Wall Street’s Best Ideas: What’s the break-up value of Google? The market is assigning no value to Google’s mobile technology such as the Pixel phone, in one analyst’s view, while http://
monday.com is unremarkable software but it’s also acquisition bait, and one number is
@tiernanraytech
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Google’s Break-up Value: Market Assessment of Mobile Tech Division
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TL20 Portfolio Rebalancing: Tech Giants on Sale
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The TL Podcast for August 12th: Rebalancing the TL20 for deals The TL20 has its biggest rebalancing since inception in 2022, thanks to a twenty-percent-off sale on names such as ServiceNow, and Cisco and Applied Materials are on tap for earnings. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-august-12th-rebalancing-the-tl20-for-deals
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TL20 Rebalancing: Finding Tech Winners in Market Downturn
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The TL20: Amidst choppy seas This is the largest rebalancing of the TL20 to date. After a gain of 114% in two years, handily beating the benchmarks, the recent downdraft provides ample opportunity to pick new winners in tech. https://
thetechnologyletter.com/tl20 -
Dynatrace Surges While Reddit Slumps in Earnings Season
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Wall Street’s Best Ideas: Dynatrace surges, Reddit slumps in correction earnings season Beaten-down Dynatrace showed it has staying power, driving shares higher, while darlings Reddit and Super Micro sold off on very high expectations and inflated stock prices.
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Antitrust Cases Drive Tech Giants to New Stock Heights
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Wall Street’s Best Ideas: What, Google worry? I’m reminded of what venture capitalist Roger McNamee said to me last November: “Each anti-trust case unleashed one or more massive new industries […] The target company always went to new stock price highs that continued more or
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Tech stocks at discount: KLA, Marvell, ServiceNow, Dynatrace valuations
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Some absolute gems at a discount Valuations are much more reasonable for stocks of lots of good tech companies including KLA, Marvell, ServiceNow and Dynatrace. With healthy growth in many cases, these shares don’t need to see valuation appreciation to deliver good returns.
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Tech Giants Rise from Economic Downturns: Investment Opportunities
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As I like to remind people, great money was made in the depths of the 2008 recession. Remember, Salesforce and VMware were young companies that rocketed out of the Great Recession https://
thetechnologyletter.com/the-posts/reme
mber-salesforce-and-vmware-were-young-companies-that-rocketed-out-of-the-great-recession
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AI Enhances Cybersecurity Defense Against Emerging Threats
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An interesting chat with Palo Alto Networks to get you up to speed on what AI means in cyber-security. These experts believe AI can help us win the cybersecurity battle Emerging technologies can allow IT security teams to spot unusual activity more effectively, Palo Alto
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Cheaper Tech Stocks Present Investment Opportunities for Investors
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Suddenly, a cheaper tech landscape Two hundred and nine U.S.-listed tech shares are cheaper now than they were six months, one year, and in some cases, even five years ago. Picking through them reveals potential gems for the enterprising investor. https://
thetechnologyletter.com/the-posts/sudd
enly-a-cheaper-tech-landscape
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Neuro-symbolic approach: Moving beyond large language models
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I had a nice chat with Yoav Shoham of AI21 Labs on the need for a pivot to the "neuro-symbolic" approach to things… AI scientist: 'We need to think outside the large language model box' AI21 Labs co-founder Yoav Shoham says something extra is needed to build better and