$1,000 follows their calls into $1,015
Prakash@pdamodaranMy asymmetric pick in India is @OlaElectric Unless there is some controversy around it, it's not an asymmetrical play 😅 A very misunderstood company, which could change the energy story in India.
Prakash@pdamodaranI think Karp made the biggest bear thesis on frontier labs today . Trust . Without a well written framework in between , enterprises are handing off their keys to the frontier labs. If enterprises have anything valuable that they don’t want to get copied over , choice should be
Prakash@pdamodaranI love the fact that @BlackBerry keeps innovating the game to catch talent young With qnx everywhere and now qnx launchpad . Effects will compound eventually $bb
qnx.softwareQNX LaunchpadQNX Launchpad lowers the upfront barrier to commercial development for SMBs, SMEs, and startups, leaving more of your early budget available for your product, team, ...Prakash@pdamodaranVCs making oversized and overvalued bets, when the safety foundation platform layer is out there at 6.5B valuation , growing at 20%+ , profitable , printing cash, at 85% gross margin and already spread under the radar like mycellium . Oh and with an Nvidia stamp on it.
www.youtube.comHow Are QNX & NVIDIA Making Robots Safe to Work Alongside Humans?Winston Leung, Senior Strategic Alliances Manager at QNX, and Chen ...Prakash@pdamodaran$amd what an epic run . will it stall after the epic run ? Both scenarios. Full Disclosure. I still hold a sizable position, although much smaller than I did a month or two back .
dalalbytes.comAMD at $1 Trillion: The Coming Stall - DalalBytesAMD trades at 25x sales and 160x earnings, richer than NVIDIA on both, while handing a fifth of itself to its customers. The business is accelerating. The stock needs a year to digest.
