Can AI fix Babel’s Tower?

ChatGPT reports:

Common Indicators Among Top Performers

  1. Strong Earnings Growth: A high Earnings Per Share (EPS) growth rate is a hallmark of top-performing growth stocks. For instance, NVIDIA’s 5-year EPS CAGR of 91.7% underscores its robust earnings expansion.Investing.com
  2. High EPS Ratings: Investor’s Business Daily’s EPS Rating system, which ranges from 1 to 99, is a useful tool for identifying companies with exceptional recent earnings growth. Stocks with ratings above 75 are generally considered strong performers. Investor’s Business Daily
  3. Momentum Indicators: Technical indicators like the Moving Average Convergence Divergence (MACD) and Relative Strength Index (RSI) can help identify stocks with strong momentum. Combining these indicators can improve the win rate of trading strategies. arXiv
  4. Institutional Sponsorship: Increased investment from hedge funds and other institutions often signals confidence in a company’s future performance. For example, Goldman Sachs identified 20 “rising star” stocks that have recently garnered increased investment from hedge funds. Business Insider
  5. CAN SLIM Criteria: This strategy focuses on companies with strong current and annual earnings growth, new products or services, and significant institutional sponsorship, among other factors. Wikipedia

Backtesting Insights

Backtesting strategies that combine multiple indicators, such as MACD with RSI or the Money Flow Index (MFI), have shown improved performance over using a single indicator. For example, combining MACD with other momentum indicators can enhance the win rate of trading strategies. arXiv

Additionally, backtesting of options strategies using indicators like Alphatrend and Squeeze on stocks such as Amazon (AMZN) and NVIDIA (NVDA) has yielded high profit factors and win ratios, indicating the effectiveness of these combined strategies. Reddit

Conclusion

Backtesting over the past five months indicates that top-performing growth stocks often share common indicators, including strong earnings growth, high EPS ratings, positive momentum indicators, and significant institutional sponsorship. Utilizing a combination of these indicators can enhance the identification of potential high-performing stocks.

 

Yes, several California-based companies are developing microprocessors that aim to significantly outperform NVIDIA’s current offerings. While none have publicly claimed a 5,000% (50×) speed increase over NVIDIA’s GPUs, some report substantial performance gains in specific applications. Here are notable examples:

 Cerebras Systems (Sunnyvale, CA)

  • Wafer Scale Engine 3 (WSE-3): Cerebras’ latest chip boasts 4 trillion transistors and 900,000 AI-optimized cores, delivering 125 petaflops of AI computing power. It’s reported to be 50 times more powerful than NVIDIA’s H100 GPU in certain AI training tasks. agplusinc.com+6Wikipedia+6Barron’s+6Time+2Barron’s+2Wikipedia+2
  • Cerebras Inference: This system claims to be 20 times faster than NVIDIA’s GPUs for AI inference workloads, processing 1,800 tokens per second for Llama3.1 8B models. Wikipedia+3Medium+3Nasdaq+3
  • DARPA Collaboration: In partnership with Ranovus, Cerebras is developing a system aimed at being 150 times faster than current solutions, focusing on real-time battlefield simulations. AP News+7Reuters+7Wikipedia+7

 Extropic (San Francisco, CA)

  • Probabilistic Computing Chips: Extropic is pioneering chips that utilize thermodynamic fluctuations for probabilistic calculations. These chips are projected to be 1,000 to 10,000 times more efficient than current hardware in specific applications like Monte Carlo simulations. WIRED

 Etched (Location: California)

  • Sohu AI Chip: Etched’s Sohu chip, designed specifically for transformer models, claims that an 8xSohu server can match the performance of 160 NVIDIA H100 GPUs, suggesting a significant performance advantage in AI inference tasks. Tom’s Hardware

 Groq (Mountain View, CA)

  • AI Accelerators: Founded by former Google engineers, Groq develops AI accelerators optimized for low-latency inference. While specific performance metrics compared to NVIDIA’s GPUs are not detailed, Groq’s chips are tailored for rapid AI inference tasks. Wikipedia+1Time+1

 Google (Mountain View, CA)

  • Tensor Processing Unit (TPU) v7 “Ironwood”: Google’s latest TPU offers a peak performance of 4,614 teraflops per second, with configurations up to 9,216 chips. While not directly compared to NVIDIA’s GPUs, this represents a significant advancement in AI processing capabilities. Wikipedia+1Ars Technica+1

 Summary

While no California-based company has publicly announced a microprocessor that is 5,000% faster than NVIDIA’s GPUs across all applications, several are achieving substantial performance improvements in specific domains:

  • Cerebras Systems: Up to 50× faster in AI training and 20× in inference tasks.
  • Extropic: Potentially 1,000–10,000× more efficient in probabilistic computations.WIRED
  • Etched: Significant gains in transformer model inference.

