The TL Podcast for April 10th, 2023: stocks didn’t rise on Easter week Bargain-hunting the TL20 https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-10th-2023-stocks-didnt-rise-on-easter-week
… Also try it on Apple Podcasts: https://
bit.ly/3Kx7BlU $CRWD $ANET $PSTG $TSLA $COHR $LITE $SWKS $QRVO #investing #stocks #semiconductors #TL20
@tiernanraytech
-
TL Podcast: Stock Market Trends and Tech Bargain Hunting April
By
–
-
Intel’s Improved Outlook: Should AMD Investors Worry?
By
–
Should AMD investors fret Intel’s improved outlook? asks Piper Remains to be seen if Intel can capitalize on progress. https://
thetechnologyletter.com/the-posts/shou
ld-amd-investors-fret-intels-improved-outlook-asks-piper
… $AMD $INTC $NVDA #investing #stocks #semiconductors #CPUs -
Samsung signals DRAM boom potential for Micron in 2024
By
–
Hooray for Micron, as Samsung signals the all-clear At least one broker thinks this signals the potential boom in DRAM in 2024. https://
thetechnologyletter.com/the-posts/hoor
ay-for-micron-as-samsung-signals-the-all-clear
… $MU #investing #stocks #DRAM #semiconductors #Samsung -
Meta’s LeCun criticizes OpenAI as product development not AI research
By
–
'OpenAI is product development, not AI research,' says Meta's chief AI scientist LeCun | ZDNET.
@ylecun
@AndrewYNg
@OpenAI
#AI #chatgpt -
Meta’s LeCun Challenges OpenAI’s AI Research Claims
By
–
'OpenAI is product development, not AI research,' says Meta's chief AI scientist LeCun | ZDNET
@AndrewYNg
@ylecun
@OpenAI
#AI #artificialintelligence #machinelearning #OpenAI #ChatGPT -
AI Bandwidth Demands Drive Investment in Fiber Optics
By
–
Coherent plunges, but look to the AI market down the road, says Raymond James AI is going to need lots of bandwidth. https://
thetechnologyletter.com/the-posts/cohe
rent-plunges-but-look-to-the-ai-market-down-the-road-says-raymond-james
… $COHR $LITE $CIEN #investing #stocks #fiberoptics #lasers #AI -
Ciena performs well despite Lumentum shortfall in networking
By
–
Ciena’s just fine despite Lumentum shortfall And by extension, the networking market should be just fine. https://
thetechnologyletter.com/the-posts/cien
as-just-fine-despite-lumentum-shortfall
… #investing #stocks #fiberoptics #Ciena -
Pure Storage Maintains Product Leadership with Strong Profit Margins
By
–
Pure Storage: they still have the best products, says Wedbush Take a look at those profit margins! https://
thetechnologyletter.com/the-posts/pure
-storage-they-still-have-the-best-products-says-wedbush
… $PSTG $DELL $HPE $NTAP #investing #stocks #datastorage #nandini -
Stifel Recommends Skyworks Over Qorvo on Valuation
By
–
Pick Skyworks over Qorvo, says Stifel Valuation’s an important component here. https://
thetechnologyletter.com/the-posts/pick
-skyworks-over-qorvo-says-stifel
… $SWKS $QRVO #investing #stocks #semiconductors -
MLPerf Results Show AI Performance Gains from Leading Tech Companies
By
–
The latest round of MLPerf results are in. It continues to be fascinating how new techniques are brought to bear by Neural Magic, cTuning, Neuchips and others. https://
zdnet.com/article/nvidia
-dell-qualcomm-speed-up-ai-results-in-latest-benchmark-tests/
… $NVDA @neuralmagic $DELL $QCOM $HPE @MLCommons #MLPerf #AI #artificialintelligence