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PSTG250516P85000

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Pure Storage Stock Discussion

Teddy123

Mar 19 08:43

Pure Storage Integrates NVIDIA AI Data Platform into FlashBlade to Fuel Enterprise AI Innovation

$Pure Storage (PSTG.US)$
Pure Storage's Game-Changing NVIDIA AI Integration Transforms Enterprise Data Storage

Teddy123

Mar 11 21:03

Pure Storage Introduces FlashBlade//EXA™, the World's Most Powerful Data Storage Platform for AI and High-Performance Computing

$Pure Storage (PSTG.US)$
Pure Storage's New AI Storage Platform Hits Record-Breaking 10TB/s Speed with NVIDIA Tech

Kevin Travers

Dec 5, 2024 05:17

Columns S&P 500, Nasdaq, and Dow Hit Trading and Closing Records | Wall Street Today

Three record-setting indexes closed Wednesday at record highs after hitting trading highs in the last ten minutes of the session.
Just past 4 pm ET the $S&P 500 Index (.SPX.US)$ traded +0.61%, the $Dow Jones Industrial Average (.DJI.US)$ climbed 0.69%, and the $Nasdaq Composite Index (.IXIC.US)$ climbed 1.30%.
MACRO
Federal Reserve Chair Jerome Powell said the economy looks better now than when the central bank began ...

Live Stock Financial Podcast. What are you watching on the market?

Stock_Drift

Dec 4, 2024 11:06

Good interview on You Tube from earlier.

$Pure Storage (PSTG.US)$

Stock_Drift

Dec 4, 2024 08:02

After Hours Ticks. 7:00pm

$Salesforce (CRM.US)$ $Wearable Devices (WLDS.US)$ $T Stamp (IDAI.US)$ $High Roller Technologies (ROLR.US)$ $Lead Real Estate (LRE.US)$ $Reitar Logtech Holdings (RITR.US)$ $Exicure (XCUR.US)$ $SeaStar Medical (ICU.US)$ $Okta (OKTA.US)$ $Pure Storage (PSTG.US)$ $Ambow Education (AMBO.US)$ $Viracta Therapeutics (VIRX.US)$ $CN Energy (CNEY.US)$ $Heron Therapeutics (HRTX.US)$ $Fusion Fuel Green (HTOO.US)$
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AI-powered sector rotation: Are you on board?

Stock_Drift

Dec 4, 2024 05:29

$Pure Storage (PSTG.US)$

Pure Storage: Fiscal Q3 Earnings Snapshot

10baggerbamm

Dec 4, 2024 05:14

$Pure Storage (PSTG.US)$ wow what a spike after several quarters of disappointments they knocked the cover off the ball. I have a friend that I've known for over 50 years that's working for them now. he was with service now.. he was one of their top sales reps, when I tell you he made millions and millions of dollars that's probably low balling it. he switched over to pure storage about a year ago and I scratched my head thinking I wonder if he made a mistake but well look at this this is a huge ...

Meta Moo

Nov 20, 2024 18:56

ETFs & Nvidia earnings: So many ways of profiting are coming

On November 20, $NVIDIA (NVDA.US)$ announced Q3 2025 earnings of $0.81 per share, beating the $0.74 forecast, and revenue of $35.08 billion, surpassing the expected $33.25 billion.
Despite a strong year for AI chips, Nvidia’s guidance of $37.5 billion in revenue was cautious compared to the highest estimates of $41 billion and an expected EPS of $0.82 on $37.08 billion revenue. The stock briefly dropped over 5% in after-hours trading d...

Nvidia's stock hit a new high after Q3 earnings!

Stock_Drift

Sep 21, 2024 01:01

$Pure Storage (PSTG.US)$

Brianjh

Sep 11, 2024 19:33

The AI Value Chain

Mapping out the current state of AI markets by : "Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of tha...

Money Thrill : That the "AI app layer will ultimately determine the value of the industry as the current infrastructure buildout will become a bubble without value creation on the back end". That's a hypothesis ... for example.
The Danish company Nordic, a counterpart of Teleperformance. Nordic is a leading customer contact services company, similar to Teleperformance, offering solutions for customer service, technical support, and other business processes.
The use of artificial intelligence (AI) in customer contact services can deliver significant savings. According to recent reports, the use of AI can increase productivity by 30 to 50 percent
> 1. This is because AI systems, such as chatbots and automated responses, can take over many tasks that would otherwise be performed by employees. This allows companies to significantly reduce their personnel costs. In addition, AI offers the opportunity to improve the customer experience by providing 24/7 support and responding faster to customer questions
>2. This can lead to higher customer satisfaction and loyalty, which can also indirectly lead to cost savings. According to a McKinsey report, AI can automate up to 40 percent of total working hours in the Nordics. By Nordic was it millions of money because it no longer needed 300 employees. When the company announced this, Teleperformance fell to a low point precisely because it was not yet using AI.
So, is that a BUBBLE ? That's Fundamental business

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Money Thrill : I read a book about artificial intelligence and the problem is the PATTERN RECOGNITION in the Black boxes. This requires an enormous amount of human intelligence and commitment and takes months to train. It requires very large memory-intensive capacity. Perhaps $Micron Technology (MU.US)$ is already secretly making this at Imec Belgium, the largest laboratory in the world. 5000 engineers. The nano chips for 2035 exist already? But it is secretly. They have already buyed an Quantum lithography machine for nano chips?
Let me give you an example again. The recognition of clinical pictures with scanner, NMR or radiographic examinations is incredibly promising. Genome research also took 2 days instead of 14 years. One company succeeds, another shall fail. [Photo imec]

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Money Thrill : Perhaps Brian, we must look for the best Foundries and designers? Intel is too late? AMD also? A designer to help is, i suppose $ServiceNow (NOW.US)$? $Micron Technology (MU.US)$ for advanced memory-intensive chips in 2025? Have you other ideas or suggestions ? Nvidia also good and i suppose $Super Micro Computer (SMCI.US)$ also for the Tracks? $Qualcomm (QCOM.US)$ for the Snapdragon? $Arm Holdings (ARM.US)$ for patents or intellectual property rights. ?

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