Michael (मुकेश) @MParekh profile

Michael (मुकेश)

@MParekh

Followers

16K

Following

53K

Statuses

34K

Tech & AI Focused.🇺🇸 Born Mukesh मुकेश 🇮🇳. Tech Investor/Advisor/Builder. LT Tech optimist on 🌎AI Software ‘Reset to Zero’. Ex-GS Partner/Internet Ax.

New York, USA

Joined July 2006

Don't wanna be here? Send us removal request.

Michael (मुकेश)

@MParekh

7 months

Thanks @ramahluwalia of @LumidaWealth for crisp video compilations of my ‘AI Tech Wave Stack’, & views for ‘Mag7’ #Tech Cos. like $AAPL, $AMZN, $TSLA et al. As expressed on @trends_wfriends w/ @howardlindzon & gang. Subscribe for more at AI: Reset to Zero. H/t @Stocktwits @StocktwitsIndia. More also on other #AI #Tech leaders like $NVDA, $GOOG, $META, $MSFT, @OpenAI @AnthropicAI et al.

Lumida Wealth Management

@LumidaWealth

7 months

@MParekh spotting trends before they become tomorrow's news on @howardlindzon & @Stocktwits @trends_wfriends Best insights you missed! 1/ The 6 layers of the 2024 AI Tech Value Stack every investor needs to know

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Michael (मुकेश)

@MParekh

19 hours

AI: Consumer wave of AI applications and services ahead. RTZ #627 ...as the AI infrastructure foundations are invented and built at scale #Tech #AI @OpenAI $MSFT $NVDA $GOOG $AMZN $META $AAPL $TSLA

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Michael (मुकेश)

@MParekh

23 hours

AI as fundamental as the Transistor, @sama: “In some ways, AI may turn out to be like the transistor economically—a big scientific discovery that scales well and that seeps into almost every corner of the economy.” My take on his last big AI essay here: #Tech #AI @OpenAI

Sam Altman

@sama

1 day

Three Observations:

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Michael (मुकेश)

@MParekh

2 days

AI: Drug industry another example of US getting 'DeepSeek' type constraints-driven competition. RTZ #626 ...US can win vs China with minimal trade and investment curbs, in AI and beyond #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

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Michael (मुकेश)

@MParekh

3 days

AI: Weekly Summary. RTZ #625 ...week ending February 7, 2025 #Tech #AI @OpenAI $MSFT $GOOG $META $AMZN $GOOG $AAPL $TSLA

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Michael (मुकेश)

@MParekh

4 days

AI: Google prime candidate for partial Spinoffs and AI Leverage. RTZ #624 ...Google's formidable 'sum of the parts' cascading AI opportunities #Tech #AI @OpenAI $MSFT $NVDA $GOOG $GOOGL $AMZN $META $AAPL $TSLA

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Michael (मुकेश)

@MParekh

5 days

AI: Amazon Alexa AI revamped version this month. RTZ #623 ...first of other AI Voice revamps by Apple Siri, Google Gemini et al in 2025 #Tech #AI @OpenAI $MSFT $AMZN $GOOG $AAPL $NVDA $META $TSLA

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Michael (मुकेश)

@MParekh

5 days

Still believe Google better positioned in AI Tech Wave than appreciated. $GOOG h/t @Stocktwits @howardlindzon

Stocktwits

@Stocktwits

5 days

Time for an alpha bet on Alphabet? $GOOGL is down over 8% today and has lost around $170 billion in market cap Are you buying, holding, or selling?

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Michael (मुकेश)

@MParekh

5 days

“Don’t Believe Him”. A ‘must watch’ by @ezraklein. Worth the 13 minutes. For all of us, not just ‘Dems’. In and outside the US.

Ezra Klein

@ezraklein

21 days

The reason Trump's corruption is going to be such a gift to Dems is that he doesn't try to hide it because he doesn't think it's wrong. But most Americans do think it's wrong. The oligarchs literally lining up behind him may eventually wish they hadn't. Being the face of this is good business now. But in 4 years?

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Michael (मुकेश)

@MParekh

5 days

RT @howardlindzon: New Trends With Friends Episode: 'Shoveling Shit and Building Empires' - A Love Story' This week my great friends an…

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Michael (मुकेश)

@MParekh

6 days

AI: A Tale of three 'AI Reasonings'. RTZ #622 ...evaluating the 'state of the art' (SOTA) from OpenAI, DeepSeek and Google #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA

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Michael (मुकेश)

@MParekh

6 days

RT @Stocktwits: 🟠 LIVE - TRENDS WITH FRIENDS + SPECIAL GUESTS MICHAEL & KASS LAZEROW

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Michael (मुकेश)

@MParekh

7 days

AI: The use of AI in the Arts becomes an 'Oscars' issue. RTZ #621 ...technology again changes what used to be #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA

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Michael (मुकेश)

@MParekh

8 days

AI: OpenAI introduces 'Deep Research'AI Agents. RTZ #620 ...fast on the heels of 'Operator' and DeepSeek R1 a few days ago #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA

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Michael (मुकेश)

@MParekh

9 days

AI: DeepSeek recharges Open Source AI debate. RTZ #619 ...a nudge that could accelerate AI innovation above large and small AI models #Tech #AI @OpenAI $MSFT $META $GOOG $NVDA $AMZN $AAPL $TSLA

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Michael (मुकेश)

@MParekh

10 days

AI: Weekly Summary. RTZ #618 ...week ending January 31, 2025 #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA

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Michael (मुकेश)

@MParekh

11 days

AI: Ignore first instincts from DeepSeek, do the OPPOSITE. RTZ #617 ...need MORE Global AI Infrastructure, AI Distillation,Bigger LLMs, and LESS China curbs #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA

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Michael (मुकेश)

@MParekh

11 days

RT @Dan_Jeffries1: As we are learning DeepSeek is one of the most sophisticated psyops of all time. Here's how it went down: 1) Release…

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Michael (मुकेश)

@MParekh

11 days

That’s good business. And fast. Kudos Amazon CEO @ajassy. Offering open source DeepSeek on AWS servers to global customers. No China included. More on DeepSeek significance here: #Tech #AI $AMZN h/t @howardlindzon @ppearlman @Stocktwits @bgurley @altcap @BG2Pod

Andy Jassy

@ajassy

11 days

DeepSeek-R1 now available on both Amazon Bedrock and SageMaker AI. Have at it.

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Michael (मुकेश)

@MParekh

11 days

RT @howardlindzon: New Trends With Friends Episode: Creators Take the Lead: Deep Seek, Software Dominance, and PunchUp’s Role in the Creato…

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Michael (मुकेश)

@MParekh

12 days

AI: DeepSeek accelerates 'Small AI', locally and on clouds. RTZ #616 ...mainframe era of AI rapidly fusing with PC/Smartphone era of AI in few years vs decades #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA

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