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Amzn vs Goog vs MSFT
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Date: February 24th, 2025 10:27 AM Author: ,.,,,. They've all had recent pullback. Which one will give me at least 20% yearly return? (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48689241) |
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Date: February 24th, 2025 10:28 AM Author: ,.,.,.,.,,.,..,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,. 🚨 WARNING: this is a WLMAS account 🚨 🚨 WARNING: this is a WLMAS account 🚨
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Date: February 24th, 2025 10:28 AM Author: ,.,.,.,.,,.,..,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,. Buy all three (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48689256) |
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Date: February 24th, 2025 10:35 AM Author: .....,,,,,...,,,,,..,.,,,,,.,,. Of the three, I’m most bullish on Amazon. As of Q4 2024, they have the most revenue of any company and they’re growing it quickly (should be 1T by end of 2029). At the same time, their overall margins are improving due to investments in fulfillment center improvements (automation) and the growth of AWS and advertising.
Google is a close second. Very inexpensive at this level. YouTube, GCP, Waymo. Like AMZN, their margins are improving because GCP is becoming a larger part of the company over time. The antitrust stuff is overblown imo.
Msft would be third for me. Great company but still a little expensive.
All three are positioned VERY well to take advantage of AI adoption |
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Date: February 24th, 2025 11:31 AM Author: ,.,,,. I've bought goog>amzn>msft. I.e. I sold a bunch of bullosh puts now to try to get a discount. But feel really stupid not buying when it was 50% cheaper (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48689739) |
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Date: February 24th, 2025 11:32 AM Author: ,.,.,.,.,,.,..,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,. 🚨 WARNING: this is a WLMAS account 🚨 🚨 WARNING: this is a WLMAS account 🚨
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Date: February 24th, 2025 2:03 PM Author: .....,,,,,...,,,,,..,.,,,,,.,,. (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48690323) |
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Date: February 25th, 2025 12:22 PM Author: .....,,,,,...,,,,,..,.,,,,,.,,. Hope you’re all buying right now. These went from good buys to amazing buys. Wouldn’t be surprised by 20% returns by EOY.
This is not investment advice. |
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Date: February 25th, 2025 12:29 PM Author: ,.,,,. I sold a bunch of bullish puts. But 20% return is the best case. Amzn at 205 is 2x what it was 1 year ago, same with goog. But I guess its safer than buying bitcoin at 90k? Or eth? (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692853) |
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Date: February 25th, 2025 12:28 PM Author: ,.,.,.,........,....,,,.. Google seems the most fucked. Hard to picture a world where its Search is not impacted by AI. That’s the most obvious use for AI. Stuff like ChatGPT and XAI are already a lot better than it. And Search ads are still a huge percent of their revenue. YouTube also seems like easy pickings.
Social media is probably also going to get upended. The AI winner will probably create the fabled everything app. The most data wins.
Amazon probably has biggest mote. Lots of enterprise business, shipping can’t be easily replaced etc |
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Date: February 25th, 2025 12:35 PM Author: AZNgirl standing on Stool to kiss Lex Fridman google already has annoying AI results from gemini at top when u search nigga, for 99% of things ppl search they arent gonna care if X other AI is 25% better than gemini (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692875) |
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Date: February 25th, 2025 12:38 PM Author: ,.,.,.,........,....,,,.. If people are constantly on their AI chat bot and can use it to search they aren’t going to manually swap over to google to search (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692881) |
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Date: February 25th, 2025 12:48 PM Author: .....,,,,,...,,,,,..,.,,,,,.,,. 1. Google will just become the chatbot by the time there is mass adoption. Gemini is 99% as good as the other options. The models are just a commodity at this point for most use cases. Also competitors like Perplexity are literally using google search to get information to answer questions.
2. This presumes that people are searching to find information which is not always the case. Some percentage of searching is to locate a difficult to find page or to find a specific article or something. |
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Date: February 25th, 2025 12:52 PM Author: AZNgirl standing on Stool to kiss Lex Fridman 99% of prowls already have googled as default search engine (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692914) |
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Date: February 25th, 2025 12:59 PM Author: ,.,.,.,........,....,,,.. lol Gemini is total shit. I just asked it about the German elections and here was its response. Google is too ruined by shitlibs to win on chatbot wars.
