Michael Parekh

AI is the most daunting, yet promising tech wave I’ve analyzed since 1982. More about me here: youtu.be/GP9FMwjAFFA?si… It’ll all take longer than we’d like. And it’ll be over-hyped in the near term. But it’ll still surprise on the upside. Let’s discuss it all here. h/t @Stocktwits

Government Actions Adding Kryptonite to US and China AI Ambitions. ARD #83 on AI-RTZ ...each country takes actions to hamper its tech talent resources. Substack write-up with show notes and links: michaelparekh.substack.com/p/government-a…

YouTube link with show notes: youtu.be/P19ifZnWbcg?si…

US and China Government Actions with Unintended AI Consequences. AI Ramblings Daily podcast #83 ARD #83 on AI-RTZ YouTube link in replies below.

AI: Concerns over AI driven shifts to long comfortable internet. AI-RTZ #1098 ...Google, Meta, Amazon et al driving big changes for stakeholders michaelparekh.substack.com/p/ai-concerns-… $GOOG $META $AMZN

Microsoft slipping in AI Coding with GitHub Copilot. AI-RTZ 1097. @michaelparekh/note/p-198427750?r=swr&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@michaelparekh… $MSFT

@duocpro1 More than ever.

@MParekh Google still relevant? Wild

AI: Why Google is still in Consumer AI pole position. AI-RTZ 1096 ...despite see-saw concerns of AI impact on traditional Search Ads michaelparekh.substack.com/p/ai-why-googl… $GOOG

@Nick_Prince12 Grok what is the conclusion recommendation of this memo

Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 ...weekly roundup ending 5/22/26 michaelparekh.substack.com/p/nvidia-reign…

Both are prime examples of Elon best invention, the 'financial anti-gravity narrative machine': youtube.com/shorts/1eBUds8…

Must read post below by my friend and fellow analyst, @om below on how Starlink truly fuels @SpaceX. But doesn't take it to $1.75+ trillion heights. In my view, at least a trillion dollars too high, just like $TSLA today. So a trillion here, a trillion there...

The Mega-AI IPO Valuation Debates Begin! ARD #82 ...$$$ trillion+ IPOs, three sets of risk/return voting/weighing math. @SpaceX @OpenAI @AnthropicAI michaelparekh.substack.com/p/the-mega-ai-… h/t @om

YouTube link with show notes: youtu.be/zIUFfIUJdHs?si…

Let the Mega-AI IPO Valuation Debates Begin! ARD #82 ...SpaceX/xAI, OpenAI & Anthropic, the Best for Last..= AI Ramblings Daily podcast #82 on AI-RTZ YouTube link with show notes and links in reply below. @SpaceX @OpenAI @AnthropicAI

AI: Amazon AI chips traction with key customers & partners. AI-RTZ #1094 ...momentum for AWS trainium & graviton AI chips vs Nvidia, Google et al michaelparekh.substack.com/p/ai-amazon-ai… $AMZN

Had a great discussion post Nvidia quarter and prospects with @MicheleSteele on @Stocktwits today : youtu.be/tjJZ-N3P8m0?si… Michele wears leather jacket better than Jensen! Cc @howardlindzon

Substack link on Elon’s biggest invention: @michaelparekh/note/p-198731599?r=swr&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@michaelparekh…

Great filing details on Elon Musk’s biggest ‘financial anti-gravity machine’ yet. More in substack link in replies below. H/t @Stocktwits @SpaceX

With the surge in mega IPOs while "the window is open," my mind harkens back to the oldest saying of all on Wall Street, which is as true now as it ever was: When the ducks are quacking, feed the ducks!