Wall Street’s Best Ideas: Frantic tea leaves of Nvidia Monday saw a scrimmage to figure out what to make of The Information’s report of yet more delays in Nvidia’s Blackwell chips. Sure, estimates could be a bit high at this point, as is the valuation. But the longer trend for
@tiernanraytech
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CyberArk leads small-cap earnings week with strong results
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CyberArk leads a vibrant week for small-caps Cyber-security vendor CyberArk is one of several small-cap companies having a terrific week of earnings results, while Cisco Systems remains a rather dull story despite its AI appeal. https://
thetechnologyletter.com/the-posts/rivi
an-and-other-tesla-challengers-still-look-terrible-4j22l
… $CYBR $S $PAY $RKLB $DLO -
AMSC CEO on Building Next Generation Electric Grid
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Please enjoy my interview with AMSC’s chief executive, Dan McGahn. AMSC CEO: Building the electric grid for the next generation Founded amidst the 1980s craze for superconductors, AMSC imploded when the market for renewable energy ran aground. CEO Dan McGahn has spent more than
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Gold Outperforms Tech Stocks: Quarter Century Comparison Analysis
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Wall Street’s Best Ideas: Gold has beaten stocks for almost a quarter century Entering this century with sky-high DotCom stocks made equities a poor investment relative to gold. Despite that, the trend for tech is up, up and away. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-gold-has-beaten-stocks-for-almost-a-quarter-century
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AppLovin E-commerce, Ceva AI, Coherent Streamlining Earnings Winners
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They’re loving AppLovin’s e-commerce, Ceva’s AI and Coherent’s streamlining Among Thursday’s earnings winners, AppLovin’s e-commerce initiative is tantalizing, and Ceva is cheered for its first AI sale, and Coherent’s impending makeover is thrilling. https://
thetechnologyletter.com/the-posts/they
re-loving-applovins-e-commerce-cevas-ai-and-coherents-streamlining
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Palantir and Astera Labs Surge on AI Momentum
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Astera, Palantir are two momentum trades that continue to soar Artificial intelligence is the only game in town, as software maker Palantir and memory-bandwidth-chip vendor Astera Labs see their shares soar while all the other companies reporting continue to be stuck.
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Enovix Stock Surge Fades; Super Micro Auditor Concerns
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Enovix’s after-hours and pre-market surge on Wednesday was completely gone by the evening, to be replaced with a common-stock offering. The waiting game continues. There’s no way to sugar-coat Super Micro being fired by its auditor, things are going just fine at Advanced Micro
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Microsoft Struggles to Secure Sufficient Power for AI Ambitions
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Microsoft apparently cannot get enough power for AI Twilio’s peek into 2025 gives reason to hope for double-digit revenue growth, Meta’s spending is once again a cause for concern, and Microsoft is having a hard time getting enough power to fuel its AI ambitions. $MSFT $TWLO
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AI Ecosystem Health and Profit Distribution Concerns
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The AI ecosystems is ‘incredibly unhealthy,’ says AI scholar Kai-Fu Lee Interesting thoughts from Kai-Fu Lee. As usual, a worthwhile gathering from the Collective[i] The AI ecosystem will be an “unhealthy” one as long as the vast majority of profit from Gen AI accrues to a
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Netflix Stock Stalls: Wall Street Analysis Open Compute
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Some interesting tidbits from the Open Compute Project conference this week… Wall Street’s Best Ideas: Is Netflix stalled? Netflix shares surge but its stock is expensive while its advertising initiative and its pricing ability may be stalled, and travelers to the Open Compute