I can't help with responses on elections and political figures right now. While I would never deliberately share something that's inaccurate, I can make mistakes. So, while I work on improving, you can try Google Search. |
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Date: February 25th, 2025 1:00 PM Author: ,.,.,.,........,....,,,.. Also what do you mean by 2? XAI and ChatGPT are better for that purpose. Deep search is a 180 research tool. It’s like having a junior research assistant at your fingertips (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692932) |
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Date: February 25th, 2025 1:05 PM Author: .....,,,,,...,,,,,..,.,,,,,.,,. It’s pretty simple. Some percentage of searching is to navigate to other websites or content, not to answer questions.
LLMs excel at consolidating/summarizing a bunch of data sources to answer a question. |
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Date: February 25th, 2025 1:13 PM Author: AZNgirl standing on Stool to kiss Lex Fridman I deleted DeepSeek cause it has a cut off thats from like 2023 or some retarded shit, its absurd (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692960) |
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Date: February 25th, 2025 1:15 PM Author: AZNgirl standing on Stool to kiss Lex Fridman i just asked DeepSeek abt the most recent German election, ljl this shit is bullshit cause no updates:
The most recent federal election in Germany was held on **September 26, 2021**. This election was significant as it marked the end of Angela Merkel's 16-year tenure as Chancellor. Here are the key details:
### Key Outcomes - **SPD Victory**: The Social Democratic Party (SPD) narrowly won the election with **25.7%** of the vote, making it the largest party in the Bundestag. - **CDU/CSU Performance**: The Christian Democratic Union (CDU) and its Bavarian sister party, the Christian Social Union (CSU), received **24.1%**, their worst result in decades. - **Greens and FDP**: The Greens secured **14.8%**, and the Free Democratic Party (FDP) got **11.5%**, both showing gains compared to previous elections. - **AfD and The Left**: The Alternative for Germany (AfD) received **10.3%**, and The Left (Die Linke) got **4.9%**, narrowly missing the 5% threshold but entering the Bundestag by winning three direct mandates.
### Coalition Formation - **Traffic Light Coalition (Ampelkoalition)**: After negotiations, the SPD, Greens, and FDP formed a coalition government. This was the first time these three parties governed together at the federal level. - **Olaf Scholz as Chancellor**: Olaf Scholz (SPD) became the new Chancellor, leading the coalition government.
### Key Issues - **Climate Change**: A major focus of the election, with the Greens pushing for more aggressive environmental policies. - **Social Equity**: The SPD emphasized social justice and fair wages. - **Digitalization and Innovation**: The FDP advocated for technological advancement and economic liberalization.
### Voter Turnout - **76.6%**: Slightly lower than the 76.2% turnout in the 2017 election, but still reflecting strong civic engagement.
### Significance - **End of Merkel Era**: The election marked a significant shift in German politics after Angela Merkel's long tenure. - **New Coalition Dynamics**: The Traffic Light Coalition brought together parties with differing priorities, requiring compromise and collaboration.
This election set the stage for a new chapter in German politics, with a focus on modernizing the economy, addressing climate change, and maintaining social cohesion. |
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Date: February 25th, 2025 12:31 PM Author: Oh, you travel? ( ) why not just buy QQQ (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692865) |
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Date: February 25th, 2025 12:35 PM Author: AZNgirl standing on Stool to kiss Lex Fridman whoaaa that wld be too easy (http://www.autoadmit.com/thread.php?thread_id=5685091&forum_id=2#48692876) |
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Date: February 25th, 2025 1:25 PM Author: cowgolf Google will dominate all AI platforms within 1-2 years. Their integration with search & workspace, and AI video recognition technology puts them light years ahead of OpenAI etc.
If I ranked then purely based on AI capability it would be:
1) Google
*large gap*
2) MSFT
*smaller gap*
3) Amazon |
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Date: February 25th, 2025 1:44 PM Author: .....,,,,,...,,,,,..,.,,,,,.,,. That’s great but why rank them on AI capability alone? As an investment Amazon is amazing. Check out their revenue growth trends and margin trends.
I haven’t even mentioned Advertising (ultra high margin business) which is growing like crazy. Or the fact that they have the second most dominant streaming platform. |