Meta’s ‘swagger’: two billion Instagramers can be a big Threads business, says Street Two billion monthly average users of Instagram make for a big cudgel that Zuckerberg can wield against Twitter. https://
thetechnologyletter.com/the-posts/meta
s-swagger-two-billion-instagramers-can-be-a-big-threads-business-says-street
… $META #investing #socialmedia #Threads
@tiernanraytech
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Meta Leverages Instagram’s 2B Users to Challenge Twitter with Threads
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Morgan Stanley Values Microsoft Copilots at 90 Billion
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All Microsoft’s ‘co-pilots’: Morgan Stanley sees $90 billion opportunity That warrants a premium multiple, says analyst Keith Weiss https://
thetechnologyletter.com/the-posts/all-
microsofts-co-pilots-morgan-stanley-sees-90-billion-opportunity
… $MSFT #investing #AI #GitHub #software #microsoft -
MongoDB CTO Departure: Platform Continues Growth Strategy
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A follow-up interview. MongoDB will ‘keep sailing on the great path it’s on,’ says departing CTO Porter “MongoDB is absolutely focused on the developer data platform.” https://
thetechnologyletter.com/the-posts/mong
odb-will-keep-sailing-on-the-great-path-its-on-says-departing-cto-porter
… $MDB @MarkLovesTech #investing #database #mongodb #software #AI -
AMD Could Erode Nvidia’s GPU Dominance Through Open Source
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Advanced Micro Devices can drain Nvidia’s moat, says Northland Open-source software can stem CUDA’s lead. https://
thetechnologyletter.com/the-posts/adva
nced-micro-devices-can-drain-nvidias-moat-says-northland
… $AMD $NVDA $INTC #investing #stocks #semiconductors #AI #GPUs #opensource -
Generative AI Reshapes Database Market: Tech Giants Report
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The TL Podcast for July 3rd, 2023: Good tidings from BlackBerry, Micron, Intel, etc. Snowflake, Micron, BlackBerry had upbeat news to report, and the database world is set for a shake-up because of generative AI. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-july-3rd-2023-good-tidings-from-blackberry-micron-intel-etc
… $SNOW $MU $BB $CFLT $ANET $COHR $INTC -
TL20 Tech Portfolio Outperforms Nasdaq and S&P 500
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Closing in on the one-year anniversary in mid-July, the TL20 has appreciated 45%, more than double the Nasdaq’s 21% rise and the S&P 500’s 15%. Also beat $ARKK $IGV. Better investing comes from understanding tech. https://
thetechnologyletter.com/subscribe $TSLA $NVDA #investing #stocks -
Tesla deliveries surge as AI capabilities gain investor attention
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Tesla targets rise on deliveries; AI ‘under-hyped’ says Canaccord The strategy to pursue volume is paying off, say analysts. https://
thetechnologyletter.com/the-posts/tesl
a-targets-rise-on-deliveries-ai-under-hyped-says-canaccord
… $TSLA
$RIVN $F $GM $LCID $FFIE $NKLA #investing #stocks #electricvehicles #automotive #EVs #Tesla -
AI Reshaping Database Market Through Recursive Question-Asking
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Big changes are coming to the database market because of AI The recursive movement of question-asking in AI is going to shake things up. https://
thetechnologyletter.com/the-posts/big-
changes-are-coming-to-the-database-market-because-of-ai
… $SNOW $ORCL @databricks @MosaicML $MSFT #database #investing #bigdata #AI -
Nvidia, Intel, AMD Chip Demand Surges Amid AI Boom
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Nvidia’s demand heats up, so does Intel, AMD’s, says New Street The generative AI stuff drives up chip sales for years https://
thetechnologyletter.com/the-posts/nvid
ias-demand-heats-up-so-does-intel-amds-says-new-street
… $NVDA $AMD $INTC #AI #Deeplearning #semiconductors #ChatGPT账号 -
Nvidia dominates GPU market for enterprise AI deployment
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Nvidia: No competition in sight, says Daiwa Every company’s going to need GPUs to run their own ChatGPT, says analyst Louis Miscioscia. https://
thetechnologyletter.com/the-posts/nvid
ia-no-competition-in-sight-says-daiwa
… $NVDA $INTC $AMD #AI #ChatGPT #DeepLearning #semiconductors