To The Moon

Enterprise's skepticism in realizing the value of AI more broadly has been identified as one of the key impediments for AI to gain further traction, moving from the lab to the marketplace. Hence, I’m in concurrence with Nvidia that this should spur the proliferation of opportunities in AI applications, and drive the need for even more compute and not less.Former Tesla AI director Andrej Karpathy prefaced his recent views on DeepSeek’s breakthrough by hig

The company's e-commerce business has been hit especially hard in 2022.

Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed th

Probably not, and many traders would have jumped at the chance to buy GOOGL stock at such a valuation. Yet, here we are, and people are afraid to accept this gift from Wall Street.Again, the culprit is overblown expectations. During 2022’s third quarter, Alphabet’s revenue grew “only” 6% year-over-year. In the year-earlier quarter, the company’s revenue increased a whopping 41% year-over-year.Financial traders shouldn’t have assumed th

Not even tech giants like Alphabet are immune to the economic slowdown, but that doesn't mean you should avoid them.