I would like to add that Arista is harder to "copy" than Nvidia and thus has fewer potential competitors than Nvidia. With all the hype around it and all the (few) patents protecting it vector processing is prone to copy and improve. Tight integration with[...]

To compete with NVIDIA in vector processors AMD would need a better and cheaper product. In addition NVIDIA has a great interconnect product and may nicely "align" the two product lines (while AMD is not in the interconnect space). It does not look like t[...]

Shopify did an excellent job - it diid not attempt to fight Amazon. Its software had, almost from the beginning, the option to work with the Amazon "market place". It aded payment and banking and let all the myriad small businesses have a smooth entry. The[...]

For assisted driving they will need a wider view and not necessarily higher definition. For cruise control - certainly the current radar devices are far more effective and need less processing power.[...]

The problem with chip maker tools is that they are as cyclical as the chipmaking. They get bought when/if the chipmakers change a generation (like when moving from 9 to 7nanometer - (numbers are just an example). Most chipmakers have to make a huge capita[...]

On your DOCU comment - I hold DOCU for more than 2 years as I thought their service offering is compelling regardless of where the work is done - and Digital Document chains don't go well with "hand signatures" (although I am puzzled by the lack of clarity[...]

I hold Nvidia for some time but not only as a GPU player but as they seemed to be the New IBM - holding a great GPU, networking after the acquisition of Mellanox, and the most popular CPU (with the attempt at acquiring ARM). But the ARM deal did not get [...]

Thanks for your good an timely information. I have to say that I feel that AMD valuation might look rational but I think that is because many holders of the stock do not believe they have a bright future, They follow Intel for many years and while they add[...]

Kill the internet may be the Low Orbit satellite venture Starlink. Gilat is sleeping (undisturbed) for many years. Yesterday I wend to subscribe to Starlink. The answer (surprising) I got that it will be available at my location (Israel) in 1922 and I can[...]

I held them too for a while because I thought that they might be using AI to better personalize/localize the risk so they can offer cheaper and/or more profitable insurance. But I came to think later that their "AI use" is probably just an add gimmick (or[...]

The last digital leap is a relatively new pitch from Jeff Brown. It appears to refer to a gene-editing company. But which one?[...]

Thanks, Travis - you are great - as usual.[...]

TAAS, MAAS has a long way to go until they become widespread (and a lot of obstacles to pass). I bet an autonomous vehicle will in the future be quite different than Waymo. EV on the other hand are just around the corner (with both price and travel quality[...]

Travis thanks for your analysis. I sold all my SHOP at the peek or close to. Their valuation is now well over what I am willing to risk. But that might change once they show that their logistic service work. I was somewhat surprised to see them adopted by [...]

Holds some patents on a standard for memory interfaces but not worth much beyond the current valuation[...]

I (shamefully) have to admit that I did not buy TSLA until very late just because Elon Musk ventured into Solar - in my view with TSLA money (which I consider wrong based on High School physics - and consider nuclear the only solution for relatively clean[...]

I think that the third stock is FVRR. It richly valued but has the potential to grow as it builds a relatively new marketplace. WIX has had a good run but has (now) plenty of competitors (I think there is some "personal" overlap between the two).[...]

Tesla Battery Day (Sep 22) - the million-mile battery and the $2 company holding the essential patent?[...]

Their ARM acquisition makes NVDA a real competitor to Intel and, apart from the cold war issue, could be advantaged by its lack of manufacturing (it does not have the huge financial burden of a fab)and it can use its money for what it is good at - and that[...]

Travis - You are right about EV - the pure-play are few (only TSLA and perhaps BYD) and overvalued and there is only one startup that is playing on all the advantages of an EV (TSLA and BYD have a single motor and the power train of a classical auto - shy[...]