Navigating Moats and Gaps
All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Topic
Magnificent Seven
A collection of 27 issues
Technologies Change, but Market Behavior is Remarkably Consistent
AI is in the spotlight, but human psychology determines market cycles
A Tale of Three Earnings Reports: Microsoft, Alphabet, and Meta
One is at more risk than the others
Nvidia Returns to China Amid a Tenuous Détente
It's a Triangle, But Where's the Love?
Nvidia’s Results Were Good, But the Market is Full to Bursting
Forget the Asteroid in 2032 — Worry About the Here and Now
I am not among the people concerned about an asteroid, charmingly named 2024 YR4, that is reportedly hurtling through space on a collision course for Earth. Astronomers and physicists estimate that the space rock, which measures from 130 to 300 feet (a wide variance), has about a 1.5% probability
AI Infrastructure Spending Gives Tech Investors a Halloween Fright
Robotaxis, Faux Robo PR, Robo Content Moderation, Kong’s New Valuation, Canadian Quantum, and Tech-Industry Lobbying
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly
Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons
I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be