This is very typical of thematic investing, which is that if there’s a theme, such as artificial intelligence, and AI “agents,” then every week or so, some investors will latch onto the presumably undiscovered corner of that theme. In this case, they went gaga over the CDNs as
@tiernanraytech
-
Technology Letter landing page tracks daily tech stock news
By
–
You know, the landing page of The Technology Letter, which is free to browse, is like a daily map of what’s going on with tech stocks. Even if you’re not a subscriber, you can at a glance get a sense of some of the top stories affecting tech equities on any given day.… pic.twitter.com/30XVBnnIKk
— Tiernan Ray (@TiernanRayTech) 14 avril 2026You know, the landing page of The Technology Letter, which is free to browse, is like a daily map of what’s going on with tech stocks. Even if you’re not a subscriber, you can at a glance get a sense of some of the top stories affecting tech equities on any given day.
-
Intel and the Value Trap Investment Strategy Risk
By
–
When you chase a low valuation on some assets, it can be what’s called a “value trap,” just because nothing about those assets is going achieve full value anytime soon. It’s often an appealing speculation but I don’t think it’s the best investment. Simply put, I don’t think Intel
-
Weekly Podcast: TL20 Stocks Surge 12% on Massive Gains
By
–
Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. One of the functions of the podcast is to reflect on what is and is not working. The TL20 group of stocks soared 12% this past week thanks to enormous gains from
-
Software Monitoring Giants: Why Datadog Survives AI Disruption
By
–
Many of the same arguments are made in favor of great software companies again and again. Those arguments fall on deaf ears with software investors. Maybe Datadog won’t be destroyed by AI The tools that monitor code from Datadog and Dynatrace and Splunk have staying power in
-
Anthropic’s Glasswing Promotion: A Flawed Zero-Knowledge Proof
By
–
A zero-knowledge proof is a way to convince you I know something without actually telling you what I know. Anthropic’s promotion of Glasswing is like a zero-knowledge proof without the proof part: you don’t gain any knowledge, and you may not be convinced, but you have a sense
-
Matei Zaharia ACM Prize Computing Pioneer Databricks Spark
By
–
I had a fascinating conversion this week with a computing pioneer, Matei Zaharia, the CTO of Databricks, who is the recipient of this year’s ACM Prize in Computing, a kind of genius award, in part because of his development of the Spark open-source software. Out chat confirmed my
-
The New Yorker’s In-Depth Investigation of Sam Altman
By
–
About that 16,000-word piece on Sam Altman in The New Yorker
— Tiernan Ray (@TiernanRayTech) 7 avril 2026
First of all, they spent a year and a half, and kudos to them. I love to see reporters spending time talking to people. The sum total of this 16,000-word essay from Ronan Farrow and Andrew Marantz, which is… pic.twitter.com/IYIE9hzBQLAbout that 16,000-word piece on Sam Altman in The New Yorker First of all, they spent a year and a half, and kudos to them. I love to see reporters spending time talking to people. The sum total of this 16,000-word essay from Ronan Farrow and Andrew Marantz, which is
-
Oracle’s Valuation Disconnect: From Software Vendor to Capital-Heavy Cloud Player
By
–
This should be a juicy business school case study someday: Oracle’s financial profile as a business is totally changing but its stock valuation is still being treated by the Street as if it’s just a database software vendor. As Oracle goes deeper and deeper into sunk capital investment, and deeper in debt, the valuation has to go lower. New CFO for Oracle, brace for a new valuation Hilary Maxson is joining Oracle as CFO after nine years helping to run a company with a very different financial profile, Schneider Electric. The lower margin of Schneider is probably an accurate indicator of where Oracle is headed as a business as it takes on more and more debt to build a cloud AI empire. That business should be valued a lot less than Oracle’s traditional valuation — more like that of Schneider, in fact. thetechnologyletter.com $ORCL
→ View original post on X — @tiernanraytech, 2026-04-06 22:32 UTC
-
Human Analysis Beats Automated AI Stock Market Information
By
–
Human not AI stock analysis All the major information providers such as FactSet and the rest now have these automated forms of stock information. They basically give you the same headlines you find all over the place. They don’t give you much more than the headline, and I’ve found they even miss the most important headlines on a daily or weekly basis concerning a given stock. The details about a company tend to be the same clumps of publicly-available financial data, without any sense of whether it means anything, without any context relative to other companies. The bolt-on AI stuff is basically turning out to be not very valuable. If you want to get good stock market analysis, stick with people not automatically-generated garbage.
→ View original post on X — @tiernanraytech, 2026-04-06 16:53 UTC