Wall Street’s Best Ideas: Very mixed vibes for Oracle Oracle reports Wednesday following two disappointing quarters in a row. Will there be any Stargate surprise? Plus, Qualcomm’s bid to rival Broadcom in the data center, stepping away from Elon Musk’s baggage, and the ho-hum
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Pure Storage CEO on Software-Driven Data Storage Evolution
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Please enjoy my interview with Pure Storage CEO Charlie Giancarlo. Pure Storage CEO: The software story evolves For data storage vendor Pure Storage, a steady stream of new software features is pushing a stodgy corner of IT ever deeper into the software-as-a-service realm.
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Broadcom Expands AI Chip Business with XPU Inference Growth
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Broadcom’s opportunity indeed broadens out Broadcom’s CEO, Hock Tan, confirms the business of building custom AI chips, “XPUs,” is broadening out because of “inference.” That could make AI chips two thirds of next year’s total chip revenue for the company, which would be very
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MongoDB Rebounds While Micron Seizes Major Growth Opportunity
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Wall Street’s Best Ideas: MongoDB out of its slump, Micron’s brilliant prospects MongoDB has beaten a two-year slump in its database business, but what’s the right price for its stock? Plus, the silver lining in Ciena’s mixed results, and an amazing opportunity for Micron in
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Innodata CEO discusses AI transformation and quarterly progress
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Please enjoy my interview with Innodata CEO Jack Abuhoff Innodata CEO: A year of transformation Investors fret over how fast Innodata’s brilliant opportunity in AI will unfold with each of its giant tech customers. Founder and CEO Jack Abuhoff says steady progress each quarter
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TL20 reaches new all-time high, up 190%
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TL20 hits a new all-time high, up 190% Investing in the best companies at a reasonable valuation is a strategy for vastly outperforming the market. https://
thetechnologyletter.com/the-posts/tl20
-hits-a-new-all-time-high-up-190
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Credo’s Revenue Opportunity Expands Beyond Amazon Dependence
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Wall Street’s Best Ideas: Credo’s story broadens out The bear case on Credo, that it was overly-reliant on Amazon, falls apart as its revenue opportunity broadens out. Also, how Snowflake came back. https://
thetechnologyletter.com/the-posts/wall
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Nvidia’s Limited Upside: Wall Street’s AI Hardware Assessment
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Wall Street’s Best Ideas: Don’t expect much upside for Nvidia It’s simply gotten harder for Nvidia to beat expectations by a wide margin, even though it remains the best contender in a very vibrant market. Plus, reasons to like Box, and why Okta, Photronics and Semtech are
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Salesforce’s Eight Billion Informatica Deal Lacks Growth Strategy
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Wall Street’s Best Ideas: Salesforce covers lack of growth with Informatica The payoff to Salesforce of spending eight billion dollars on Informatica is going to take some time, even the bulls acknowledge, while bears point to a lack of growth at Salesforce itself as the primary
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Snowflake Shares Jump as Software Industry Shows Strong Revival
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Snowflake again shows software is having a revival Snowflake’s shares jumped for the third quarter in a row as every metric in its earnings report that mattered sped up from past results. Since the first turn for the software industry in November, the trajectory looks good.