AI and Big Data

Artificial Intelligence, Cloud Computing, and Analytics - Software and Hardware.

Related Worldviews

It's not the size of the dog in the fight.....

Saurav Sen | May 2021

Originally posted in June 2018. Updated in April 2020...

Saurav Sen | May 2021

Buy low (expectations), sell high (expectations)..

Saurav Sen | October 2020

Are semiconductor equipment companies attractive?..

Saurav Sen | January 2020

When the Data Bomb, AI, and Moore’s Law collide...

Saurav Sen | June 2018

Harnessing the new information revolution tailwind...

Saurav Sen | May 2018

A naturally unintelligent stab at an inevitability...

Saurav Sen | April 2018

Related Investments & Ideas

Upside Left Expected Time Horizon: 2 years.

Related Commentary

Commentary is available to Annual Subscribers.

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