$Verizon(VZ.US$ They are wed to $Alphabet-A(GOOGL.US$ as their tech provider for both structured / unstructured data / AI and happy with them.
Highlights
-15 AI use cases currently in production
-Internal employee search: knowledge management for retail store reps, customer support reps, telesales, etc.
-Customer service: actively listening to calls and making suggestions to call center reps. Rep approval of tool has gone from 50% a year ago ...
Highlights
-15 AI use cases currently in production
-Internal employee search: knowledge management for retail store reps, customer support reps, telesales, etc.
-Customer service: actively listening to calls and making suggestions to call center reps. Rep approval of tool has gone from 50% a year ago ...
3
ROM-STAR
liked
$Alphabet-A(GOOGL.US$ $Alphabet-C(GOOG.US$
1. The acquisition makes sense for GCP's portfolio.
GCP’s security portfolio is strong across analytics & managed services (Mandiant), SecOps/SIEM (Google Chronicle), and monitoring/governance (Cloud Monitoring, Dataplex).
Wiz is the top cloud security company and fills a lagging area in GCP’s roadmap.
2. Wiz significantly improves GCP's security competitive positioning with $Microsoft(MSFT.US$ .
Microsoft has the lar...
1. The acquisition makes sense for GCP's portfolio.
GCP’s security portfolio is strong across analytics & managed services (Mandiant), SecOps/SIEM (Google Chronicle), and monitoring/governance (Cloud Monitoring, Dataplex).
Wiz is the top cloud security company and fills a lagging area in GCP’s roadmap.
2. Wiz significantly improves GCP's security competitive positioning with $Microsoft(MSFT.US$ .
Microsoft has the lar...
![Some thoughts on the $GOOGL Wiz deal:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240716/49618e323a7a484a8a4b983eb90537af.png/thumb?area=100&is_public=true)
15
ROM-STAR
liked
A really high-quality interview with a Former $NVIDIA(NVDA.US$ Director on $NVDA's moat and the AI semi-industry. A must read:
1. $NVDA is not just a GPU. The real moat is in writing custom CUDA code to make the models run faster, using both the GPUs and the networking, and combining both. According to him, $NVDA can reduce computation time by almost 50% compared to its competitors. This edge was formed when $NVDA bought Mellanox, a networking company.
2. The reason why $Alphabet-A(GOOGL.US$ doesn't r...
1. $NVDA is not just a GPU. The real moat is in writing custom CUDA code to make the models run faster, using both the GPUs and the networking, and combining both. According to him, $NVDA can reduce computation time by almost 50% compared to its competitors. This edge was formed when $NVDA bought Mellanox, a networking company.
2. The reason why $Alphabet-A(GOOGL.US$ doesn't r...
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240710/19770afd90b2491a99156c76bdcd9943.png/thumb?area=100&is_public=true)
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240710/e2cf4dbe17fc408f90fd4c795ef88902.png/thumb?area=100&is_public=true)
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240710/fd0ec0080c414f6f88d2a6c6b4a6d595.png/thumb?area=100&is_public=true)
+1
9
1
AI monetization
1) Cloud
2) Price increases
3) New ad formats
$Amazon(AMZN.US$ $Microsoft(MSFT.US$ $Meta Platforms(META.US$ $Alphabet-A(GOOGL.US$
1) Cloud
2) Price increases
3) New ad formats
$Amazon(AMZN.US$ $Microsoft(MSFT.US$ $Meta Platforms(META.US$ $Alphabet-A(GOOGL.US$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240708/941be35d115e455791fe0d0b51e2a799.png/thumb?area=100&is_public=true)
3
1. $Tesla(TSLA.US$ -- Often assessed by traditional auto industry metrics, Tesla's Full Self-Driving technology is overlooked, which shifts the focus from selling cars to providing autonomous ride services.
2. $SoFi Technologies(SOFI.US$ -- Regarded as just another fintech company, SoFi distinguishes itself with a unified financial platform that spans loan refinancing, investment services, and per...
2. $SoFi Technologies(SOFI.US$ -- Regarded as just another fintech company, SoFi distinguishes itself with a unified financial platform that spans loan refinancing, investment services, and per...
11
3
Checks on digital advertisers have been non-value add for years now; but just pointing out William Blair ad check highlights $Alphabet-A(GOOGL.US$ AI search is increase clicks and conversion rates.
