Software is what makes hardware happen: Tigress Financial Partners CIO
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… THIS IS JUST IN THE LAST MONTH FOLKS, SOME OF THE NAMES YOU'VE LIKED, ADOBE, MADE BIG MOVES BUT A NAME LIKE MONDAY. ARE THERE GOING TO BE SOME LOSER S? DO YOU SIFT THEM OUT AND SAY MAYBE NOT ALL THESE SOFTWARE NAMES ARE WORTH HOLDING? >> I LIKE THE APPLICATION SOFTWARE, THE AI-DRIVEN APPLICATIONS, THE PLATFORMS ACTUALLY THAT ALLOW YOU TO CREATE AI-DRIVEN APPLICATIONS, WHICH IS MONGO AND MONDAY. MONDAY HAD A LITTLE BIT OF A SET BACK IN THEIR EARNINGS THIS WEEK AND KIND OF MADE AN ADJUSTMENT TO THEIR CASH FLOW THEY ARE REDUCING HEADCOUNT, BUT OVERALL, I THINK MONGO AND MONDAY HAVE A LOT MORE TO GO. CHARLES: SOME NAMES, LIKE YOU'VE …
I LIKE THE APPLICATION SOFTWARE, THE AI-DRIVEN APPLICATIONS, THE PLATFORMS ACTUALLY THAT ALLOW YOU TO CREATE AI-DRIVEN APPLICATIONS, WHICH IS MONGO AND MONDAY.
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…PLATFORMS ACTUALLY THAT ALLOW YOU TO CREATE AI-DRIVEN APPLICATIONS, WHICH IS MONGO AND MONDAY. MONDAY HAD A LITTLE BIT OF A SET BACK IN THEIR EARNINGS THIS WEEK AND KIND OF MADE AN ADJUSTMENT TO THEIR CASH FLOW THEY ARE REDUCING HEADCOUNT, BUT OVERALL, I THINK MONGO AND MONDAY HAVE A LOT MORE TO GO. CHARLES: SOME NAMES, LIKE YOU'VE TALKED ABOUT YOUR AI PORTFOLIO AND THE KEY NAME IN IT IS MICRON IT'S TURNING THE CORNER HERE, HAVING A PRETTY GOOD DAY, AND BRING UP THE REASONS WHY, BUT WHY IS THIS SUCH A PIVOTAL NAME IN THE AI PORTFOLIO?…
BUT OVERALL, I THINK MONGO AND MONDAY HAVE A LOT MORE TO GO.
Contexto extraído por IA "... BUT OVERALL, I THINK MONGO AND MONDAY HAVE A LOT MORE TO GO."
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…LION GOT THESE BIG DEEP POCKETED FOLKS THAT SAY THEY WILL DO THE VENDOR WORK FOR YOU AND THEN ON TOP OF IT YOU GET COREWEAVE SAYING HEY, WE STILL HAVE DEMAND FOR THE A-1 HUNDREDS THIS IS LIKE A NINE YEAR LIFE SPAN. IT'S COMING ON STRONG. I WOULD EXPECT IT TO BREAK OUT SOON. >> I THINK IT WILL. THIS IS THE BACKBONE OF THE AI INVESTMENT THEME. THIS IS THE COMPANY BETWEEN THEIR HARDWARE AND SOFTWARE STACKS BETWEEN THEIR GPU'S AND K UDA SOFTWARE AND SOMETHING THAT COMPETITORS CANNOT REPLICATE. CHARLES: ISN'T THI…
I WOULD EXPECT IT TO BREAK OUT SOON.
Contexto extraído por IA "NVIDIA, I THINK IS HAVING A GREAT WEEK ... IT'S COMING ON STRONG. I WOULD EXPECT IT TO BREAK OUT SOON."
