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
@tiernanraytech
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Adobe and AMD Struggle Against Nvidia’s AI Dominance
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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 -
Palantir and Expensive Tech Stocks: 2025 Outlook
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Where do Palantir and other pricey names go in 2025? Palantir not only has one of the highest valuations, it has gotten more expensive in 2024 by every measure that counts. A look at the more expensive stocks of 2024 and where they go now. https://
thetechnologyletter.com/the-posts/wher
e-do-palantir-and-other-pricey-names-go-in-2025
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IPO Market 2024: Reddit, Astera Labs Surge, Others Stumble
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2024 IPO highs and lows: Astera, WeRide, Ingram Micro and all the rest The IPO market warmed up a little this year as thirty-four new issues traded, lead by the likes of Reddit and Astera Labs. And then there were flops such as Ryde Group, ZenaTech, and Ingram Micro.
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AI Data Centers Scaling to Mile-Long GPU Cluster Connections
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AI data centers are becoming 'mind-blowingly large' Clusters of GPU chips in coming years will have to connect over distances longer than a mile, says the CEO of this fiber-optics firm. https://
zdnet.com/article/ai-dat
a-centers-are-becoming-mind-blowingly-large/
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OpenAI’s o3 Achieves Breakthrough Beyond GPT Series Models
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OpenAI's o3 isn't AGI yet but it just did something no other AI has done The new AI model 'is doing something completely different from the GPT series.' @OpenAI @fchollet
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Ciena CEO Targets AI Data Center Market Intersection Point
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Please enjoy my interview with Ciena's Gary Smith “Right now, we have zero revenue inside the data center […] We think there’s an intersect point, and that’s what we’re focused on.” Ciena CEO: At the ‘intersect point’ of AI https://
thetechnologyletter.com/the-posts/cien
a-ceo-at-the-intersect-point-of-ai
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Solving ARC-AGI Prize Daily Puzzle Challenge
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The ARC-AGI prize is fun to do and somewhat relaxing, even though I don’t generally play casual games… @fchollet @arcprize ARC Prize Daily Puzzle
Task: 692cd3b6 6:52 sec 1 attempt Can you solve it? http://
arcprize.org/play