The NVIDIA AI Boom! | Summary and Q&A

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August 25, 2023
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The Investor Channel
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The NVIDIA AI Boom!

TL;DR

Tech stocks in the Fang group, including Meta, Apple, Amazon, Netflix, Microsoft, Tesla, Nvidia, and Google, show varying trends and updates for the week.

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Questions & Answers

Q: How is Meta using AI technology in its recent developments?

Meta is launching an AI model called Code Lama, which allows coding across various programming languages. They are also developing an AI model for speech-to-text translations, potentially improving customer service and global language barriers.

Q: Why is Apple considered the most under-owned large cap tech stock?

According to Morgan Stanley, direct ownership of Apple may be low due to investors already having exposure to Apple through index funds and technology funds.

Q: What potential partnership is Amazon discussing with Disney?

Amazon and Disney are in preliminary talks about a potential strategic partnership involving the streaming service ESPN, which could result in a streaming service for sports content on Amazon.

Q: How did Nvidia's quarterly earnings report impact its stock?

Nvidia's earnings report exceeded expectations and raised guidance, reinforcing the company's dominance in the AI data center GPU market. The stock continues to gain momentum and is expected to perform well in the future.

Summary & Key Takeaways

  • Meta launches AI model for coding called Code Lama, aiming to revolutionize coding across various programming languages.

  • Meta plans to release an all-in-one AI model for speech-to-text translations, potentially improving customer service and language barriers.

  • Apple is considered the most under-owned large cap tech stock, possibly due to investors' exposure to Apple through index funds and technology funds.

  • Amazon is in talks with Disney for a potential strategic partnership involving ESPN streaming services.

  • Netflix continues to gain momentum and reports show subscriber growth remains strong.

  • Nvidia impresses with its quarterly earnings report, beating expectations and raising guidance, highlighting its dominant position in the AI data center GPU market.

  • Google's AI counteroffensive strategy is taking shape, with plans for AI-related infrastructure and partnerships in the music industry.

  • Microsoft's acquisition of Activision Blizzard is expected to close in early October, potentially impacting its future financials.

  • Tesla's Supercharger business is projected to grow to $20 billion in revenue, while the Cybertruck's release is eagerly awaited.

  • Microsoft is attempting to address inaccurate cancer treatment recommendations made by its AI model, indicating the challenges and limitations of AI-based healthcare.

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