Wall Street’s Best Ideas: Losing confidence in Intel Intel is slashing its workforce by over fifteen percent, in an effort to drastically cut costs. Few on the Street believe the company is actually on course for its long-promised manufacturing turnaround. Will the board
@tiernanraytech
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Wall Street’s Best Tech Buying Opportunities During Market Downturn
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Wall Street’s Best Ideas: When blood is running in the streets
There were some stand-out gainers such as Apple amidst Friday’s carnage. This is the time to be making a buying list. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-when-blood-is-running-in-the-streets
… $AAPL $INTC $AMD $ON $ANET $META $NVDA $LSCC -
Intel Cuts Workforce as Manufacturing Turnaround Doubts Rise
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Wall Street’s Best Ideas: Losing confidence in Intel Intel is slashing its workforce by over fifteen percent in an effort to drastically cut costs. Few on the Street believe the company is actually on course for its long-promised manufacturing turnaround. Will the board maintain
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AI Model Collapse: Training on Synthetic Data Causes Gibberish
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Beware of AI 'model collapse': How training on synthetic data pollutes the next generation Oxford scholars found that large language models fed a diet of 'cannibal' data, created by other LLMs, sink into complete gibberish. @AIatMeta @OpenAI @Nature @iliaishacked
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Meta’s Llama 3.1 405B Fails Georgian Conjugation Task
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I broke Meta's Llama 3.1 405B with one question (which GPT-4o mini gets right) The failure of the large language model may point to issues with the broad use of synthetic data. The table of conjugations is not actually the conjugation of the Georgian verb “ყოფნა.” It’s
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OneStream CFO Discusses Software Platform IPO Prospects
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I enjoyed catching up with an old friend the other day, OneStream CFO Bill Koefoed. OneStream CFO explains a new software platform This was a rough week to go public, but OneStream’s CFO, Bill Koefoed, sees bright skies ahead for his company’s software platform that aims to
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Tech stocks resilient amid tariff concerns and political shifts
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Wall Street’s Best Ideas: Bulls unfazed by tariffs and the rest Bullish tech stock analysts found many reasons not to worry about potential for increased tariffs and a second Trump presidency, CrowdStrike’s stumble will take time to recover from, and Taiwan Semi and Netflix
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AI Memory Chips Bottleneck: Can We Pick Winners?
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A free article for non-subscribers. Can we pick winners in AI’s memory obsession? The ever-increasing scale of artificial intelligence programs such as OpenAI’s ChatGPT is creating a crisis where the available memory chips can’t keep up with today’s fastest processors from
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ASML Stock Crash and Datadog GitLab Consolidation Rumors
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Wall Street’s Best Ideas: ASML and everything else crashes Bulls brush off the threat of severe U.S. curbs on ASML’s shipments to China, and rumors of Datadog buying GitLab make sense in a “DevOps” market that simply has to consolidate. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-asml-and-everything-else-crashes
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Wall Street’s Best Ideas: Software Market Trends and AI Dominance
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Wall Street’s Best Ideas: No news is good news for software No news is good news for a software industry trudging along through still lackluster conditions, but Palantir and Zscaler demand caution, and Nvidia’s AI dominance can be seen vividly in a couple choice graphs.