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This week we cover the major players in the artificial intelligence space, conduct a uranium sector review, and as always answer your many requests for analysis.
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China is clear threat to ASX iron ore, copper & lithium shares
This Week's Video Highlights
00:00 Introduction
00:50 Agilent Technologies A
01:15 Carnival Corp CCL
08:40 Royal Caribbean Cruises RCL
11:35 Petroleo Braslieiro PBR
13:15 Monday.Com MNDY
15:20 Opera OPRA
16:25 Travelzoo TZOO
20:10 Artificial Intelligence AI sector review: Accenture ACN, Adobe ADBE, C3.AI AI, Advanced Micro Devices AMD, Amazon AMZN, Arista Networks ANET, ANSYS, ASML Holdings, Alibaba BABA, Baidu BIDU, Cisco Systems CSCO, SalesForce CRM, Epam Systems EPAM, IBM, Alphabet GOOG, Intel INTC, iRobot IRBT, Juniper Networks JNPR, Meta Platforms META, Micron Technology MU, Microsoft MSFT, Nvidia NVDA, Oracle ORCL, Palantir PLTR, SAP, SentinelOne S, ServiceNow NOW, Snowflake SNOW, Taiwan Semiconductor Manufacturing TSM, Tesla TSLA, UiPath PATH, Upstart Holdings UPST, Verisk Analytics VRSK
33:00 Uranium Sector Review: Ares Acquisition Corp AAC, Cameco Corp CCJ, Denison Mines Corp DNN, enCore Energy Corp EU, Centrus Energy Corp Class A LEU, VanEck Uranium+Nuclear Energy ETF NLR, Nexgen Energy Ltd NXE, Nuscale Power Corp Class A SMR, Uranium Energy Corp UEC, Sprott Junior Uranium Miners ETF URNJ, Global X Uranium ETF URA, Uranium Royalty Corp UROY, Sprott Uranium Miners ETF URNM, Ur-Energy Inc URG, Energy Fuels Inc UUUU
37:00 American Express AXP
38:40 A few take 2's: Salesforce CRM take 2, AMD
39:30 iShares Semiconductor ETF
40:30 Super interesting discussion about how volume impacts relevance of previous points of supply
45:15 Manhattan Associates MANH
46:45 Verisign VRSN
47:30 MicroVision MVIS
48:15 Confluent CFLT
49:20 Crowdstrike CRWD
50:20 Carvana CVNA
52:05 Paypal PYPL
53:05 ThinkMarkets events and offers