Nvidia: buy it, it’s troughed, says Needham https://
thetechnologyletter.com/the-posts/nvid
ia-buy-it-its-troughed-says-needham
… // $NVDA $AMD $INTC
@tiernanraytech
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Needham recommends buying Nvidia stock at market bottom
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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 -
GitLab CFO Discusses Strong Execution in Tough Market
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Please enjoy my interview with GitLab CFO Brian Robins We’ve executed really well in a tough market // $GTLB $DDOG $DY $SPLK $NEWR https://
thetechnologyletter.com/the-posts/gitl
ab-cfo-weve-executed-really-well-in-a-tough-market
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Oracle accelerates growth with major cloud customers including Nvidia
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Oracle’s growth speed-up continues, touts gigantic cloud customers such as Nvidia https://
thetechnologyletter.com/the-posts/orac
les-growth-speed-up-continues-touts-gigantic-cloud-customers-such-as-nvidia
… // $ORCL $AMZN $MSFT $GOOGL $ANET $CSCO $JNPR -
China’s chip market opening threatens semiconductor industry
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China’s opening up to play havoc with chips, says Lynx // $AAPL https://
thetechnologyletter.com/the-posts/chin
as-opening-up-to-play-havoc-with-chips-says-lynx
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Silicon Carbide Investment: ST Micro vs Wolfspeed Comparison
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Silicon carbide investing: Susquehanna offers ST Micro as the reasonable alternative to Wolfspeed https://
thetechnologyletter.com/the-posts/sili
con-carbide-investing-susquehanna-offers-st-micro-as-the-reasonable-alternative-to-wolfspeed
… // $WOLF $STM $ADI $ON -
TL Podcast: Software Week, ChatGPT Madness, Subscriptions
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The TL podcast for December 11th: Software has a nice week, TL subscriptions, and the thing about ChatGPT madness https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-december-4th-diving-deep-into-qualcomm-and-the-ominous-outlook-for-ai-press-releases-pds5n
… // $AMD $ANET $COHR $TSLA $GTLB $VMW $CRM $CFLT $SNOW -
Programming’s Balance: Creativity Versus Addiction
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Perhaps. The paradigm of programming involves some parts that are the highest expression of the human mind, and some parts that are simply a muscle response to instant gratification. And in the balance there may be creativity, on the one hand, and merely addiction on the other.