ADI와 텍사스 인스트루먼트는 왜 주목받지 못할까? 🤔

Reading this makes me feel like I'm having a stroke

Up 94% and 64% in the last year. These already popped.  Nobody is paying to create more information for the AI monster. Private Data lakes are deep and the biggest firms have more than enough training information to supercharge their operations & dev. That's why all the AI firms are selling embedded FDEs to organize thst shit, and integate the AI product into the corporate systems.  The distance between little guy and big corp is growing exponentially, and they want to keep it that way.  Once the hype hump (probably when agentic-type reach maturity) is over and AI workflows are built from ground up, (rather than the current scheme of augmenting established or building hybrid-flows), then the "more information" may come into play. That's assuming the models aren't advanced & efficient enough to simulate the outcome with a reasonable margin of certainty. This is really only a problem in the high-tech space, and honestly there's new math that needs to be invented to efficiently describe lots of the hard problems you spend big $$ on researching (e.g. Alphafold).  Consumer and service technology is fairly easy maths when it comes to modeling. Mostly optimization problems, and GOOG has an infinitley large moat on that, it's the core tech of their business.