Wall Street’s Best Ideas: Credo’s story broadens out The bear case on Credo, that it was overly-reliant on Amazon, falls apart as its revenue opportunity broadens out. Also, how Snowflake came back. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-credos-story-broadens-out
… $CRDO $SNOW
@tiernanraytech
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Credo’s Revenue Opportunity Expands Beyond Amazon Dependence
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Nvidia’s Limited Upside: Wall Street’s AI Hardware Assessment
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Wall Street’s Best Ideas: Don’t expect much upside for Nvidia It’s simply gotten harder for Nvidia to beat expectations by a wide margin, even though it remains the best contender in a very vibrant market. Plus, reasons to like Box, and why Okta, Photronics and Semtech are
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Salesforce’s Eight Billion Informatica Deal Lacks Growth Strategy
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Wall Street’s Best Ideas: Salesforce covers lack of growth with Informatica The payoff to Salesforce of spending eight billion dollars on Informatica is going to take some time, even the bulls acknowledge, while bears point to a lack of growth at Salesforce itself as the primary
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Snowflake Shares Jump as Software Industry Shows Strong Revival
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Snowflake again shows software is having a revival Snowflake’s shares jumped for the third quarter in a row as every metric in its earnings report that mattered sped up from past results. Since the first turn for the software industry in November, the trajectory looks good.
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Tesla faces Chinese EV competition; Nvidia-AMD-Broadcom battle heats up
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Wall Street’s Best Ideas: Tesla, prepare to be decimated by China It’s only a matter of time before Tesla faces very tough competition from Xiaomi and other Chinese EV stars, according to one of Tesla’s biggest bulls. Plus, who wins in the Nvidia-AMD-Broadcom-Marvell AI battle,
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Wall Street’s Best Ideas: Nvidia’s Chip Technology Opening Strategy
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Wall Street’s Best Ideas: Pondering Nvidia’s move to open up The Street is debating the meaning of Nvidia’s opening-up of its chip-connection technology. Plus, there are reasons to reconsider beaten-down Semtech and Marvell, there are good vibes for Analog Devices’s earnings
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Applied Materials Valuation Challenge Amid Global Economic Trends
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Applied Materials remains a tricky moving target It’s been very hard for the Street to find the right price target for the enormous business of Applied Materials, linked as the business is to so many global economic trends. Meantime, its stake in BE Semiconductor is up
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CoreWeave’s Growth Strategy Over Profitability as Public Company
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Wrestling anew with CoreWeave’s huge spending CoreWeave’s first report as a public company showed profitability will take a back seat to spending to support revenue growth. What you think about that divides the bulls and the bears. Plus, Cisco’s decent results mean the stock
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Absci Advances: Generative AI Drug Enters Phase I Trials
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Absci’s big moment The entry into Phase I trials of a de novo generative AI drug by Absci is something of a landmark. It’s a promising start to a very long journey. “We’re excited to become a clinical-stage biotech company,” says McClain. “It’s exciting from an AI drug
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100 AI Scientists Establish Singapore Consensus Trustworthy AI
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100 leading AI scientists map route to more 'trustworthy, reliable, secure' AI The landmark Singapore Consensus comes at a time when the giants of generative AI – such as OpenAI – are disclosing less and less to the public. https://
zdnet.com/article/100-le
ading-ai-scientists-map-route-to-more-trustworthy-reliable-secure-ai/
… @Yoshua_Bengio