這兩天科技股跌，很多人又開始喊AI泡沫。

我反而覺得，現在不是AI沒故事了，是市場開始挑人了。

以前大家只看誰會講AI，誰名字裡帶AI，股價就先衝一波。現在不一樣了，資金開始問一句很現實的話：你到底能不能收到錢？

做模型的很燒錢，雲端很燒錢，資料中心也很燒錢。可是誰先賺？賣晶片的、賣記憶體的、賣設備的。

所以我現在看AI線，不會只看熱度，我更想看三種票：

第一種，記憶體。像MU、SNDK這種，前面漲得猛不是沒原因，AI伺服器吃記憶體，價格一上來，利潤就會很直接。

第二種，設備。像ASML、LRCX這類，AI晶片要繼續做，後面產能擴不擴，設備一定繞不開。

第三種，真正能落地的AI軟體。像PLTR這種，市場會一直吵估值貴不貴，但只要它能把訂單和業績做出來，就還會有人盯。

我現在不會因為科技股跌一天就說AI完了，也不會看到反彈就無腦追。

這波最關鍵的不是「AI還火不火」，而是「AI的錢最後流到誰手裡」。

看懂這一點，後面選票就不會亂。

Anyone going to hajj this year or has been? Tips to prep mentally, physically, spiritually?

Anyone interested in having a meetup in NYC in April and exchange our FIRE experience?

I am stupidly rejecting recruiters with legit offers because I am waiting for The One. The offer to end all offers. But they are taking entirely too long to notify me. They keep telling me to hold on.

What is UBS Associate Director salary in Non IT Pune role with 15 yrs of experience.

What is L2 interview in coforge? Will it be more of a technical round or some Senior Manager regarding other aspects?

Hi Fishes.

could any one please tell Airtel Africa Digital Lab culture. Is it product based or service based?

After technical round on an average how many days citiustech take for 2nd round of interview ???

One of friend wants to join at WIPRO..
Fresher
Flexible in any shift timing
BA
Location Kolkata

"I'm not a copywriter so this is gonna be terrible BUT..."

🙃🙃🙃

What programs or resources do you have available for Texas teachers?

Hello fellow olds!! I was just at a work dinner and HH. Three drinks and food and weeeee! Damn. Such a lightweight now! 😂 Hope you all are enjoying the night. 😘

Why does toilets in America have so much water in them

Any helpful resources for pulling together a B2B measurement framework?

Hi Fishes,
Looking for opportunity as SAP BO developer with 5.8years of experience.Let me know if anything available at Kolkata /Bangalore.(No start ups please)

Which company should I join, Mindtree or Persistent as a Java developer with 8 years of experience?

Hey there! What’s the best online modeling course for someone looking to transition to Research ?

Does anyone use Bloomberg?
I currently use factset but now I'm trying out bloomberg for the first time. Which do you prefer? And do you have favorite functions in Bloomberg that you recommend to other equity research folk?

Wrapping up my second year as a buy-side ER analyst (started at a sizable long-only straight out of undergrad in Summer 2019). ok to wear Ferragamo loafers to work or still too early?

1/2 Not sure this is the best Bowl, if not please let me know.
I’ve been working in algo-trading for 3 years and I hate it here. I feel like I’m not learning anything and I don’t trust my managers to know how to generate revenues (no strategic revenue growth in 3y) and I don’t even work in the math models or finance topics that seemed interesting when I joined.
I would like to pivot to Equity Research because they seem to know what they’re talking about and

Any tips for an equity research analyst interview at canalyst Vancouver?

Hey guys I currently work as a SS derivatives trader for a small broker ans I recently got offered a job as an equity trader for a large asset manager (T. Rowe, BlackRock, Vanguard) but I want to switch to equity research not sure this would help me do that. Currently have no real growth opputunities at my current firm and pay will be better and I can get my CFA if I take the job. Any advice is appreciated, thanks in advance.

Seeking for tips/advise to break into equity research (ER) - with my profile:

Relevant to ER: 6 month IB internship @ small sized Los Angeles Merchant bank; CFA Level 2 cleared; Master of Science in Finance - SUNY Buffalo - Extra-curricular work relating to ER - university competition - case & research work, academic project w Co., custom electives; 1 year – wealth management – client acquisitions exp.

Additional Experience: 1.5 yr Product Control Analyst @ Citi & 1.5 year Loan Operations