$NVIDIA(NVDA.US)$'s Technological Breakthrough: 🚀Accelerated computing and AI deemed most consequential technologies. 🚀Reinvented entire computing stack over 2 decades. Historical Context: 🚀Modern computing began 60 years ago with$IBM Corp(IBM.US)$System 360. 🚀General-purpose processing performance scaling stagnated, creating a growing performance-demand deficit. Addressing Computing Energy and Cost Inflation: 🚀Acceler...
$Alphabet-C(GOOG.US)$ Alphabet is the parent company of Google, YouTube, Waymo, and DeepMind. Google Search currently dominates the internet search industry with a 90% market share, but there have been concerns about AI applications like ChatGPT eroding its advantage. Simply put, chatbots offer a more convenient way to access information compared to traditional search, which requires the user to sift through web pages for...
With inflation cooling from its recent highs, all the focus has been on when the Fed might cut its key interest rate. But, in the meantime, the central bank has been doing a subtle yet crucial thing that a lot of folks have overlooked: raising its estimates for the long-term “neutral” interest rate. The long-term neutral rate is the amount of interest that keeps the economy roughly in balance – neither too hot nor too cold (bar...
After experiencing the industrial winter in 2023, the storage chip industry finally ushered in a recovery driven by the 2024 AI wave.$Micron Technology(MU.US)$, as one of the oligarchs in the market, will announce its third-quarter earning report for 2024 after the close of trading on June 26. After experiencing the positive market in 2024, can Micron deliver a high standard of answ...