Back in March 2019 we wrote about the future use of NLP-powered applications across various industries - in particular Financial Services (our 2019 TEK2day article HERE). Microsoft (MSFT) is bringing natural language capability to its Productivity suite - Microsoft 365. This natural language offering has a name: "Copilot". We include an example of Copilot deployed … Continue reading NLP & Productivity Apps: Microsoft Copilot
Gold Safer Than Software
Investors have historically moved to Gold in times of uncertainty. Gold has moved substantially higher since the market turmoil in the banking sector kicked off last week. Here's why investors should be interested in Gold: perpetual money printing by the Fed, ever larger fiscal deficits and a mounting debt load - the combination of which … Continue reading Gold Safer Than Software
Amazon Bank, Apple Bank, Google Bank…
Fed Chairman Powell should lob calls into Andy Jassy (AMZN CEO), Tim Cook (AAPL CEO), Sundar Pichai (GOOGL CEO), Satya Nadella (MSFT CEO) and Doug McMillon (WMT CEO) in an effort to persuade them to consider acquiring a bank. To hell with potential pushback from the FTC. AMZN, AAPL, GOOGL, MSFT and WMT already dabble … Continue reading Amazon Bank, Apple Bank, Google Bank…
Random Thoughts On Google
Some random thoughts on Google.. Google has an IR problem. For a company that grew constant currency revenues by 7% in the December quarter GOOGL shares ought to be trading higher. It's clear that investors don't fully understand the story. Google can simplify the story with a smarter IR effort. If the cloud around Google … Continue reading Random Thoughts On Google
Google Looks Attractive
GOOGL shares look attractive. 11.4x EV/Operating Cash Flow and an 8% cash flow yield for a quality company that I would rather own versus overvalued Tech stocks like PLTR, COIN and scores of others. If you ask me, GOOG is going to gain share across its Remote Server business (GCP), and its Productivity products (Docs, … Continue reading Google Looks Attractive
Google Pixel Deals
I recently wrote that I love Google's Pixel phones. Google is offering deals on Pixel phones if consumers are willing to buy the Pixel and use Google Fi as the phone service. I've used Google Fi for several years now and enjoy the service. It is far less expensive than AT&T, Verizon and T-Mobile. I … Continue reading Google Pixel Deals
J.P. Morgan Limits Internal Use of ChatGPT
I don't have first hand knowledge of how J.P. Morgan's PMs, Analysts, Traders and Investment Bankers may be using ChatGPT. However, there are a couple of inherent challenges as I see it: 1.) ChatGPT's knowledge repository is limited to the data sets it has access to. For example, if a Fixed Income PM runs a … Continue reading J.P. Morgan Limits Internal Use of ChatGPT
Spin-Off YouTube and Google Cloud?
Sure, if Alphabet (ticker: GOOGL), were to spin off YouTube and Google Cloud it would be easier for Wall Street to value the component parts. However, I'm not sure that YouTube or Google Cloud ought to spin-off. Here's why: Google Cloud: Google Cloud consists of Google Cloud Platform (GCP is the comp to AWS and … Continue reading Spin-Off YouTube and Google Cloud?
Apple vs. Meta Quest 2
Apple is going to win the VR/AR/MR war vs. Meta. Apple simply has more elements it can leverage across its ecosystem to deliver a superior user experience delivered through its forthcoming headset (June 2023). Microsoft will be a bigger VR/AR/MR player than META in due time given the combination of its Productivity apps (perfect for … Continue reading Apple vs. Meta Quest 2
New YouTube Chief: Neal Mohan
Neal Mohan is YouTube's Chief Product Officer and will replace Susan Wojcicki who is stepping down. I like that a Product person will lead YouTube. It is mission critical to have "product" at the center of these massive content platforms to ensure optimal user experiences (Look to Meta Platforms for examples of how to ruin … Continue reading New YouTube Chief: Neal Mohan
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