A breakthrough can be large or small. A small breakthrough can be legit but still not get a drug over the finish line. Breakthroughs and commercial success are not the same thing.
@tiernanraytech
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Micron Stock Surges: Semiconductor Growth Expected in 2024
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Micron sees growth ahead; could 2024 be a boom?
Things could snap back.
Shares closed up 7% today. https://
thetechnologyletter.com/the-posts/micr
on-sees-growth-ahead-could-2024-be-a-boom
… $MU #investing #stocks #semiconductors #DRAM #NAND -
Bernstein’s Top AI Hardware and Tech Stock Picks for Investment
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Qualcomm, Micron, Hewlett-Packard Enterprise, and Meta are top Bernstein quant picks Quantitative and qualitative together. https://
thetechnologyletter.com/the-posts/qual
comm-micron-hewlett-packard-enterprise-and-meta-are-top-bernstein-quant-picks
… $QCOM $MU $META $HPE #investing #stocks #quantstrategy -
Cerebras Opens Generative AI Where OpenAI Stays Private
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AI pioneer Cerebras opens up generative AI where OpenAI goes dark https://
zdnet.com/article/ai-pio
neer-cerebras-opens-up-generative-ai-where-openai-goes-dark/
… @cerebras $NVDA #AI #artificialintelligence #deeplearning #OpenAI #ChatGPT #CerebrasSystems -
Will Lyft Be Acquired? Ride-Sharing Giant on Market Block
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Will Lyft be put on the block? Someone going to pick up this ride? https://
thetechnologyletter.com/the-posts/will
-lyft-be-put-on-the-block
… $LYFT $UBER #ridesharing #gigeconomy #Lyft #Uber #investing -
Data Center Leaders Arista, Nvidia, Coherent Set for Growth
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Arista, Nvidia, Coherent to ride wave of data center spend, says New Street Cloud spending will keep on going https://
thetechnologyletter.com/the-posts/aris
ta-nvidia-coherent-to-ride-wave-of-data-center-spend-says-new-street
… $ANET $COHR $NVDA $AMZN $MSFT $GOOGL #investing #CloudComputing #software -
ASML and Nvidia: Generative AI Investment Opportunities
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The TL Podcast for March 26th, 2023: ASML as AI winner, and what to do with Block ASML and Nvidia are in the generative AI spotlight https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-march-26th-2023-asml-as-ai-winner-and-what-to-do-with-block
… Also try it on Apple Podcasts: https://
podcasts.apple.com/us/podcast/the
-technology-letter-podcast/id1654388770
… $ASML $NVDA $SQ $PCOR $CMBM #investing #stocks #AI -
AI Amplifies Complexity in Semiconductor Manufacturing
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For ASML, AI increases everything Everything gets more complex. https://
thetechnologyletter.com/the-posts/for-
asml-ai-increases-everything
… $ASML $AMAT $KLAC $LRCX $NVDA $INTC $AMD @OpenAI #investing #stocks #semiconductors #AI #artificialintelligence #ChatGPT -
Coinbase Plunges Amid Crypto Regulatory Headwinds
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Coinbase plunges: Oppenheimer says get of this bad crypto climate Coinbase and Block in one day; it’s certainly a bad day for nouveau finance https://
thetechnologyletter.com/the-posts/coin
base-plunges-oppenheimer-says-get-of-this-bad-crypto-climate
… $COIN $SQ #investing #cryptocurrency #Bitcoin #Coinbase #regulation #blockchain -
Nvidia’s AI Festival Draws Market Attention, cuLitho Innovation
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Nvidia’s generative AI fest greeted with applause on the Street The part people paid the least attention to, cuLitho, may be the most important. https://
thetechnologyletter.com/the-posts/nvid
ias-generative-ai-fest-greeted-with-applause-on-the-street
… $NVDA #investing #stocks #AI #artificialintelligence #semiconductors