That would certainly be one of the counterintuitive outcomes previously discussed.
Separately, risk / reward for stock more balanced up here over next 12 months. Remains interesting w/ longer-term point of view.
That would certainly be one of the counterintuitive outcomes previously discussed.
Separately, risk / reward for stock more balanced up here over next 12 months. Remains interesting w/ longer-term point of view.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240703/7a69cc53720b444a9a126c251bf489d6.png/thumb?area=100&is_public=true)
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240703/892dd55e2324410da66985082b55ffbf.png/thumb?area=100&is_public=true)
3
ROM-STAR
liked
CIO commentary about gen-AI plans, via JPMorgan's CIO survey. Lot of firms are still figuring out how to proceed, but it's notable how many of them plan to lean on major ISVs ( $Microsoft(MSFT.US$ , $Adobe(ADBE.US$ , $Salesforce(CRM.US$ , $ServiceNow(NOW.US$ , etc.).
Also, much like the MS CIO survey, $Microsoft(MSFT.US$ is in a league of its own in JPMorgan's survey when it comes to spending intentions. $Alphabet-C(GOOG.US$ punches a bit above its weight.
Also, much like the MS CIO survey, $Microsoft(MSFT.US$ is in a league of its own in JPMorgan's survey when it comes to spending intentions. $Alphabet-C(GOOG.US$ punches a bit above its weight.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240702/b75b75a7dd984784aa981f4f12b867b8.png/thumb?area=100&is_public=true)
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240702/b823a585d3254b258da1e5f50d84e041.png/thumb?area=100&is_public=true)
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240702/7f6d04fbdc304430b7d2895557d36ff3.png/thumb?area=100&is_public=true)
+3
3
We used to have FAANG ... currently we have the magnificent 7 ... may I introduce you to what's next (Thoughts?)
MEATMAAN
Microsoft $Microsoft(MSFT.US$
Eli Lilly $Eli Lilly and Co(LLY.US$
Apple $Apple(AAPL.US$
Tesla $Tesla(TSLA.US$
Meta $Meta Platforms(META.US$
Amazon $Amazon(AMZN.US$
Alphabet $Alphabet-A(GOOGL.US$
Nvidia $NVIDIA(NVDA.US$
MEATMAAN
Microsoft $Microsoft(MSFT.US$
Eli Lilly $Eli Lilly and Co(LLY.US$
Apple $Apple(AAPL.US$
Tesla $Tesla(TSLA.US$
Meta $Meta Platforms(META.US$
Amazon $Amazon(AMZN.US$
Alphabet $Alphabet-A(GOOGL.US$
Nvidia $NVIDIA(NVDA.US$
10
1
ROM-STAR
liked
- He thinks most of the workloads for genAI will be in the cloud. He sees all the important tech companies developing cloud technologies.
- He thinks $Oracle(ORCL.US$ is interesting because so much of the client's data resides in $Oracle(ORCL.US$ .
- Five years ago, $Alphabet-A(GOOGL.US$ cloud was the best for AI. Now, he thinks every Big Tech is a specialist in certain things. For example, $Microsoft(MSFT.US$ 's edge...
- He thinks $Oracle(ORCL.US$ is interesting because so much of the client's data resides in $Oracle(ORCL.US$ .
- Five years ago, $Alphabet-A(GOOGL.US$ cloud was the best for AI. Now, he thinks every Big Tech is a specialist in certain things. For example, $Microsoft(MSFT.US$ 's edge...
![A Former executive at $MSFT shares his view on the industry and company:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240626/d639ca359d4a46de89c04bc10e997039.png/thumb?area=100&is_public=true)
![A Former executive at $MSFT shares his view on the industry and company:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240626/b209adf500cf45e28fb6765d9fb3f676.png/thumb?area=100&is_public=true)
![A Former executive at $MSFT shares his view on the industry and company:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240626/82ef2832ee484339aee1cf6a2e49efb6.png/thumb?area=100&is_public=true)
+1
3
ROM-STAR
liked
$Snowflake(SNOW.US$ powers the businesses of 10,000 companies with data, AI & applications -- boasting a 32% revenue growth, a 39% FCF margin, and a NRR of 128%. Yet, we're supposed to let their 2024 stock price action conclude that the company has no place in the modern AI tech stack? 😅
3