Through March 8th, the The Technology Letter 20 group of stocks to consider is up 125% since inception in July of 2022, and up 45% this year. A good chunk of that is because of Nvidia, which most fund managers were not buying before its breakout forecast in May of last year.
INVESTMENT
-
Temu Sensation, Nvidia Dominates S&P500 Semiconductors
By
–
Sell-side most interesting: What makes Temu Tick, Nvidia the most owned Pinduoduo’s Temu is a sensation and a mystery, but Bernstein breaks down some of the math, CrowdStrike surges on a “stellar” report, the most broadly owned S&P500 semiconductor name is Nvidia, and ASML
-
Broadcom CEO Endorses AMD’s Bold AI Revenue Projection
By
–
Broadcom CEO endorses that crazy AI revenue projection from AMD AMD CEO Lisa Su’s stunning remark that AI chips will be almost the size of the entire chip industry in 2027 has been a source of much chatter in the past few months. Thursday evening, Broadcom CEO Hock Tan endorsed
-
Biden Remembers Moonshot Mentality for Public Sector AI Investment
By
–
President Biden @POTUS remembered our meeting in June 2023, where I shared with him the idea of adopting a Moonshot Mentality to invest in public sector AI. He even remembered that I’m from NJ N/
-
Midjourney’s Profitability Stands Out Among AI Image Tools
By
–
I think Midjourney is hugely profitable. I can't name a second one.
-
Crypto Art NFT AGI Club Digital Asset Ownership
By
–
[ Not Your Key, Not Your AGI ] Crypto AI Art #638 : https://
opensea.io/assets/ethereu
m/0x4f652d9ac6095756574b2254246f121b1042f278/359
… #AGIClub #NFT -
Institutional opportunities in digital assets and traditional finance bridge
By
–
Spoke at the Digital Assets: Realised in #HongKong on “Where are the biggest institutional opportunities?” #etf #stocks #bonds #MutualFunds Anndy Lian: “As Senior advisor to Peach Income fund, we bridge tradfi and digital markets globally.”
-
Generative AI Revenue Market Size and OpenAI’s Market Share
By
–
My tweet says 4B (2B consumer + 2B enterprise). OpenAI is half of that. Note that the relevant quantity is gen AI derived revenue from companies that train their own models and directly monetize them. Not all revenue made by anyone using gen AI (e.g. some company using a 3rd
-
AI Chip Economics: VC Loss, Big Tech Profits, Uncertain Returns
By
–
~1/3rd of the chips are bought via venture capital that won't see a return. 2/3rds are big tech. That portion is mostly to provision cloud services (which are very profitable). In turn, these cloud services are sold to companies which may or may not see a return from their models
-
AI Art NFT Collection Floor Price Drop Announcement
By
–
While supply last "300 Eth floor | US $1,167,393.00 FLOOR" #QuintessentialAI or #CryptoAIArt or #AIPrincesses holders or wallets with 8 #RektBird or more can get one "Quintessential Abstract Expressionism" for 0.288 Eth! OpenSea: https://
opensea.io/assets/ethereu
m/0x495f947276749ce646f68ac8c248420045cb7b5e/2392630434290240917728431095880785304289144848761899072947383056206561017944
… #MontrealAI