Charlie Nave

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Charlie Nave

Charlie Nave

@Nave_Ch

Assoc Prof (Monash), Direct/Site-Lead @ CDL-Melbourne. Emerging technology (☁,🤖, 🔋+🧠 🚗, 🚀, 🛰, 💾). Tweets are ❌ advice, views are my own.

Katılım Haziran 2020
214 Takip Edilen799 Takipçiler
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Charlie Nave
Charlie Nave@Nave_Ch·
The AI Ecosystem map shows the tech majors, emerging leaders and nations who are racing to build the infrastructure for the next era of industry. ~US$350bn invested (ex-R&D) in AI this year. Let's see how 2026 shapes up!
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Charlie Nave
Charlie Nave@Nave_Ch·
The AI Ecosystem. Public, private, US, China. Foundational layers, showing investment flows and ownership. As usual, thoughts welcome! #AI $MSFT $NVDA $META $GOOG $IBM
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Siavash
Siavash@siavashg·
<Soon/>
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Charlie Nave
Charlie Nave@Nave_Ch·
@dissectmarkets Intel are significantly behind the curve. Only just reinvesting into being a fab business and nowhere near the sophistication of TSM. The hedge (in case of conflict) is TSM and Samsung building fabs in the US and elsewhere.
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Dissecting the Markets
Dissecting the Markets@dissectmarkets·
Insiders continue to accumulate $INTC because they’re optimistic that they’re best positioned to provide the world with chips in the case of a Chinese invasion of Taiwan.
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Charlie Bilello
Charlie Bilello@charliebilello·
January Returns $SPOT: +43% $SHOP: +42% $TSLA: +41% $NVDA: +34% $AMC: +31% $SQ: +30% $SNAP: +29% $CRM: +27% $TEAM: +26% $META: +24% $AMZN: +23% $NFLX: +20% $GME: +18% $AMD: +16% $ETSY: +15% $PYPL: +14% $GOOG: +13% $AAPL: +11% $ZM: +11% $ADBE: +10% $SNOW: +9% $MSFT:+3% $MRNA: -2%
Charlie Bilello@charliebilello

2022 Returns $AAPL: -26% $MSFT: -28% $MRNA: -29% $GOOG: -39% $ADBE: -41% $ETSY: -45% $CRM: -48% $AMZN: -50% $GME: -50% $NVDA: -50% $NFLX: -51% $AMD: -55% $SNOW: -58% $SQ: -61% $PYPL: -62% $ZM: -63% $META: -64% $TSLA: -65% $TEAM: -66% $SPOT: -66% $SHOP: -75% $AMC: -76% $SNAP:-81%

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IvanaSPEAR
IvanaSPEAR@IvanaSpear·
$SHOP implements ~33% price increase. FCF+. Several others have been able to do it with minimal churn impact $WIX $SQSP $INTU $NET (tbd). Good to see new COO @nejatian already in action
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Logical Thesis
Logical Thesis@LogicalThesis·
Why would someone want to own $shop? Genuinely curious. Here's a quick 2 min analysis of looking at their financials 1/
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Charlie Nave
Charlie Nave@Nave_Ch·
@Disney's Q2 see them nudging out @netflix , whilst @wbd battles it out in the second division with @paramountco! Will be intriguing to see how the ad-based tiers fare in 2023 and beyond!
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Charlie Nave
Charlie Nave@Nave_Ch·
@thespencerwalsh Let's see how quickly they close the gap on fulfilment in the coming years. With the $2bn acquisition of Deliverr, you'd certainly hope they near parity on delivery times by 2025.
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Charlie Nave
Charlie Nave@Nave_Ch·
Metaverse ecosystem. Key players in gaming, hardware, software, graphics engines, decentralised platforms, cloud, payments. $META $NVDA $AMD $GOOG $SNAP $SQ $ADBE $MTTR $ADSK $MSFT $AMZN $QCOM $RBLX $APP $IS $U $BABA $VUZI @NianticLabs @valvesoftware @Soulmachines @magicleap
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@marktenenholtz @geoffreyhinton @StanfordHAI @StanfordAILab @metaai @quocleix @GuggerSylvain @JeffDean