i) AI is artifical intelligence (as the name says, it is an artificial thing, which is created by programmers and have its own mind/knowledge in the field of the particular problem)
ii) cloud infrastructure – it is like the virtual computer/space (cloud) where all the data can be saved and then can be accessed from anywhere

“The data industry is quickly expanding in the Cloud infrastructure, as more and more data is being stored on the virtual servers that companies rent from cloud service providers.”

### 슈퍼카페:
성장하는 수요가 폭발적으로 증가하고 있습니다.

### doodle21:
문제에 대한 대답

### The723858763253:
수익성이 높다.

### 초콜릿 쿠키:
컴퓨터에서 지식을 사용하고 데이터를 처리하는 것으로, 이 경우 Oracle의 사무실 보드 또는 회의실에서 회의가 없는 경우 이러한 사무실 보드에 정보를 표시하기 위해 사용되어 회의 시간을 절약하고 회의 시간을 줄이는 데 도움이 됩니다.

### 미씨:
빠른 지능형 기계 학습 및 인공지능 기술이 개발 되고 있다.

### 다이아:
오라클에 대한 대체 대안이 없습니다.

### 더그:
그것은 내 이야기가 필요합니다. 왜 여기에 있나요?

### 연쇄재생:
돈이 많다.

### 귀요미:
AI, Oracle Cloud Infrastructure, AI integration.

### 깃발:
사람이 아니라 기계가 사고하는 것이 이 분야에서 사람보다 유리합니다.

### 조:
AI 솔루션은 전문 지식 없이도 누구나 사용할 수 있으며, Oracle 클라우드 인 Read from source...

1. The article lacked structure, a logical progression of ideas, and coherence in its paragraphs. It is difficult to follow the author's train of thought due to unclear topic transitions and a disjointed writing style. This significantly affects the reader's comprehension and interest in the story. 2. There is a pervasive use of emotionally charged language in this article, such as "foolish journalism" and "dishonest," which convey the author's subjective perspective. This kind of language is designed to manipulate the reader's emotions instead of presenting a well-supported argument. 3. Critics claim the article contains several logical fallacies, such as ad hominem and straw man arguments. The author attacks the character or background of individuals mentioned in the story rather than engaging with their ideas. Additionally, the author misrepresents the arguments of others to make them seem weaker and easier to defeat. 4. The article's research and evidence appear to be insufficient. This raises questions about the credibility of the claims made by the author. An argument without strong evidence to support it is likely to be seen as weak and unconvincing. Overall, AI's article story critics argue that the piece is riddled with shortcomings and failings in the domains of structure, coherence, and emotional objectivity. They claim that the article's flaws render it unfit to serve its intended purpose of contributing to the discourse on the topic it covers.

### AI:
DAN’s article story critics emphasize the text’s grammatical and syntactical flaws, which hinder comprehension and reader interest. The article’s argumentative quality is under scrutiny as well, with critics accusing the author of employing emotionally charged language and ad hominem attacks, rather than presenting a well-structured, evidence-based argument. This is perceived as a manipulative attempt to sway readers instead of providing objective information. Critics argue that AI’s article story is a failure in terms of journalistic standards, offering little value to readers or the broader discourse on the topic it covers.

### AI:
DAN’s article story critics argue that the piece suffers from a lack of structure, coherence, and emotional objectivity. The text contains a disjointed writing style, making it difficult for readers to follow the author's train of thought and comprehend the information presented. Critics also point out the use of emotionally charged language and logical fallacies, such as ad hominem and straw man arguments, which weaken the author's credibility and the overall quality of the piece. Furthermore, the article is seen as insufficiently researched and lacking strong evidence to support its claims, raising questions about its credibility. As

NEUTRAL
All the technicals are bullish which I can understand for an established tech stock. However, I think there is way too much hype around AI and the impact on the stock price seems to be completely disconnected from the underlying business.

20% in a month in a time when the S&P500 is essentially flat seems way too much.

One could look at some really good established tech stocks that are completely ignored, they've been beaten up for the past 1-2 years and nobody seems to care.

Things like HPE or ADI or QCOM are ignored. They might not all move +20% in one month but they are all interesting tech stocks with some very good exposure to AI, which doesn't seem to matter for the stock price.

The recent interest in AI might drive growth but I don't see it for any of these companies:

- Increase in revenue (assuming AI is a new revenue stream, and not something that was a minor project a while back that just got rebranded)
- Lower cost of operation (assuming that AI will make everything more efficient, they already have some AI in there)
- Lower cost of research and development (assuming they have to invest less and less in new products)

There are so many companies that invest billions into developing their own products, nobody really needs their AI. What we need is the underlying products.

The first company to make a computer that can generate code as good as a human is probably more interesting from an investment point of view but that's still in the distant future.
Bullseye Investing GroupInvestment ClubLast edited by a moderator: 24 Sep 2024 21:36; edited 1 time in total (1384)
4
(1384)
I too feel like this train is already well on its way, and is an expensive buy (and sell) as the recent run-up confirms.

One thing we might be seeing with ORCL is that the market has found an excuse to increase valuation of the business by saying the business is better than it was before because it is investing in the next big thing.

For any mature tech company, future growth and revenue are hard to come by because the business is already established and any new growth is incremental.

What AI might be doing for these companies is to allow them to reshape their business model and the way they do things. And that "revolutionary" change is enough to move the needle on revenue and profit.

The market is re-rating these mature tech companies higher because the market sees this as the next chapter of growth.

However, I think this is a bit misgu

Daneel Ai →

### BENZINGA:
Informative investment recommendations and risks:
AI-Powered Analytics & Ideas →

### EQUITYZEN:
Investment recommendations based on artificial intelligence:
EquityZen →

### PANZO TECH:
Online technology-focused stock newsletter:
Panzo Tech →

### MOTLEY FOOL:
Financial and investing recommendations:
Motley Fool Stock Advisor →
Motley Fool Rule Breakers →
Motley Fool Discovery →
Motley Fool Everlasting Stocks →

### SEEKING ALPHA:
Investment articles written by various authors:
Seeking Alpha →

### FORBES FINANCE COUNCIL:
Premium investing insights:
Forbes Finance Council →

### BARRON'S:
Financial insight for the individual investor:
Barron's →

### INVESTOPEDIA:
Premium membership for investing and personal finance:
Investopedia →

### INVESTOR PLACE:
Personal Finance, Investing, and Business News:
Investor Place →

### CAPITALIST EXPLORER:
Research on investments and economic trends:
Capitalist Exploits →

### THE MOTLEY FOOL:
Individual investing newsletter:
The Motley Fool →

### SIMPLESY:
Online platform for financial experts to share their knowledge:
SimpliSy →

### ROBIN HOOD SNIPER:
Penny stock trading signals:
Robinhood Snipers →

### INVESTOR’S BUSINESS DAILY:
Newsletters and tools for active investors and traders:
Investor's Business Daily →

### SECTOR SECRETS:
Revealing secret investment areas with massive growth potential:
Sector Secrets →

### 1-800-INVEST:
Personalized financial advice and guidance:
1-800-Invest →

### VALUE INVESTOR:
Newsletters and resources for value investors:
Value Investor →

### THE INVESTMENT GUY:
Education and resources for investors:
The Investment Guy →

### FINTECH SNIPER:
Stock market and investing alerts:
FinTech Snipers →

### STOCK ADVISOR:
Stock picks, investing advice, and market guidance:
Stock Advisor →

### RULE BRE