Wall Street’s Best Ideas: Slash those price targets! The uncertainty of trade and tariffs and what the DOGE is doing is prompting price target cuts across the tech landscape. Plus, why you should consider buying beaten-down MongoDB, and defending AppLovin against the short
@tiernanraytech
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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 Achieves Profitability: Can Growth Momentum Continue?
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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”
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AlexNet Released Open Source: The AI Model That Started It All
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AlexNet, the AI model that started it all, released in source code form – for all to download It was the shot heard 'round the world – a neural network that finally fulfilled decades of theoretical promise. https://
zdnet.com/article/alexne
t-the-ai-model-that-started-it-all-released-in-source-code-form-for-all-to-download/
… @geoffreyhinton @ilyasut -
Micron’s AI Memory Chips Sold Out Amid Booming Demand
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Micron continues to see torrid AI memory-chip sales Shares of Micron Technology rose in late trading as it said it is sold out of its “HBM” chips for AI data centers, and will be all this year, as the market keeps expanding. It also said the weaker markets of PCs and smartphones
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Google’s Wiz Acquisition: Cloud Security Market Trends Analysis
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Wall Street’s Best Ideas: Google buys at the top of the market Google probably overpaid for Wiz, but the ultra-hot technology for cloud security is clearly a sellers’ market. Tesla “catalysts” prompt an upgrade of its beaten-down stock. Plus, Corning’s big opportunity inside the
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Nvidia’s Huang keynote fails to prevent stock slide despite innovations
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Wall Street’s Best Ideas: Nvidia’s Huang induces lethargy It’s not that Nvidia’s chip innovations, such as “Vera Rubin,” aren’t stellar, but CEO Jensen Huang’s keynote on Tuesday was pretty much as expected, which meant it couldn’t prevent a slide in the stock. Even so, the
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Nvidia Reassures Investors on AI Chip Demand at GTC
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Wall Street’s Best Ideas: Can Nvidia reassure worries over AI demand? This week’s “GTC” show is another opportunity for Nvidia to reassure investors once again that demand will hold up for its chips given fascination over DeepSeek economics. What will Micron Technology say about
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Stock Market Decline During Trump’s Transition Period
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The TL Podcast for March 10th: Stocks implode in a ‘period of transition’ A “period of transition” is the phrase U.S. president Donald Trump has used for a massive sell-off in stocks. The carnage continued Monday, in spite of good financial performance from Broadcom and others.