A very, very “sub-scale” vendor in a terribly crowded market that is being turned upside down by AI. Not a great thing to be.
@tiernanraytech
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Stargate AI Infrastructure Investment: Not Groundbreaking News
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Wall Street’s Best Ideas: Stargate is nothing new unless you’ve been under a rock The last thing in the world that needed any “help” is artificial intelligence infrastructure spending. Trump’s photo-op with Larry Ellison, Masayoshi Son, and Sam Altman is nothing new for an AI
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AI Agents That Glitter: Separating Hype from Reality
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The TL Podcast for January 20th: All the AI agents that glitter Don’t be fooled by spreadsheet math concerning artificial intelligence: some of the bold predictions of revenue for things such as “agents” will never come to pass. Plus, Taiwan Semi knocks it out of the park, and
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Netflix Valuation: Is It Worth Tech Mega Cap Premium?
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Should Netflix be this expensive? Price targets are soaring for Netflix as the bulls argue it should be valued higher than any of the other tech Mega Caps. Even the bears have to concede that Netflix is operating like a “tech company” rather than a “media company.” Just keep in
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AI Agents Revenue Projections Meta 2030 Financial Expectations
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Wall Street’s Best Ideas: The financial expectations for AI ‘agents’ are starting to soar One estimate has Meta making $115 billion in revenue from AI “agents” in 2030. The math on Pure Storage’s new cloud customer is tantalizing. Plus, what it’s like to bet wrong against
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Microsoft Pivots from Copilots to AI Agents Amid Chip Constraints
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Notice that co-pilots haven’t played out for Microsoft as expected, so now the new hype is AI “agents.” Wall Street’s Best Ideas: No one cares about AI orders, they care about chip orders The Biden order to constrain AI chip sales has elicited shrugs although the long-term
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Adobe and AMD Struggle Against Nvidia’s AI Dominance
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Wall Street’s Best Ideas: Adobe, AMD just can’t cut it Adobe’s Firefly is selling to the wrong crowd, AMD’s suffering from “lukewarm” demand for its Nvidia alternative, and Nvidia’s pitch at CES has the Street predictably divided. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-adobe-amd-just-cant-cut-it
… $ADBE $AMD $NVDA -
Wall Street Reassesses Apple, Tesla, Nvidia Stock Valuations
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Wall Street’s Best Ideas: Time to dump Apple Apple’s AI stuff is fizzling while its stock valuation is at an all-time high. Tesla’s catalysts aren’t enough to drive the stock. Nvidia failed to impress in Las Vegas. And 2025 is look chipper for chip-equipment stocks including
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AI Stock Investment Strategy: Dump Palantir, Buy Nvidia
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AI-yi-yi-yi-yi: Dump Palantir, Astera, Buy Nvidia, Broadcom, Amazon…Cerebras? In their rush to cash in on AI, people have bid the stocks of Palantir and Astera Labs to the moon. Consider the alternatives. https://
thetechnologyletter.com/the-posts/ai-y
i-yi-yi-yi-dump-palantir-astera-buy-nvidia-broadcom-amazoncerebras
… $PLTR $ALAB $NVDA $AMZN $GOOGL @cerebras -
Wall Street’s Best Ideas: Nvidia Gains While Google, Astera Face Pressure
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Wall Street’s Best Ideas: Astera, Google out, Kopin, Nvidia, in The new year starts with a raft of new recommendations, including dumping pricey Astera Labs, avoiding Google and Uber, snapping up Kopin, and hanging onto Nvidia. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-masayoshi-sons-vanity-strikes-again-mth2x
… $NVDA $GOOGL $UBER $KOPN