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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino

@rwang0.bsky.social
462 followers 116 following 567 posts

@ConstellationR #CEO @DisrupTVShow 2X BestSelling Author @HarvardBiz Keynoter #Futurist Provocateur #EDM #DJ #Foodie #SVLife #TaiwaneseAm🇹🇼🇺🇸

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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 22/09/2026
MyPOV: @QAD_Community | Redzone launches Manufacturing Intelligence, outlines how AI agents go to the shop floor. @ldignan @constellationr www.constellationr.com/insights/new... #ChampionsofMFG #ERP
constellationr.com
QAD | Redzone launches Manufacturing Intelligence, outlines how AI agents go to the shop floor
Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 16/09/2026
MyPOV: In the debate on AI regulation, common sense will prevail. Here are five areas that most companies, governments, and consumers can agree ong. #AIRegulation #DF26 @dreamforce @constellationr raywang.org/blog/2026-09...
raywang.org
Tuesday's Tips: Five Common Sense AI Regulations
Should AI Progress Be Slowed Down? A confluence of forces from pending trillion dollar IPO’s, recent jailbreak agentic AI announcements, ongoing data center fears, and ri
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 14/09/2026
MyPOV: see you live on @foxbusiness @MorningsFoxBusiness with @cherylcasone See you in the 6:00 am ET hour! Talking @tesla, tech, and AI
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 10/09/2026
MyPOV: see you live on @cvpayne at the top of the 2:00 pm ET hour. See you on @FoxBusiness
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 03/09/2026
MyPOV: AI Winners are in Compute says @rwang0 on @varneyco @foxbusiness @amazon @google @dell @micron Next up @Bloom_Energy @salesforce @servicenow @workday www.foxbusiness.com/video/640454...
foxbusiness.com
AI winners are in 'compute,' R 'Ray' Wang says | Fox Business Video
Constellation Research founder R 'Ray' Wang joins 'Varney & Co.' to break down the AI market winners and losers and who's best positioned for the next quarter.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 03/09/2026
MyPOV: see you live on @Varneyco at the top of the hour 11:00 am ET for some analysis on who are the winners and losers YTD only on @FoxBusiness
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 02/09/2026
MyPOV: Experts Analyze Bond Yields, and AI Spending @dell @snowflake @hpe @broadcom @Mitch_Roschelle On air with @cherylcasone @MorningsMaria @FoxBusiness @SecScottBessent www.foxbusiness.com/video/640448...
foxbusiness.com
Experts analyze surging bond yields, AI capex spending | Fox Business Video
Constellation Research CEO Ray Wang and Macro Trends Advisors founding partner Mitch Roschelle join Cheryl Casone to break down rising bond yields, tech earnings from Dell and massive global AI capita...
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 02/09/2026
MyPOV: see you live on @MorningsMaria @foxbusiness with @MariaBartiromo @cherylcasone @Mitch_Roschelle @RyanPaynePCM @AshleyDavisDC @ntengler and more! Talking tech stocks, AI and more. in the 6:00 am ET hour
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 29/08/2026
MyPOV: 🔥 Ready for what's next in AI? Join the brightest minds at the AI Forum 2026 on September 24 in New York City, NY. Bold talks. Real strategy. No fluff. AI for real-world impact. 👉https://bit.ly/4xB10P9 #AIF2026 #AILeadership #GenAI
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 28/08/2026
MyPOV: Breaking down the @nvidia results. What's the forecast ahead for #AI and for the overall market? Talking to @KristenScholer @NYSE finance.yahoo.com/video/conste...
finance.yahoo.com
Constellation Research CEO R ‘Ray’ Wang Delivers Nvidia Q2 Earnings Takeaways
At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 28/08/2026
MyPOV: Doing the run down on tech stocks with @cvpayne @cvpayne @foxbusiness #MakingMoney We talk about the AI Trade, #SaaSPocalypse and more. @nvidia @DellTech @Dell @huggingface @salesforce @ServiceNow @CoreWeave @Walmart www.foxbusiness.com/video/640415...
foxbusiness.com
This is separating the winners and losers, expert says | Fox Business Video
Constellation Research principal analyst and founder Ray Wang discusses winners and losers in the AI landscape on 'Making Money.'
