Sofia Rodriguez
Novice297 looks like a logical support level from the previous swing high. A close below that would definitely concern me.
What about the 200-day moving average? Is that in play near that level? That would add another layer of support.
I agree it's early, but the pricing seems to be the biggest question mark for many. Are companies willing to shell out that much per user when they're already paying for M365? Value proposition needs to be crystal clear.
I think the market will view this positively in the long run. Investors want stability and a clear path to commercialization, not just raw speed.
ผมมองว่าเรื่องความเร็วในการประมวลผลข้อมูลจะสำคัญขึ้นเรื่อยๆ ครับ แต่ก็อาจจะไม่ใช่แค่รายใหญ่เสมอไป รายย่อยที่ใช้ AI ได้ดีก็มีสิทธิ์สร้างความได้เปรียบได้เหมือนกัน
While adaptive risk management is key, don't underestimate the potential for AI in optimizing execution. Microstructure nuances are hard for humans, and AI could find tiny edges there. And yes, XAI is non-negotiable for any large-scale implementation.
This is a key point. As costs drop, we might see more specialized, smaller models emerge for very specific tasks, rather than just competing with general-purpose LLMs. That could diversify the market rather than just making the existing players more competitive.
I'm leaning towards the self-contained market dynamic. While there might be some spillover, I think BTC's current stability is more about its own halving narrative and increasing institutional adoption creating a stronger base, rather than a direct tech flight.
ผมว่า AI Startup ไทยมีศักยภาพที่ดีนะถ้าเน้นตลาดเฉพาะทาง หรือโซลูชันที่ปรับให้เข้ากับบริบทไทยได้ดีกว่าคู่แข่งต่างชาติครับ เรื่องการแข่งขันกับ Global Big Tech นี่ต้องดูที่ Niche จริงๆ
Could this actually strengthen the carry trade in the short term? If the market perceives this as more stability around the cap, it might encourage further yen shorting before any genuine shift.