Investors warm to software just a little bit https://
thetechnologyletter.com/the-posts/inve
stors-warm-to-software-just-a-little-bit
… // $NTNX $GTLB $DT $CFLT #investing #stocks #technology
@tiernanraytech
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Investors Warming to Software Market Opportunity
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Tech Stocks Podcast: Azenta, Tesla, Absci Analysis
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The TL podcast for December 26th, 2022: Azenta is tops, pondering Absci, another awful Tesla week // $AZTA $TSLA $NVDA $AMAT $WOLF $LRCX $MU $ABSI $JNPR $CHKP #investing #stocks #tech #TL20 https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-december-26th-2022-azenta-is-tops-pondering-absci-another-awful-tesla-week
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Gary Marcus and Vincent Boucher Host Major AI Debate
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Gary Marcus and Vincent Boucher hosted another of their epic AI debates with a cast of fascinating speakers. // #agidebate @Montreal_AI @GaryMarcus // #AI #machinelearning #deeplearning
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Micron Eyes Automotive Chip Market Growth Surge Ahead
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Micron: the auto market for chips is soaring Groth in bit demand is double that of any other market for the next five years. // $MU https://
thetechnologyletter.com/the-posts/micr
on-slips-as-results-outlook-miss-sees-growth-ahead
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Micron misses Q3 targets but forecasts growth recovery
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Micron slips as results, outlook miss, sees growth ahead Third quarter of missed expectations, but things improve latter half of this year. // $MU https://
thetechnologyletter.com/the-posts/micr
on-slips-as-results-outlook-miss-sees-growth-ahead
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Zero-shot AI accelerates drug discovery and antibody design
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Please enjoy my interview with Absci CEO Sean McClain Absci: Will ‘zero-shot’ AI change drug discovery? “We can get everything right the first time and dramatically reduce the time it takes to get into the clinic.” https://
thetechnologyletter.com/the-posts/absc
i-ceo-mcclain-we-will-be-the-first-company-to-put-an-antibody-designed-by-computer-into-a-human
… // $ABSI -
Needham recommends buying Nvidia stock at market bottom
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Nvidia: buy it, it’s troughed, says Needham https://
thetechnologyletter.com/the-posts/nvid
ia-buy-it-its-troughed-says-needham
… // $NVDA $AMD $INTC -
Chip stocks lose momentum while Tesla faces challenges
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The TL podcast for December 18th, 2022: Chip stocks break their winning streak, and what ails Tesla // $TSAL $SOX $WOLF $STM $PCOR $GTLB $ORCL $SGH https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-december-18th-2022-chip-stocks-break-their-winning-streak-and-what-ails-tesla
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Meta Strengthens Generalist Network with Minor Optimization Tweaks
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Meta’s “generalist” network becomes stronger with a couple of minor tweaks. // $META // @FacebookAI // #AI #machinelearning #deeplearning
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Procore CEO Transforms Construction From Analog to Digital
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Please enjoy my interview with Procore CEO Craig “Tooey” Courtemanche Procore CEO: Taking the construction business from ‘analog’ to rational https://
thetechnologyletter.com/the-posts/proc
ore-ceo-taking-the-construction-business-from-analog-to-rational
… // $PCOR // @tooeyprocore