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

Always fun to chat with Andrew Ross Sorkin on Squawk Box. 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

Enjoyed chatting to the Yahoo Finance team about the surging inventories in #semiconductors and an overall outlook for the semiconductor space. Discussed: $INTC $MU $NVDA $IBM $QCOM and more. #Tech

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

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/2023…

Here's an update and some Alpha on things we are working on with #AiArt our upcoming #Mint365 Mosoaic collection and additional utility even beyond season 2 of NFT 365 paragraph.xyz/@web3sixty5/wh…

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-big-…

Join us now! #Podcast #Tech

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?

Always fun to join @TDANetwork to chat with Nicole Petallides. 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

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

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/…

Always fun to chat with Nicole Petallides 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

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.

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

Always a pleasure to chat with Nicole Petallides on @TDANetwork. This time we dove into the Micron Technology 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

I had the chance to catch up with Pat Gelsinger 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.

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

Day 2 of The #SixFiveSummit STARTS NOW! -Lenovo’s Kirk Skaugen Day 2 Opener -IBM’s Dario Gil Quantum Opener -IBM’s Kareem Yusuf Ent SW Opener -Broadcom’s Ram Velega Semi Opener Registration is free! thesixfivesummit.com Daniel Newman The Futurum Group MoorInsightsStrategy

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