Tomorrow AM we'll be touching on $CRWV$LITE and $SMCI results and guidance and how that connects back to the @TSProPortfolio and its holdings. You won't want to miss it... While we do the analysis and connect the dots, we'll let others on cable handle the bombastic commentary.
Ads in ChatGPT are becoming more relevant to the audiences encountering them, according to OpenAI’s advertising execs. Since launching its advertising business in February, the company has seen a 50% drop-off in the rate at which users close out of the ad units they see in the ChatGPT experience, a signal the AI company uses to gauge whether a given ad is relevant.
More signals below
pro.thestreet.com/posts/trac…
For 30 years, network traffic followed a rhythm you could set a clock by. A lull in the morning, a peak through the business day, demand falling off in the evening. And it flowed overwhelmingly in one direction: down, toward users pulling web pages, video and files. Networks were engineered around both assumptions. AI is breaking them.
More signals below
pro.thestreet.com/posts/trac…