Latest ideas and analyses related to machine learning

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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: 146, Votes: 1, Responses: 0, Attachments: 22
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: 172, Votes: 3, Responses: 0, Attachments: 0
AMD

+41 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: 257, Votes: 1, Responses: 2, 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: 833, 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: 857, Votes: 2, Responses: 4, Attachments: 0