Sell-side most interesting: Tis the season of software and AI Analysts are pushing hard the promise of software stocks such as Hashicorp and Open Text, which have been trailing the market of late. Will the promise of an artificial intelligence payoff be enough?
@tiernanraytech
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Innodata CEO Claims AI Services Critical to Tech Giants
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Innodata CEO: We are critical to tech giants’ AI ambitions Under attack by short sellers, Innodata is under intense pressure to achieve a $30 million revenue quarter at some point. Far beyond that goal, CEO Jack Abuhoff insists his company’s services makes it indispensable to
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Intel faces challenging recovery with two-year limping outlook
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Intel may ‘limp along’ for the next two years The retiring three-decade editor of the prestigious Microprocessor Report, Linley Gwennap, notes Intel has continued to miss deadlines under Pat Gelsinger, and the three-pronged strategy for a turnaround still has much risk to it.
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BE Semi, Synopsys, DigitalOcean earnings amid AI growth
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BE Semi, Synopsys, DigitalOcean shine amidst earnings gloom A softer outlook from BE Semiconductor this quarter doesn’t dampen enthusiasm for its prospects related to AI, Synopsys shares traded up but the real story is next month’s analyst day meeting, and DigitalOcean has a new
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Nvidia Drives TL20 Stock Group to 90% Gains Since 2022
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The TL20 group of stocks to consider is up ninety percent since inception in July of 2022, helped in large part the vast outperformance of Nvidia in that time. Better investing comes from understanding companies. $NVDA @Nvidia
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Nvidia Surges Beyond Relief Rally Amid GPU Shortage
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Nvidia: More than a relief rally Nvidia’s having more than a relief rally, as the stock surges almost fifteen percent. GPUs are sold out, amplifying future returns, and China is almost not an issue anymore. The value of the TL20 group of stocks to consider surges with it. Mind
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Nvidia beats earnings forecast with $24B revenue outlook
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Nvidia beats, shares jumping 6% in after-hours. The revenue outlook number of $24 billion is easily above consensus for $22.2 billion, though below the buy-side whisper number. https://
thetechnologyletter.com/the-posts/nvid
ias-shares-up-slightly-as-forecast-beats
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Informatica and JFrog lead software recovery amid Cisco concerns
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Cisco’s excuses, CEVA’s appeal, Informatica and JFrog shine Software stars Informatica, Hubspot, and JFrog buttressed hope that worst days of the industry are behind it, while even the bulls doubt Cisco’s excuses, and CEVA is your cheaper alternative to ARM Holding.
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ARM Surges on Earnings While Arista Disappoints Markets
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A read on the week's stock activity // The TL Podcast for February 12th: Excess and disappointment ARM leads the pack of stocks surging on earnings, its valuation now entering way-overbought territory, while shares of Arista and others didn’t deliver enough with earnings to
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ARM Stock Overpriced at 38x Next Year Sales
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ARM is now egregiously over-priced. Thirty-eight times next year's sales? ARM has some aggressive multiples on its stock following results this week. The shares were ridiculous before, they’re even more so now. The many moving parts in the just-reported quarter leave no doubt as