You then have Dreadbot delete one of my posts, from a couple of days ago, so I laugh at you privately
Oh gee, you win Wilzy, my credibility is shot.It's going from no credibility... to even worse now I'm afraid, if you think I was responsible for one of your posts being removed ROFL.
What I revealed is basically all anyone needs to see the real story.
It's 2024, not 1980. Embarrassing.
I read it that way too, plus dingo went on to explain.I read the comment as being pro women. Meaning it was disrespectful to women on international women's day that the best MB could celebrate was a women could drive the (AKIDA) car. ?
“The picks and shovels are the semiconductor and cloud companies developing the hardware that powers AI functionality. Often in the early stages of a gold rush, it is the suppliers of the picks and shovels rather than the gold miners that make the most profit.
The enablers are the software companies that are developing AI functionality into their products. The key to success here is owning unique datasets that can be manipulated to deliver genuine benefits for their customers.
The adopters are companies in traditional industries that can harness the power of AI to improve their competitive advantage. Sectors like healthcare, finance, and professional services such as lawyers have significant opportunities to improve efficiency and increase revenue,” he says.
BrainChip, is like a sleeping elephant.Smell peanut breath - that's the invisible elephant -
The value investor’s guide to AI
Story by Sara Allen
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Fang’s top pick from The Magnificent Seven is Amazon (NASDAQ: AMZN), arguing that the market underestimates its AI potential. It has an unrivalled fulfilment, the broadest cloud footprint of any business and is trading on decent multiples.
Mclean agrees that there are still high-quality prospects in The Magnificent Seven, but some are starting to see their competitive advantage fade, like Tesla (NASDAQ: TSLA). Nvidia (NASDAQ: NVDA), which is trading on a similar multiple, is a different story.
“Nvidia has a near monopoly, a huge technology lead over their competitors and a rapidly growing industry. Nvidia’s GPU margins are rising fast as supply struggles to meet demand leading to rising margins and returns,” he says.
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AI on the ASX
While Australia is not necessarily known for a large tech industry, that’s not to say you can’t find AI opportunities on the ASX.
Mclean points to Goodman Group (ASX: GMG) and Pro Medicus (ASX: PME) as potential AI plays.
“[Goodman Group] have quietly amassed a huge development pipeline of data centres. It now has over 3GW of data centre capacity in key tier 1 markets,” he says.
Imaging software leader Pro Medicus is currently going through approvals for an AI algorithm to interpret diagnostic images – “as approvals are granted, Pro Medicus’ solution could become the platform for third-party AI companies.”
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elephantnoir.
Not so far, heading down. Ha ha. Thought the gap between 10.00 25 and 10.04 30 am with no movement was very strangeGood Morning Chippers ,
Change in the trading pattern today , could see something unusual playout today .
Brace ,,Brace, Brace
Esq.
If you're unfortunate enough to hear "Brace, brace, brace" whilst in an aircraft.....it's usually sign of an imminent crash landing or violent manoeuvre.Not so far, heading down. Ha ha. Thought the gap between 10.00 25 and 10.04 30 am with no movement was very strange