Sell-side most interesting: Earnings upgrade season gets underway Don’t “over-think” the recovery underway in chip stocks, surging production of AI chips, AMD’s challenge in Nvidia, mixed signals for Tesla, and good vibes for Hubspot. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-earnings-upgrade-season-gets-underway
… $NVDA $AMD $AMAT
@tiernanraytech
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Chip Stocks Rally as AI Production Surge Drives Earnings Upgrades
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Tesla Struggles, AI Bubble Concerns, Microsoft AI Gains
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The TL Podcast for April 4th: Tesla unraveling It was a bad week for Tesla, a prelude to a terrible report from the company, sentiment backed away from Nvidia amidst talk of an AI bubble, Microsoft’s AI payoff was in focus, Reddit received critical reviews, and fiber-optics
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Nvidia’s Inverse Estimates Behavior Pattern Repeats Again
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Nvidia’s inverse estimates behavior: here we go again Nvidia tends to sell off as upward revisions are made to estimates by sell-side analysts. In past, that’s been a short blip followed by big gains in the stock. https://
thetechnologyletter.com/the-posts/nvid
ias-inverse-estimates-behavior-here-we-go-again
… $NVDA -
Intel’s Factory Losses: Opportunity or Long-term Burden?
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Intel’s giant losses in Le Divorce: Glass half full or empty? You could look at Intel’s huge operating loss in its factories as a great opportunity for improvement, or you could look at it as a ball and chain that will be around for years. Will Le Divorce become really final,
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Microsoft’s AI Spending Surge and Enterprise Security Implications
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Sell-side most interesting: Microsoft’s AI spending, Reddit isn’t even Pinterest Microsoft is right to spend like crazy on AI, Zscaler and others will benefit from Redmond’s gigantic security failure, Reddit has little hope when it’s not even as good as Pinterest, ASML’s next
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Dana-Farber Tests GPT-4 in Medicine, Finds Falsehoods and Costs
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Dana-Farber Cancer Institute finds main GPT-4 concerns include falsehoods, high costs The renowned medical institute trialed letting 12,500 staff members use a private instance of GPT-4, a first-of-its-kind implementation in medicine. https://
zdnet.com/article/dana-f
arber-cancer-institute-finds-main-gpt-4-concerns-include-falsehoods-high-costs/
… @OpenAI -
Intel’s Factory Losses: Opportunity or Long-term Burden?
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Intel’s giant losses in Le Divorce: Glass half full or empty? You could look at Intel’s huge operating loss in its factories as a great opportunity for improvement, or you could look at it as a ball and chain that will be around for years. Will Le Divorce become really final,
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OpenAI Stock Investing GPTs Fail Basic Investment Question
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OpenAI's stock investing GPTs fail this basic question about stock investing They fail not by claiming falsehoods but by reiterating ignorance. https://
zdnet.com/article/openai
s-stock-investing-gpts-fail-this-basic-question-about-stock-investing/
… @OpenAI @OpenAIDevs -
AI21 and Databricks Slim Down LLMs with Open Source Models
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AI21 and Databricks show open source can radically slim down AI Two new large language models, Jamba and DBRX, dramatically reduce the compute and memory needed for predictions, while meeting or beating the performance of top models such as GPT-3.5 and Llama 2.
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Meta Prunes Llama 2 Model for Slimmer More Efficient AI
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Meta's 'pruning' of Llama 2 model shows path to slimmer AI Half a neural network can be ripped away without affecting performance, thereby saving on memory needs. But there's bad news, too. https://
zdnet.com/article/metas-
pruning-of-llama-2-model-shows-path-to-slimmer-ai/
… @Meta @AIatMeta