Millennial CEO
@MillennialCEOSolving business problems with a #millennial mindset. Daily insights on #socbiz, #technology, #socialmedia, #marketing & #leadership. Powered by @BroadSuite
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I know large deals are seeing immense scrutiny; however, I believe the Figma deal with Adobe gets done. While Figma is well loved by its users, I don't think there is enough unique IP that it becomes a competitive problem. This is inclusive of existing competition that users can…
Busy travel week ahead... Next stop Hewlett Packard Enterprise Discover. Look forward to hearing from Antonio Neri and the #HPE Team this week. #HPEDiscover $HPE
Last week I had the chance to sit down with @elastic CEO Ashutosh Kulkarni. Under his leadership, the company has continued to see double digit growth and the onset of #GenerativeAI has made its search technology even more valuable to an array of applications. Here is a preview…
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
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.
This plan has been a known, industry secret for years regarding a China invasion of Taiwan and TSMC: -Plan A: Chopper tools out. Blow the rest up. -Plan B: No time to get the tools out. Blow everything up. businessinsider.com/us-would-destr…
We asked @Qualcomm CEO @cristianoamon if the company has a role to play in generative #AI. With the amount of workloads that will need processing on device at the edge it will be palpable. TLDR, the role is substantial. One to watch. #MWC2023 #ChatGPT
Always a pleasure having @Qualcomm CEO @cristianoamon on the show to unpack everything @Qualcomm is doing in #GenerativeAI
Another impressive quarter from @latticesemi Tough macro seems to be a non-factor for this fast growth #Semiconductor co. Market taking, strong positioning, and in-demand products all drivers of these results. Beat ✅ Raise ✅ Excellent result. Congrats @jranderson & Team $LSCC
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?
Rocking Ep151 talking: 1/ NOTAM outage misconceptions 2/ @Intel Sapphire Rapids announcement 3/ $TSMC earnings & risks 4/ @HPE acquires @PachydermInc 5/ #ChatGPT available on @Azure 6/ @GoogleCloud #NRF2023 $INTC $HPE $MSFT $GOOG
Join us live... our best of 2022 and look ahead to 2023 #podcast.
Ep. 150: Best of The Six Five Awards 2022 + 2023 Outlook. Best Event, Announcement, Hardware, Software, Flop (worst), and Prediction for 2023. twitter.com/i/broadcasts/1…
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
“Nobody really expected so much demand to come on so quickly,” Futurum Research Principal Analyst @danielnewmanuv says on chips. “Chipmakers are hurting.”
Tech Predictions here. Leaning into why #digitaltransformation projects in 2023 will maximize existing tech investments making some of "old tech" like @Oracle @HPE @IBM @SAP interesting along with deflationary names like @ServiceNow and @Adobe to #automate and analyze. #Tech
A miss on top and bottom for @MicronTech The results shouldn't surprise anyone. The guide also not great, with larger losses than expected albeit slightly better revenue. The hard fall for PC and Mobile is now entirely evident as $MU struggles. #Tech #Semiconductor
Ep149: We are LIVE! talking #LatticeAvant, #Marvell2022IADay, @MongoDB & @Broadcom earnings, @Stewart departs @SlackHQ, @Microsoft @Activision Deal Blocked? twitter.com/i/broadcasts/1…
Indeed. 😎
Tremendous leadership from @MichaelDell @JClarkeatDell and team this quarter to weather a mountain of macro headwinds. Strength in infrastructure as PC slows. Beat on Top ✅ Beat on Bottom ✅ Managed #SupplyChain expertly Guide: TBD reuters.com/technology/del… #Earnings $DELL
Join us! We are LIVE! with a Speed Round covering #CiscoPS22, @HPE-@VMware, @Honeywell Connect, @GroqInc US Army Report, @HPE Server launch, @Qualcomm-@Arm, #Zoomtopia, @Qualcomm-@renaultgroup, @AMDServer launch, @IBM Quantum summit.
We are LIVE! with a Speed Round covering #CiscoPS22, @HPE-@VMware, @Honeywell Connect, @GroqInc US Army Report, @HPE Server launch, @Qualcomm-@Arm, #Zoomtopia, @Qualcomm-@RenaultGroup, @AMDServer launch, @IBM #Quantum summit. twitter.com/i/broadcasts/1…
New @SixFivePodcast with Akash Palkhiwala, CFO @Qualcomm talking about its year and more. In this episode we cover: #Earnings Recap Macroenvironment Biz Diversification Apple, Meta, Samsung Partnerships Guidance & Headwinds. 2 minutes preview: Full ep in the comments $QCOM
At a glance. @latticesemi Q3: Great results despite softness in consumer (6% of rev) 31% Revenue Growth Expanded Margin Strong EPS Growth Up 71% Beat Rev Beat Margin Guide Up. Excellent overall $LSCC #Tech #Semiconductor
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