Nvidia, et al: Market-beating in good times and in bad Whatever shape the market correction takes this year, remember that stocks of the best companies, such as Nvidia, vastly outperform the market over a multi-year period. $NVDA https://
thetechnologyletter.com/the-posts/nvid
ia-et-al-market-beating-in-good-times-and-in-bad
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@tiernanraytech
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Nvidia Outperforms Markets in Good Times and Bad
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DeepSeek’s Accounting Limitations: Wall Street Analysis
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Wall Street’s Best Ideas: Does DeepSeek even understand accounting? DeepSeek AI apparently doesn’t know the difference between “margin” and “markup,” it’s okay that Tesla deliveries are plunging, it’s hard to be database vendors like Oracle and MongoDB, and CyberArk’s expanding
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Twilio CEO bullish on stock as AI proof points emerge
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I had a nice time talking with Twilio CEO Khozema Shipchandler in NYC a week ago about where the company is headed. Twilio CEO: It’s a great time to buy the stock In a meeting in New York, Twilio CEO Khozema Shipchandler tells me investors are starting to see “proof points”
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DeepSeek Impact on Nvidia: Market Predictions Fall Short
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As I wrote at the time, the whole furor over DeepSeek, the big predictions about epic changes in the AI landscape, were a whole lot of nothing. Nvidia: No DeepSeek slowdown here A rough market on Thursday dragged down Nvidia shares, but CEO Jensen Huang and CFO Colette Kress
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Nvidia shares decline despite sixty-seven percent annual gain
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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
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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