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Mike Tamir, PhD
Buzzy Storytelling Startup Tome Raises $43 Million From A Who’s Who In AI https://t.co/VWzIfK2bT6
#AI #MachineLearning #DataScience #DeepLearning https://t.co/8OFExRdqUu
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Buzzy Storytelling Startup Tome Raises $43 Million From A Who’s Who In AI https://t.co/VWzIfK2bT6
#AI #MachineLearning #DataScience #DeepLearning https://t.co/8OFExRdqUu
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Emm
RT @mrbusysky: Creating mob image sheets with @Scenario_gg
#gameart #ai #aiart #aigame #future https://t.co/NQf1UKBJ43
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RT @mrbusysky: Creating mob image sheets with @Scenario_gg
#gameart #ai #aiart #aigame #future https://t.co/NQf1UKBJ43
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AK 🤗 in SF for the Open-Source AI meetup
RT @ReadPandaOrg: There are decades where nothing happens; and there are weeks where decades happen. https://t.co/4dJlG65yur
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RT @ReadPandaOrg: There are decades where nothing happens; and there are weeks where decades happen. https://t.co/4dJlG65yur
A week ago I signed up for a small ML meetup by @huggingface. What a difference a single week makes! One of the booth presenters here told me they built their product at last weekend’s hackathon, and now they have branding, demos, stickers, etc #woodstockai #ml #ai #startups https://t.co/vh1Y0GAruh - Rogertweet
Twitter
A week ago I signed up for a small ML meetup by @huggingface. What a difference a single week makes! One of the booth presenters here told me they built their product at last weekend’s hackathon, and now they have branding, demos, stickers, etc #woodstockai…
Offshore
Video
Yohei
Have content and ideas, but no video?
Head to this AI video creation engine! By default it uses existing media from across the web, but you can generate them on the fly as well.
Idea to video in 1 min🎥 https://t.co/z9cFbeIylV
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Have content and ideas, but no video?
Head to this AI video creation engine! By default it uses existing media from across the web, but you can generate them on the fly as well.
Idea to video in 1 min🎥 https://t.co/z9cFbeIylV
Create, prompt, and let Augie generate a video for you in minutes🚀
Signup to the Augie Beta for free. Link in our profile!
#AI #Video #platform https://t.co/xI7oZdg9Rn - Aug X Labstweet
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Genmo
RT @AI_Einstein_: I got access to the NEW @genmoai Chat!!!
Check out my new Video Review & Tutorial
https://t.co/6lYGwSoPoG
#genmo #AIart #AIArtworks #AIイラスト #technology #Science #aivideo #GPT4 #GPTwitter #midjourneyv5 #AIグラビア #aiphotography #aigirls #blockchain #tech #AI #innovation https://t.co/vUk7EhFrvx
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RT @AI_Einstein_: I got access to the NEW @genmoai Chat!!!
Check out my new Video Review & Tutorial
https://t.co/6lYGwSoPoG
#genmo #AIart #AIArtworks #AIイラスト #technology #Science #aivideo #GPT4 #GPTwitter #midjourneyv5 #AIグラビア #aiphotography #aigirls #blockchain #tech #AI #innovation https://t.co/vUk7EhFrvx
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AkhenOsiris
Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
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Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
JPM's Kolanovic on island of his own even amongst JPM colleagues
🔹MAG 7 cheaper than the rest of the S&P 493, at only
1.1 PEG ratio
🔹 #AI already impactful for productivity and margins
🔹Productivity gains likely underestimated by
economists
$SPX $SPY $QQQ $NDX - Seth Goldentweet
AkhenOsiris
RT @ScroogeCap: WFC brings out an interesting point today and this is massive. Bullets below:
1. Taiwan's April 2024 exports of Automated Data Processing Machines (servers) were $8.218 billion, +298% YoY.
2. This is down from March 2024's $8.715 billion (+465% YoY), suggesting an inflection which many reports have tied to the shipments of #AI servers.
3. Q1 2024 exports for these machines totaled $19.647 billion, +336% YoY and +23.5% QoQ.
4. Exports for the 3 months ending April 2024 (potentially tied to NVDA F1Q25) were $22.240 billion, +363% YoY and +33% QoQ.
5. Historically, this data correlates highly (R² = 0.98) with Nvidia's Datacenter revenue.
6. Based on this correlation, $NVDA DC revenue could be $25B+ vs. your estimate of $20.6B (Street: $21.1B).
7. $TSM also has revenues up 60% YoY, don't see that often.
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RT @ScroogeCap: WFC brings out an interesting point today and this is massive. Bullets below:
1. Taiwan's April 2024 exports of Automated Data Processing Machines (servers) were $8.218 billion, +298% YoY.
2. This is down from March 2024's $8.715 billion (+465% YoY), suggesting an inflection which many reports have tied to the shipments of #AI servers.
3. Q1 2024 exports for these machines totaled $19.647 billion, +336% YoY and +23.5% QoQ.
4. Exports for the 3 months ending April 2024 (potentially tied to NVDA F1Q25) were $22.240 billion, +363% YoY and +33% QoQ.
