Entegris: Buy it, a bright spot in semi-cap, says BMO Their protection against contaminants becomes more important as giant chips such as Nvidia H100 take up more wafer area. https://
thetechnologyletter.com/the-posts/ente
gris-buy-it-a-bright-spot-in-semi-cap-says-bmo
… $ENTG $AMAT $KLAC $LRCX $ASML $NVDA #investing #semiconductors #AI
@tiernanraytech
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Entegris: Semiconductor Play Amid AI Chip Growth
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Chip Equipment Manufacturing Stocks and Market Analysis
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The TL Podcast for June 19th, 2023: Selling chip equipment https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-19th-2023-selling-chip-equipment
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AMAT $ASML $KLAC $LRCX $AEIS $ACLS $ACMR $COHU $ICHR $NVMI $ONTO $TER $UCTT #investing #semiconductors #manufacturing -
AMAT and ASML: Semiconductor Capital Equipment Valuations Under Pressure
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Time to drop AMAT and ASML as New Street pushes semi-cap recovery to 2025 The P/Es are way above historical norms. https://
thetechnologyletter.com/the-posts/time
-to-drop-amat-and-asml-as-new-street-pushes-semi-cap-recovery-to-2025
… $ASML $AMAT #investing #semiconductor -
Zscaler CEO: Bold Statements on Cybersecurity Market Opportunities
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Please enjoy my interview with Zscaler CEO Jay Chaudhry. Zscaler CEO: Our stock is a great buy at any price “Check Point is the living dead,” and other bold statements. https://
thetechnologyletter.com/the-posts/zsca
ler-ceo-chaudhry-disrupting-the-old-guard-is-a-mega-opportunity
… $ZS $CHKP $PANW $IBM $HPE #investing #stocks #cybersecurity #AIart -
Generative AI Systems Should Not Be Called Artists, Say Scholars
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Generative AI: Just don’t call it an ‘artist,’ say scholars in Science magazine Generative AI programs “misleadingly imply that these systems exhibit humanlike intent,” write Ziv Epstein and colleagues, when in fact, “there is little room for autonomous machines being ‘artists'
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Upstart CFO: Consumer Past Worst, Stock Up 180%
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Upstart CFO says the consumer is past the worst, says Mizuho Mind you, Upstart’s stock is up 180% this year. https://
thetechnologyletter.com/the-posts/upst
art-cfo-says-the-consumer-is-past-the-worst-says-mizuho
… $UPST #recession #economy #lending #personalloans #AI -
OctoAI Simplifies Generative AI Production Deployment
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Serving Generative AI just got a lot easier with OctoML's OctoAI Generative AI, because of its compute intensity, is especially hard to put into production. https://
zdnet.com/article/servin
g-generative-ai-just-got-a-lot-easier-with-octomls-octoai/
… @OctoML #AI #deeplearning #GenerativeAI -
Needham Downgrades Chip Stocks Amid AI Hype Skepticism
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Don’t believe the AI hype: Needham downgrades Applied, ACLS, etc. Even if Nvidia’s incremental chip demand for AI doubled, it would’t drive a lot more wafers to be manufactured at Taiwan Semi. https://
thetechnologyletter.com/the-posts/dont
-believe-the-ai-hype-needham-downgrades-applied-acls-etc
… $AMAT $ACLS $AEIS $NVDA $TSM $KLAC $ONTO $NVMI #investing -
Confluent Stock Valuation Concerns After Analyst Day
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Confluent’s analyst day wasn’t quite enough for high expectations The stock is up this year fifty-seven percent, and now one of the most expensive software stocks around. https://
thetechnologyletter.com/the-posts/conf
luents-analyst-day-wasnt-quite-enough-for-high-expectations
… $CFLT #investing #Kafka #software #IPO #streamingdata -
Documentary Filmmaker Interviews on Generative AI and ChatGPT
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Shari Berman is a documentary film-maker and artist. She recently invited me on her video interviews series. We talked about generative AI stuff such as ChatGPT. Give a listen: they’re very good questions! #AI #generativeAI #ChatGPT @ShariABerman