(Reuters) - Noam Shazeer, a vice president of engineering at Google and co-lead of its Gemini artificial intelligence models, said on Wednesday that he will leave the company to join IPO-bound ChatGPT maker OpenAI. Shazeer's move comes as leading AI …
The IGV ETF sector is down at levels not seen before. Adobe beat expectations and is still getting punished. Salesforce stock has fallen consistently every single day for the past couple of weeks. A Goldman Sachs analyst downgraded Intuit. I …
Hear me out. Everyone is chasing the obvious AI plays like chips, cooling, and the hyperscalers themselves, but the biggest bottleneck right now is not compute. It is actual electricity. Data center power demand is going parabolic, the grid literally …
I was heavily invested at Intel at $20/$30 when everyone said it was a dying company, and make a very good profit. Now I believe Intel is highly risky at these prices, so looking at my next investment. I have …
I just read an article from the WSJ that in Asia from cab drivers to everyday investors people are pouring a lot into AI-related stocks these days. The most notable ones are companies like TSMC, SK Hynix, and Samsung. The …
Goldman Sachs downgraded Intuit stock to a "sell" (as usual, after it became clear that the stock was at a multi-year low and heading lower) due to the perceived AI impact on TurboTax. I wanted to understand if this was …
In the past year Charter stock (spectrum internet) has been seriously hammered going from $400 to a current $126. It was even $800 2 years ago. The sell-off was mostly due to fears of increased fiber competition and fixed wireless …
I’m long on QCOM for 8 years now. Watching what Cristiano Amon has done with Qualcomm has been great. So many shrewd moves and partnerships. In the Internet forum tech world, they have this evil legacy rent seeking patent troll …
Here is my DCF valuation for Alphabet: [https://docs.google.com/spreadsheets/d/1z\_ZsFT5\_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1z_ZsFT5_m7KVIllkJLMNr3YDa9DrNbRDIG0b7BXaDEM/edit?usp=sharing) I assume around 20% CAGR for the next 10 years and they keep their margins up at around 35% as well. To get around AI capex, I also assume some reasonable sales/capital …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …