Technology & Telecommunications
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If you don’t already own Nvidia, should you buy it?
Roger Montgomery
April 16, 2024
After the disaster for equity markets in 2022, calendar 2023 saw investors return to rewarding robust fundamentals, but only for a very narrow band of companies. Perhaps it was the fear of further rate rises or the fear of recession, but investors concentrated their bets on only the most liquid securities, those of mega cap companies. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Can an EV spy on you? Don’t worry. Australia isn’t
Roger Montgomery
March 21, 2024
While all fingers are pointing to an Australian politician being guilty of spying against Australia and allegedly for the Chinese, should we also be pointing the finger at Chinese-made electric vehicles (EVs)? continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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Highlights from ChatGPT’s first year: AI evolution unpacked.
Roger Montgomery
December 4, 2023
It’ll be a surprise to many but last week, on November 30, was ChatGPT’s first birthday. While many see Artificial Intelligence (AI) and large language models (LLM) as humanlike, AI’s first year has been nothing like the first year of a human’s life. A human child’s first year is mostly consumed with sleeping and feeding. ChatGPT’s first year has been far more dramatic. continue…
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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MEDIA
Ausbiz – Data centers thrive in AI era
Roger Montgomery
November 17, 2023
In this week’s interview on Ausbiz, I wanted to delve into the growing significance of data centers due to heightened AI demand and increased cloud expenditure, which is drawing striking parallels to the early days of smartphone adoption. This surge in AI integration amplifies the necessity for computational resources and data storage, consequently fuelling the demand for data centers and the increasing value of investing in them. Watch the full interview here. Ausbiz – Data centers thrive in AI era
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications, TV Appearances.
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Another pivot in the AI theme
Roger Montgomery
November 17, 2023
We have written previously that the boom in AI-theme-exposed stocks will have to be supported by monetisation in order to be sustained. There are plenty of consumer benefits from artificial intelligence (AI), and consumers will indeed be winners, but for companies to see a transformation in their revenues from AI, something more than just tacking AI-powered features onto their existing products will need to occur. continue…
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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Streaming TV ain’t what it used to be
Roger Montgomery
September 12, 2023
In 1999, I was working at an investment bank. It was a terrible year to be advising investors to invest in high-quality companies making a profit and to take profit on the technology-related initial public offerings (IPO) listed at massive first-day premiums despite being unprofitable businesses. It was the year of the first technology boom, now known as the Dotcom boom and subsequent bubble. continue…
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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Why returns from artificial Intelligence require real diversification
Roger Montgomery
July 31, 2023
As noted previously, artificial intelligence (AI) has been almost the sole reason any investors have taken on risk this calendar year. The NASDAQ 100 is up 42 per cent year-to-date, and its gains are almost entirely driven by the prices of just a handful of mega-cap names that investors believe will benefit directly from AI and whose diversified revenue streams are seen as defensive against an anticipated recession. Tech and AI-exposed stocks are responsible for nearly all the gains in 2023. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Leveraging the AI Revolution: An investor’s perspective
Roger Montgomery
July 14, 2023
I have recently suggested for the AI bubble to become a bona fide boom, the fad will need to be replaced by revenue and profits. In this blog post, we dive a little deeper into the business and revenue models companies propose to employ to leverage AI for capital gain and what it might mean for investors. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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For the bubble to be a boom, AI will have to be monetised
Roger Montgomery
July 7, 2023
While Google, Meta, Microsoft and Amazon battle it out in the artificial intelligence (AI) race, we all know Nvidia is raking in billions, selling them the GPUs they require while simultaneously sending its market cap into the US Trillion-dollar club alongside its major customers. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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The newest new thing: Nvidia
Roger Montgomery
July 3, 2023
You gotta love a hype-induced bubble. Having been permanently ensconced in financial markets for more than three decades, I’ve seen a few, and there’s another one forming right now. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
