image

The best stocks to buy since 1993

Latest issue now available

Market Comment - February '25

February 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The last week of January was “interesting.” The headlines were made by the launch of R1 by DeepSeek. You now know that this Chinese launch has totally undermined what most believed about AI i.e. that AI success required massive investment, and that only the most advanced Nvidia chips would be good enough to train the best AI systems. None of that is true. President Xi will be very happy with the PR potential generated by this launch from a relatively small Chinese company, which also makes all the technical detail publicly available, open source. It’s “open China, working for global good” vs “closed US, only working for its own profit.” A vital support for the tech bubble, which reached extraordinary new levels in the last year, h ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Related Articles

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

LIMITED PERIOD OFFER!

SUBSCRIBE TODAY AND SAVE £30 WITH OFFER CODE 30OFFSCSW

To access our archive of articles and to receive current issues you need to subscribe