrocketed and is now showing a +156% annual increase .

Still, the company’s dependence on another tech giant suggests who really is the boss of the internet.

Posted Using InLeo Alpha