S.M.A.C.talk Podcast

Technology Live Event Show & Podcast talking #SocialMedia #Mobile #Analytics #Cloud

[S.M.A.C.talk Podcast @SMACtalkLIVE]

#SMACtalk Podcast & Live Video technology show hosted by Analysts @iSocialFanz & @danielnewmanUV on #FacebookLIVE
https://t.co/naAvktzaYz

[Daniel Newman @danielnewmanUV]

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

[Daniel Newman @danielnewmanUV]

Day 2 of The #SixFiveSummit STARTS NOW!

-@Lenovo’s @KirkSkaugen Day 2 Opener

-@IBM’s @dariogila Quantum Opener
-@IBM’s Kareem Yusuf Ent SW Opener
-@Broadcom’s Ram Velega Semi Opener

Registration is free! https://t.co/6E6erkunCy
@danielnewmanUV @TheFuturumGroup @MoorInsStrat

[Daniel Newman @danielnewmanUV]

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 #WWDC23

[Daniel Newman @danielnewmanUV]

I had the chance to catch up with @PGelsinger 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.

[Daniel Newman @danielnewmanUV]

Always a pleasure to chat with @NPetallides on @TDANetwork. This time we dove into the @MicronTech 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 @awscloud for its home grown silicon, as well as @latticesemi for its incredible discipline and growth even during the recent downturn. #AI #AWS #Intel

[Daniel Newman @danielnewmanUV]

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

[Daniel Newman @danielnewmanUV]

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.

[Daniel Newman @danielnewmanUV]

Always fun to chat with @NPetallides 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

[Daniel Newman @danielnewmanUV]

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

https://t.co/hFdW43rx66

[Daniel Newman @danielnewmanUV]

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

[Daniel Newman @danielnewmanUV]

Always fun to join @TDANetwork to chat with @NPetallides. 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

[Daniel Newman @danielnewmanUV]

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?

[Daniel Newman @danielnewmanUV]

Join us now! #Podcast #Tech

[Daniel Newman @danielnewmanUV]

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.
https://t.co/sqqYeAzCQ6

[Fanzo @iSocialFanz]

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 @NFT365podcast

https://t.co/pFlxFBon1w

[Daniel Newman @danielnewmanUV]

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!
https://t.co/v6XC0ObQiN

[Daniel Newman @danielnewmanUV]

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

[Daniel Newman @danielnewmanUV]

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

[Daniel Newman @danielnewmanUV]

Always fun to chat with @andrewrsorkin on @SquawkCNBC. 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

[Daniel Newman @danielnewmanUV]

Which #Linkedin invite irks you the most?

Not a fan of the Sneak Attack 😂🤮