Member Info for Sparz

Yes. Flows going to EM this year perhaps by H2. lets see. I did not want to risk it and moved out now for the gain from 1yr gain before results.

Investment in AI Infrastructure feels like the 5G roll out... did not fair well for the likes of VOD who got too big and too bold. The winners were the Software Apps and Mobile Phone platforms. Looking at at AI Stack from DC, NW, Chips, Storage, SW layer, LLMs, Agents, UX, there will be some realignment.

Wall Street follows money flows and it will move between layers of the stack before it settles on Long Term value vs Short Term gain.

Infrastructure will do well short term. so make your money till this settles and SW/Apps come back in their AI enabled form.

Just my 2cents. nice to buy in again today

Thx both

Either way. I'm not an expert in financial instruments but I do know value when I see it having worked on AI for years before it took off.

I'm here for long term so as tempting as it is I'm not here for quick profits on movements.

You have to know who the real winners in AI infrastructure will be. Every disruption in history (Steam, Rail, Internet, 4G/5G, Cloud and now AI) shows that. Ai will just happen a lot quicker.

Yep got to love an overreaction from the markets

Great time to play the bounces

Glad GSK decided not to be in the direct Obesity landscape.. Will serve them well focusing on what really matters. IMHO. better for us investors too.

Good one for the long term

Definitely a "with" here..

Jensen - "illogical" to think AI will replace software..

Here it's different... AI cannot work without data..

Relx is in domains you can't replace overnight.. At least for now.

Just me but feels markets react way more these days than ever... Herd mentality...

Creates buying opportunities though 😍

You're right. If mortgage take up continues this will fly.. Lagging LLOY about 6 months in the cycle... Pending interest rate cut or not...

Beyond 115p I think this will climb to where it should be

Very good and still reliable. I should have got more at sub 250...still mustn't grumble

@RoJo wow. If you can do that. Congratulations. But might be cheaper to just buy their AML stock....

My gsk. Yes nice tidy profit.. Might just be able to get a new boiler fitted and now perhaps a holiday

I believe in the quality of the data and client base here. Bought in to improve average

Industry shift is possible..

At what point does it make sense for someone like an anthropic to make a bid for RELX with its amazing corporate install base, genuine data (huge moat), and expertise in Medical, legal and risk...

Now that would be game changing for Anthropic too with its deep US scale investment base..

Hmm..

Where is anthropic going to get the proprietary data that relx has without licensing it?

A collab is more interesting here..

Let's see how this plays out.

Feels oversold or market not expecting great performance...

The new 'Tech' CEO hopefully will announce a plan soon after the strategy review.... With Actons!!

Are we expecting any strategic updates before the 26th at all or this will just hang here in this 300p range till then...

Looks good.

Has the market priced in negative sentiment and lower profits from USA routes yet given most are not going to Disney or travel to the US till after the next election?

Yes. I would say 800p is achievable if it wasn't for rocky markets with geopolitics.. 755 feels fair

Yep topping up at 298.

Brilliant... About time this went up!

They have several assets. Given AI can hallucinate the way to fix that is genuine proprietary data you can trust to verify AI let alone train domain specific models. For Gen AI to compete here it will need Relx data so as they build their tooling the analyst views of upside here to me feels warranted (for once!)...

Just my 2 cents. I'm adding more at this price

Not fun that.

Feels like an Overreaction.... or is it possible they're still looking at AEGON uk and someone knows something.

Either way. Feels oversold