These advancements highlight the dynamic nature of the semiconductor industry, with emerging technologies pushing the boundaries of processing capabilities.

California-Based Chip Innovations Challenging NVIDIA

Cerebras Systems, Ranovus win $45 million US military deal to speed up chip connections

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Reuters

Cerebras Systems, Ranovus win $45 million US military deal to speed up chip connections

50 days ago

WIRED

 

Leading Pharmaceutical Companies Investing in AI

1. BioNTech

  • AI Initiatives: Acquired British AI company InstaDeep for €500 million to bolster AI-driven drug development.
  • Recent Developments: Announced a £1 billion investment in UK research centers over the next decade, including the establishment of an AI hub in London and a genomics and oncology research center in Cambridge.Datatunnel+1Wikipedia+1The Times+1The Guardian+1

2. Pfizer

  • AI Collaborations: Partnered with the Ignition AI Accelerator to expedite drug discovery and development processes.
  • Clinical Trials: Expanded a multi-year agreement with Saama to integrate AI-driven solutions across its R&D portfolio, enhancing data review and accelerating regulatory submissions. Wikipedia

3. Sanofi

  • AI Platforms: Developed “plai,” an AI application that aggregates internal data to accelerate mRNA research and identify clinical trial sites, aiming for more inclusive participation.
  • Acquisitions: Acquired Amunix Pharmaceuticals, an AI-enabled company, to enhance its AI capabilities in drug development. PharmaVoice+1Fast Data Science+1

4. AstraZeneca

  • AI Partnerships: Collaborated with Verge Genomics in a deal worth up to $840 million to identify drug targets for rare neurodegenerative and neuromuscular diseases using machine learning.
  • Digital Health: Launched Evinova, a new business dedicated to developing digital technologies for clinical-trial design and operations, leveraging AI to plan trials and estimate costs. PharmaVoice+1Datatunnel+1The Motley Fool

5. Eli Lilly

  • AI Training: Implemented mandatory generative AI training for over 56,000 employees and offers immersive AI programs to upskill its workforce.
  • Strategic Investments: Invested $409 million into Genetic Leap, a biotech company utilizing AI models to discover RNA-targeted drugs. Business InsiderU.S. News Money

6. Novartis

  • Generative AI: Invested in Yseop, a company creating generative AI solutions for medical and regulatory writing tasks, to automate clinical trial documentation.
  • Collaborations: Partnered with Microsoft to leverage AI across its operations, aiming to enhance research and development processes. The Motley Fool+1PharmaVoice+1

7. Johnson & Johnson (Janssen)

8. Amgen

  • AI Integration: Collaborated with Amazon Web Services to implement AI in drug discovery and manufacturing processes, utilizing services like Amazon SageMaker for machine learning. Wikipedia+1Pharma Manufacturing+1

9. Takeda Pharmaceutical Company

  • Research Partnerships: Established a research partnership with the Massachusetts Institute of Technology (MIT) to advance discoveries in artificial intelligence and health. Wikipedia

 

AI-Driven Drug Discovery Platforms

  • Insilico Medicine: Utilizing AI platforms like PandaOmics and Chemistry42, Insilico identified a novel drug candidate targeting CDK20 within 30 days—a process that traditionally takes several months. This approach led to the discovery of a small molecule inhibitor with promising efficacy, demonstrating the potential of AI to expedite early-stage drug development. arXiv+1Wikipedia+1
  • TurboHopp: This accelerated 3D scaffold-hopping model enhances the generation of drug-like molecules by up to 30 times compared to existing methods. By leveraging consistency models, TurboHopp streamlines the identification of viable compounds, thereby expediting the drug discovery process. arXiv

Predictive Modeling and Clinical Trial Optimization

  • Institute of Cancer Research (ICR), London: Researchers developed an AI tool that analyzes 3D cell shapes to predict drug efficacy and potential side effects. This innovation has the potential to reduce the preclinical phase of drug development from three years to just three months and shorten clinical trial durations by up to six years, significantly accelerating the overall research timeline. The Independent

