Latest ideas and analyses related to AI

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NET , NVDA

+30 pts



$NET - RBC says partnership with $NVDA could lead to a larger TAM

By josiebe on April 14, 2021, 11:55 a.m.
Tagged topics: partnership , long-term story , AI , TAM expansion , edge computing , RBC

Views: 114, Votes: 1, Responses: 0, Attachments: 2
PLTR

+40 pts



$PLTR - Deutsche-hosted ex insider says Palantir has tight grip on market share of the most sensitive classified government projects

By ethonomics on April 13, 2021, 12:33 p.m.
Tagged topics: market share leader , AI , software , Deutsche Bank , well positioned as first mover , government projects , classified data , US government

Views: 158, Votes: 6, Responses: 0, Attachments: 2
NVDA

+31 pts



$NVDA - Oppenheimer raises estimates following bullish investor day, says Nvidia's evolving platform creates recurring revenues opportunities going forward

By josiebe on April 13, 2021, 11:38 a.m.
Tagged topics: investor day , AI , gaming , analyst raises estimates , edge computing , Oppenheimer , semi shortage , Grace

Views: 116, Votes: 1, Responses: 0, Attachments: 7
Health Care

+32 pts



RBC believes COVID has accelerated the convergence of tech and healthcare by 5 years, and "tech-like" healthcare companies could see significant valuation expansion ahead

By ethonomics on Nov. 12, 2020, 11:37 a.m.
Tagged topics: AI , COVID-19 , big tech , convergence , big data , digital health

Views: 43, Votes: 2, Responses: 0, Attachments: 84
NVDA

+32 pts



$NVDA should see rapidly expanding TAM as world transitions from creating data to actually analyzing data

By phenphen on May 21, 2020, 10:08 a.m.
Tagged topics: AI , machine learning , expanding TAM

Views: 155, Votes: 3, Responses: 0, Attachments: 0
AAPL

+49 pts



Why I remain bullish on AAPL in 2020 after its massive 2019 outperformance

By phenphen on Jan. 6, 2020, 9:35 a.m.
Tagged topics: AI , machine learning , FAANG , network effects , wealthiest consumers , ecosystem company , recurring-revenue , return of capital

Views: 820, Votes: 2, Responses: 2, Attachments: 0
AMZN , MSFT , GOOGL , IBM , ORCL

+49 pts



IBM and Oracle have already lost the cloud wars?

By cassie on Dec. 17, 2019, 11:08 a.m.
Tagged topics: cloud hyperscalers , AWS , cloud wars , developer adoption , enterprise base , Azure , AI , machine learning , Kubernetes , Google cloud , Red Hat

Views: 842, Votes: 2, Responses: 4, Attachments: 0