Mandeep @msingh_nyc
Senior Analyst @Bloomberg Intelligence @BloombergTV contributor. Opinions are my own, RTs are not endorsements. Manhattan, NY Joined June 2009-
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Just saw a tv hit that I did this week with over 100K views. Thought i'd share it here as well =) youtube.com/watch?v=BhKvWU… #bloombergintelligence
Bloomberg Intelligence recently hosted a webinar series delving into DeepSeek's rapid influence on the LLM competition. The discussion spanned across hyperscalers, semiconductors, hardware, and fabs. Link to the webinar youtube.com/watch?v=pgwVSt…
Estimate of annual industry revenue from Bloomberg Intelligence.
Bloomberg Intelligence research published today: generative AI market will reach $1.3 trillion in 2032 from $40 billion last year. CAGR for the sector over the next ten years could expand by 42%, driven first by training infrastructure and then inference devices for LLMs
The BI US TMT bi-weekly call, hosted by Senior Technology Analyst Mandeep Singh, CFA, brings together our technology, media, telecommunications, litigation and policy analysts to share their views on major themes and developments. Register: bloomberg.zoom.us/webinar/regist… #TechNews
Nvidia jumped in late trading after giving a bullish revenue outlook for the current quarter, suggesting that a push into AI processors is helping offset sluggish demand for personal computer chips. Bloomberg's @msingh_nyc breaks down the numbers trib.al/i65lfzu
Tech round table discussion with 2 pros, @DivesTech and @msingh_nyc alongside my @BloombergRadio Co-host @mattmiller1973
Google parent Alphabet reported second-quarter revenue that met analysts’ expectations, reflecting the internet giant’s resilience amid slowing growth in advertising. Bloomberg Intelligence's Mandeep Singh has more on “Bloomberg Markets: The Close” trib.al/93LUgVe
UPDATE: Meta Platforms, parent company of Facebook and Instagram, reported its first ever quarterly sales decline. Bloomberg Intelligence's Mandeep Singh has more on “Bloomberg Markets: The Close” trib.al/MotfiM9
Had a great conversation with @msingh_nyc on Bloomberg Intelligence’s Tech Disruptor’s Podcast. We discussed why companies are saying bye to #DevOps digital duct tape in favor of one platform. Listen here: overcast.fm/+5R9G4bMvA
BI Infrastructure software midyear outlook for 2H. bloomberg.com/news/videos/20…
Midyear Internet sector outlook after what has been a period of over 50% drawdowns ytd in some of the stocks. You can listen to BI's view for 2H here. bloomberg.com/news/videos/20… #tech #markets #Bloomberg
Great to have @unity @CrowdStrike @SentinelOne @HashiCorp @Akamai @ZoomInfo in the first series of the Bloomberg Intelligence Tech Disruptors podcast. Here is a link to the podcast: Apple: podcasts.apple.com/us/podcast/tec… Spotify: open.spotify.com/show/6QKfhaSqv…
Alphabet earnings beat with a few surprises. Catch analysis from Mandeep Singh of Bloomberg Intelligence trib.al/jjRDWft
Lyft shares are falling in late U.S. late trading. It reported fewer riders than analysts’ expected in the fourth quarter as omicron put a dent into travel. Analysis🔽🚗▶ trib.al/MucQMW2
Snap's positive sales revisions ytd have matched its multiple expansion. Can it sustain that valuation premium vs. peers post 3Q earnings? We look at the interest rate risk for social media companies in this report bloom.bg/3neg6qo #Snap #Bloomberg #earnings
Really enjoyed hosting Zscaler's CEO @JayZscaler, a true visionary in cybersecurity. Here is the link to our virtual fireside chat where we cover cloud security, firewalls, proxies and SASE. onlinexperiences.com/scripts/Server… #cybersecurity #cloudsecurity #sase
From our Year Ahead issue: These are the 50 companies to watch in 2020 bloomberg.com/features/compa… via @BW
Had the opportunity to present at the Bloomberg's CIO Exchange event in NY and network with so many thought leaders. Thank you @CarolineHydeTV and the @BloombergLive team for hosting such an amazing event! bloomberg.com/news/videos/20… #CIOExchange #nasdaq #cloud
Exciting opportunity in the Bloomberg Intelligence TMT team. We are looking for an analyst, with experience covering Engineering software companies. #equityresearch #TMT linkedin.com/jobs/view/1489…
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