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
@tiernanraytech
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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
… $ASML $DDOG -
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.
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AI Transforms Memory Business: Micron Breaks Commodity Cycle
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Wall Street’s Best Ideas: AI may make Micron’s business no longer a commodity Nvidia competitor Graphcore is bought out by SoftBank even as the news flow keeps getting better and better for Nvidia, while Micron Technology’s memory business is becoming less of a commodity, and
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AI Trade Reckoning: Nvidia, Tesla, and Micron Analysis
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The TL Podcast for July 8th: Reckoning with the AI trade Worrying about Nvidia’s upside, questioning Tesla’s turnaround, debating Micron Technology’s spending, and picking software winners https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-july-8th-reckoning-with-the-ai-trade
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $NVDA -
Amazon Proposes New AI Benchmark to Measure RAG
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Amazon proposes a new AI benchmark to measure RAG Choosing the right algorithm for RAG could yield more AI improvements than scaling to larger and larger language models, say AWS researchers. https://
zdnet.com/article/amazon
-proposes-a-new-ai-benchmark-to-measure-rag/
… $AMZN -
Generative AI New Attack Vector Endangering Enterprises
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Generative AI is new attack vector endangering enterprises, says CrowdStrike CTO Gen AI opens up all kinds of opportunities to obtain sensitive data without even building malware. https://
zdnet.com/article/genera
tive-ai-is-new-attack-vector-endangering-enterprises-says-crowdstrike-cto/
… $CRWD -
ChatGPT and Copilot fail at simple image editing task
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AI can't edit: Why ChatGPT failed hilariously at my simple image task The chatbot started to talk very fast, reminiscent of the computer HAL 9000 trying to save itself in the movie 2001. Copilot didn't fare any better. https://
zdnet.com/article/ai-can
t-edit-why-chatgpt-failed-hilariously-at-my-simple-image-task/
… @OpenAI $MSFT -
What is Artificial General Intelligence and the Path to Human-Level AI
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What is artificial general intelligence? Everything you need to know about the path to creating an AI as smart as a human or even smarter. https://
zdnet.com/article/what-i
s-artificial-general-intelligence/
… @GaryMarcus @ylecun @leopoldasch