Q: Peter; With Trump stating that the big tech companies are going to supply their own power - meeting next week- could you foresee outright purchases of existing power companies? Thanks.
Rod
Rod
Q: Hello Team and good Family Day for the ones in Ontario,
Apart from the market fixation now on overspending on AI which costs a bundle and may not generate more profit, I read somewhere an analyst making a parallel between GE (pre-separation in 3 separate entities) and the 3 members of the Mag 7 listed above. He says they may be going the way GE did when the market started pricing conglomerates the way it did for the last 15 years which consequently brought GE to a very low multiple. What did it for GE, he says, was being involved in different and unrelated businesses, for one, and one strong entity pulling the weight of costly money losing members for another. He says it is also true especially in the AMZN and GOOG cases. What do you think? As always thanks for your strong insight, Adel.
Apart from the market fixation now on overspending on AI which costs a bundle and may not generate more profit, I read somewhere an analyst making a parallel between GE (pre-separation in 3 separate entities) and the 3 members of the Mag 7 listed above. He says they may be going the way GE did when the market started pricing conglomerates the way it did for the last 15 years which consequently brought GE to a very low multiple. What did it for GE, he says, was being involved in different and unrelated businesses, for one, and one strong entity pulling the weight of costly money losing members for another. He says it is also true especially in the AMZN and GOOG cases. What do you think? As always thanks for your strong insight, Adel.
Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.