Vijay Karunamurthy - Scale AI - From ChatGPT to Llama 3.1: The Arms Race Against China
Opto Sessions
by Haydn Brain & Ed Gotham
10h ago
?  Find top-performing stocks & ETFs - Install app for free ??: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Vijay Karunamurthy, Field Chief Technology Officer (CTO) at Scale AI, explains how his company has evolved from labelling data for autonomous driving to enabling a range of applications for companies including OpenAI. He also discusses how artificial intelligence (AI) is evolving and why modelling using advanced data sources is the key to building trust. We also cover the global AI arms race, touching on the competition for talent and regulatory challenges faced by compa ..read more
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Michael A Gayed - Trump vs Biden: What's Next for the S&P 500 & Nvidia’s Rally?
Opto Sessions
by Haydn Brain & Ed Gotham
6d ago
?  Find top-performing stocks & ETFs - Install app for free ??: https://optothemes.onelink.me/BZDG/ti2lb2fd The US tech sector has dominated the market for so long that it has almost come to be taken for granted: Nvidia stock is now in almost every portfolio. Today, Michael A. Gayed, founder & author of The Lead-Lag Report, tells us why he believes the artificial intelligence (AI) rally could be the final chapter in the story of big tech. Enjoy! Foresight by OPTO: https://optoforesight.substack.com/ The Lead-Lag Report: https://www.leadlagreport.com/ ----- The content in this p ..read more
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Doomberg - Why Nuclear is Better Than Renewables
Opto Sessions
by Haydn Brain & Ed Gotham
2w ago
?  Find top-performing stocks & ETFs - Install app for free ??: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Doomberg, one of the most successful financial Substack newsletters, delves into the compelling case for nuclear power over solar energy, highlighting how intermittent renewable sources might be driving up costs and how hydrogen could be the next big investment opportunity. Enjoy! Foresight by OPTO: https://optoforesight.substack.com/ Doomberg: https://newsletter.doomberg.com/ Doomberg's posts: https://newsletter.doomberg.com/p/no-solar-isnt-cheap  https://newslet ..read more
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Adam Swick - MARA: Bitcoin Miner Marathon Digital's Solutions to the World's Energy Problems
Opto Sessions
by Haydn Brain & Ed Gotham
2w ago
?  Find top-performing stocks & ETFs - Install app for free ??: https://optothemes.onelink.me/BZDG/ti2lb2fd Marathon Digital Holdings (MARA), the world's largest bitcoin mining company, currently boasts a hash rate of 31.5 EH/s and aims to reach 50 EH/s by the end of 2024. Today, ‪‬Marathon's Chief Growth Officer, Adam Swick, discusses the company's business model and the impact of recent accounting rule changes on net income. Marathon has shifted its focus to sustainable energy management for its zero-emission operations. In Q1 2024, the company reported a significant rise in net ..read more
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Edwin Dorsey - Short Selling & Exposing Corporate Misconduct: Care.com, Chegg, DeFi Technologies
Opto Sessions
by Haydn Brain & Ed Gotham
3w ago
?  Find top-performing stocks & ETFs - Install app for free ??: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of welcoming Edwin Dorsey, Founder and Author of the short-selling newsletter The Bear Cave, back to the show. Edwin shares his journey from a college short-selling enthusiast to an expert in identifying corporate misconduct. His investigations exposed Care.com's negligence, and his intuitive approach led him to spot problems at Chegg, Planet Fitness, and DeFi Technologies, to name a few. Edwin dives deep into his methodologies, mentorship from indus ..read more
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Anthony Scaramucci & Dan Tapiero - Digital Assets Are ‘The Biggest Opportunity of All Time’
Opto Sessions
by Haydn Brain & Ed Gotham
1M ago
? Blockchain has been the top-performing theme over the past 12 months, the OPTO screener shows. Discover top-performing stocks within this theme - Install app for free ??: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Anthony Scaramucci, Founder and Managing Partner at SkyBridge Capital & Dan Tapiero, Managing Partner, CEO and CIO of 1RoundTable Partners and 10T Holdings, discuss why they believe that bitcoin and digital assets are among the best investment opportunities they have seen in their lifetimes. Enjoy! -------- The content in this podcast is for informational purpos ..read more
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Miriam McLemore - AWS - Amazon, Cloud, Data & Generative AI
Opto Sessions | Stock Market, Investing, Trading & More
by Haydn Brain & Ed Gotham
1M ago
► Invest in top-performing AI stocks with OPTO - Install FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, Miriam McLemore, Enterprise Strategist at AWS, discusses her journey from CIO at Coca-Cola to her current role, emphasising the importance of cloud adoption and data security in leveraging AI. She highlights that 2023 was a year of experimentation, while 2024 is seeing companies developing clear AI strategies, particularly those already using cloud infrastructure. Miriam also notes the transformative impact of AI across industries, with examples from healthcare and sports, and ..read more
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Que Nguyen - Gen AI Mania: Next DOT-COM Bubble About to Burst?
Opto Sessions | Stock Market, Investing, Trading & More
by Haydn Brain & Ed Gotham
2M ago
► Invest in top-performing AI stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Today, we have the pleasure of speaking with Que Nguyen, Chief Investment Officer at Research Affiliates. Que explores the lifecycle of generative AI, drawing parallels to the early Internet boom and discussing its current stage of development. She also discusses the evolving investment landscape for GenAI, highlighting key indicators and lessons from past tech cycles, before sharing her insights on the potential winners and losers in the GenAI space. Enjoy! Read Que's article here: https ..read more
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Yuri Khodjamirian - Tema ETFs - Life Sciences: An Undervalued Megatrend?
Opto Sessions | Stock Market, Investing, Trading & More
by Haydn Brain & Ed Gotham
2M ago
► Invest in top-performing biotech stocks - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Over the past 25 years, the Nasdaq Biotechnology Index has outperformed the S&P500 by 467%. This growth, fueled by a tripling in FDA drug approvals since 2002, coincides with the UN's prediction that the over-60 population will double by 2050, driving healthcare spending to unprecedented levels. Today, we delve into the challenges and opportunities in the biotech sector with Yuri Khodjamirian, CIO of Tema ETFs. We explore how investors can navigate the sector's regulatory, scienti ..read more
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Kate Moore - BlackRock - Why Stocks Could See An Upside At the End of 2024
Opto Sessions
by Haydn Brain & Ed Gotham
2M ago
► Discover stocks before they take off - Install our FREE app: https://optothemes.onelink.me/BZDG/ti2lb2fd Welcome back! Today, Kate More, Head of Thematic Strategy for BlackRock’s Global Allocation Fund, joins OPTO Sessions to discuss its allocation strategy, her macro-driven approach to investing thematically, her predictions for inflation and equities for the rest of 2024, and some opportunities to watch, from AI to automation, semiconductors and cybersecurity. Enjoy! -------- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any spe ..read more
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