ASML’s business keeps chugging along amidst uncertainty Chip-equipment maker ASML’s numbers don’t even matter in a world of ‘elevated uncertainty,’ where calculating the direct and indirect costs is up in the air. https://
thetechnologyletter.com/the-posts/asml
s-business-keeps-chugging-along-amidst-uncertainty
… $ASML
$NVDA $AMD $TSM
@tiernanraytech
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ASML’s chip equipment business navigates elevated market uncertainty
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IonQ CEO: Quantum Computing’s Commercial Reality and Market Position
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Please enjoy my interview with IonQ’s CEO Niccolo de Masi IonQ CEO: ‘We sell stuff; other people don’t sell stuff’ Quantum computing has been The Next Big Thing for a long time now, and has so far failed to live up to the hype. IonQ CEO Niccolo de Masi, who took over in
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Broadcom’s AI Chip Market Opportunity Through Google TPU Expansion
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Could Broadcom be on the verge of a much larger AI market? Broadcom’s customer, Google, seems to be flipping the script, emphasizing the high-volume market for the custom “TPU” chip. The shift could be very meaningful for Broadcom. https://
thetechnologyletter.com/the-posts/coul
d-broadcom-be-on-the-verge-of-a-much-large-ai-market
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Nvidia and Semiconductor Firms Face Tariff Uncertainty Ahead
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Wall Street’s Best Ideas: Get ready for even more confusion The coming earnings season is going to have a lot of half-hearted, confused forecasts from management at semiconductor companies, including Nvidia, as they struggle to gauge tariffs’ ultimate impact. One analyst is
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Llama 4 Marketing Confusion: Maverick vs Scout GPU Capabilities
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A small footnote to the current Llama 4 buzz. The marketing material on the front of http://
llama.com seems to confuse Maverick and Scout, claiming that the former is the single-GPU-capable model. The developer documentation makes clear that the reverse is the case. -
Wall Street’s Best Ideas: Coherent and Arista Get Investor Bids
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Wall Street’s Best Ideas: Coherent, Arista get a bid Arista Networks is among large-cap tech being scooped up by value investors amidst the sharp decline in valuations, and the Street continues to warm to fiber-optic leader Coherent. https://
thetechnologyletter.com/the-posts/wall
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Market downturn hits small-cap tech harder than Big Tech giants
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A recap of how things plunged Small, capital spending-dependent names such as Cambium Networks were devastated last week, while Microsoft managed to come away only mildly bruised. A brief data tour. https://
thetechnologyletter.com/the-posts/a-re
cap-of-how-things-plunged
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Tech Stock Buying Opportunities During Market Decline
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Making a list? When the market falls sharply, everyone wants to make a list of stocks to buy. Here are some thoughts on what’s gotten cheaper and what’s gotten more expensive. https://
thetechnologyletter.com/the-posts/maki
ng-a-list
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Trump Tariffs Reshape Electronics Supply Chain Economics
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Worse than feared? Every boardroom and C-suite must be running scenarios of what will happen to the electronics supply chain in the wake of Trump’s sweeping tariffs. Earnings season gets underway in a couple weeks. Will we start to know the shape of things then?
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Intel’s New CEO Lip-Bu Tan Commits to Company Future
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Intel’s Lip-Bu Tan promises to be in there ‘as long as it takes’ Newly installed Intel CEO Lip-Bu Tan became rather choked-up with emotion as he told the audience at the company’s customer event, “I love this company.” His tone was pitch-perfect throughout the talk, and his