Latest ideas and analyses related to machine learning

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US Macro , Global Macro

+48 pts



Big Data and AI Strategies: Summary of JPM Research as well as academic and industry developments in 2H21

By realjoe on March 14, 2022, 2:26 p.m.
Tagged topics: machine learning , deep dive , big data

Views: 63, Votes: 8, Responses: 0, Attachments: 1
RLAY , MRNA , KRON , RXRX , GRTS , EXAI , ABCL , SDGR , DNA , MSFT , GOOGL , NVDA , Health Tech

+43 pts



Byte-ology: The Convergence of Biotechnology and Technology

By ethonomics on Dec. 8, 2021, 5:06 p.m.
Tagged topics: AI , machine learning , deep dive

Views: 88, Votes: 7, Responses: 0, Attachments: 1
MSFT

+65 pts



$MSFT - Morgan Stanley sees an attractive buying opportunity, says Microsoft has 'Exceptional Opportunity Ahead'

By phenphen on March 5, 2021, 3:16 p.m.
Tagged topics: valuations , buying opportunity , growth outlook , machine learning , big data , Morgan Stanley , security software , cloud adoption

Views: 196, Votes: 1, Responses: 0, Attachments: 22
NVDA

+33 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: 246, Votes: 4, Responses: 0, Attachments: 0
AMD

+43 pts



AMD highlights from investor day in Santa Clara

By josiebe on March 6, 2020, 2:20 p.m.
Tagged topics: guidance , analyst day , machine learning , coronavirus , GPU , Radeon DNA , gaming , Compute DNA

Views: 335, Votes: 2, Responses: 2, Attachments: 0
AAPL

+50 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: 909, Votes: 3, Responses: 2, Attachments: 0
AMZN , MSFT , GOOGL , IBM , ORCL

+51 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: 934, Votes: 3, Responses: 4, Attachments: 0