Trading the stockmarket (NO Referrals)

[mid_gen]

Hmmmm. From what limited research I've done this evening whilst I'm definitely not supposed to be working, all this AI stuff is still just basic logic. When you boil it down to each "neuron", it's literally just logic being applied and weighted to form overarching decisions. Granted that's a massive oversimplification but it's still not capable of actual reasoning beyond the parameters and predetermined weighting it's fed, and it's not capable of emotion.

Well you're getting into metaphysics really with the emotion part.....but on the neurons, neural networks that are driving the new wave of AI are fundamentally, are functionally the same as real biological brains.

You have a neuron. It has a receiver bits, and transmitter bits. When it receives enough stimulus on a receiver, it activates and transmits. In a biological brain this is a chemical reaction, in AI it is a sigmoid activation curve, functionally the same.

Connect enough of these neurons together, give it some outside input that it can learn from, and you have intelligence. It is literally just a matter of scaling now between human intellect and AI.

Somewhat on topic for OCUK, the real acceleration in AI has come about from gaming hardware. Once people realised that you can take the GPU hardware that was designed to do lots of parallel math to render pixels, and repurpose it to do lots of parallel math to process increasingly massive neural networks, that was when the explosion in capability happened.

 

[platinum87]

The monetisation comes later and it will most certainly be companies looking to replace humans for AI that can work 24/7 for a fraction of the cost of humans where the only real overhead is rack space and electricity for the hardware to run it all

Monetisation comes in the form of a tool that makes doing a task quicker, for a human.

It means you can now have 5 humans instead of 50.

To completely replace a human means you've got AGI that can learn and adapt, if you have that you'd never sell it to anyone.

 

[smokedog]

How is the tech market going to respond to Trump's announcement on tariffs for chips

Trump To Tariff Chips Made In Taiwan, Targeting TSMC

The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.

au.pcmag.com

 

[Rob_B]

Intel is up 1% today, I'd have expected more but maybe that's the market realising he's full of hot air (?)

 

[benjii]

.

 

[Rob_B]

.

good point

 

[slinxy]

Intel is up 1% today, I'd have expected more but maybe that's the market realising he's full of hot air (?)

I think it's already been baked into the price. people was expecting tariffs for a long time.

I'm not sure if this is true anymore, but the manufacture of processes for intel and AMD was always done cross factory. AMD makes Intel chips and Intel makes AMD chips, so putting a tariff on AMD will also hurt Intel's pocket. God bless mutual destruction. lol

 

[Diddums]

Well you're getting into metaphysics really with the emotion part.....but on the neurons, neural networks that are driving the new wave of AI are fundamentally, are functionally the same as real biological brains.

You have a neuron. It has a receiver bits, and transmitter bits. When it receives enough stimulus on a receiver, it activates and transmits. In a biological brain this is a chemical reaction, in AI it is a sigmoid activation curve, functionally the same.

Connect enough of these neurons together, give it some outside input that it can learn from, and you have intelligence. It is literally just a matter of scaling now between human intellect and AI.

Somewhat on topic for OCUK, the real acceleration in AI has come about from gaming hardware. Once people realised that you can take the GPU hardware that was designed to do lots of parallel math to render pixels, and repurpose it to do lots of parallel math to process increasingly massive neural networks, that was when the explosion in capability happened.

More keywords to Google. Thanks, sounds interesting

 

[Uther]

Looks a bit better this morning after everyone running around with their hair on fire yesterday.

 

[RxR]

Had a minor win ($3+ a share) on nvidia today between $121 and $124. But it doesn't amount to much unless you have loads of shares.

E. And I'm only playing with pocket money.

 

[slinxy]

Had a minor win ($3+ a share) on nvidia today between $121 and $124. But it doesn't amount to much unless you have loads of shares.

E. And I'm only playing with pocket money.

speak percentages... plus $3 is worthless if the shares are over $1000... while a 3% increase would be considered differently.

 

[200sols]

Had a minor win ($3+ a share) on nvidia today between $121 and $124. But it doesn't amount to much unless you have loads of shares.

E. And I'm only playing with pocket money.

You need to decide if you want to be a trader or an investor...

Option 1 is sure way to lose money

 

[EdGey]

It's not what you don't know that gets you in trading... it's what you know for sure, that just aint' so.

 

[413x]

Sold nvidia at 131 after news.
May well rebuy if its China propaganda.

I still think AI is a challenge to recover the ROI though.



In less interesting shares.

My close brothers buy is up 30percent as looks like impact of car finance won't get any worse.

And my crowdstrike buy is up 50 percent now after I bought during the end of July wide spread outage.

I also bought some Greggs as think they are well into oversold

For balance.. Micron continues to disappoint caught up in the Nvidia/deepseek stuff

Reference to close brothers

One of interest I'm watching for recovery is close brothers.
Its heavily damaged by the car finance scandal. But it's likely to survive. And is profitable without that.

Watching close as it does appeal to my "battered but oversold" mindset.

 

[slinxy]

I also bought some Greggs as think they are well into oversold

Have you seen the price of food at Greggs recently? I used to use them a bit but since lockdown and moving jobs, there's no Greggs anywhere near me.
Well I popped into one the other day, and was shocked by the price uplift in some of their items.

 

[413x]

Have you seen the price of food at Greggs recently? I used to use them a bit but since lockdown and moving jobs, there's no Greggs anywhere near me.
Well I popped into one the other day, and was shocked by the price uplift in some of their items.

Because we live in a deprived area we have a Greggs outlet. It's pretty cheap just got 8 sausage rolls for 1.65 lol

Its expensive in the high Street I know. But it's still on the cheap side

 

[413x]

AA4 are about to do a buy a forced share sale. This happened with aviva while I owned them. 1 share sold for every 7 owned I think.
Not really sure the purpose of these if I'm honest, I know it's distribution of finds, with aviva I just bought more immediately.

Not sure how it affects the 12 percent dividend yield.

Its a great dividend I think i bought in at 15 percent yield and I'm up 35pc in addition.

One of my favourites.

 

[radderfire]

I used to own shares in DS Smith, a British multinational packaging business. Up 109.78% over the last year, 3.02% dividend yield according to Google. Seems like an interesting business for a long term hold. I know it's not AI or anything buzzy though.

 

[413x]

I used to own shares in DS Smith, a British multinational packaging business. Up 109.78% over the last year, 3.02% dividend yield according to Google. Seems like an interesting business for a long term hold. I know it's not AI or anything buzzy though.

Hasn't ds Smith been sold?

 

[radderfire]

Hasn't ds Smith been sold?

I don't think so. It's a major UK PLC in the FTSE-100.