ling ma
363 posts

ling ma รีทวีตแล้ว
ling ma รีทวีตแล้ว
ling ma รีทวีตแล้ว
ling ma รีทวีตแล้ว

@arny_trezzi Forget PE, if at this price in a few months cheaper than CRWD
English
ling ma รีทวีตแล้ว
ling ma รีทวีตแล้ว
ling ma รีทวีตแล้ว
ling ma รีทวีตแล้ว

. @ssankar has consistently framed AI the right way: not as a story about replacing people, but about amplifying the people closest to the work.
The future belongs to organizations that use AI to make frontline workers more effective, not executives more dramatic.
Too many CEOs are creating fear. We should be creating capability.
English
ling ma รีทวีตแล้ว

Marc Andreessen, co-founder of Andreessen Horowitz and one of Silicon Valley's most influential venture capitalists, recently said on the Joe Rogan Experience, "If you do a data center, bring your own energy." As AI infrastructure scales, the conversation is shifting from models and chips to power generation, transmission, and the ability to build physical infrastructure.
That's why $NVDA, $TSM, and $AMD matter beyond semiconductors. The AI buildout increasingly depends on energy, which could make $GEV, $BE, $FPS, and $TE just as important as the chips powering the models.
English
ling ma รีทวีตแล้ว

Cantor Fitzgerald on $PLTR After CFO Meet:
"We hosted Palantir CFO David Glazer and Chief Architect Akshay Krishnaswamy in Boston with investors earlier this week and came away incrementally more bullish on the company’s positioning to benefit from secular AI growth trends in both U.S. Commercial and Government markets.
We believe Palantir continues to gain traction in emerging markets as a leading ontology and orchestration layer for Enterprise AI, with management leveraging LLMs and the company’s unique FDE GTM motion to create a deterministic, continuously updating and evolving data analytics system governing enterprise operations. The company’s ontology acts as a real-time “digital twin,” integrating operational data, workflows, security, APIs, and human inputs to ground AI-driven decisions and agentic workflows in enterprise context.
We believe the development of these mission-critical AI operations layers, with increasing importance of governed observability, auditability, and workflow orchestration, underscores Palantir’s stickiness and ability to expand at existing accounts and with expanding commercial verticals.
Per our checks, the company’s value-based pricing should continue to expand the number of new customers leveraging the platform.
In government, management remains laser-focused on driving outcomes with stable, visible growth, highlighting that while the company may not see upticks from current geopolitical events in current quarters, the strong execution and expanding system-of-record positioning within certain U.S. agencies secures strong, sustainable growth for the long term in this important segment.
We continue to believe Palantir remains uniquely positioned to benefit as part of an enterprise’s evolving AI orchestration layer, benefiting from dynamic growth across the intelligence layer and continued AI diffusion across the economy. We remain Neutral-rated on PLTR shares strictly due to valuation."
English
ling ma รีทวีตแล้ว

Congrats and a huge thank you to the SpaceX team that always delivers. This was an incredible first flight of a brand new vehicle. Our collective future flying amongst the stars has become so much closer.
Elon Musk@elonmusk
English

@amitisinvesting It is not as simple as buying a burger, wait for the 🌮 on Taiwan arm sale so Chinese deals can start flow through
English

The Trump-Xi Summit honestly feels like they got nothing even remotely important accomplished.
- China will buy more Boeing Jets...okay, they do that every few years.
- China will buy more beef...thanks. Especially because they are just buying what they stopped buying a while ago.
- China will join the US to denounce North Korea being a nuclear powerhouse...lol, yes because China and the US both are going to try to seriously get NK to give up nukes. Makes sense.
The point of the summit, from my understanding, was for Trump to get Xi to convince Iran to stop the BS and sign a deal.
From all reports, Xi not only laughed at the US proposal, but he gave a counter proposal that Trump said hated, going as far to say that he "couldn't get through the first line of it."
In fact, the CCP only really wanted to talk about Taiwan, which obviously the US does NOT want to discuss.
Bond yields are *literally* exploding up, pacing their Feb 2025 highs because the escalation from Trump over the weekend and the lack of any progress with China makes the market think inflation will once again be the biggest issue this year as CPI and PPI are the hottest since 2022 and oil continues to be over $100.
Now, the market doesn't really care...because semiconductors continue to provide all the earnings growth...but I wonder if the market does start to care soon.
Just doesn't seem like we resolved anything with Iran in any meaningful way over the past week but hoping the ceasefire stays in place and military escalation isn't on the table.

English
ling ma รีทวีตแล้ว


@TedPillows NFT cannot do what semi do, provide compute for AI to improve productivity
English
















