MARKET TRENDS

Goldman Sachs names Crowdstrike and Palo Alto top security stocks

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14 February 2023 20h36

Crowdstrike, Palo Alto top security names at Goldman https://
thetechnologyletter.com/the-posts/crow
dstrike-palo-alto-top-security-names-at-goldman
… // $CRWD $PANW #investing #cybersecurity #stocks #tech #software

→ View original post on X — @cerebras

Waferscale Architectures Bridge Post-Moore’s Law AI Computing

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@cerebras

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14 February 2023 19h34

The Next Platform writes "…waferscale architectures were dismissed as impractical. 5 years ago, they were touted as a fringe possibility for AI/ML. But the next decade might demonstrate waferscale as [a] bridge across the post-Moore’s Law divide" Read

→ View original post on X — @swyx

GPT-3.5 API Release Timeline Discrepancy Questions

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@swyx

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14 February 2023 18h52

well thats exactly it, I dont know why Sam and now Boris keep saying that GPT3.5 was "already in the API for 6/8 months" when it was released like a day before ChatGPT? am i missing something obvious?

Check Point fails to demonstrate growth prospects

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14 February 2023 18h10

Check Point didn’t quite make the case for growth https://
thetechnologyletter.com/the-posts/chec
k-point-didnt-quite-make-the-case-for-growth
… // $CHKP $PANW $FTNT $CSCO #cybersecurity #tech #investing #stocks #CheckPoint

Confluent and Hashicorp positioned as solid investment buys

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14 February 2023 18h08

Confluent, Hashicorp two well-valued Buys at Moffett https://
thetechnologyletter.com/the-posts/conf
luent-hashicorp-two-well-valued-buys-at-moffett
… // $CFLT $HCP #investing #stocks #tech #technology #software #cloudcomputing #earningsseason #ApacheKafka

Arista Networks Positions Itself for AI Market Growth

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14 February 2023 18h02

Arista’s not yet an ‘AI company,’ but you can see the possibility there https://
thetechnologyletter.com/the-posts/aris
ta-no-sign-of-slowing-down-as-forecast-tops-consensus-comfortably
… // $ANET $CSCO $JNPR #investing #stocks #AristaNetworks #tech #earningsseason #AI #artificialintelligence #computernetworking

→ View original post on X — @dotcsv

Success Probabilities Scale Rapidly in AI Development

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@dotcsv

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14 February 2023 17h04

Las probabilidad de éxito escalan muy rápido y…..!!!!

→ View original post on X — @packym

Confident macro predictions and their credibility issues

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@packym

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14 February 2023 16h56

He’s a 10 but he makes confident macro predictions

→ View original post on X — @actuiafr

HERE Technologies Launches UniMap, an AI-Powered Mapping System

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@actuiafr

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14 February 2023 14h49

HERE Technologies presents UniMap, an AI-based mapping system https://actuia.com/actualite/here-technologies-presente-unimap-un-systeme-de-cartographie-basee-sur-lia/
… #AI #artificialintelligence #mobility
@here