Rapid Diagnostic Technologies

  • ROBIN Test: Developed by the University of Nottingham, the ROBIN (Rapid On-site Brain Intraoperative) test can diagnose brain tumors within two hours using DNA sequencing. This is a substantial improvement over traditional methods, which can take six to eight weeks, allowing for quicker treatment decisions and improved patient outcomes. The Scottish Sun+1The Sun+1
  • AI-Assisted MRI for Medulloblastoma: A collaborative effort between the University of Birmingham and Newcastle University led to the development of an AI tool that diagnoses medulloblastoma, a common pediatric brain tumor, in just 10 minutes using MRI scans. This rapid diagnosis facilitates timely treatment interventions. The Sun

Personalized Cancer Vaccines

  • mRNA Vaccine Initiatives: Inspired by the success of COVID-19 vaccines, researchers are developing personalized mRNA cancer vaccines. These vaccines are designed to train the immune system to target cancer cells, with clinical trials already underway and results expected in the near future. WIRED

These advancements underscore the transformative impact of AI and computational tools in cancer research, offering the potential to significantly reduce development timelines and improve patient outcomes.

 

 

Pharmaceutical Companies

These companies are at the forefront of drug development and healthcare innovation:Wikipedia+1Companies Market Cap+1

  • Eli Lilly and Company (NYSE: LLY): A leading pharmaceutical firm known for its work in diabetes, oncology, and neuroscience. As of October 2024, it held a market capitalization of $842 billion, making it the most valuable drug company globally. Wikipedia
  • Sun Pharmaceutical Industries Ltd. (NSE: SUNPHARMA): An Indian multinational specializing in generic medications. On May 21, 2025, its shares rose by 1.42%, outperforming some sector competitors. MarketWatch
  • Samsung Biologics (KRX: 207940): A South Korean biopharmaceutical company that experienced a 6.23% stock increase on May 21, 2025, following government support announcements for the biopharmaceutical sector. Reuters

Finance and Fintech Companies

These firms are key players in the financial services and technology sectors:

  • Paytm (NSE: PAYTM): An Indian digital payments and financial services company.
  • PB Fintech (NSE: POLICYBZR): Operates platforms like Paisabazaar, offering insurance and loan services.@EconomicTimes
  • MobiKwik: A digital wallet and payment service provider in India.

These fintech companies have faced challenges due to a slowdown in unsecured lending by banks and non-banking financial companies, affecting their revenue streams. @EconomicTimes

Autonomous Driving Companies

Companies leading in autonomous vehicle technology include:

  • NVIDIA (NASDAQ: NVDA): A tech giant providing AI and GPU solutions critical for autonomous driving systems.
  • Alphabet Inc. (NASDAQ: GOOG): Through its subsidiary Waymo, it’s a pioneer in self-driving technology.
  • Tesla Inc. (NASDAQ: TSLA): Developing its own autonomous driving software and planning to launch a robotaxi service in June 2025. Business Insider+1Barron’s+1
  • Mobileye Global Inc. (NASDAQ: MBLY): An Intel subsidiary specializing in advanced driver-assistance systems (ADAS) and autonomous driving technologies. Wikipedia
  • Aeva Technologies Inc. (NYSE: AEVA): Develops LiDAR and perception systems for autonomous vehicles.Wikipedia
  • WeRide (NASDAQ: WRD): A Chinese autonomous driving company that went public in October 2024 and is expanding its robotaxi services internationally. Wikipedia

⚖️ Contract Law Firms

While most law firms are privately held, some legal service providers and firms have gone public:

  • LegalZoom.com, Inc. (NASDAQ: LZ): Offers online legal services, including contract creation and legal document assistance.
  • Rocket Lawyer: Provides online legal services; however, it’s currently privately held.

Note: Traditional law firms typically operate as partnerships and are not publicly traded.

Farming and Agriculture Companies

Publicly traded companies in the agriculture sector include:

  • Deere & Company (NYSE: DE): Manufactures agricultural machinery and equipment.
  • Corteva, Inc. (NYSE: CTVA): Specializes in seed and crop protection products.
  • Archer-Daniels-Midland Company (NYSE: ADM): Involved in the processing and distribution of agricultural products.

Warehousing and Logistics Companies

Key players in warehousing and logistics include:

  • Americold Realty Trust, Inc. (NYSE: COLD): Specializes in temperature-controlled warehousing and logistics for perishable goods. Wikipedia
  • Lineage, Inc.: The world’s largest temperature-controlled warehousing company, which went public in July 2024.Wikipedia

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