The U.S. Variable Income Market has been volatile in recent weeks, and the main rates that reflect the feeling of the bassist market. Investors are concerned about increasing the risk of stage (a slower growth and higher prices), mainly fueled by the increase in rates, increasing costs and political uncertainties.
Investing in such an uncertain environment may seem risky. However, experienced investors can still make smart investments studying where the most important coverage funds and billionaire investors put their cash Form 13f. It is a crucial tool for retail investors, which offers a snapshot of smart money investments at the end of each financial quarter.
Paul Tudor Jones’s billionaire coverage fund, Tudor Investment, is well known for his macro investment style. In addition to analyzing macro trends and geopolitical events, the coverage fund follows a disciplined risk management strategy to control losses. Tudor cut positions to Nvidia 36% in the fourth quarter. Reasons may include benefits, assessments of valuation, rebalancing portfolio or tax planning.
In contrast, the investor billionaire has begun a new position in these two actions. This is why it is worth seeing -in 2025.
Smarts (NASDAQ: INTC) The tax financial performance of 2024 was disappointing, with net revenue by 2.1% year -on -year up to $ 53.1 billion and a net loss of income of $ 18.8 billion, compared to a net profit of revenue of $ 1.7 billion in 2023 prosecutor. Despite these concerns, many analysts expect to appear as a solid transport game in the next years and various reasons for the next few years and reasons. Support to these theses.
Intel is preparing to launch Panther Lake’s architecture processors in the second half of 2025. This launch is special as Intel’s Panther Lake CPU is the “main product” used by its 18A process node. The company has already begun sending samples of Panther Lake CPU to its customers.
In addition, Intel has made 18th available to external customers to make their chip designs, a strategic movement to strengthen their foundry business. These external customers include prominent technology titans such as Microsoft and Amazon (Nasdaq: Amzn). In addition, nvidia, Ampleand Micro advanced devices It is also rumored that 18A process nodes are evaluated to make specific chips.
Intel hopes that the first external customer will opt for 18A technology in the first half of 2025. Suppose all these rumors come true and that the deadlines are met, and Intel can be better to compete with Manufacture of Taiwan SemiconductorsIt is expected that the volume production of the node of the process of 2 competing nanometers in the second half of 2025 will begin.
Intel’s Foundry Business also benefits from increasing the drive for domestic chip manufacturing in the United States, the company has signed an agreement with the United States Department of Commerce to secure $ 7.86 billion in aid, contingent when completing specific goals.
Although the Foundation is undoubtedly a significant catalyst for long -term growth, the dominant position of Intel in the PC CPU market is still its important force. This is evident because Intel CPUS Power 7 out of 10 PCs around the world. Although Nvidia and AMD was left behind in the AI race, Intel also works to make his presence feel in the AI space. Therefore, instead of focusing only on silicon, the company develops a solution at the level of the scalable system through its next generation AI accelerator, Jaguar Shores, to be oriented to the AI data center market.
Given that most negative news of actions seem to have a significant price, there is a significant margin for the company to grow more in the coming months.
Amazon’s shares have fallen by more than 21% (from April 1) since its closure of all time in February 2025. Various factors have contributed to this shooter, including a technological sale throughout the market and increasing uncertainty on wars and rates. Investors are also concerned with the company’s broad investments in the company, especially after several companies have launched large language models that require significantly lower computer resources. This trend is expected to adversely affect AWS demand.
Despite these challenges, Amazon is still a force to take into account in the cloud computing space. AWS is an important catalyst for Amazon’s income and profit growth, which ended in 2024 with an annualized running rate of $ 115 million.
Amazon has been strengthening its technological stack to attract customers for AI workloads in AWS. It includes the development of personalized proprietary chips alone or in collaboration with other semiconductor players, the creation of platforms for training and deploying AI applications, and developing advanced applications with IA.
Priority research estimates that the global cloud infrastructure market will increase from $ 263 billion by 2024 to $ 838 billion by 2034. As a 30%leader, AWS is well positioned to benefit this planned growth.
Digital advertising is also emerging as a driving force for significant growth, thanks to company access to unique customer data in the first part of its e -commerce platform. At the end of 2024, the digital advertising business had reached an annual execution rate of $ 69 billion.
Finally, Amazon also strives to improve the profitability of his e -commerce business by optimizing logistics and compliance networks and taking advantage of robotics and automation.
From an assessment perspective, Amazon seems reasonable, considering that it is negotiated with a P/E proportion of 29.2, much lower than its average of five years of 55.4. Therefore, Amazon seems to offer solid growth potential with reasonable assessment, which makes it a smart purchase now.
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John Mackey, a former CEO of Whole Foods Market, a Amazon subsidiary, is a member of the Board of Directors of the Motley Fool. Manali Pradhan It has no position in any of the stocks mentioned. The Motley Fool has positions and recommends micro -advanced devices, Amazon, Intel, Microsoft, Nvidia and Taiwan semiconductor. The Motley Fool recommends Broadcom and recommends the following options: January Long of January 2026 $ 395 Call Microsoft, January 2026 405 calls to Microsoft and May shorts 2025 $ 30 calls to Intel. The mold’s fool has a Outreach policy.
Plitter Paul Tudor Jones cut his position to Nvidia and is accumulating in 2 technological actions back was originally published by Motley Fool
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