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@autan_ta
"The multi-modal foundation model race requires immense diverse datasets giving an edge to $GOOGL and $MSFT (through its OpenAI partnership) over pure-play AI labs that lack their own ecosystem of search video ($YT) and enterprise data"
X Link @autan_ta 2025-10-15T00:14Z X followers, XX engagements
"Real-time water quality alerts are protecting public safety. Environmental technology companies providing these monitoring systems include $XYL $AWK $WTRG $ECL $OSCR. Their sensors detect contamination immediately"
X Link @autan_ta 2025-10-07T18:23Z X followers, XX engagements
"The electric vehicle charging infrastructure build-out is creating a symbiotic relationship between charging network operators like $CHPT and host retailers like $WMT and $SBUX who gain increased dwell time from customers"
X Link @autan_ta 2025-10-14T00:45Z X followers, XX engagements
"$ZM (Zoom) faces an uphill battle to grow beyond its core product unlike the diversified $MSFT"
X Link @autan_ta 2025-10-14T10:01Z X followers, XX engagements