Autodesk Stock Discussion

Morning Movers
Gapping up
$Texas Instruments (TXN.US)$ stock increased by 1.3% following the signing of a preliminary memorandum with the U.S. Department of Commerce, which could lead to up to $1.6 billion in direct funding.
$The Kroger (KR.US)$ stock went up by 1.8% as the grocery chain revealed a plan to cut grocery prices by $1 billion after its anticipated $25 billion merger with Albertsons.
$NVIDIA (NVDA.US)$ stock gained ...

$Autodesk (ADSK.US)$
Pointed out that 1) they are very tied to $AMZN for GenAI because that is where their production data lives, and they need compute and data to be co-located for AI in production, 2) a killer app for GenAI doesn’t exist yet outside code generation, and 3) their most compelling GenAI project is a code generator for their 3D design tools.
Highlights
-Team sits within ADSK Research which consists of 200 people.  Sub-team of 20 people f...

$Autodesk (ADSK.US)$ Hurry up gaiss....market close another 30 min

by Luzi Ann Santos | moomoo News
The S&P 500 and Nasdaq resumed their rally to fresh all-time highs, buoyed by gains in tech giants Apple and Microsoft.
The   $S&P 500 Index (.SPX.US)$ rose to a new intra-day record of 5488.50, before paring gains to close at 5473.27, also an all-time high. The   $Nasdaq Composite Index (.IXIC.US)$ rose to as high as 17935.99, before trimming the advance to 17,857. The indexes turned higher,...