markets aren't that good at connecting the dots - ThreadSky

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marypcbuk.bsky.social • 32 days ago

markets aren't that good at connecting the dots

Reposted from Ianrobo

Meme or what .. Dow and Apple up rest down and that’s interesting given Apple use OpenAI

Comments

dawisco.bsky.social•32 days ago

I don't think markets care about the dots so much as how other people are going to react to the dots

marypcbuk.bsky.social•32 days ago

sure, it's Soylent Green all the way down, it's just funny that markets are seen as revealing the deep truths

ricardo.bsky.social•32 days ago

Am I remembering correctly that Apple’s introduction did not mention OpenAI?

I remember it from press releases, but not from the massive Apple Intelligence presentation.

marypcbuk.bsky.social•32 days ago

it's WAAAAAY down the bottom in the press release; I didn't watch the presentation

ricardo.bsky.social•31 days ago

So maybe that worked out for them then.

invalid-handle.com•32 days ago

The invisible hand slapped itself in the face

marypcbuk.bsky.social•32 days ago

😂

dmeyer.eu•31 days ago

My read is that Apple was rewarded for not going in too deep on capex

marypcbuk.bsky.social•31 days ago

mayyybe - or at least for keeping their options open

internetthought.bsky.social•31 days ago

slightly more cynical view; it is not logic, more convenience. Apple is the safer option... when a fund manager has to move out a couple of (m)(b)illion from a risky to a non-risky share... well Apple seems a safer bet.

marypcbuk.bsky.social•31 days ago

yeah; the problem of where to put money that *isn't* the US and *isn't* tech because the US indices are pretty much just tech...

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