A small footnote to the current Llama 4 buzz. The marketing material on the front of http://
llama.com seems to confuse Maverick and Scout, claiming that the former is the single-GPU-capable model. The developer documentation makes clear that the reverse is the case.
@tiernanraytech
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Llama 4 Marketing Confusion: Maverick vs Scout GPU Capabilities
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Wall Street’s Best Ideas: Coherent and Arista Get Investor Bids
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Wall Street’s Best Ideas: Coherent, Arista get a bid Arista Networks is among large-cap tech being scooped up by value investors amidst the sharp decline in valuations, and the Street continues to warm to fiber-optic leader Coherent. https://
thetechnologyletter.com/the-posts/wall
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thetechnologyletter.com/the-posts/a-re
cap-of-how-things-plunged
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Tech Stock Buying Opportunities During Market Decline
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thetechnologyletter.com/the-posts/maki
ng-a-list
… $AAPL $SONY $NVDA $AMD $TXN $ADI $SNOW $VRSN $DASH $NFLX -
Trump Tariffs Reshape Electronics Supply Chain Economics
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Intel’s New CEO Lip-Bu Tan Commits to Company Future
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Wall Street cuts tech price targets amid trade uncertainty
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AI Bubble Risks: Alibaba Concerns and CoreWeave’s Financial Challenges
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The Enron of AI? Alibaba’s chairman is worried about an AI bubble, though his concerns may be overblown, while one observer thinks CoreWeave could be the next Enron, a debt-ridden dumping ground for AI services. Plus, Cloudflare has an interesting opportunity in optimizing AI
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Confluent is profitable now, will growth keep up? An interview with CFO Rohan Sivaram Software maker Confluent is being valued below its potential revenue growth. While that growth is not guaranteed, the rapid expansion of the company’s profit margin should have plenty of
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Corporate Tech Promises: Aurora and Ouster Self-Driving Focus
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Wall Street’s Best Ideas: It’s corporate promises season, again Companies including Cognizant and Taboola are making big strategy promises to the Street, though they mostly sound uninspiring. Aurora Innovation and Ouster are two self-driving car names to put in your “high-risk”