Jayo @jayoway.bsky.social · 20/03/2025Biggest question most folks have right now is when do I buy? I like to follow following link, which gives you some historical perspective on the S&P's PE over the years. As you can see, S&P still is expensive. worldperatio.com/major-stock-... 100
Jayo @jayoway.bsky.social · 21/01/2025$UAL up 6.47% for the day. Earnings Q4: Airlines have greatly benefited from the expansion of premier seating, especially United. Also, keep in mind, they'll begin adding starlink 2025. And yes, their food still is not great, but that leaves some room for improvement on the table. 😂 000
Jayo @jayoway.bsky.social · 26/12/2024I’m not so sure $NIKE is a good buy on the dip. We’re talking about -23% in the last 5 years. Their competition by $DECK (Hoka/Ugg) $ON (on cloud) and $CROX is real. Massive miss by Nike on the comfort trend. Also, I can’t personally name an exciting shoe they’ve released since the fly knits. 210
Jayo @jayoway.bsky.social · 26/12/2024This is a great deal. Perplexity pro free for a 1-month! 🎄🎅🏼 Saw their founder post this. Highly recommend, it’s replaced a lot of my Google queries, and is dynamic. I love all the options with it. Lmk if you guys want me to show you how I’m using it. 000
Jayo @jayoway.bsky.social · 18/12/2024Hide your kids, hide your wife. 💀 VIX +74% FYI, if you had money on the sidelines, the sale has begun. 000
Jayo @jayoway.bsky.social · 16/12/2024S&P 500’s current PE ratio 30.75 as of 12/13. Historical median is 17.92. Not saying it’s a bubble, but be aware, stocks are not cheap. #valueinvesting #investing 050
Jayo @jayoway.bsky.social · 14/12/2024Exxon is aiming to fill the gap for power that is needed for AI data centers. Not a bad move IMO. "According to one estimate, nearly half of new AI data centers might not have enough power by 2027. " techcrunch.com/2024/12/13/e... #ai #datacenters #valueinvestingtechcrunch.comExxon can’t resist the AI power gold rush | TechCrunchThe oil and gas company announced that it’s planning to build a massive power plant for data centers. 010
Jayo @jayoway.bsky.social · 05/12/2024Why are airline stocks up? Southwest ($LUV) & American Airlines ($AAL) raised 4Q guidance. - 3M passengers on Sunday, the highest number ever on a single day. (wow) 😱 - 31M passengers set to fly over the holiday period vs 29M in 2023. 6.89% increase $UAL, $DAL are my top 2 (not investing advice) 000
Jayo @jayoway.bsky.social · 05/12/2024HOT DEAL 🔥 Perplexity Pro has a 1 year free deal for Xfinity subscribers. Here's the blog post if you want to do it. (I'm not paid for this post) This tool is amazing, you're getting a $20/month value for a free 99. www.perplexity.ai/hub/blog/red...perplexity.ai 000
Jayo @jayoway.bsky.social · 04/12/2024Outstanding podcast on Arm. AI/CPUs/GPUs. A must listen to anyone interested in AI. open.spotify.com/episode/2sxL... #investing #ai #technologyopen.spotify.comHow ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas)ACQ2 by Acquired · Episode 000
Jayo @jayoway.bsky.social · 03/12/2024Outstanding piece on Amazon by @jholman.bsky.social I musta been under a rock, but its wild they built a whole new fulfillment network in 2023, when they were already so good at it.🤯 110
Jayo @jayoway.bsky.social · 03/12/2024For anyone who wants to learn to invest. You NEED great sources of information, and this is a helluv a deal. Remember, the investing greats (Buffett, Munger), were voracious readers. You need to build knowledge constantly. I'm not in any way affiliated w/ WSJ. slickdeals.net/f/17958483-t...slickdeals.netThe Wall Street Journal WSJ Bundle $1/week, 92% off first yearTerms: - Unlimited access to WSJ, MarketWatch, and Barron's across all platforms and mobile devices, plus the 10-point, a WSJ subscriber-exclusive daily newsletter. - You will be charged $4.00 + 000