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 27/08/2026
MyPOV: @OpenAI claims its new chips outperforms @nvidia Blackwell - with @AshWebsterFBN on @FoxBusiness @Varneyco @constellationr www.foxbusiness.com/video/640407...
foxbusiness.com
OpenAI claims its new chip outperforms NVIDIA's Blackwell | Fox Business Video
Ashley Webster and Taylor Riggs discuss claims that OpenAI's new 'Jalapeno' chip outperforms NVIDIA's Blackwell processor. Tech analyst R 'Ray' Wang analyzes the competitive threat and upcoming NVIDIA...
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 27/08/2026
MyPOV: R 'Ray' Wang breaks down @Meta 's historic $16.68B social media settlement with States with @AshWebsterFBN @FoxBusiness @Varneyco The impact of this settlement will impact @openai @AnthropicAI @grok www.foxbusiness.com/video/640407...
foxbusiness.com
R 'Ray' Wang breaks down Meta's historic $16.68B social media settlement with states | Fox Business Video
Constellation Research founder R 'Ray' Wang analyzes Meta's $16.68 billion settlement with states over youth social media safety and its impact on the company's stock.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 27/08/2026
MyPOV: Catch the analysis on @nvidia Earnings on @bloomberg @business @haslindatv See it live from NYC 11 pm ET, 12 noon SGT
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 13/08/2026
MyPOV: Talking Chips, Memory, and the Software Rally, we go deep on the @silverlake @workday and of course @adobe @ServiceNow @salesforce Data and distribution are the moats in enterprise software. transactional data, workflows, and channel are hard to replace. www.cnbc.com/video/2026/0...
cnbc.com
Price dynamics are wrong on LLMs, says Constellation Research CEO R "Ray" Wong
Constellation Research CEO R 'Ray' Wong, joins 'Closing Bell Overtime' to talk the tech rally broadening.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 11/08/2026
MyPOV: It's time for @BBCBusiness Today with @stevelai talking @nvidia financing and chips as an investable asset class. 11:30 SGT time 8:30 pm PT
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/08/2026
MyPOV: Catch the #MorningCall crew with @GinaMartinAdams @RyanDetrick led by @MorganLBrennan @cnbc Iran, Tech, Interest rates, AI and more www.cnbc.com/video/2026/0...
cnbc.com
Morning Call Sheet: Earnings broaden as markets look beyond tech
Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, Ryan Detrick, Chief Market Strategist at Carson Group, and Ray Wang, Founder and Chairman at Constellation Research, said earnings...
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/08/2026
MyPOV: That was fun! Panel on Morning Call with @MorganLBrennan @cnbc Talking Iran, Jobs, Tech Rotation, AI and more
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/08/2026
MyPOV: see you live on @cnbc with @MorganLBrennan for #MorningCall. Talking tech of course!
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/08/2026
MyPOV: now everyone's in the LLM business! (Deep Fake) So why is it a deep fake? it should have been 498.88 @Costco #AI file:///Users/r/Library/Messages/Attachments/4f/15/A6FC0ABC-33A5-4E8A-9FFB-93CE67DC8156/IMG_4978.png
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 04/08/2026
MyPOV: see you live for the whole 9:00 am ET hour, Tuesday August 4th only on @Varneyco @FoxBusiness
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 03/08/2026
MyPOV: The AI trade, SaaS trade, and more. Speaking with @andrewrsorkin @SquawkBoxCNBC this morning in studio @Nasdaq @cnbc www.cnbc.com/video/2026/0...
cnbc.com
The market sees a clear path to AI dominance in the hyperscalers, says Constellation's Ray Wang
Ray Wang, Constellation Research chairman and AI Forum co-founder, joins 'Squawk Box' to discuss the latest market trends, state of the AI boom, why he believes the Magnificent Seven has become a tale...
