AMD stock falls despite a good AI talk (although they're bouncing back today) Expectations were very high. https://
thetechnologyletter.com/the-posts/amd-
stock-falls-despite-a-good-ai-talk
… $AMD $NVDA $INTC #investing #stocks #AI #semiconductors
@tiernanraytech
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AMD Stock Falls Post-AI Conference Despite Strong Fundamentals
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Mega-Cap Tech Giants: Investment Analysis and Market Trends
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The TL Podcast for June 12th, 2023: Bonfire of the Mega-Caps https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-12th-2023-bonfire-of-the-mega-caps
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AAPL $GOOGL $META $NVDA $TSM $AMZN $TSLA $AMAT $CLFD $ORCL $NFLX $COIN $CIEN $MBLY #investing #stocks #TL20 -
Micron August Outlook Dims Amid China and Server Market Risks
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Micron: prospects for August aren’t looking good, says Deutsche Bank China risk, lousy server market risk https://
thetechnologyletter.com/the-posts/micr
on-prospects-for-august-arent-looking-good-says-deutsche-bank
… $MU #investing #stocks #semiconductors #DRAM -
Oracle Builds 16000 GPU Machine Amid Infrastructure Surge
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Oracle sees a bit of The Nvidia Effect in infrastructure surge Ellison is working on the world’s biggest GPU machine, 16,000 GPUs, he says. https://
thetechnologyletter.com/the-posts/orac
le-sees-a-bit-of-the-nvidia-effect-in-infrastructure-surge
… $ORCL $NVDA $AMZN $MSFT #investing #stocks #cloudcomputing #AI -
Nvidia Leverages GPT-4 to Enhance AI Performance in Minecraft
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Nvidia uses GPT-4 to make AI better at Minecraft Mastering the diamond axe faster. https://
zdnet.com/article/nvidia
-uses-gpt-4-to-make-ai-better-at-minecraft/
… @NVIDIAAI $NVDA #minecraft #Nvidia #AIS5GSQUAD -
Apple’s New Product Lacks Jobs’ Design Excellence and Market Appeal
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Jobs started with a design that was beautiful, based on a category that was already a mass market success. This thing is neither of those.
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Product Success Depends on Right Initial Strategic Approach
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In very general terms, things evolve. But a product fails if it starts with the wrong initial approach.
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Innovation Requires More Than Copying the Original Design
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And you don’t make an iPhone by starting with copying the thing in the picture.
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Apple Vision Pro adoption challenges and market niche concerns
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The Vision Thing: Street debates who will want Apple’s headset Does it isolate people is one of the concerns. It could end up a niche product. https://
thetechnologyletter.com/the-posts/the-
vision-thing-street-debates-who-will-want-apples-headset
… $AAPL #VisionPro #investing #AR #VR #VirtualReality -
Amazon positioned to win as AI becomes commodity: UBS analysis
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Amazon can be a winner as AI becomes a commodity, says UBS Large language models will be prevalent, and offer very little differentiation for anyone. https://
thetechnologyletter.com/the-posts/amaz
on-can-be-a-winner-as-ai-becomes-a-commodity-says-ubs
… $AMZN $MSFT $GOOGL $NVDA @OpenAI #investing #AI #ChatGPT