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#SMACtalk Podcast & Live Video technology show hosted by Analysts @iSocialFanz & @danielnewmanUV on #FacebookLIVE
Facebook.com/SMACtalkLive
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S.M.A.C.talk Podcast
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S.M.A.C.talk Podcast
@SMACtalkLIVE
Technology Live Event Show & Podcast talking #SocialMedia #Mobile #Analytics #Cloud
iTunes & Stitcher Katılım Aralık 2014
4.5K Takip Edilen3.8K Takipçiler
S.M.A.C.talk Podcast retweetledi
Good listen.
It would be interesting to hear about the value of the crypto assets.
A lot of $SOL love when it was well over $200. No mention of that or other specific crypto?
Regardless of the exchange rules, what about the underlying utility and value? #Web3 $COIN #Crypto
Chamath Palihapitiya@chamath
Saturday pod!
Texas, USA 🇺🇸 English
S.M.A.C.talk Podcast retweetledi
Day 2 of The #SixFiveSummit STARTS NOW!
-@Lenovo’s @KirkSkaugen Day 2 Opener
-@IBM’s @dariogila Quantum Opener
-@IBM’s Kareem Yusuf Ent SW Opener
-@Broadcom’s Ram Velega Semi Opener
Registration is free! thesixfivesummit.com
@danielnewmanUV @TheFuturumGroup @MoorInsStrat
California, USA 🇺🇸 English
S.M.A.C.talk Podcast retweetledi
What most of the #VisionPro content failed to show was the battery pack.
That will hamper adoption and mobility.
To be clear, this is a market maker but lighter, longer battery, and better style will matter.
I expect that $AAPL will get it right sooner than later.
#Apple #WWDC23
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S.M.A.C.talk Podcast retweetledi
I had the chance to catch up with @PGelsinger following the @intel result yesterday.
1. A strong indication that we we have seen the worst.
2. Back half looking up for rev and margin.
3. Confident in execution
4. Sees $INTC playing an even bigger role in #AI.
Manhattan, NY 🇺🇸 English
S.M.A.C.talk Podcast retweetledi
Always a pleasure to chat with @NPetallides on @TDANetwork. This time we dove into the @MicronTech probe by #China as well as picking a few #semiconductor companies that I believe are well positioned. My picks this round were Intel Corporation after a great week and then @awscloud for its home grown silicon, as well as @latticesemi for its incredible discipline and growth even during the recent downturn. #AI #AWS #Intel
Texas, USA 🇺🇸 English
S.M.A.C.talk Podcast retweetledi
Join us! The Weekly @SixFivePodcast
Ep 161: We are Live! talking NVIDIA GTC, SAP Datasphere, Intel org changes, Bing Image Creator, HPE acquires OpsRamp, UK concerned with Broadcom-VMWare deal
#Tech #Podcast #GTC23
Six Five Media@TheSixFiveMedia
Ep 161: We are Live! talking @Nvidia #GTC23, @SAP Satasphere, @Intel org changes, @Bing Image Creator, @HPE buys @OpsRamp, UK concerned with @Broadcom, & @VMware deal. $NVDA $SAP $INTC $HPE $AVGO $VMW twitter.com/i/broadcasts/1…
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Provocative discussion. One that requires great consideration given what's at stake if/when China decides to assert itself in reclaiming Taiwan.
With #semicondcutors being foundational for innovation both economically and militarily the option to not have a plan is catastrophic.
Patrick Moorhead@PatrickMoorhead
This plan has been a known, industry secret for years regarding a China invasion of Taiwan and TSMC: -Plan A: Chopper tools out. Blow the rest up. -Plan B: No time to get the tools out. Blow everything up. businessinsider.com/us-would-destr…
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S.M.A.C.talk Podcast retweetledi
Always fun to chat with @NPetallides about @NVIDIA. Especially on its earnings day.
TLDR: Reset expectations. #DataCenter and #Automotive will be robust. #Gaming soft and #Metaverse (Omniverse) will be interesting to watch.
$NVDA #AI #Earnings
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Excellent insights here from @Wainhouse_Rsrch on the State of Enterprise calling encompassing #Cloud and prem based solutions. Data rich report for unified communications companies and consumers. #Collaboration
wainhouse.com/intro/2023/02/…
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S.M.A.C.talk Podcast retweetledi
Here we go: @Qualcomm
Solid result in challenging Macro
Opex: $2.2B down 6% seq. vs. 3-5% (on initiation of cost actions) ✅
Results in line w/ expectations – EPS above guidance mid-point, Rev just below
7% YoY growth in IoT ✅
58% YoY growth in Auto ✅
18% down Handset 🛑
$QCOM
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S.M.A.C.talk Podcast retweetledi
Always fun to join @TDANetwork to chat with @NPetallides. This time @Logitech and the broader device and peripheral market in focus. Rough period ahead, but still optimistic on #tech overall. (Link in comment)
#Tech #Earnings #Logitech
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S.M.A.C.talk Podcast retweetledi
Join us now for the weekly #Podcast.
EP 152: Talking Tech #layoffs, #NRF Analytics in Focus, @Amazon Ambient Tech within Alexa, @Lenovo #NetZero Commitment, @HP's New Dragonfly with @AMD, Cloud Repatriation back in Focus?
Six Five Media@TheSixFiveMedia
EP 152: Talking Tech #layoffs, #NRF Analytics in Focus, @Amazon Ambient Tech within Alexa, @Lenovo #NetZero Commitment, @HP's New Dragonfly with @AMD, Cloud Repatriation back in Focus? twitter.com/i/broadcasts/1…
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S.M.A.C.talk Podcast retweetledi
New on @MarketWatch: #CES2023 saw growing demand & innovation for digital health. In this piece, I look at big tech's recent M&A in healthcare and why smaller innovations in wearables, #IoT and #AI could drive more M&A & growth for investors in healthcare.
marketwatch.com/story/how-big-…
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S.M.A.C.talk Podcast retweetledi
Here's an update and some Alpha on things we are working on with #AiArt our upcoming #Mint365 Mosoaic collection and additional utility even beyond season 2 of @NFT365podcast
@web3sixty5/whats-new-with-nft365-podcast" target="_blank" rel="nofollow noopener">paragraph.xyz/@web3sixty5/wh…
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S.M.A.C.talk Podcast retweetledi
I'm thrilled to begin 2023 by announcing the acquisition of @evaluator_group.
With the rapid growth of #data, #analytics, and #AI, the ability to provide deep analysis, research, competitive intelligence, and purchase validation continues to be critical!
businesswire.com/news/home/2023…
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S.M.A.C.talk Podcast retweetledi
S.M.A.C.talk Podcast retweetledi
Enjoyed chatting to the @YahooFinance team about the surging inventories in #semiconductors and an overall outlook for the semiconductor space.
Discussed: $INTC $MU $NVDA $IBM $QCOM and more. #Tech
Yahoo Finance@YahooFinance
“Nobody really expected so much demand to come on so quickly,” Futurum Research Principal Analyst @danielnewmanuv says on chips. “Chipmakers are hurting.”
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S.M.A.C.talk Podcast retweetledi
Always fun to chat with @andrewrsorkin on @SquawkCNBC. This time we discussed why legacy tech names like @IBM, @Cisco, @HPE, @SAP and @Oracle could be interesting in 2023 as enterprises look to get more from their existing #tech investments.
$IBM $HPE $CSCO $SAP $ORCL
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S.M.A.C.talk Podcast retweetledi
