Sell-side most interesting: A fiber-optic gold rush in AI, the big change in cyber-security Analysts are salivating over the opportunity for fiber-optic components in artificial intelligence, Semtech is one of the big beneficiaries, Micron Technology is going to see a big lift
@tiernanraytech
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Micron Rockets as AI Memory Race Accelerates
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The TL Podcast for March 26th: Micron rockets as the memory race gets underway Shares of Micron Technology surged as the race for more AI memory gets underway, Nvidia is still underestimated, and I talk with a fascinating startup whose technology is delivering hundreds of
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GitLab CFO Discusses Future Financial Results Strategy
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Please enjoy my interview with GitLab CFO Brian Robins GitLab CFO: We will continue to operate against our plan Investors blanched at GitLab CFO Brian Robins’s honesty this month, when he said that the company’s results going forward will probably have fewer of the
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Microsoft’s AI potential and Reddit valuation in tech investment
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Sell-side most interesting: Microsoft’s AI year, why Reddit’s over-priced Microsoft’s Copilots may boost cloud revenue next year, Reddit’s stock price is too high even in a bullish scenario, hard disk drive maker Seagate has an AI angle, and how to “rent” AI stocks with options
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Financial Journalism Fails on Nvidia Coverage Analysis
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Nick Bilton's piece on Nvidia in Vanity Fair is one of the worst recent examples of the sorry state of financial journalism. Throwing around the term "FOMO" but not even bothering to provide numbers. No numbers about Nvidia's financial results, not even a rough breakdown of its
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Google VLOGGER AI generates video avatars from images
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Google's VLOGGER AI model can generate video avatars from images – what could go wrong? This AI technology could lead to more relatable helpdesk agents or a new wave of convincing deepfakes. https://
zdnet.com/article/google
s-vlogger-ai-model-can-generate-video-avatars-from-images-what-could-go-wrong/
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Super Micro gains versus Tesla EV market downside risks
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Sell-side most interesting: More upside in Super Micro, more downside in Tesla It was a tale of two worlds on Monday: people continue to pile into pricey artificial intelligence bets, such as Super Micro Computer, while the electric vehicle market has more downside for Tesla,
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Tarana Wireless: Fixed-Wireless Internet Without Line of Sight
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Tarana Wireless: One of those great unsolved tech problems that could go big Startup Tarana Wireless has been working for fifteen years on what it calls “fixed-wireless reinvented,” the ability to send as much as a gigabit of Internet to your home without a line of site from the
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Micron Surges as AI Memory Chip Demand Accelerates
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Micron soars, and its AI year is looking pretty good Memory-chip maker Micron Technology crushed revenue and profit expectations, and said its profit margin this year will keep climbing as prices rise and more-complex memory chips rise in sales, such as “HBM” for artificial