This week’s podcast is a special edition, an interview with the legendary Gil Shwed of Check Point Software Technologies. Gil Shwed, legendary founder of cyber-security firm Check Point Software Technologies, and CEO for over thirty years, talks about why he’s passing the baton
@tiernanraytech
-
Dell versus Super Micro: AI Server Market Competition Analysis
By
–
Wall Street’s Best Ideas: Dell versus Super Micro versus Hewlett in AI Dell and Hewlett Packard Enterprise have very good resources to make servers for the AI battle, but both must withstand the low-margin economics that Super Micro has been driving, while tiny Innodata has what
-
Oracle promises accelerating growth through 2029 amid stock surge
By
–
Oracle: Enough in the trunk to keep the shares rising? Oracle dazzled analysts on Thursday with a promise of accelerating revenue growth through 2029. Will it be enough to keep the stock gaining after a fifty-four percent rise this year? https://
thetechnologyletter.com/the-posts/orac
le-enough-in-the-trunk-to-keep-the-shares-rising
… $ORCL -
MKS Instruments Chip Equipment Stock Amid AI Server Profitability Debate
By
–
Wall Street’s Best Ideas: Doesn’t hurt to be early with this chip equipment stock MKS Instruments is coming out of a long slowdown in the chip equipment market but it’s better to be early than left behind, Dell’s ability to make a profit off of AI servers is questioned, and
-
Trend Micro COO Interview: Cybersecurity with Strong Dividend Appeal
By
–
Please enjoy my interview with Trend Micro COO Kevin Simzer Trend Micro: Cyber-security with unusual appeal With a large dividend yield and a pledge to return all excess net income to shareholders, Trend Micro is a cyber-security legend that gives investors exposure to the
-
iPhone 16 AI Impact: Apple Waits for iPhone 17 Breakthrough
By
–
Wall Street’s Best Ideas: Will AI be any lift to iPhone 16? Apple might have to wait until iPhone 17 for the real AI payoff, bulls on Broadcom are undaunted in their faith in an AI payoff, and ASML has not “peaked” despite assertions to the contrary, and “high-bandwidth memory”
-
Wall Street Recommends Trade Desk Buy, Super Micro Dump
By
–
Wall Street’s Best Ideas: Buy Trade Desk, dump Super Micro The Trade Desk is set to ride the continued expansion of streaming, Astera Labs is worth a buy at its knocked-down valuation, and Super Micro really has some explaining to do if it wants to lure back investors.
-
Wall Street’s Chip Stock Selloff: Nvidia, Amphenol, Intel Analysis
By
–
Wall Street’s Best Ideas: No one knows why the chips are down No particular reason for mass-selling of chip stocks, but suggestions about a detail of Nvidia’s Blackwell chip are offered, as Amphenol takes it on the chin, and rumors continue to swirl about Intel, this time about
-
Nutanix CEO eyes Cisco Dell opportunities against VMware
By
–
Please enjoy my interview with Nutanix CEO Rajiv Ramaswami Nutanix CEO: Cisco, Dell ‘could be a good lift for us’ Poaching customers from its biggest competitor, Broadcom’s VMware, will take time, Nutanix’s CEO, Rajiv Ramaswami, has told the Street. Cisco and Dell will be a
-
Startups spending billions on AI infrastructure fuels Nvidia growth
By
–
Nvidia: startups are spending ‘tens of billions’ on AI infrastructure The world of tech startups building businesses on top of “generative AI” is fueling enormous revenue for the cloud companies buying all those Nvidia GPUs, says CEO Jensen Huang. Is that a bubble?