5. Historically, this data correlates highly (R² = 0.98) with Nvidia's Datacenter revenue.
6. Based on this correlation, $NVDA DC revenue could be $25B+ vs. your estimate of $20.6B (Street: $21.1B).
7. $TSM also has revenues up 60% YoY, don't see that often.
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Offshore
Video
Lumida Wealth Management
Government AI: Race for Securing National Intelligence
@Bloomberg @nvidia
Governments worldwide are investing billions in AI infrastructure to secure their national intelligence. Discover how digital knowledge is becoming a nation's greatest resource! #AI #nvidia
@ramahluwalia
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Government AI: Race for Securing National Intelligence
@Bloomberg @nvidia
Governments worldwide are investing billions in AI infrastructure to secure their national intelligence. Discover how digital knowledge is becoming a nation's greatest resource! #AI #nvidia
@ramahluwalia
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Lumida Wealth Management
1/ Daily News Round-Up:
- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.
#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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1/ Daily News Round-Up:
- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.
#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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Hidden Value Gems
A good article in WSJ by James Mackintosh: 'How to Lose Money on a Popular Theme'
Three AI ETFs are down this year despite $NVDA soaring 120% this year.
"The AI fund disaster should be a cautionary tale for buyers of thematic ETFs, which now cover virtually anything you can think of, including Californian carbon permits (down 15% this year), Chinese cloud computing (down 21%) and pet care (up 10%). Put simply: You probably won’t get what you want, you’ll likely buy at the wrong time and it will be hard to hold for the long term."
via @WSJ
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A good article in WSJ by James Mackintosh: 'How to Lose Money on a Popular Theme'
Three AI ETFs are down this year despite $NVDA soaring 120% this year.
"The AI fund disaster should be a cautionary tale for buyers of thematic ETFs, which now cover virtually anything you can think of, including Californian carbon permits (down 15% this year), Chinese cloud computing (down 21%) and pet care (up 10%). Put simply: You probably won’t get what you want, you’ll likely buy at the wrong time and it will be hard to hold for the long term."
via @WSJ
Quote of the day #78
#investing #AI #Stocks https://t.co/zOLm3eUG3u tweet
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Alex Bilzerian
RT @DailyAIOfficial: AI-Powered Synthetic Cancer Worm: A New Cyber Threat Frontier!
Researchers @david_rzsand and Benjamin Zimmerman have developed a computer virus that harnesses the power of LLMs to evade detection and spread.
Learn more about this virus in our article ⬇️
https://t.co/1oHttZozMM
#Cybersecurity #AI #AIDangers #TechThreats #AIethics #FutureOfSecurity #DigitalSafety #CyberThreats #Virus
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RT @DailyAIOfficial: AI-Powered Synthetic Cancer Worm: A New Cyber Threat Frontier!
Researchers @david_rzsand and Benjamin Zimmerman have developed a computer virus that harnesses the power of LLMs to evade detection and spread.
Learn more about this virus in our article ⬇️
https://t.co/1oHttZozMM
#Cybersecurity #AI #AIDangers #TechThreats #AIethics #FutureOfSecurity #DigitalSafety #CyberThreats #Virus
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Hidden Value Gems
Interesting if this has spooked the markets this morning 📉
High expectations, billions of capex, high pace of innovation. Tempting to dive in but hard to have an edge as an investor...🎲
#stocks #AI https://t.co/tiVsgibFxk
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Interesting if this has spooked the markets this morning 📉
High expectations, billions of capex, high pace of innovation. Tempting to dive in but hard to have an edge as an investor...🎲
#stocks #AI https://t.co/tiVsgibFxk
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Hidden Value Gems
Only 13% of people in this mini survey are worried about the DeepSeek threat to US tech. Quite a bullish sentiment.
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Only 13% of people in this mini survey are worried about the DeepSeek threat to US tech. Quite a bullish sentiment.
What are your thoughts? 🤔👇
Is DeepSeek a game changer for US tech?
#DeepSeek #Stocks #NASDAQ #AI
- No
- Yes - lower capex (good)
- Don't know
- Yes- lower margins/growth tweet
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Offshore
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AkhenOsiris
RT @mdsmaldon: Software - Reasons to remain optimistic 📈
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AI’s value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investment—68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesn’t guarantee future results, and I’m bad at picking stocks or timing. But if you’re interested, let’s discuss—ETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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RT @mdsmaldon: Software - Reasons to remain optimistic 📈
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AI’s value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investment—68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesn’t guarantee future results, and I’m bad at picking stocks or timing. But if you’re interested, let’s discuss—ETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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Hidden Value Gems
Hard to find a better sign of market tightness than when a software company buys raw materials directly from the producer under a LT contract.
#copper $amzn #AI https://t.co/d71qnEkJp9
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Hard to find a better sign of market tightness than when a software company buys raw materials directly from the producer under a LT contract.
#copper $amzn #AI https://t.co/d71qnEkJp9
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Brady Long
I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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