To The Moon

Wow! What a comparison! I would usually compare APPL VS MSFT & NVDA VS IBM separately, but today I shall take on @CaptainTiger challenge to compare these 4 at the same time. The area that all 4 companies overlap in is in Artificial Intelligence(AI), especially in the area of AI-Based Medical Device Market.

Why AI❓

The global artificial AI industry is expected to grow from $59.7 billion in 2021 to $422.4 billion by 2028, according to Zion Market Research. Virtually every industry is being disrupted by AI, automation & robotics. Whether it be machine learning, smart applications & appliances, digital assistants or autonomous vehicles, companies that aren't investing in AI products & services risk becoming obsolete…Countless companies stand to benefit from AI, but a handful of stocks have AI & automation as a central part of their businesses.

🍎‘s AI strategy revolves around using sensors & algorithms integrated with the iPhone & 🍎 watch to collect & analyse medical data.

⭐️ 🍎 reportedly plans to identify new areas where machine learning can convert its vast amount of sensor-captured health data into actionable health insights.

⭐️ The 🍎 watch has risen to the forefront of 🍎’s healthcare vision with its ability to monitor user heart rates, respiration, sleep & movement disorders. 

⭐️ The 🍎 watch is able to detect if the user falls or gets into an accident & can contact local emergency services & provide the user’s location.

MSFT’s AI health initiatives looks at how to enhance health accessibility for people.

⭐️ In Jan 2020, MSFT introduced AI for Health, a 5-year program of the company. This solution aimed to leverage AI capabilities in order to help businesses along with researchers in addressing major healthcare challenges throughout the world.

⭐️ In Mar 2022, MSFT acquired Nuance Communications, a leading conversational AI & ambient intelligence company. With this acquisition, MSFT aimed to aid healthcare providers to deliver more effective, affordable, & accessible healthcare to patients. In addition, MSFT would also help businesses in developing more customised & relevant customer experiences.

⭐️ In Sep 2022, MSFT entered into a partnership with Novo Nordisk, a leading global healthcare company. Following this partnership, the companies aimed to accelerate the discovery as well as the development of medication & drugs through the capabilities of AI & big data.

NVDA has been a leader in providing AI & digital twin infrastructure for the medical community. Its various offerings improve diagnostics, the development of new medical devices, medical research and drug development.

⭐️ In Apr 2020, NVDA King’s College London introduced Medical Open Network for AI (MONAI) to simplify AI medical imaging workflows. This helps transform raw imaging data into interactive digital twins to improve analysis or diagnostics, or guide surgical instruments. The development and adoption of the platform have picked up steam with over 600,000 downloads, half of these in the last six months. By Sep 2022, they have rolled out MONAI 1.0 with several critical capabilities baked in.

⭐️ In Mar 2022, NVDA rolled out Clara Holoscan MGX, a platform for the medical device sector. Through this launch, the company aimed to develop & install real-time AI applications at the edge, particularly manufactured to comply with regulatory standards.

⭐️ In Sep 2022, NVDA released the NVIDIA IGX, an industrial-grade edge AI platform. This solution aimed to offer highly secure & low-latency AI inference to help in fulfilling the demand for instant insights from a range of devices & sensors for medical applications.

⭐️ In Sep 2022, NVDA released the BioNeMo framework to train & deploy huge biomolecular language models at a supercomputing scale. It facilitates scientists to unearth previously unknown patterns & insights in biological sequences, which they may then relate to biological features, functions, & even human health issues. BioNeMo is an AI-powered drug discovery cloud service and framework built on the NVDA NeMo Megatron for training and deploying large biomolecular transformer AI models at supercomputing scale.

⭐️ In Sep 2022, NVDA has also announced an extensive partnership with the Broad Institute of MIT and Harvard, a top genetics research group and tools provider.

IBM’s AI technology is being used to create individualized care plans, accelerate the process of bringing new drugs to market, & improve the quality of care.

⭐️ In Apr-2020, IBM unveiled AI-Powered Technologies. Through this launch, the company aimed to aid research & the health community in expediting medical treatments & insights discovery for COVID-19.

⭐️ In Nov 2021, IBM Watson rolled out the IBM Imaging AI Orchestrator, a cloud-based AI service. Following this launch, IBM aimed to aid radiologists in managing their access to AI insights in terms of reading workflow. Furthermore, this solution would offer managed access to regulatory-cleared AI applications through the best-in-class AI solution providers to imaging businesses.


From the above research, it can be seen that 🍎‘s AI approach is more day-to-day application while NVDA’s is very large-scale & advanced using multi-prong approaches. IBM seems to be competing with NVDA but appears to be playing catch-up. MSFT seems to be unsure if it really wants to diversify into AI healthcare. From now until the end of 2022, I think NVDA might have the greatest chance to be the best performer given it’s advancements in AI healthcare. However, the macros are against it given that the chip sector is still down $Semiconductor Bull 3X Shares(SOXL)$ $NVIDIA Corp(NVDA)$ $AMD(AMD)$  $Taiwan Semiconductor Manufacturing(TSM)$ & wearing down investors due to the expected slowing of the 2023 economy. MSFT has the Activision Blizzard deal & if there are signs of it being able to close, the share price might jump. It’s harder to predict the stock market these days as there’s so many factors at play now…🍎 would have been my choice for top performer if not for the Foxconn unrest & rising Covid numbers in 🇨🇳 this season.

What do you think fellow 🐯🐯🐯 🐯❓ Do share your thoughts in the comments section & please help to click on the “Like” & “Share/Repost” buttons, so that more 🐯🐯🐯 can access this information, many thanks🤗🥰

As usual-🤔💭 Consider POV & Actions of investors + 👩🏻‍💻👨🏻‍💻 Research + 🗑FOMO & Greed = Investing Wisely 🤓🤗 + Accumulating Wealth 💵💰

Source Websites: Yahoo & VentureBeat

@TigerStars @CaptainTiger @MillionaireTiger