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 – at Texas, USA

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 – at California, USA

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

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. – at Manhattan, NY

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 – at Texas, USA

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

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.

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

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/…

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

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

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?

Join us now! #Podcast #Tech – at Texas, USA

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-bi…

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/2…

Join us live... our best of 2022 and look ahead to 2023 #podcast.

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

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

Which #Linkedin invite irks you the most? Not a fan of the Sneak Attack 😂🤮