Jayo @jayoway.bsky.social · 02/12/2024Truist raised price targets on cruise line stocks. I'm a big believer in $RCL (Royal Caribbean) +90.29% YTD PEG: 0.66 (5 yr) F/PE: 17.04 Best of the cruise stocks, and their new ships are magnificent. Hunt the stocks boring stocks. (not investment advice) #valueinvesting #investing 101
Jayo @jayoway.bsky.social · 27/11/2024Perplexity AI is a 🚀 This growth is insane. via Barron's article 2023: 500M searches via Perplexity AI 2024: 425M searches in the LAST 30 DAYS! WHAT? I still believe in Google ($GOOG), but this could grow into a problem for them. #ai #generativeai #valueinvesting #tech 010
Jayo @jayoway.bsky.social · 26/11/2024Fascinating article about how AI is helping oil companies improve their process. Not the AI use case you were expecting but could be a big one. #valueinvesting #valueinvestor www.barrons.com/articles/ai-...barrons.comAI Could Lift the Oil Industry’s Profits. It’s Happening in the Permian Basin.Artificial intelligence is helping to transform oil production. Why oil country is quieter than it used to be. 010
Jayo @jayoway.bsky.social · 25/11/2024Saw via @nextshark.bsky.social and I love it. His app to remember items before you leave your house is brilliant. More attention should be paid to building apps for seniors. Anyone else curious about his other apps now? www.youtube.com/watch?v=pfEe... #technology #tech #appsyoutube.com89-year-old Japanese man creates free apps to ease lives of fellow seniors | AFPYouTube video by AFP News Agency 000
Jayo @jayoway.bsky.social · 25/11/2024Excellent watch from 'Ex Machina' on the creation of AGI. Let me know if you guys like this. "If you've created a conscious machine, it's not the history of man, that's the history of gods. www.youtube.com/watch?v=_OCt...youtube.comEx Machina | The Turing Test | Official Movie Clip HD | A24YouTube video by A24 000
Jayo @jayoway.bsky.social · 24/11/2024Excellent podcast by Acquired with @clemdelangue.bsky.social the CEO of Hugging Face. This is must listen for anyone interested in AI. #ai open.spotify.com/episode/3baV...open.spotify.comBuilding the Open Source AI Revolution (with Hugging Face CEO, Clem Delangue)ACQ2 by Acquired · Episode 061
Jayo @jayoway.bsky.social · 23/11/2024Who is seeing 'Gladiator 2' this weekend? #film #cinema #entertainment 000
Jayo @jayoway.bsky.social · 22/11/2024Should Google be worried? 😟 Perplexity AI just keeps coming out with new cool things. 🤯 They now have a 1-click buying feature for shoppers. Prompt and they'll give you one click buying options. 🎁 Nvidia, Bezos, and Shopify's founder are investors. #ai #perplexity 000
Jayo @jayoway.bsky.social · 21/11/2024If Bluesky was a place VS If X was a place (not) A thread..🧵 #notathread #thankyoubluesky #bluesky 000
Jayo @jayoway.bsky.social · 21/11/2024People on Bluesky vs People on X (not) A thread..🧵 #notathread #thankyoubluesky #bluesky 000
Jayo @jayoway.bsky.social · 21/11/2024Spotify’s AI playlist creation needs some work. It likes Drake more than Drake likes Drake. 85/85 songs were by Drake. 😵 000
Jayo @jayoway.bsky.social · 21/11/2024Perplexity AI is really cool. No one is allowing you track news in real time like them. They had a link right under the prompt box for NVDA earnings and it opened up this gem of a dashboard. - Charts (w/ AH prices) - Earnings call transcript - Links to articles $NVDA #perplexityai #ai #nvda 150
Jayo @jayoway.bsky.social · 20/11/2024Unpopular opinion: Perplexity AI > ChatGPT. This tool is fantastic, and the UX is top notch. 110
Jayo @jayoway.bsky.social · 20/11/2024108M viewers on the Tyson/Paul fight. Unreal. www.marketwatch.com/story/netfli...marketwatch.comNetflix stock hits record after reveal that Tyson-Paul had 108 million viewersNetflix says bout was the most-streamed global sporting event ever 000