Loftus Peak
Loftus Peak
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Qualcomm's ARM wrestle for PCs | Update+ April 2024
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For April, Portfolio Manager Anshu Sharma discusses how Qualcomm will bring longer battery life and artificial intelligence to PCs.
Watch Microsoft's latest video showcasing Qualcomm chips: build.microsoft.com/en-US/partners/38e8ac1d-01c9-4901-adc5-9d8f52dfe50e?source=partners
#semiconductor #qualcomm #ARM #snapdragon #investment #etf
มุมมอง: 171

วีดีโอ

What to do when disruption is fully valued | Update+ March 2024
มุมมอง 40128 วันที่ผ่านมา
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption in Apple became fully valued and what this means for other disruptive companies. Our most recent insight: www.loftuspeak.com.au/is-it-too-late-to-invest-in-ai/
Could Nvidia be de-throned? | Update+ February 2024
มุมมอง 295หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific integrated circuits (ASICs) and how they may one day outshine Nvidia's hardware. Our most recent insight: www.loftuspeak.com.au/nvidias-ai-world-awaits/
How disruption will drive the automotive industry | Update+ January 2024
มุมมอง 2183 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For January, Investment Analyst Tom Gilbertson runs us through the disruptive advent of software into the automotive industry.
Disruption delivers in cyclical slowdown | Update+ December 2023
มุมมอง 2454 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For December, Portfolio Manager Anshu Sharma gives us the panoramic view of disruption - how it unfolds over years, not months.
The final cut for Cable TV | Update+ November 2023
มุมมอง 2275 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, we discuss cord cutting - what it is and how it will impact the entertainment landscape.
‘If you can do anything, embrace AI’
มุมมอง 8795 หลายเดือนก่อน
This video is a cut down version of a presentation at this year’s Portfolio Construction Forum, one of the premier events in Australia for the funds management industry. You can watch the full video on our website. The theme of the conference was 'You can’t do everything but you must do something'. That “something” is how artificial intelligence will change the processes by which the whole worl...
Intel disARMed? | Update+ October 2023
มุมมอง 2976 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, we discuss the ARM chip and how its adoption will impact the broader semiconductor industry.
Will new Chinese chips disrupt the market? | Update+ September 2023
มุมมอง 2157 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For September, we discuss Huawei's Kirin 9000 chip and what impact it will have on the international semiconductor industry.
Nvidia's earnings explode past expectations | Update+ August 2023
มุมมอง 1818 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, we discuss Nvidia's earnings call and just how significant the numbers are.
Secular and cyclical forces combine | Update+ July 2023
มุมมอง 2819 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, we discuss earnings numbers as cyclical headwinds become tailwinds for disruptive names.
The AI Revolution - Alex Pollak on Ausbiz's The Pulse | NVDA, AMD, TSLA
มุมมอง 1759 หลายเดือนก่อน
CIO Alex Pollak speaks to Ausbiz's Danielle Ecuyer about Loftus Peak's approach to investing in Artificial Intelligence and whether or not AI companies are overvalued, including Tesla. This video was originally published by Ausbiz's The Pulse with Danielle Ecuyer and is available to view on their website, ausbiz.com.au/media/investing-in-disruption-a-winning-formula?videoId=30441§ionId=1885
Valuing the AI opportunity | Update+ June 2023
มุมมอง 15110 หลายเดือนก่อน
Welcome to Update , a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, we discuss comments from Oracle founder Larry Ellison about the semiconductor spend that AI workloads demand.
Meta competes with Musk's Twitter - Alex Pollak from Loftus Peak on Sky News with Ross Greenwood
มุมมอง 18610 หลายเดือนก่อน
This video was originally published by Sky News' Business Now with Ross Greenwood and is available to view on their website, www.skynews.com.au/business/tech-and-innovation/mark-zuckerberg-has-the-necessary-infrastructure-to-launch-a-competitive-product/video/cbaadacaeb227f85ce64dad98f95a7b0.
Semiconductors first to benefit from AI | Update+ May 2023
มุมมอง 20511 หลายเดือนก่อน
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For May, we discuss the rally around companies exposed to enabling AI.
Market turmoil: Set quality to Max | Webinars 2022
มุมมอง 1611 หลายเดือนก่อน
Market turmoil: Set quality to Max | Webinars 2022
The AI numbers start to roll in | Update+ April 2023
มุมมอง 202ปีที่แล้ว
The AI numbers start to roll in | Update April 2023
The dawn of the "super-cap" tech | Update+ March 2023
มุมมอง 116ปีที่แล้ว
The dawn of the "super-cap" tech | Update March 2023
AI and Streaming | Update+ February 2023
มุมมอง 254ปีที่แล้ว
AI and Streaming | Update February 2023
Understanding Artificial Intelligence (AI) as an Investor | Webinars 2023
มุมมอง 138ปีที่แล้ว
Understanding Artificial Intelligence (AI) as an Investor | Webinars 2023
Loftus Peak's Disruption Strategy
มุมมอง 138ปีที่แล้ว
Loftus Peak's Disruption Strategy
Semiconductors: The Next Big Opportunity? | Webinars 2022
มุมมอง 104ปีที่แล้ว
Semiconductors: The Next Big Opportunity? | Webinars 2022
Loftus Peak CIO Alex Pollak on stock pick Roku for ASX Investor Day 2021
มุมมอง 1332 ปีที่แล้ว
Loftus Peak CIO Alex Pollak on stock pick Roku for ASX Investor Day 2021
Investing In A Better World
มุมมอง 672 ปีที่แล้ว
Investing In A Better World
Loftus Peak CIO Alex Pollak speaks with Ticky Fullerton on Sky News Business Weekend
มุมมอง 3373 ปีที่แล้ว
Loftus Peak CIO Alex Pollak speaks with Ticky Fullerton on Sky News Business Weekend
PEs don't work. Here's why.
มุมมอง 1544 ปีที่แล้ว
PEs don't work. Here's why.
About Loftus Peak
มุมมอง 1194 ปีที่แล้ว
About Loftus Peak
Portfolio Mix; and why companies don't disrupt themselves (Uber and the taxi industry)
มุมมอง 1154 ปีที่แล้ว
Portfolio Mix; and why companies don't disrupt themselves (Uber and the taxi industry)
Why Loftus Peak holds Amazon (and more)
มุมมอง 1114 ปีที่แล้ว
Why Loftus Peak holds Amazon (and more)
Auto Industry Disruption
มุมมอง 2494 ปีที่แล้ว
Auto Industry Disruption

ความคิดเห็น

  • @tertiary7
    @tertiary7 10 หลายเดือนก่อน

    The CIA might as well set up competitor for us to use. Who'd waste time with this.

  • @jimstevens546
    @jimstevens546 ปีที่แล้ว

    Great idea doing videos for your monthly update

  • @visionarydigitalstudios9552
    @visionarydigitalstudios9552 3 ปีที่แล้ว

    Love your work Loftus Peak!