After 4 years of being on Power Lunch and The Exchange it was really nice to have the chance to sit down in person with Tyler Matheson and Leslie Picker.
Love the energy on set and it was great to have Steve Kovach and Eamon Javers join as we dove into Apple, Microsoft,…

Cover me…I’m going in 🫣

See you on Power Lunch in about 20 minutes. 🙌🏻

AI revenue set to jump at a staggering 72% CAGR according to UBS.

This is faster than what our data is showing, but I tend to think modeling AI growth due to the varying components and direct versus indirect correlation of AI in growth can be tricky. And I think growth will…

Great visual of the global public cloud provider market and share.

As we go through earnings season and here different growth rates it is important to see where share gains are and where share was lost.

It’s also interesting to watch cloud share change with AI being the most

Here we go WalkMe Realize Analyst Event here in NYC.

Looking forward to hearing about product innovation, the AI story, and getting the run down on its financial roadmap.

Thanks to CEO Dan Adika and my friend Ofir Bloch for the hospitality 🙏🏻

$WKME

Nice quarter from Qualcomm

It’s a Beat-Beat-Raise. ✅

The core business is stabilizing but investors should take note of its impressive automotive pipeline growth.

In late 2022 the company announced a $30 billion design pipeline. Today it raided the pipeline number by 50% to…

Nice to see you Nicole Petallides.

Sat in your chair for my segment with Oliver Renick. Hope you don’t mind. 🥲

Enjoy Greek Easter 🙌🏻🐰

Deep dive with Oliver Renick on Schwab Network following today’s FOMC meeting and the impact on tech and the broader economy.
-Tech divergence from the the broader market
-AI creating massive disparity within tech
-The impact of AI on jobs and the inflationary/deflationary aspects…

No topic left uncovered in my sit down with Barron's reporter Allen Root
Most of the record, but a great on the record on all things Tesla.
Oh…and I may have suggested that Tesla looks at LiDAR again.
Is it even possible? 🤯😏
$TSLA

City of dreams 🍎💪🏻

Hello New York 👋🏻

It was a key quarter for AWS to come up big. While its nearest competitors are growing at a faster rate, AWS is now at $100 billion run rate and coming in at 17% and $25 billion in the quarter was a great outcome.
Furthermore, it’s “multiple billions”
In GenAI run rate and its…

Nice dive on MarketWatch on yesterday’s AMD results and outlook from Signal65 President Ryan Shrout

Definitely worth the read if you want more details on the happenings at $AMD 👇🏻🙏🏻

Cool skies near arrival into NYC tonight 🙏🏻
See you soon big 🍎

This may be as good as we get for now. But Gen AI on a “Multi Billion run rate for AWS. 👇🏻

Good catch Ed Ludlow 🙏🏻

$AMZN

The quick category by category for AMD.

Look at those datacenter and client numbers above 80%

MI300 fastest product in AMD history to hit a billion in revenue.

Client growth looks great heading into AI PC cycle.

Gaming and Embedded less of a story. FPGA slow across the

AWS hit $100 Billion run rate with a 17% y/y increase this quarter.

This is a strong growth quarter.

As I shared on CNBC this morning. AWS growth is slower than its biggest competitors but the total revenue growth due to its size is more on an overall revenue basis.

Also…