Qualcomm, Skyworks: Buy ‘em, this is the bottom, says Susquehanna Lead times ain’t good but they’re less bad https://
thetechnologyletter.com/the-posts/qual
comm-skyworks-buy-em-this-is-the-bottom-says-susquehanna
… $QCOM $SWKS $INTC #investing #stocks #semiconductors #wireless #5G
@tiernanraytech
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Qualcomm Skyworks Hit Bottom: Susquehanna Recommends Buy
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GPT-4 OpenAI chooses secrecy over technical disclosure
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With GPT-4, OpenAI opts for secrecy versus disclosure OpenAI's formal GPT-4 paper breaks with the AI practice of disclosing a program's technical details. @OpenAI #AI #artificialintelligence #deeplearning #ChatGPT
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ON Semiconductor scales silicon carbide production to billions dollars
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ON Semiconductor CEO El-Khoury: We’ve built the scale to support billions of dollars in silicon carbide There’s a misperception about growth and profitability, says El-Khoury. https://
thetechnologyletter.com/the-posts/on-s
emiconductor-ceo-el-khoury-weve-built-the-scale-to-support-billions-of-dollars-in-silicon-carbide
… $ON $WOLF $IFNNY $STM #semiconductor #investing #stocks #siliconcarbide -
ChatGPT Success Risks Secrecy in AI Development
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ChatGPT’s success could prompt a damaging swing to secrecy in AI, says AI pioneer Bengio Market pressures are probably going to push industry toward less disclosure, which could hamper scientific progress. https://
zdnet.com/article/chatgp
ts-success-could-prompt-a-damaging-swing-to-secrecy-in-ai-says-ai-pioneer-bengio/
… @Milaquebec @OpenAI #AI #deeplearning -
LeCun and Schmidhuber debate current AI approaches
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Yann LeCun's epic interview with ZDNet from the fall has been updated with replies by Jürgen Schmidhuber. Meta's AI guru LeCun: Most of today's AI approaches will never lead to true intelligence https://
zdnet.com/article/metas-
ai-guru-lecun-most-of-todays-ai-approaches-will-never-lead-to-true-intelligence/
… @ylecun @SchmidhuberAI #AI #ArtificialIntelligence -
GitLab Guidance Miss, SVB Rally, Crypto Market Trends
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The TL Podcast for March 13th, 2023: SVB rally, GitLab implodes GitLab’s first miss on guidance https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-march-13th-2023-svb-rally-gitlab-implodes
… $GTLB $ROKU $ASAN $SMAR $GLXY $MARA $RIOT $BTBT #investing #cryptocurrency #Bitcoin #SiliconValleyBank Apple Podcasts: http://
bit.ly/3FpgDQ6 -
The Technology Letter Podcast Now Available on Apple Podcasts
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Now on Apple Podcasts: The Technology Letter Podcast, every week, for 99¢ a month/$9.99 a year What's happened, what's going to happen, stocks, tech, interviews — all at a comfortable walking pace. https://
podcasts.apple.com/us/podcast/the
-technology-letter-podcast/id1654388770
… #investing #stocks #TheTechnologyLetter -
Tech stocks rally following SVB government backstop announcement
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Pager Duty, Asana, MicroStrategy soar on SVB backstop rally Panic turns to glee $PD $ASAN $MSTR $BILL $CFLT $SNOW $CRWD $DOCN #investing #stocks #tech #siliconvalleybank #cryptocurrency #Bitcoin
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SVB Collapse Forces SoftBank Portfolio Markdowns in Billions
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SVB collapse could force SoftBank to mark down portfolio by billions, says Jefferies Son San’s reckoning https://
thetechnologyletter.com/the-posts/svb-
collapse-could-force-softbank-to-mark-down-portfolio-by-billions-says-jefferies
… #investing #softbank #stocks #siliconvalleybank -
SVB Collapse Could Boost Cryptocurrency Appeal Over Traditional Banking
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What are the chances SVB’s implosion could actually boost crypto’s appeal? Stable coins versus bank hedges? https://
thetechnologyletter.com/the-posts/what
-are-the-chances-svbs-implosion-could-actually-boost-cryptos-appeal
… $GLXY $USDC #investing #Cryptocurency #siliconvalleybank #banking