LRNZ News and Press, TrueShares Technology AI & Deep Learning From 09/11/23

2023-09-11 17:38:00 ET Summary If an investor is to make tactical changes to their portfolio, it is in the extremes where they will find their greatest opportunities. What looks like an extreme today might be merely a way station on the path to something even more extreme. Con...

2023-09-07 02:55:00 ET Summary Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI. Spending on AI-related software, services and infrastructure is projected to surge. Some companies have predict...

2023-09-01 02:15:00 ET Summary Artificial intelligence (AI) will create many exciting opportunities for companies but also risks—understanding both is key to identifying companies with above-average growth prospects. We believe companies that use AI responsibly will be rewa...

2023-08-28 22:20:00 ET Summary The latest market shenanigans come from “zero-day options,” causing sharp sell-offs or short covering rallies. I am ecstatic with the results delivered by both Nvidia and Super Micro Computer, since they are both characterized by explos...

2023-08-24 02:45:00 ET Summary As an active investment manager, we are constantly monitoring and re-evaluating our holdings to make sure that they continue to track our investment strategies. The technology sector has been dominating this year, in fact it was the driver behind the...

2023-08-23 12:30:00 ET Summary The sovereign credit spreads on the U.S. really ballooned out. While it got resolved this time, it does make the markets more jittery. Each time it happens, it's a cumulative effect. And that is certainly not good for the reserve currency because reserve...

2023-08-18 23:15:00 ET Summary Following last year’s plunge across markets, technology and growth stocks are back on top. Aside from a brief wobble in February, year-to-date growth has crushed every other investment style. Despite growth dominating equity performance in...

2023-08-18 03:05:00 ET Summary Investors should take a closer look at companies that help create a more energy-efficient ecosystem for AI. In addition to training and running large models, the proliferation of AI-assisted products, including AI search and chatbots, will gobble up ...

2023-08-16 19:40:00 ET Summary One of the many amazing things about generative AI (GenAI) and the impact it’s having is how different it is from other recent big tech trends. First, companies seem to be ignoring several very legitimate concerns about what quickly adopting b...

2023-08-14 22:35:00 ET Summary While we have not made new highs on the 10-year Treasury yield for 2023, closing on Friday at 4.167%, we are too close for comfort on the bond yield front. Unlike 2022, the stock market – and the tech sector in particular – had been ign...