My Investing Muse

Latest earnings from Nvidia From Twitter  Post  by EconomyAPP Observations from the recent earnings (comparing YoY growth, 9 months ended): Revenue grew 85.53%. Cost of Revenue grew 20.31%. Gross Profit grew 138.74% R&D expenses grew 15.28% Sales, general & Admin expenses grew 7%. Total expenses contracted by 4.71% Net income grew 491.57% The costs management of Nvidia is impressive. When revenue grew over 85%, the costs of revenue grew only 20.3%. Total expenses has in fact contracted by 4.71% despite a strong 85% growth in revenue. Extract of  transcript Despite these strong earnings, the market has concerns due to the outlook as per the transcript above. With the recent President Xi’s visit to the USA, will there be an easing of the licensing requirements? Can the trade tension ease? Given the current semiconductor products, how many years it may take for the competition to catch up with Nvidia? The following is the answer provided by Google Bard: Predicting th...

Workato Automate Asia 2023 Mindsets & Methodology. Source: Workato I attended the recent Workato Automate Asia 2023 and walked away with a better understanding and appreciation of AI and Automation (AIA). I have seen new possibilities of how AIA could be incorporated as a singular  Action Plan , especially when we are using different platforms for our operations. During the session, we learned about the development of an AI2 enterprise built on  mindsets of growth, scale, and process . With low code / No code (LCNC) tools, companies can empower the various departments in their digitalization and operational optimization. As we develop our plans, let us build our solutions on the  pillars of data security, data privacy, and data governance . The solutions that we eventually implement can be  safe, secure, and scalable . AI is not meant to be autopilot but would be better positioned as a  co-pilot . Sorry to disappoint the hopefuls, but AI is  not  t...