Please enjoy my interview with Snowflake CFO Mike Scarpelli Snowflake CFO explains a few things you don’t understand about this business Many people don’t understand just how unique the Snowflake way of running a gigantic database is, or its approach to data sharing, says CFO
@tiernanraytech
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Nvidia Valuation Analysis: Can Stock Rally Higher?
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No, Nvidia is not overpriced. The TL Podcast for May 27th: Sizing up Nvidia Nvidia had a fantastic quarter, does its valuation allow the stock to go higher? And Snowflake’s CFO explains the complexities of its accounting. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-27th-sizing-up-nvidia
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Nvidia Surge Delivers Strong Returns for TL20 Investment Group
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Nvidia’s surge of nine percent on Thursday brings the TL20’s total return since inception to a hundred and thirty percent. Nvidia’s stock has been the best call since I started the group. Wall Street’s Best Ideas: Nvidia’s perfect conference call Not only isn’t there an air
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Nvidia Beats Expectations, Announces Ten-for-One Stock Split
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Nvidia jumps on beat-and-raise, ten-for-one stock split Revenue for “data center products,” the measure of Nvidia’s artificial intelligence payoff, hit a new quarterly record at $22.6 billion, up twenty-three percent from the prior quarter and more than quintupling from a year
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Nvidia Blackwell: Wall Street dismisses air pocket concerns, buy dip
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Wall Street’s best ideas: No Nvidia ‘air pocket,’ buy the dip in Palo Alto Bulls dismiss talk of an “air pocket” for Nvidia caused by its “Blackwell” chips, but all eyes will be on how to gauge the full-year’s outlook, maybe you should consider sticking with the leader despite
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Nvidia Blackwell: Wall Street recommande d’acheter la baisse
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Wall Street’s best ideas: No Nvidia ‘air pocket,’ buy the dip in Palo Alto Bulls dismiss talk of an “air pocket” for Nvidia caused by its “Blackwell” chips, but all eyes will be on how to gauge the full-year’s outlook, and maybe you should consider sticking with the leader
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GPT-4o Safety Concerns: OpenAI’s Approach to Unsafe Queries
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It certainly makes you wonder what it is that OpenAI has in GPT-4o that allows that service to (presumably) answer the query without safety concerns (unless in fact it *is* unsafe and OpenAI has done nothing about it.)
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AI Trade Momentum: Nvidia, Applied Materials, Cisco Payoffs
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The TL Podcast for May 20th: The momentum in the AI trade Everyone is scrutinizing the AI payoff of every company, Nvidia will have another chance to prove its AI payoff this week, while Applied Materials and Cisco get some props for their own AI payoff, and absolutely one is
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Google Gemini 1.5 Pro Fails on Basic Translation Request
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I caused Google's Gemini 1.5 Pro to fail with my first prompt A very basic request for language translation was rejected with a bizarre message about 'unsafe content.' It's unclear if it's merely a bug or some more fundamental flaw in Google's new language model.
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LLM In-Context Learning: Generic Responses Analysis
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Interesting. Not knowing anything about this LLM, it appears to be in-context learning. I would note also that the verbiage used in the responses, the stuff about multimodality and "leading-edge" etc. is very generic. It's not very specific. It feels as if it could be applied to