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… THIS IS JUST IN THE LAST MONTH FOLKS, SOME OF THE NAMES YOU'VE LIKED, ADOBE, MADE BIG MOVES BUT A NAME LIKE MONDAY. ARE THERE GOING TO BE SOME LOSER S? DO YOU SIFT THEM OUT AND SAY MAYBE NOT ALL THESE SOFTWARE NAMES ARE WORTH HOLDING? >> I LIKE THE APPLICATION SOFTWARE, THE AI-DRIVEN APPLICATIONS, THE PLATFORMS ACTUALLY THAT ALLOW YOU TO CREATE AI-DRIVEN APPLICATIONS, WHICH IS MONGO AND MONDAY. MONDAY HAD A LITTLE BIT OF A SET BACK IN THEIR EARNINGS THIS WEEK AND KIND OF MADE AN ADJUSTMENT TO THEIR CASH FLOW THEY ARE REDUCING HEADCOUNT, BUT OVERALL, I THINK MONGO AND MONDAY HAVE A LOT MORE TO GO. CHARLES: SOME NAMES, LIKE YOU'VE …
I LIKE THE APPLICATION SOFTWARE, THE AI-DRIVEN APPLICATIONS, THE PLATFORMS ACTUALLY THAT ALLOW YOU TO CREATE AI-DRIVEN APPLICATIONS, WHICH IS MONGO AND MONDAY.
Contexto extraído por IA "I LIKE THE APPLICATION SOFTWARE, THE AI-DRIVEN APPLICATIONS, THE PLATFORMS ACTUALLY THAT ALLOW YOU TO CREATE AI-DRIVEN APPLICATIONS, WHICH IS MONGO AND MONDAY. MONDAY HAD A LITTLE BIT OF A SET BACK IN THEIR EARNINGS THIS WEEK ... BUT OVERALL, I THINK MONGO AND MONDAY HAVE A LOT MORE TO GO."
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MAN, THANK YOU. >> THANK YOU, CHARLES. CHARLES: FOLKS SPEAKING OF SOFTWARE, NOBODY IS MORE ADIMATE ABOUT BUYING THESE NAMES WHEN THE REST OF THE WORLD WAS WRITING THEM OFF. I'VE GIVEN THIS GUY A HARD TIME SO LET'S BRING HIM IN. IVAN FEINSETH, TIGRESS FINANCIAL PARTNERS, HE IS THE CIO. SO I GAVE YOU A HARD TIME, THEY ERUPTED HIGHER AND I'M LIKE OKAY COME ON IN AND THEY FELL APART AND I SAID OH, MAYBE THE VICTORY LAP WAS TOO SOON. WE'RE TAKING OFF AGAIN, WHAT'S GOING ON NOW? SOME HAVE COME ON STRONG IN THE PAST MONTH OR SO BUT THERE ARE SOME THAT HAVEN'T MOVED, SO WHAT'S GOING ON HERE? >> I CAN PROBABLY HARDWARE PAIN , SOFTWARE GAIN BUT SOFTWARE , TO QUOTE, THE CEO THAT JUST JOINED FROM A COMPANY CALLED MODULAR, THAT QUALCOMM PURCHASED, SOFTWARE IS WHERE THE MAGIC IS AND MAKES HARDWARE HAPPEN. CHARLES: WHAT ABOUT NAMES FOR INSTANCE YOU'RE KILLING IT YOU HAD SNOW WE JUST TALKED ABOUT RIGHT? MONGO. THIS IS JUST IN THE LAST MONTH FOLKS, SOME OF THE NAMES YOU'VE LIKED, ADOBE, MADE BIG MOVES BUT A NAME LIKE MONDAY. ARE THERE GOING TO BE SOME LOSER S? DO YOU SIFT THEM OUT AND SAY MAYBE NOT ALL THESE SOFTWARE NAMES ARE WORTH HOLDING? >> I LIKE THE APPLICATION SOFTWARE, THE AI-DRIVEN APPLICATIONS, THE PLATFORMS ACTUALLY THAT ALLOW YOU TO CREATE AI-DRIVEN APPLICATIONS, WHICH IS MONGO AND MONDAY. MONDAY HAD A LITTLE BIT OF A SET BACK IN THEIR EARNINGS THIS WEEK AND KIND OF MADE AN ADJUSTMENT TO THEIR CASH FLOW THEY ARE REDUCING HEADCOUNT, BUT OVERALL, I THINK MONGO AND MONDAY HAVE A LOT MORE TO GO. CHARLES: SOME NAMES, LIKE YOU'VE TALKED ABOUT YOUR AI PORTFOLIO AND THE