Operating at the Intersection of Technology and the Capital Markets
Tag: NVIDIA
AI is nothing new, yet we are only scratching the surface. I believe that every Technology company is incorporating broadly-defined "AI" into their products and services offerings at this juncture. "AI" at its core is based upon statistical models that underpin various advanced automation processes such as machine learning, deep learning, neural networks, natural language … Continue reading AI Is Nothing New, Yet We Are Only Scratching The Surface
AWS is Amazon's (AMZN) most profitable business unit (26% operating margin in the September quarter), and is subsidizing other Amazon business units. While AWS allocates capital to other AMZN business units, competing cloud platforms Azure and Google Cloud are capital allocation recipients. While AWS touts its new, high-end Graviton chips - these chips will compete … Continue reading AWS vs. Azure vs. Google Cloud
It does not matter what the Fed does with the Fed Funds Rate at this point, the global economy is softening and is likely to get worse. Whether the Fed ultimately takes rates to 3.5% or 4.0% will have little effect on the macroeconomic backdrop (QT is a different story). More job cuts. Large Tech … Continue reading The Economic Genie Is Out Of The Bottle
The Metaverse is a fancy term for accessing online worlds via the Internet. Gaming environments are a prime example. Online meeting spaces (avatar meetings) are another example. We can imagine a world where buying a home or purchasing an automobile take place in a virtual environment. We believe that every Software company of size will … Continue reading Metaverse Plays
There is a difference between truly Autonomous Vehicles - those qualified to operate without a driver - and ancillary technologies such as driver assist. Below we provide detail about where various Auto OEMs are in their Autonomous evolution as measured by Autonomous Vehicle permits held in the state of California. (For those who receive our … Continue reading Autonomous Vehicle Permits in CA
AWS, Azure and GCP - the respective cloud platforms for technology giants Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOG) - will benefit from each company's cloud gaming service. Similar to exercising one's body, cloud platforms benefit from use. Cloud gaming is a recent use case that should further strengthen the leading cloud platforms: AWS, Azure … Continue reading AWS, Azure & GCP Will Benefit from Their Respective Cloud Gaming Services
Given the significant run up in many Technology stocks (our CEORater Tech portfolio is up 57% YTD, detail end of article), the question for many institutional investors is how best to position the portfolio for 2021? There is a saying in Physics that "big bubbles get bigger". Our expectation would be for Alphabet, Amazon, Apple … Continue reading Where Do We Go From Here?
The gaming industry - the largest segment of the broader entertainment industry - continues to grow and evolve. Google is set to join Technology giants Amazon (Twitch) and Microsoft (Xbox) in the gaming space - formal announcement coming on March 19th. Not only are the industry players changing, but so is the underlying AI technology. … Continue reading The Age of Autonomous Video Games
Square's Jack Dorsey – Tech's Best Value Over Past 14 Months We dipped into our CEORater database as we regularly do and ran a query to return the Technology stocks with the greatest stock price appreciation over the period January 3rd 2017 through February 23rd 2018. We then took the Top 20 Technology Companies as … Continue reading Square’s Jack Dorsey – Technology’s Best CEO Value
Bezos is Top Tech CEO with a Total Stock Return of 83,639% We recently queried our CEORater database to identify the Top Technology CEOs as measured by stock price performance during each CEO's tenure. Amazon's Jeff Bezos topped our list by a wide margin. For purposes of this exercise it helped to have been a … Continue reading Top Tech CEOs: Bezos Is Best as Measured by Total Stock Return
You must be logged in to post a comment.