Replies to post #357 on Ocular Therapeutix Inc (OCUL)

[Whalatane]

Well since you and I and occasionally N7 use this board ...some comments on your post
I try to avoid trading ...booking small profits etc . I will use a 20% down from recent high stop loss ..to re evaluate and maybe sell any position .
Market in general .... bias is upwards as long as the Fed continues to cut interest rates . Any sell off will be bt by money makers who are currently under performing their bench marks ...S&P 500 etc.

Re AI
Do you use it ....either ChatGPT , Googles version ?

Here's an example of how much time savings you get using AI for research .
I was researching bitcoin miners pivoting to AI data centers ...comparing them .
Asked AI for an analysis

Investment Considerations
IREN presents a compelling case due to its aggressive AI pivot, strong growth projections, low-cost renewable energy, vertical integration, and NVIDIA partnership. However, its current valuation is considered high, with a forward P/E ratio of 66.9x.
WULF offers a unique, capital-light approach to AI infrastructure, backed by a major technology company. Its revenue stability from long-term contracts could make it a lower-risk option compared to relying heavily on volatile crypto markets.
HUT's potential for converting existing infrastructure into AI data centers at a potentially attractive valuation could be appealing if it can successfully execute its capital-intensive strategy and secure market share in AI/HPC hosting.
RIOT remains more focused on Bitcoin mining but is exploring AI/HPC opportunities, potentially through colocation. Its success in the AI space hinges on leveraging its existing infrastructure and securing lucrative deals.

Got that in 10 mins. Would have taken me at least an hr if I tries to do each individual Co myself .
The above was a Google AI analysis . I can cross chk with a ChatGPT analysis to see if it agrees .

AI will change a lot of what we do and how we do it
Re circular financing . Yes shades of Dotcom days ...but different in many ways . I'm not concerned about it ...yet
About circular financing ...its not new

General Electric (GE) engaged in providing financial support for companies and customers who would go on to purchase GE products. For decades, this function was primarily managed through its financial services division, GE Capital.
The role of GE Capital
Initially, GE Capital was founded as a "captive bank" solely to finance purchases of industrial products manufactured by GE. The division grew dramatically under former CEO Jack Welch and expanded far beyond this original purpose.
Expanded financing: For many years, GE Capital provided financing for a wide range of large purchases, including aircraft engines, medical imaging machines, and power equipment. This allowed GE's industrial units to boost sales and made GE Capital a major profit driver for the conglomerate.

AI generated in less than 1 min ...:--)
Kiwi

[Whalatane]

Re CRDO ..well its hit my 20% down from recent high ...re evaluate / stop loss /sell zone .
Will look at it over the weekend and definitely sell if it closes below its 50 day MA around $130

Kiwi