$NVDA와 $MSFT, 앞으로 기대되는 큰 변화 🚀

msft had a great move today, sadly in the wrong direction😂

I'd personally lean MSFT over NVDA here. MSFT's Project Solara is pretty solid with AI running directly on devices, more recurring revenue from software, and that healthcare angle is huge. Right now it's not looking great for MSFT though.

Didn't read this garbage. Bullish

I’m not sure who they are targeting with this product (nvidia/Mediatek/MSFT partnership). Jensen suggests it’s for everyone (retail).

It’s also purely concept based as there are no competent agents out there.

Plus the cost, given the spec sheet on memory alone, is going to be absurd.

Then the friction: if you’re targeting ‘The average person’, how likely are they going to be in successfully setting this up alone AND being happy with the results — when businesses require FDEs to get any positive output from B2B model deployments.

This strikes me as another ‘*throwing shit at a wall*’ product that should have remained as a concept / R&D / internal beta.

Then finally, MSFT output quality since vibe-coding has gone to the dogs (*and it wasn’t held in high regard before that*) — they would be the ***last*** agentic OS I’d trust to have agent privileges.
(*If an AI agent concept even becomes a ‘thing’ to start with. I see no benefit as it stands based on described concepts and current performance.*)

It’s nice they’re looking at infrastructure optimization aspect, but as described it’s a ‘cart before a horse’ thing. Jensen can’t even describe a high value use case for what it would do for someone — as a parallel, Steve Jobs would do a demonstration of daily functions they would expect a user to perform and how their product would excel at that, adding value.

Going to need some dip with these chips.

At this point it feels like nothing will get MSFT moving in the upward direction. 2 years of negative returns and down 4% today just because

QCOM,How about it?

You're way underestimating the amount of incompetence Microsoft has been showing for the past couple of years

Don’t jinx it

go long in a bull market. Shocker

Good for nvda. Not much for msft