That’s not investing, it’s speculation People use the word “investing” causally. It actually refers to real asset appreciation. Most things people actually do with respect to securities and other vehicles are not investment, they are speculation, betting on a price move of an
@tiernanraytech
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China’s Sanctions Impact on Nvidia: Long-Term U.S. Tech Strategy
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The drip, drip, drip of China’s sanctions hard to gauge for Nvidia I’ve been following the U.S. regulations regarding tech to China for years now. When I was at Barron’s, I predicted that restrictions on China were a lasting, long-term change in the U.S.’s stance — and I was
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Sell-side views on Smart Global, Applied, Lam, Netflix
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Sell side most interesting: Defending Smart Global, upgrading Applied and Lam, pondering Netflix’s sharing Smart Global’s worst-ever miss https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-defending-smart-global-upgrading-applied-and-lam-pondering-netflixs-sharing
… $SGH $AMAT $LRCX $NFLX $AMZN $TEAM $NVDA #investing #stocks #AI #artificialintelligence #Netflix #Nvidia -
Tech Stocks Surge: Nvidia and AMD Lead Despite Rate Concerns
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The TL Podcast for October 9th, 2023: Stocks are still doing just fine Despite continued negative headlines about rates, stocks continue to go up. The past two weeks have been great for Nvidia and Advanced Micro Devices, among others. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-october-9th-2023-stocks-are-still-doing-just-fine
… $NVDA $AMD $ESTC -
Meta Leverages Instagram’s 2B Users to Challenge Twitter with Threads
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Meta’s ‘swagger’: two billion Instagramers can be a big Threads business, says Street Two billion monthly average users of Instagram make for a big cudgel that Zuckerberg can wield against Twitter. https://
thetechnologyletter.com/the-posts/meta
s-swagger-two-billion-instagramers-can-be-a-big-threads-business-says-street
… $META #investing #socialmedia #Threads -
Morgan Stanley Values Microsoft Copilots at 90 Billion
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All Microsoft’s ‘co-pilots’: Morgan Stanley sees $90 billion opportunity That warrants a premium multiple, says analyst Keith Weiss https://
thetechnologyletter.com/the-posts/all-
microsofts-co-pilots-morgan-stanley-sees-90-billion-opportunity
… $MSFT #investing #AI #GitHub #software #microsoft -
MongoDB CTO Departure: Platform Continues Growth Strategy
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A follow-up interview. MongoDB will ‘keep sailing on the great path it’s on,’ says departing CTO Porter “MongoDB is absolutely focused on the developer data platform.” https://
thetechnologyletter.com/the-posts/mong
odb-will-keep-sailing-on-the-great-path-its-on-says-departing-cto-porter
… $MDB @MarkLovesTech #investing #database #mongodb #software #AI -
AMD Could Erode Nvidia’s GPU Dominance Through Open Source
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Advanced Micro Devices can drain Nvidia’s moat, says Northland Open-source software can stem CUDA’s lead. https://
thetechnologyletter.com/the-posts/adva
nced-micro-devices-can-drain-nvidias-moat-says-northland
… $AMD $NVDA $INTC #investing #stocks #semiconductors #AI #GPUs #opensource -
Generative AI Reshapes Database Market: Tech Giants Report
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The TL Podcast for July 3rd, 2023: Good tidings from BlackBerry, Micron, Intel, etc. Snowflake, Micron, BlackBerry had upbeat news to report, and the database world is set for a shake-up because of generative AI. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-july-3rd-2023-good-tidings-from-blackberry-micron-intel-etc
… $SNOW $MU $BB $CFLT $ANET $COHR $INTC -
TL20 Tech Portfolio Outperforms Nasdaq and S&P 500
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Closing in on the one-year anniversary in mid-July, the TL20 has appreciated 45%, more than double the Nasdaq’s 21% rise and the S&P 500’s 15%. Also beat $ARKK $IGV. Better investing comes from understanding tech. https://
thetechnologyletter.com/subscribe $TSLA $NVDA #investing #stocks