Nvidia shares slip: Healthy upside, but less than in past For a stock that is up sixty-seven percent in twelve months, tonight’s upside was just not enough. Shares sold off by one percent in late trading, to $130.50. https://
thetechnologyletter.com/the-posts/nvid
ia-shares-slip-healthy-upside-but-less-than-in-past
… $NVDA @nvidia
@tiernanraytech
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Nvidia shares decline despite sixty-seven percent annual gain
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Palladyne AI CEO: Better Software for Smarter Robots
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Please enjoy my interview with Palladyne AI CEO Ben Wolff Palladyne AI CEO: ‘We’ve got a better mousetrap’ for robots Palladyne AI used to make robots. Now, they’ve switched to making software to make existing robots smarter. It’s a better mousetrap than the approach taken by,
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Microsoft’s topological qubit arrives seven years late
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Microsoft’s ‘topological qubit’ is seven years late and a million bits short Microsoft told me they would have a “topological qubit” in 2018. It’s only just arrived this week — maybe. There’s skepticism among scientists as to whether Microsoft’s paper in Nature actually proves
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Elon Musk Open-Source Grok Models for AI Humanity
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@elonmusk Elon, if you want open AI for humanity, why not commit to open-sourcing all the Grok models? @xai
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Paylocity and Procore: Financial Software Investment Opportunities
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Sifting financial software for gems: Paylocity, Procore Paylocity and Procore are two intriguing bets in the crowded market for HR, payroll and finance software, a group that has had very mixed results but that may see more M&A in the months and years to come.
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Tech stocks rebound as earnings beat DeepSeek AI fears
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The TL Podcast for February 17th: Good earnings beat DeepSeek fears Since the January 27th implosion of the market because of the DeepSeek AI model, the Nasdaq Composite is up three and a half percent, and some of the best tech stocks, such as Nvidia, have rebounded by
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xAI Open-Source Debate: Full Code Release Beyond Grok Weights
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@elonmusk Elon, if you want open-source AI for humanity, why not open-source all xAI models, not just Grok 1? And not just weights, but all the source code? @xai
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Western Digital CEO Tan Charts Course for Zettabyte Era
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Please enjoy my interview with Western Digital CEO-designate Irving Tan Western Digital CEO Tan’s plan to win the zettabyte era CEO Irving Tan takes the reins at hard disk drive maker Western Digital as it spins out its flash unit, SanDisk. He has set a goal of increasing
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OneStream Stock Crash Signals Broader Software Sector Uncertainty
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OneStream crashes: Will ‘uncertainty’ be felt by other software names? Healthy results but a disappointing outlook are not enough for a pricey software stock like OneStream. The company’s now merely an okay growth prospect. The broader question is whether the “uncertainty” that
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Monday.com Surge and Chip Maker Investment Analysis
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Tasty ‘minnow’ Monday dot com surges, and how to read Astera Labs, Tower Semi Monday dot com is one of those intriguing small-cap names that seems ripe for a buyout, while betting on traditional chip makers such as ON Semiconductor has gotten a lot harder to justify. Also,