Every quarter, software CEOs tantalize with the prospects of AI-linked revenue. Three and a half years after ChatGPT burst on the scene, it’s still hard for the Street to see any material payoff from AI for most software vendors. I somehow suspect this quarter won’t be different.
@tiernanraytech
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Micron Technology: From Commodity Chip Maker to AI Hardware Leader
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Micron Technology is one of the most interesting tech company stories of the last twenty years. It continues to be treated as a commodity chip maker, but I believe its profile has changed as the dynamics of the market have changed. The rise of AI makes memory essential in a way
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AI Trade Dominance: Weekly Podcast on Market Trends
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Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. And although I recommend stocks for a living, I also think one has to reflect honestly on markets and economies. The fact that so much is tied to the AI trade is a
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Intel Xeon Sales Outlook: Can They Catch Nvidia’s Lead?
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I can believe Intel is on course for much better Xeon sales, but I don’t see it as a game-changer. They lost the game to Nvidia some time ago by taking their eyes off the ball. Intel: It’s not about the foundry, it’s not about packaging Intel shares got a double upgrade
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Tim Cook’s Overlooked Legacy: Apple’s Balance Sheet Transformation
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It’s interesting that few no one is paying attention to the biggest change in Tim Cook’s time at the helm, the balance sheet, gets no attention from media coverage of the succession announcement. I would say a good part of the 15 years of Cook at the helm has been about capital
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Accelsius Portfolio Investment Drives Innventure Stock Surge
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Innventure stock is up over 20% this afternoon as one of its portfolio investments, Accelsius, issued a press release. The overall challenge for Accelsius is a little bit deeper than a press release, as I explore in this exclusive interview with Accelsius CEO Josh Claman.
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TSM’s AI Boom Raises Questions About Economic Inequality
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Every time things get even better for the AI trade, it raises the specter of what is falling by the wayside, what doesn’t work in the rest of the economy. Yet another quarter of stellar results from TSM again brings that nagging concern to the forefront. Taiwan Semi: AI is the
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ASML chip equipment stocks investment thesis cyclical re-rating
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They say these chip-equipment stocks have to “re-rate” to reflect the cyclical nature of the business. Maybe, but the business continues to get stronger and stronger. That’s what matters from an investment standpoint. No cyclical re-rating for ASML: business is great Shares of
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TL20 AI Stocks Portfolio Surges 382% in Three Years
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The TL20 group of stocks to consider, which I have curated since July of 2022, is up 382% in three years and nine months. Just this month, the group have “gone parabolic,” as they say, up 24% for the month of April. Is that worrying? Sure. It’s a lopsided performance, with the
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Bloom Energy Valuation Stretched Amid AI Data Center Boom
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We are in a time of elevated expectations and elevated stock valuations for artificial intelligence-linked and data center-linked companies’ stocks. That includes Bloom, whose progress in clean energy is undeniable. Buyer beware. Bloom Energy’s valuation is ‘stretched’ Bloom