# Tiernan Ray
শীর্ষ পডকাস্ট এপিসোড
আপডেট করা হয়েছে:
Citrix Systems, Inc. is an American multinational software company that provides server, application and desktop virtualization, networking, software as a service (SaaS), and cloud computing technologies. Citrix products are claimed to be in use by over 400,000 clients worldwide, including 99% of the Fortune 100, and 98% of the Fortune 500.The company was founded in Richardson, Texas in 1989 by Ed Iacobucci, who served as chairman until his departure in 2000.
Tiernan Ray Talks Big Tech Headwinds & Tailwinds in Mag 7 Earnings Week
Tiernan Ray calls this week the "Super Bowl" of earnings, which now faces headwinds from reports that OpenAI missed sales metrics. He takes investors under the waves of the AI trade and highlights the undercurrents creating long-term risks, from software's sell-off to powering AI data centers.
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MU, SNDK & WDC Profit Taking on KOSPI Selling, NVDA & QCOM Meetings Ahead
The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX) among others after parabolic runs. He doesn't believe the trading action is problematic and instead sees investors rebalancing…
Tiernan Ray Talks 2Q Earnings, Tech Stock Volatility & Financing AI Buildout
Tiernan Ray, longtime tech journalist and editor of The Technology Letter, examines the lessons learned from 2Q tech earnings, the state of the chip trade and what’s behind the volatility in memory stocks. Tiernan also takes a closer look at the state of A.I. infrastructure financing.
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Tiernan Ray Talks 2Q Earnings, Tech Stock Volatility & Financing AI Buildout
Tiernan Ray, longtime tech journalist and editor of The Technology Letter, examines the lessons learned from 2Q tech earnings, the state of the chip trade and what’s behind the volatility in memory stocks. Tiernan also takes a closer look at the state of A.I. infrastructure financing.
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Jensen Huang and The Total System
Years ago, Nvidia’s co-founder and CEO outlined what I would call “The Total System,” where computers talk only to computers, with no humans in the loop. It’s one of the reasons I believe he’s looking beyond OpenAI and Anthropic and other AI leaders to the enduring value of chips.
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OpenAI and the era of self-congratulation
There’s a pattern among AI labs such as OpenAI of feeding the world just the details they want in something that looks like research but really amounts to a press release: no independent verification, no examination of the larger questions, such as, Is all this of any value?
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Tiernan Ray on AI Regulation, Cybersecurity Rally & Software Stocks to Watch
A push for stronger AI regulation is something Tiernan Ray doesn't see happening in the near-term. "So much of this technology is shared" to the point that a global reassessment of AI development speed is becoming more unlikely. Tiernan does see cybersecurity names like CrowdStrike (CRWD), Okta Inc…
iPhone Duo, Memory Hitting Margins & China: AAPL Pressure Points Post-Earnings
Tiernan Ray helps investors digest Apple (AAPL) earnings and discusses how memory costs are eating into the iPhone developer's margins. He tells investors to keep an eye on what he calls "astounding" entry prices for new products, including its iPhone Duo and new laptops. A weakening China market a…
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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