Technology Live Event Show & Podcast talking #SocialMedia #Mobile #Analytics #Cloud
Joined December 2014
- Tweets 8,033
- Following 4,501
- Followers 3,841
- Likes 3,847
2,836 Photos and videos
Pinned Tweet
7 Apr 2017
#SMACtalk Podcast & Live Video technology show hosted by Analysts @iSocialFanz & @danielnewmanUV on #FacebookLIVE
Facebook.com/SMACtalkLive
5
9
S.M.A.C.talk Podcast retweeted
11 Jun 2023
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
10 Jun 2023
Saturday pod!
2
3
3
816
S.M.A.C.talk Podcast retweeted
7 Jun 2023
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! thesixfivesummit.com
@danielnewmanUV @TheFuturumGroup @MoorInsStrat
5
58
1,954
S.M.A.C.talk Podcast retweeted
5 Jun 2023
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
3
1
1,182
S.M.A.C.talk Podcast retweeted
28 Apr 2023
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.
4
8
31
3,569
S.M.A.C.talk Podcast retweeted
3 Apr 2023
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
4
6
2,536
S.M.A.C.talk Podcast retweeted
24 Mar 2023
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
24 Mar 2023
6
6
1,319
S.M.A.C.talk Podcast retweeted
19 Mar 2023
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.
18 Mar 2023
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…
1
4
3
926
S.M.A.C.talk Podcast retweeted
22 Feb 2023
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
1
6
13
5,637
S.M.A.C.talk Podcast retweeted
14 Feb 2023
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
wainhouse.com/intro/2023/02/…
3
1
384
S.M.A.C.talk Podcast retweeted
2 Feb 2023
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
1
19
167
10,585
S.M.A.C.talk Podcast retweeted
13 Jan 2023
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.
marketwatch.com/story/how-bi…
5
4
449
S.M.A.C.talk Podcast retweeted
13 Jan 2023
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
paragraph.xyz/@web3sixty5/wh…
3
10
646
S.M.A.C.talk Podcast retweeted
5 Jan 2023
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!
businesswire.com/news/home/2…
4
7
13
4,626
S.M.A.C.talk Podcast retweeted
2 Jan 2023
Join us live... our best of 2022 and look ahead to 2023 #podcast.
2 Jan 2023
Ep. 150: Best of The Six Five Awards 2022 2023 Outlook. Best Event, Announcement, Hardware, Software, Flop (worst), and Prediction for 2023. x.com/i/broadcasts/1lPJqBzMm…
10
2
1,102
S.M.A.C.talk Podcast retweeted
27 Dec 2022
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
27 Dec 2022
“Nobody really expected so much demand to come on so quickly,” Futurum Research Principal Analyst @danielnewmanuv says on chips. “Chipmakers are hurting.”
12
18
25,069
S.M.A.C.talk Podcast retweeted
27 Dec 2022
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
1
12
24
3,336
S.M.A.C.talk Podcast retweeted
26 Dec 2022
Which #Linkedin invite irks you the most?
Not a fan of the Sneak Attack 😂🤮
2
5
6
1,691