Mobileye sags on deal pricing, but Canaccord recommends jumping aboard The company’s got seventy-percent share of ADAS, ostensibly in the part called “Level 2.” https://
thetechnologyletter.com/the-posts/mobi
leye-sags-on-deal-pricing-but-canaccord-recommends-jumping-aboard
… $MBLY $INTC $NVDA $QCOM $TSLA @gianarikas #investing #stocks #mobileye #selfdriving
@tiernanraytech
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Mobileye stock recommendation despite pricing challenges
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Mega-Cap Tech Stocks Sell-Off After Massive Rally
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Mega-Cap sells off: What did you expect? $4 trillion in market cap added in less than six months. https://
thetechnologyletter.com/the-posts/mega
-cap-sells-off-what-did-you-expect
… $AAPL $MSFT $GOOGL $AMZN $NVDA $TSLA $META $TSM #investing #stocks #stockmarket -
GitLab CFO Explores Generative AI Efficiency Prospects
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Please enjoy my interview with GitLab CFO Brian Robins. GitLab CFO explains the generative AI prospects Increased complexity may reinforce the value of the tools. “Generative AI is another way to make all the personas more effective and more efficient […] from releasing
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Coinbase SEC lawsuit could impose $6 billion damages
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Coinbase plunges: SEC suit could have $6 billion in damages, says Barclays Interestingly, Ether was not among the coins the SEC indicated in the suit are securities. https://
thetechnologyletter.com/the-posts/coin
base-plunges-sec-suit-could-have-6-billion-in-damages-says-barclays
… $COIN $ARBK $RIOT $MARA $PYPL $TSLA $SQ #Crypto #Coinbase #blockchain #Ether #ethereum -
Apple Vision Pro and AI Integration in Software
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The TL Podcast for June 5th, 2023: Apple Vision edition Apple’s mixed-reality headset is destined to have a mixed reception, while the pervasiveness of artificial intelligence spreads throughout software-land. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-5th-2023-apple-vision-edition
… Or catch it on Apple Podcasts: -
Apple’s Meta VR Gamble Creates Chip Maker Opportunity
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Oy vey, Apple gets sucked into Meta’s virtual nonsense With a start this clunky, there will never be enough Apple users to excite developers. (But it's a great opportunity for the chip makers who have to fix this mess.) https://
thetechnologyletter.com/the-posts/oy-v
ey-apple-gets-sucked-into-metas-virtual-nonsense
… $AAPL $TSM $QCOM $AMAT -
AI Drives New Software Pricing Models and Consumption-Based Billing
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Every software company Jefferies talks to has an AI pitch Adding AI can provide drive pricing, consumption-based billing https://
thetechnologyletter.com/the-posts/ai-p
ixie-dust-can-boost-software-pricing-based-on-jefferies-company-notes
… $MSFT $CRM $NOW $ADBE $NICE $SMWB #investing #stocks #software #AI #ChatGPT -
Nvidia surge powers TL20 index to sixty-five percent gain
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Nvidia’s surge, and its knock-on effect on Arista Networks and others, has powered the TL20 to a sixty-five percent gain this year, trouncing benchmarks. Better investing comes from knowing tech companies. $NVDA $ANET https://
thetechnologyletter.com/tl20 #investing #stocks -
Nvidia launches lossless 400-gig ethernet switch for AI
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Nvidia's got its own ethernet switch for AI, 128 ports of 400-gig E it says is "lossless" using congestion control. $NVDA $ANET $CSCO $EXTR $AMD $INTC https://
zdnet.com/article/nvidia
-unveils-new-kind-of-ethernet-for-ai-grace-hopper-superchip-in-full-production/
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Open Source AI Leaders Challenge Tech Giants Secrecy
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Open source AI holds a secret party in New York http://
Stability.ai founder Emad Mostaque and http://
Lightning.ai CEO William Falcon made a pitch for defying tech giants’ secrecy about AI source code. https://
zdnet.com/article/open-s
ource-ai-holds-a-party-in-new-york-thanks-to-stability-ai-and-lightning-ai/
… @StabilityAI @LightningAI