Sell-side most interesting: Dump Google, and AI pervades the economy Time do dump Alphabet as economic clouds darken, says Monness Crespi Hardt’s Brian White, TI and ON Semiconductor grapple with weak industrial chip markets, and vast sectors of the economy will move to
@tiernanraytech
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Microsoft Cloud Revenue Beats Expectations While Google Underperforms
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Tale of two clouds: Microsoft tops, Google flops Microsoft’s cloud computing revenue topped expectations, while Alphabet’s Google missed. Microsoft CEO Satya Nadella offered some anecdotal evidence to suggest progress in AI is helping, notably, over a million people paying to
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Tesla’s AI Dreams: Robo-Taxi and Optimus Face Reality Check
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Tesla’s dreams — Optimus, Cybertruck, Robo-Taxi — take a step back Tesla’s much-hyped science projects such as the robo-taxi and Optimus, the humanoid robot, are fanciful and unlikely to be a reality anytime soon. Those things matter less than the fundamental fact that Musk and
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Tesla’s AI Dreams: Optimus and Robo-Taxi Face Reality Check
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Tesla’s dreams — Optimus, Cybertruck, Robo-Taxi — take a step back Tesla’s much-hyped science projects such as the robo-taxi and Optimus, the humanoid robot, are fanciful and unlikely to be a reality anytime soon. Those things matter less than the fundamental fact that Musk and
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Innodata CEO Discusses AI Revolution Innovation Strategy
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I would say, everyone subscribe to The Technology Letter and read the article! https://
thetechnologyletter.com/the-posts/inno
data-ceo-in-the-midst-of-an-ai-revolution
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ASML Reset Signals Growth Recovery for AI Hardware Sector
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This is the ‘reset’ ASML needed, say bulls Merrill Lynch’s Didier Scemama was among those cheering a “reset” for ASML, a report so bad, it confronted all the worst fears. Now, he argues, investors can look forward to higher growth for ASML’s revenue in 2025, when things bounce
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Investing vs Speculation: Understanding Real Asset Appreciation
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That’s not investing, it’s speculation People use the word “investing” causally. It actually refers to real asset appreciation. Most things people actually do with respect to securities and other vehicles are not investment, they are speculation, betting on a price move of an
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China’s Sanctions Impact on Nvidia: Long-Term U.S. Tech Strategy
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The drip, drip, drip of China’s sanctions hard to gauge for Nvidia I’ve been following the U.S. regulations regarding tech to China for years now. When I was at Barron’s, I predicted that restrictions on China were a lasting, long-term change in the U.S.’s stance — and I was
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Sell-side views on Smart Global, Applied, Lam, Netflix
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Sell side most interesting: Defending Smart Global, upgrading Applied and Lam, pondering Netflix’s sharing Smart Global’s worst-ever miss https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-defending-smart-global-upgrading-applied-and-lam-pondering-netflixs-sharing
… $SGH $AMAT $LRCX $NFLX $AMZN $TEAM $NVDA #investing #stocks #AI #artificialintelligence #Netflix #Nvidia -
Tech Stocks Surge: Nvidia and AMD Lead Despite Rate Concerns
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The TL Podcast for October 9th, 2023: Stocks are still doing just fine Despite continued negative headlines about rates, stocks continue to go up. The past two weeks have been great for Nvidia and Advanced Micro Devices, among others. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-october-9th-2023-stocks-are-still-doing-just-fine
… $NVDA $AMD $ESTC