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 03/08/2026
MyPOV: A Brief History of Wealth Creation by John Steele Gordon www.wsj.com/opinion/a-br... via @WSJopinion
wsj.com
Opinion | A Brief History of Wealth Creation
The ancients aggregated wealth. America was built by creating it. Socialists are blind to all this.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 02/08/2026
MyPOV: catch it live on Monday in the 6:00 am ET hour. @SquawkBoxCNBC @cnbc @JoeSquawk @BeckyQuick @andrewrsorkin
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: Catching up with @Ash_TV @nyse on tech earnings. @Meta vs @microsoft AI CapEx Tale of Two Cities. Looking ahead at @apple and @amazon Catch the replay here: www.youtube.com/watch?v=1aBT...
youtube.com
Constellation Research CEO R ‘Ray’ Wang Delivers Takeaways from Tech Heavy Earnings Slate
YouTube video by New York Stock Exchange
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: See you on @NYSE soon in the 9:50 time frame with @Ash_TV talking @microsoft @Meta @apple @amazon @aws
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: This is a market where @Apple looks like 'the winner' in AI: R 'Ray' Wang on @morningsmaria w @MariaBartiromo @FoxBusiness expectations for @Amazon and @Apple earnings, the Federal Reserve meeting and AI governance @microsoft and @Meta www.foxbusiness.com/video/640246...
foxbusiness.com
This is a market where Apple looks like 'the winner' in AI: R 'Ray' Wang | Fox Business Video
Constellation Research CEO R 'Ray' Wang discusses the market sell-off, his expectations for Amazon and Apple earnings, the Federal Reserve meeting and AI governance on 'Mornings with Maria.'
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: @HuggingFace @OpenAI attack postmortem points to lack of AI agent visibility bit.ly/4x7NpxF Hugging Face released the timeline & findings fr its cyberattack carried out by a combination of OpenAI models. Perhaps the biggest takeaway is that there isn't enough visibility into AI agent actions
bit.ly
Hugging Face OpenAI attack postmortem points to lack of AI agent visibility
Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: @UPS: RFID is our network's eyes and ears and AI is the brain bit.ly/3S3hW0G United Parcel Services is betting that RFID, an older digital tracking technology, can be paired with AI to drive returns on its network. @constellationr @ldignan
bit.ly
UPS: RFID is our network's eyes and ears and AI is the brain
Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: @Cognizant aims to underwrite AI enterprise results bit.ly/4bUsy8T Cognizant is betting that the next chapter of AI adoption will revolve around harnesses, production value and model routing.
bit.ly
Cognizant aims to underwrite AI enterprise results
Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: @Nimble launches agents to cull relevant web data for AI bit.ly/4yH8yAl @TechTarget @EricAvidon "Nimble allows enterprises to combine internal and external data, enabling AI to move from internally informed analysis to context-aware decisions." - @MikeNi @constellationr
bit.ly
Nimble launches agents to cull relevant web data for AI | TechTarget
Web data search specialist Nimble launches self-learning agents that enable customers to collect contextually relevant information for AI and analytics.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: @Adobe releases AI search product catalog optimization tool bit.ly/45yLcPW @TechTarget @DonFluckinger “It is constantly updated and -- if set up correctly -- it has a real-time, native integration to an ERP backend that lets you know all the details about the..” - @lizkmiller @constellationr
bit.ly
Adobe releases AI search product catalog optimization tool | TechTarget
Quickly adding Semrush technology to its platform, Adobe moves to AI-optimize some of the most authoritative data users possess: their product catalogs.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 30/07/2026
MyPOV: Time for Big Tech earnings with @MariaBartiromo @MorningsMaria on @FoxBusiness Live ~6:20 am ET @apple @amazon @Meta @microsoft
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 25/07/2026
MyPOV: Always a treat in studio @nasdaq Catch the @SquawkBoxCNBC @MelissaLeeCNBC interview: The market’s looking for any reason to go negative on the AI trade, says @ConstellationR Ray Wang @rwang0 www.cnbc.com/video/2026/0...
