White Brook Capital’s Thoughts and Views, White Brook Capital

White Brook Capital

White Brook Capital’s Thoughts and Views

White Brook Capital LLC is a socially responsible, investment advisory firm founded in 2016, based in Chicago. The Company invests separately managed accounts and manages the White Brook Capital Partners fund for qualified investors

Equity Bottom-Up

<ul><li>Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing. </li><li>To level set, earlier this week, Apple unveiled their implementation of artificial intelligence, branded “Apple Intelligence”.</li><li>Apple Intelligence separates itself from Google’s Gemini and OpenAI’s ChatGPT by identifying and addressing user queries that contain personal information, but for capabilities it isn’t capable of performing, asking for user permission, and outsourcing the request to OpenAI’s ChatGPT, anonymously. </li></ul>

Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing. To level set, earlier this week, Apple unveiled their implementation of artificial intelligence, branded “Apple Intelligence”.Apple Intelligence separates itself from Google’s Gemini and OpenAI’s ChatGPT by identifying and addressing user queries that contain personal information, but for capabilities it isn’t capable of performing, asking for user permission, and outsourcing the request to OpenAI’s ChatGPT, anonymously. 

Chat GPT Makes as Foolhardy a Bet as Apple does a Genius One

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Despite being a hated stock among the Super Sevens, Apple shares are up &gt;51% YTD this year. Apple has had little to claim for within captivating AI hype.</li>
<li>Apple is not a first mover. Its reputation is of a late comer. But its superior products with mind bending experiences blows competition out of the water.</li>
<li>Outperformance of iPhone 15, deepening services penetration, and roll out of AI-features will propel Apple to a USD 4 trillion market cap in 2024.</li>
</ul>


Despite being a hated stock among the Super Sevens, Apple shares are up &gt;51% YTD this year. Apple has had little to claim for within captivating AI hype.
Apple is not a first mover. Its reputation is of a late comer. But its superior products with mind bending experiences blows competition out of the water.
Outperformance of iPhone 15, deepening services penetration, and roll out of AI-features will propel Apple to a USD 4 trillion market cap in 2024.


2024 High Conviction: Apple’s AI Foray & Services to Power Its Journey to USD 4 Trillion Valuation

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.</li>
<li>India's booming public sector raises economic concerns amid private sector decline.</li>
<li>China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.</li>
</ul>


Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.
India's booming public sector raises economic concerns amid private sector decline.
China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.


#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

Macroeconomics

<ul><li>Bilal, CEO and head of research at Macro Hive, shares his background and career journey in finance</li><li>Raised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economics</li><li>Started career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bilal, CEO and head of research at Macro Hive, shares his background and career journey in financeRaised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economicsStarted career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Odd Lots podcast discusses the three body problem as an allegory for US-China tech rivalry</li><li>Discussion on the allegorical interpretations of the three body problem in relation to US-China rivalry in tech, specifically in AI</li><li>Interview with Damien Ma, managing director at Macro Polo, discussing the Global AI Talent Tracker and the importance of tracking AI talent trends</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Odd Lots podcast discusses the three body problem as an allegory for US-China tech rivalryDiscussion on the allegorical interpretations of the three body problem in relation to US-China rivalry in tech, specifically in AIInterview with Damien Ma, managing director at Macro Polo, discussing the Global AI Talent Tracker and the importance of tracking AI talent trendsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Here's Who's Winning the Global Fight for AI Talent

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Chat GPT Makes as Foolhardy a Bet as Apple does a Genius One

Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing.

White Brook Capital

2024 High Conviction: Apple’s AI Foray & Services to Power Its Journey to USD 4 Trillion Valuation

Apple briefly overtook Microsoft as the most valuable firm measured by market cap. Share prices retreated relative to Microsoft by close of...

Mint Finance

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...

Macro Hive Conversations With Bilal Hafeez

Here's Who's Winning the Global Fight for AI Talent

Flexible financing program available at netsuite.com, Odd Lots podcast on US-China tech rivalry, intensifying AI talent war with high demand and...

Odd Lots

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Chat GPT Makes as Foolhardy a Bet as Apple does a Genius One

Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing.

White Brook Capital

2024 High Conviction: Apple’s AI Foray & Services to Power Its Journey to USD 4 Trillion Valuation

Apple briefly overtook Microsoft as the most valuable firm measured by market cap. Share prices retreated relative to Microsoft by close of...

Mint Finance

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

​Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...

Macro Hive Conversations With Bilal Hafeez

Here's Who's Winning the Global Fight for AI Talent

Flexible financing program available at netsuite.com, Odd Lots podcast on US-China tech rivalry, intensifying AI talent war with high demand and...

Odd Lots

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.