AI-yi-yi-yi-yi: Dump Palantir, Astera, Buy Nvidia, Broadcom, Amazon…Cerebras? In their rush to cash in on AI, people have bid the stocks of Palantir and Astera Labs to the moon. Consider the alternatives. https://
thetechnologyletter.com/the-posts/ai-y
i-yi-yi-yi-dump-palantir-astera-buy-nvidia-broadcom-amazoncerebras
… $PLTR $ALAB $NVDA $AMZN $GOOGL @cerebras
MARKET TRENDS
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AI Stock Investment Strategy: Dump Palantir, Buy Nvidia
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Wall Street’s Best Ideas: Nvidia Gains While Google, Astera Face Pressure
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Wall Street’s Best Ideas: Astera, Google out, Kopin, Nvidia, in The new year starts with a raft of new recommendations, including dumping pricey Astera Labs, avoiding Google and Uber, snapping up Kopin, and hanging onto Nvidia. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-masayoshi-sons-vanity-strikes-again-mth2x
… $NVDA $GOOGL $UBER $KOPN -
AI Commoditization Will Shrink Expert Job Value to 10%
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C'est ce que je dis en conférence depuis 10 ans et les gens ont du mal à comprendre Si la partie expertise de votre job compte pour 90% de ce que le client paye et que l'IA la fait, vous ne serez rémunéré que sur les 10% restant Commoditisation: relire mon livre Disruption 2018
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Digiday AI news timeline review past twelve months
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This @Digiday timeline is by no means exhaustive, but instead aims to review some of the AI-related news for each of the past 12 months.
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AI as Strategic Ally for Recruitment Professionals: iCIMS Study
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[#Article] AI, strategic ally of recruitment professionals: an iCIMS study https://actuia.com/actualite/lia-alliee-strategique-des-professionnels-du-recrutement-une-etude-dicims/
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Palantir and Expensive Tech Stocks: 2025 Outlook
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Where do Palantir and other pricey names go in 2025? Palantir not only has one of the highest valuations, it has gotten more expensive in 2024 by every measure that counts. A look at the more expensive stocks of 2024 and where they go now. https://
thetechnologyletter.com/the-posts/wher
e-do-palantir-and-other-pricey-names-go-in-2025
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DeepSeek-V3: Chinese Open Source Rivals American AI
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[#Article] DeepSeek-V3: When Chinese Open Source Challenges Leading American LLMs https://actuia.com/actualite/deep-seek-v3-quand-lopen-source-chinois-defie-les-llms-americains-de-pointe/
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DeepSeek v3: Cost-Effective GPT-4o Alternative for AI Apps
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LocalLlama has spoken on DeepSeek v3 > If you used GPT-4o, you can safely switch; it’s the same thing at a much lower cost. Sometimes even better > v3 is the most ideal model for building AI apps. It is super cheap compared to other models, considering the performance
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Data Infrastructure Redefined: Sovereign Clouds and PaaS Evolution
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Why #2025 will redefine #data infrastructure: 11 expert insights on sovereign #clouds, exploding data, PaaS and more https://
venturebeat.com/data-infrastru
cture/why-2025-will-redefine-data-infrastructure-11-expert-insights-on-sovereign-clouds-exploding-data-paas-and-more/
… via @VentureBeat