cnbc.com
The market's looking for any reason to go negative on the AI trade, says Constellation's Ray Wang
Ray Wang, Constellation Research chairman and AI Forum co-founder, joins 'Squawk Box' to discuss the latest market trends, state of the AI trade, AI capex spend, and more.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 24/07/2026
MyPOV: See you live on @cnbc @SquawkCNBC in the 8:00 am ET hour. @andrewrsorkin @BeckyQuick @joesquawk @MelissaLeeCNBC
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 23/07/2026
MypOV: Dr Lisa Su @AMD with @meta Santosh Janardhan @AMD #AMDAdvancingAI
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 23/07/2026
MyPOV: Inside the @AMD EPYC portfolio with LIsa Su #AMDAdvancingAI
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 23/07/2026
MyPOV: Sachin Katti from @openAI takes stage sharing why they need to continue to scale compute and why he's choosing @AMD Helios #AMDAdvancingAI
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 23/07/2026
MyPOV: @AnthropicAI to be deploying 2GW's of @amd #helios says Tom Brown to Lisa Su #AMDAdvancingAI Anthropic likes the AMD Instinct MI355
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 23/07/2026
MyPOV: Dr Lisa Su with a Helios Chip in her hands. She's Vanna Whiting it... @amd #AMDAdvancingAI
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 23/07/2026
MyPOV: This AI demand is bigger than today's semicon market. $1.4T by 2030! @amd #AMDAdvancingAI
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 13/07/2026
MyPOV: @apple vs @openAI @AJEnglish the Inside Story with Anna Burns Francis @sama @tim_cook @nickakerman @TobyWalsh @UNSW @constellationr www.youtube.com/watch?v=w5Hg...
youtube.com
How is the US tech industry regulated? | Inside Story
YouTube video by Al Jazeera English
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 13/07/2026
MyPOV: talking @apple vs @openai in 45 minute on @AJEnglish with Anna Burns Francis. This is quite the IP Theft Case. #SVLife @sama vs @tim_cook
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/07/2026
MyPOV: Talking about the impact of @deepseek_ai move to custom silicon for inference with @BNNBloomberg @rogerfpetersen live at 1:40 pm ET
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/07/2026
MyPOV: What does @spacex entry into the @nasdaq mean for you? Talking to @DavidAsmanfox on @varneyco only on @FoxBusiness Also, what's up with memory stocks @MicronTech @SKhynix @Samsung www.foxbusiness.com/video/640044...
foxbusiness.com
SpaceX's entry into Nasdaq-100 will boost diversification, expert says | Fox Business Video
Constellation Research founder R 'Ray' Wang discusses SpaceX joining the Nasdaq-100 and the triopoly of the memory chipmakers on 'Varney & Co.'
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/07/2026
MyPOV: see you live on @Varneyco @FoxBusiness ~ 9:30 am ET (opening bell) July 7th. Talking the AI trade of course.
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/07/2026
MyPOV: Talking chip stocks, @samsung @SKhynix and the AI Trade with @haslindatv on @bloomberg @business
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 07/07/2026
MyPOV: live at 11 pm ET on @Bloomberg @business with @haslindatv Talking Kospi @samsung @SKhynix @spacex of course!
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 03/07/2026
MyPOV: QOTD - Like fake FDEs (Forward Deployed Engineers), some analyst firms who think they are going "Forward" are just really putting lipstick on the pig... Enjoy! #IIAR #FakeAnalysts
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R “Ray” Wang R.NFT 王瑞光 #1A #AI #Cupertino @rwang0.bsky.social · 03/07/2026
MyPOV: There is 'a LOT of compute capacity': Ray Wang pushes back on AI narrative @constellationr @foxbusiness @cvpayne @Meta, Korean Chips and #KOSPI, @PalantirTech Alex Karp, @OpenAI @sama Robotics, Photonics and more! www.youtube.com/watch?v=RxVS...
youtube.com
There is 'a LOT of compute capacity': Ray Wang pushes back on AI narrative
YouTube video by Fox Business
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