The US capital market has changed in the last few weeks with large indices that reflect the sense of the volatile and bear market. Investors are concerned about increasing stagflation (more slow growth and higher prices), mainly increase in rising costs and politics.
Investing in such an uncertain environment may seem risky. However, the savvy investors can still make intelligent investments by studying high hedge funds and billionaire investors in cash Form 13F. This is a decisive tool for retail investors who give the image of smart money at the end of each financial quarter.
Billionaire investor Paul Tudor Jones’s Hedge Foundation Tudor Investment is known for the global macro-oriented investment style. Along with analyzing macro trends and geopolitical events, the hedgehog is a disciplined risk management strategy to manage losses. Tudor’da designed positions Nvidia up to 36% in the fourth quarter. The reasons may include profit reception, evaluation problems, portfolio reconstruction or tax planning.
Instead of the billionaire investor began in a new position in these two shares. Worth watching in 2025.
Inteltoward (NASDAQ: INTC) FISCAL 2024 Financial performance was disappointed, the net income is a number of analytics, many analytics, many analytics, compared to net income profits in the year, compared to net income profits in the year.
Intel, in the second half of 2025, Panther is preparing to launch architectural processors. This launched Intelin Panther Lake CPU 18A is the “lead product” using the process node. The company has already begun to send samples of Panther to their customers.
In addition, Intel has prepared 18A to foreign customers to produce chip designs – a strategic action to strengthen casting. This includes outstanding technological titans to foreign customers Microsoft and Amazon (NASDAQ: Amzn). In addition, Nvidia, Broadcomand Advanced micro devices Rumors are also rumored to evaluate the 18A process nodes to produce special chips.
Intel expects the first foreign customer to choose 18A technology in the first half of 2025. I guess all these rumors come true and given time in time, then can be better placed to compete with Intel Taiwanese semiconductor productionIn the second half of 2025, it is expected to increase the volume of 2 nanometry processes competing.
Intel’s casting, increased by local chip production in the United States, signed an agreement with the US trade department and signed a contract to provide a $ 7.86 billion grant after graduating from special stages.
Spill, although it is undoubtedly an important long-term growth catalyst, the dominant position of Intel in the PC CPU market remains the main strength. It is clear that 10 Intel CPUS power 7 in the world is 7. Although the NVIDIA and EU race behind AMD, Intel also tries to feel the feeling in the AI space. Thus, instead of directing silicona, the company develops a system-level solution that can be targeted by the next generation AI accelerator, Jaguar Shores to target the AI data central market.
Given the fact that most of the adverse news of the Foundation looks more valuable, the company has an important area for higher growth in the coming months.
Amazon’s shares are always over 21% of the closures in February 2025 (more than 1 April). Several factors, including several factors, including trade wars and tariffs. Investors are also concerned about the company’s extensive EU investments, especially after launching large language models that require significant reductions to the sources of computing. This trend is expected to affect AWS.
Despite these difficulties, Amazon is still a force to be calculated in the cloud computing space. AWS, an important growth catalyst for Amazon’s income and earnings, 2024, the annual income period comes from $ 115 billion.
Amazon strengthens the technological stack to attract customers for AI business loads. This includes specially designed platforms to prepare single or other semiconductor players with other semiconductor players, AI applications and developing AI-power applications.
In 2034, in 2024, in 2024, 2024 billion dollars estimates of up to $ 2024 billion.
Digital advertising is also known as an important growth driver due to the company’s entry into unique first-party customer information from the e-commerce platform. FISCAL In the end of 2024, the digital advertising work reached $ 69 billion in annual sign.
Finally, it is trying to develop the profitability of the e-commerce by optimizing the Amazon, logistics and implementation networks and optimizing robotics and automation.
In terms of evaluation, Amazon, this seems reasonably valuable, taking into account that a forward p / E ratio, which is lower than a five-year average of 55.4. Thus, Amazon now offers a solid growth potential in a smart assessment, makes it a smart deal.
Before buying stock in Intel, review this:
This Attley Stock letter Analyst group, only determined they believed 10 best stocks Investors are now to get … and Intel was not one of them. 10 shares that create the cut can return the monster in the coming years.
Think about when Netflix He did this list on December 17, 2004 … If you invest $ 1,000 in the period, You will receive $ 461,558! * Or when Nvidia He did this list on April 15, 2005 … If you invest $ 1,000 in the period, You will receive $ 578,035! *
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* The stock consultant returns as of April 4, 2025
John McKey, the All Foods market, which is a subsidiary company, is a member of the Board of Directors of Motley Soop. Manali Pradhan There is no position in any of the marked shares. Motley has Foox positions and advise advanced micro devices, Amazon, Intel, Microsoft, NVidia and Taiwanese semiconductor production. Motley recommends FoOX Broadcom and recommends the following options Motley Fool Disclosure Policy.
Billionaire Paul Tudor Jones cut his position in NVIDIA and enters 2 turning technological resources First, Motley was published by a fool
