Apple headset: don’t dismiss it, says Merrill Lynch How bad could it be? https://
thetechnologyletter.com/the-posts/appl
e-headset-dont-dismiss-it-says-merrill-lynch
… $AAPL #virtualreality #WWDC
INVESTMENT
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Apple Headset Strategy: Merrill Lynch Investment Analysis
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Hugging Face Strengthens Microsoft Azure Partnership Toward ML GitHub
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Hugging Face has been tying closer with Microsoft/Azure, bit by bit, for the past year. It was valued at $2B last year in a round led by Lux that included Sequoia to be the GitHub of ML. An integration like this shouldn’t go unnoticed, because it gets it closer to that goal.
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Poolside: Another VC-Backed AI Startup Emerges
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I see it's called Poolside, so your VC life continues! 😉
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Palo Alto confirms cyber-security sector healthy growth trend
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Palo Alto confirms cyber-security’s healthy trend Keeping costs in line has led to a “Rule of 47” that analysts like. https://
thetechnologyletter.com/the-posts/palo
-alto-confirms-cyber-securitys-healthy-trend
… $PANW $FTNT $ZS $CRWD #cybersecurity #investing #earningsseason -
Tech Stock Winners Predicted by Major Analysts in AI Semiconductor Sector
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Mammoth AI reports from Needham, Deutsche, others predict tech stock winners Picks such as Cerence and Vicor are interesting food for thought. https://
thetechnologyletter.com/the-posts/mamm
oth-ai-reports-from-needham-deutsche-others-predict-tech-stock-winners
… $NVDA $MU $CRNC $VICR $MPWR #artificialintelligence #AI #semiconductors #ChatGPT #investing -
China’s Tech Giants Invest Heavily in AI Competition
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China's internet giants bet big on #AI as Beijing looks to rival U.S. on tech 'paradigm shift'
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Banks Losing AI Talent War to Tech Companies
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Banks are losing the war for #AItalent. For every #AI professional hired in the past two years, banks have lost one. The exodus is due to: 1 Project complexity
2 Salary
3 Culture shock 70% migrated to tech companies. #banks #datascience -
Executive Signs Up for Worldcoin After European Business Meetings
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great meetings today in warsaw, paris, and london. and…since i was out of the US, i finally got signed up for worldcoin!
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Mizuho recommande Micron: China manque d’alternatives semiconducteurs
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Micron Technology: Buy it, says Mizuho, China has very few options Samsung and Hynix are not China’s solution. https://
thetechnologyletter.com/the-posts/micr
on-technology-buy-it-says-mizuho-china-has-very-few-options
… $MU #investing #China #cybersecurity #DramaAlert -
Tech stocks surge amid market froth and unexplained rallies
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The TL Podcast for May 22nd, 2023: Week of tech froth: stocks surged on no news whatsoever Conference calls from Synopsys, Cisco and Applied Materials lifted tech shares, but a lot of names such as Nvidia and Confluent surged for no reason whatsoever, a sign of a certain