KEY NAME IN IT IS MICRON IT'S TURNING THE CORNER HERE, HAVING A PRETTY GOOD DAY, AND BRING UP THE REASONS WHY, BUT WHY IS THIS SUCH A PIVOTAL NAME IN THE AI PORTFOLIO? BECAUSE WHEN YOU GOT LARGER AND FASTER INFERENCES, YOU'RE GOING TO NEED LARGER AND MORE DYNAMIC MEMORY TO RUN. SAME THING WITH SANDISK. YOU NEED FASTER AND LARGER STORAGE AS THE NUMBER AND THE SIZE OF THE INFERENCES INCREASES. CHARLES: NVIDIA, I THINK IS HAVING A GREAT WEEK CONSIDERING MONDAY, THE FINANCING THING, THE 500 BILLION GOT THESE BIG DEEP POCKETED FOLKS THAT SAY THEY WILL DO THE VENDOR WORK FOR YOU AND THEN ON TOP OF IT YOU GET COREWEAVE SAYING HEY, WE STILL HAVE DEMAND FOR THE A-1 HUNDREDS THIS IS LIKE A NINE YEAR LIFE SPAN. IT'S COMING ON STRONG. I WOULD EXPECT IT TO BREAK OUT SOON. >> I THINK IT WILL. THIS IS THE BACKBONE OF THE AI INVESTMENT THEME. THIS IS THE COMPANY BETWEEN THEIR HARDWARE AND SOFTWARE STACKS BETWEEN THEIR GPU'S AND K UDA SOFTWARE AND SOMETHING THAT COMPETITORS CANNOT REPLICATE. CHARLES: ISN'T THIS , I MEAN, BECAUSE IT'S NOT A CHIP COMPANY. YOU MENTIONED KUDA. I DON'T KNOW WHAT TO CALL THEM BUT FAR MORE THAN A CHIP COMPANY AND THEY ACTUALLY CONTROL THIS THING. THEY ACTUALLY SET THE TONE FOR EVERYTHING, THE RACKS, EVERYTHING ELSE. >> BY THE TIME ANYBODY CATCHES UP TO THEIR CURRENT PROCESSORS THEY HAVE NEW PROCESS RES, THEY GOT THE RUBIN, THE FEINMAN COMING NEXT YEAR AND MANY STEPS AHEAD OF EVERYBODY ELSE AND EVERYBODY ALL OF THE BIG AI SERVICE PROVIDERS AND USERS, THEIR COMPETITIVE ADVANTAGE IS DEPENDENT ON THEM HAVING THE BEST AND FASTEST PROCESSORS. CHARLES: BY THE WAY, THE FATHER OF QUANTUM COMPUTING I CAN'T WAIT FOR THAT TO COME ON. THAT SHOULD TELL YOU SOMETHING FOLKS. BEFORE I LET YOU GO I HAD RICK ROSS ON AND THE TULIO OVER THE LAST FEW YEARS VERSUS THE OVERALL SOFTWARE AND COMING ONLINE GANGBUSTERS BREAKING OUT RIGHT NOW A NAME YOU'VE LIKED A LOT. WHAT IS ABOUT THAT YOU LIKE FROM A FUNDAMENTAL POINT OF VIEW BECAUSE HE LOVES IT FROM A TECHNICAL POINT OF VIEW? >> THEY ARE BENEFITING FROM CROSS-SELLING IF YOU USE THEIR MESSAGING APP AND IF SUCCESSFUL YOU'D ADD THEIR VOICE APP AND VICE VERSA AND THIS IS WHAT'S HELPING COMPANIES TO HAVE HARD TIMES STAFFING HELP DESK AND CUSTOMER SERVICE AND CUSTOMER RESPONSE AND EVEN TODAY, LOUISIANA I THINK SAID THEY ARE GOING TO REPLACE 911, THE FIRST-LINE OF ANSWERING WITH AI BOTS IN A COMPANY LIKE T ULIO PROVIDES THESE TYPE OF THAT. CHARLES: ANY TIME WE SEE A HEADLINE SOME PEOPLE MIGHT SAY OH, THERE'S A SOCIAL DEBATE ABOUT WHETHER OR NOT GOOD OR BAD BUT THE BOTTOM-LINE, SOMEONE IS MAKING MONEY FROM THAT. YOU ARE SAYING TULIO IS A NAME TO WATCH? >> BECAUSE THERE'S NOT ENOUGH PEOPLE TO FILL THESE POSITIONS AT LEAST THE FIRST-LINE OF RESPONSE FOR CUSTOMER SERVICE. CHARLES:
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