As a side effect, the results of these two also boosted NVIDIA’s and AMD’s stock prices upwards, as demand for server hardware is clearly not slowing down after all.
The mood has turned quickly again A few weeks ago, I was considered crazy when I said I’d go all-in in such markets. Too bad I listened too much again and only put in 150 kilos Well, maybe a similar buying opportunity will come again within 10 years.
A moderate performance in a way, but I felt a bit suspicious, I can’t say more precisely. AWS disappointed and the CEO sounded a bit defensive. It might slide more than the algos and others will chew on the result more carefully.