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@tiernanraytech

Technology Letter landing page tracks daily tech stock news

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@tiernanraytech

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14 April 2026 16h20

You know, the landing page of The Technology Letter, which is free to browse, is like a daily map of what’s going on with tech stocks. Even if you’re not a subscriber, you can at a glance get a sense of some of the top stories affecting tech equities on any given day.… pic.twitter.com/30XVBnnIKk
— Tiernan Ray (@TiernanRayTech) 14 avril 2026

You know, the landing page of The Technology Letter, which is free to browse, is like a daily map of what’s going on with tech stocks. Even if you’re not a subscriber, you can at a glance get a sense of some of the top stories affecting tech equities on any given day.

→ View original post on X — @tiernanraytech,

14 April 2026
Intel and the Value Trap Investment Strategy Risk

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@tiernanraytech

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14 April 2026 15h54

When you chase a low valuation on some assets, it can be what’s called a “value trap,” just because nothing about those assets is going achieve full value anytime soon. It’s often an appealing speculation but I don’t think it’s the best investment. Simply put, I don’t think Intel

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14 April 2026
Weekly Podcast: TL20 Stocks Surge 12% on Massive Gains

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13 April 2026 18h19

Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. One of the functions of the podcast is to reflect on what is and is not working. The TL20 group of stocks soared 12% this past week thanks to enormous gains from

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13 April 2026
Software Monitoring Giants: Why Datadog Survives AI Disruption

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10 April 2026 15h26

Many of the same arguments are made in favor of great software companies again and again. Those arguments fall on deaf ears with software investors. Maybe Datadog won’t be destroyed by AI The tools that monitor code from Datadog and Dynatrace and Splunk have staying power in

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10 April 2026
Anthropic’s Glasswing Promotion: A Flawed Zero-Knowledge Proof

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09 April 2026 4h49

A zero-knowledge proof is a way to convince you I know something without actually telling you what I know. Anthropic’s promotion of Glasswing is like a zero-knowledge proof without the proof part: you don’t gain any knowledge, and you may not be convinced, but you have a sense

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9 April 2026
Matei Zaharia ACM Prize Computing Pioneer Databricks Spark

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@tiernanraytech

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08 April 2026 19h42

I had a fascinating conversion this week with a computing pioneer, Matei Zaharia, the CTO of Databricks, who is the recipient of this year’s ACM Prize in Computing, a kind of genius award, in part because of his development of the Spark open-source software. Out chat confirmed my

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8 April 2026
Oracle’s Valuation Disconnect: From Software Vendor to Capital-Heavy Cloud Player

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@tiernanraytech

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07 April 2026 0h32

This should be a juicy business school case study someday: Oracle’s financial profile as a business is totally changing but its stock valuation is still being treated by the Street as if it’s just a database software vendor. As Oracle goes deeper and deeper into sunk capital investment, and deeper in debt, the valuation has to go lower. New CFO for Oracle, brace for a new valuation Hilary Maxson is joining Oracle as CFO after nine years helping to run a company with a very different financial profile, Schneider Electric. The lower margin of Schneider is probably an accurate indicator of where Oracle is headed as a business as it takes on more and more debt to build a cloud AI empire. That business should be valued a lot less than Oracle’s traditional valuation — more like that of Schneider, in fact. thetechnologyletter.com $ORCL

→ View original post on X — @tiernanraytech, 2026-04-06 22:32 UTC

7 April 2026
Human Analysis Beats Automated AI Stock Market Information

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@tiernanraytech

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06 April 2026 18h53

Human not AI stock analysis All the major information providers such as FactSet and the rest now have these automated forms of stock information. They basically give you the same headlines you find all over the place. They don’t give you much more than the headline, and I’ve found they even miss the most important headlines on a daily or weekly basis concerning a given stock. The details about a company tend to be the same clumps of publicly-available financial data, without any sense of whether it means anything, without any context relative to other companies. The bolt-on AI stuff is basically turning out to be not very valuable. If you want to get good stock market analysis, stick with people not automatically-generated garbage.

→ View original post on X — @tiernanraytech, 2026-04-06 16:53 UTC

6 April 2026
Chatbot Personas: Engineering Choice with Dangerous Consequences

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@tiernanraytech

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06 April 2026 18h42

We take it for granted that the current form of artificial intelligence is a chat bot, which talks to you like a character, displaying a persona. That is not accidental. It is part of the whole history of Gen AI leading up to ChatGPT and its peers, Claude and Gemini. Researchers are finding out the deep downside of this particular engineering choice. A program with a persona will follow that persona to its logical conclusion, including generating output that seeks to cheat at a task, or sending blackmail threats. All of this comes out of the history of today’s LLMs, the quest to design better an better chat bots. The engineers succeeded, and we’re going to face the consequences. ===> Your chatbot is playing a character – why Anthropic says that's dangerous Researchers found that part of what makes chatbots so compelling also makes them vulnerable to bad behavior. Here's why. zdnet.com/article/anthropic-… @AnthropicAI

→ View original post on X — @tiernanraytech, 2026-04-06 16:42 UTC

6 April 2026
OpenAI in Massive Debt at IPO: Snowflake Parallel

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@tiernanraytech

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02 April 2026 23h18

OpenAI: Finally, a price on all the madness OpenAI will be massively in debt for its spending when it eventually comes public, probably in the not-too-distant future. Meanwhile, its valuation is a ridiculous multiple of expected sales this year. We've seen this movie before. You would do well to recall the example of Snowflake, which had high growth, but also massive losses and an absurd stock valuation when it came public. The result was not pretty. thetechnologyletter.com $SNOW @OpenAI [Translated from EN to English]

→ View original post on X — @tiernanraytech, 2026-04-02 21:18 UTC

2 April 2026