Wall Street’s best ideas: No Nvidia ‘air pocket,’ buy the dip in Palo Alto Bulls dismiss talk of an “air pocket” for Nvidia caused by its “Blackwell” chips, but all eyes will be on how to gauge the full-year’s outlook, and maybe you should consider sticking with the leader
INVESTMENT
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Humanoid Robots: Analysis of ROI and Economic Viability
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Benjie Holson @robobenjie has just posted part 2 of his humanoid analysis, this time concentrating on when ROI might start to make sense. https://
generalrobots.substack.com/p/humanoid-rob
ots-dollars-and-gpts
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Startup Funding Challenges With Limited Millionaire Network Access
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But then you only have $10M $100M millionaire friends which is nice in theory but even my startup friends ain't got that money
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AI Portfolio Management Team Optimizes Investment Strategy
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4/5 📈 Portfolio Management
— FlowiseAI (@FlowiseAI) 21 mai 2024
A team of Portfolio Manager, Financial Analyst, and Risk Manager working together to optimize an investment portfolio. pic.twitter.com/QC5ZQfo4Zo4/5 Portfolio Management A team of Portfolio Manager, Financial Analyst, and Risk Manager working together to optimize an investment portfolio.
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Pritzker Foundation Funds AI Science Research at Caltech and UChicago
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So thankful for the Pritzker foundation for supporting AI+science research at @caltech and @UChicago
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Data as Competitive Advantage in Powerful AI Models
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Happening now!!! As models become more powerful and prolific, it is your data that will deliver differentiated value.
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Databricks Launches AI Fund for Enterprise Investments
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Announcing the Databricks AI Fund! The era of #AI in the enterprise is here. We will be pursuing investments that utilize or enable AI alongside the Databricks Data Intelligence Platform. Learn more: https://
dbricks.co/3K9uRGR -
NVIDIA joins $110M US-Japan AI research partnership
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NVIDIA joined a $110 million AI partnership between Japan and the United States that includes an initiative to fund research through a collaboration between the University of Washington and the University of Tsukuba. Learn more: https://
nvda.ws/3QRLJpr. -
AI Trade Momentum: Nvidia, Applied Materials, Cisco Payoffs
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The TL Podcast for May 20th: The momentum in the AI trade Everyone is scrutinizing the AI payoff of every company, Nvidia will have another chance to prove its AI payoff this week, while Applied Materials and Cisco get some props for their own AI payoff, and absolutely one is
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US AI spending significantly outpaces competitors globally
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But the US has too, but way more: $69.5 billion vs $3.7 billion What do you think about that?