Which comes back to capital allocation
BUSINESS
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Resource allocation strategies for technology projects
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The new “how many resources should we put on this project”
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Micron’s Incredible Q2 Results Could Push Stock to $700
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Micron could go as high as $700 as the numbers are just incredible Micron Technology turned in an astounding second-quarter report, with gross profit of seventy-five percent, and a twenty-billion-dollar-per-quarter DRAM business that is tripling. Price targets are as high as $700. And yet, people are selling on the news. The chief risk to Micron is over-supply, and Micron itself doesn’t know how much supply would be too much. Probably, over-supply risk is remote at the moment, even if it’s not zero. thetechnologyletter.com $MU $NVDA
→ View original post on X — @tiernanraytech, 2026-03-19 19:48 UTC
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Meituan’s Shenzhen Drone Airport Operations Hub Launch
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#Drone Airports Are Real: Meituan’s Shenzhen Operations Hub
— Ronald van Loon (@Ronald_vanLoon) 19 mars 2026
by @ShuoYangAIR
#Logistics #SupplyChain #Innovation #FutureTech #Tech pic.twitter.com/RGhb8KBfg7#Drone Airports Are Real: Meituan’s Shenzhen Operations Hub
by @ShuoYangAIR #Logistics #SupplyChain #Innovation #FutureTech #Tech -
Nvidia Revenue Beyond Chips: Networking and Diversified Income
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I think this is somewhat correct but misses some key points that make the reality a lot less doom and gloom… 1. This acts like Nvidia’s chip sales are the only way they make money. It’s way more nuanced than that. Their networking business alone generated $31b last year. Chips
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Real AI Agent Impact Examples That Will Amaze You
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I have a very long list of real AI agent impact that I've been collecting. Here are some that will make your jaw drop. – Fixed a production bug from a tweet screenshot while the dev was on vacation in Morocco. He didn’t have a laptop. Just a phone notification and an agent that handled it – Negotiated a car purchase. An AI agent went back and forth with the dealership. Saved the human $4,200 on a Hyundai Palisade. The car dealer did not know they were negotiating with AI – Generated 1,000 hyper-targeted sales leads for $6 – Built a full YouTube analytics dashboard overnight. Owner woke up, opened their browser, and it was ready As creator of OpenClaw @steipete put it: 'It is just like having a new weird friend that is also really smart and resourceful that lives on your computer.' If you wanna learn more about AI agents, join my free workshop on March 25 at 12pm ET: events.alliekmiller.com/
→ View original post on X — @alliekmiller, 2026-03-19 17:28 UTC
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Zipline Launches Autonomous Charging Stations for Drone Delivery
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Zipline Unveils #Autonomous Charging Stations for Its #Drone Delivery Fleet
— Ronald van Loon (@Ronald_vanLoon) 19 mars 2026
by @tweetciiiim
#EmergingTech #Technology #Innovation pic.twitter.com/7ywNsMSuLvZipline Unveils #Autonomous Charging Stations for Its #Drone Delivery Fleet
by @tweetciiiim #EmergingTech #Technology #Innovation -
Nvidia Becomes Largest Organization on Hugging Face Hub
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Nvidia just crossed Google as the biggest org on @huggingface with 3,881 team members on the hub. I'm officially calling it: Nvidia is the new American king of open-source AI!
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Fractal: Building ChatGPT Apps Made Easy for Businesses
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Apps inside ChatGPT are the way to get your business discovered by 900M+ people using it, but building them is still too hard.
— Hanh Nguyen (@fashiongiik) 19 mars 2026
So we built Fractal: @Lovable for ChatGPT Apps
It’s the fastest way for business owners, with or without a technical team, to ship exceptional ChatGPT… pic.twitter.com/sV9YaI8i0MApps inside ChatGPT are the way to get your business discovered by 900M+ people using it, but building them is still too hard. So we built Fractal: @Lovable for ChatGPT Apps It’s the fastest way for business owners, with or without a technical team, to ship exceptional ChatGPT apps
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Jensen Huang Explains Five-Layer AI Cake at Davos 2026
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Davos 2026: Jensen Huang on the Five-Layer AI Cake, the AI Bubble and Key AI Breakthroughs NVIDIA’s Jensen Huang explains the “five-layer AI cake” — from energy and chips to models and applications — highlighting the massive infrastructure behind the AI revolution. Read more