The Nvidia Effect: What just happened? Ultimately, Huang wants to own it all, including control of the software that is the brains of AI. https://
thetechnologyletter.com/the-posts/the-
nvidia-effect-what-just-happened
… $NVDA $AMAT $AMD $TSM $INTC #investing #AI
@tiernanraytech
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Nvidia’s AI Dominance Strategy and Market Control Implications
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Snowflake Stock Plunges Amid Market Anxiety and Demand Constraints
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Snowflake plunges: delayed gratification is hard for one of the most expensive stocks “Anxiety” is “constraining demand,” says CEO Slootman. “Watching CNBC all day doesn’t give you any hope.” https://
thetechnologyletter.com/the-posts/snow
flake-plunges-delayed-gratification-is-hard-for-one-of-the-most-expensive-stocks
… $SNOW #investing #stocks #database #earningsseason #TL20 -
Nvidia Surge Powers TL20 Index to Twenty-Three Percent Gain
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Nvidia’s surge powers the TL20 to a twenty-three percent gain since July, trouncing benchmarks, despite mixed earnings reports by TL20 stocks Analog Devices and Snowflake. Better investing comes from knowing tech companies. https://
thetechnologyletter.com #investing #stocks -
Nvidia shares surge twenty-five percent on stronger AI outlook
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Nvidia shocker: shares soar twenty-five percent, as outlook comes up sixty percent higher than expected Who can remember the last time a tech company had this level of upside in its forecast? https://
thetechnologyletter.com/the-posts/nvid
ia-shocker-shares-soar-twenty-five-percent-as-outlook-comes-up-sixty-percent-higher-than-expected
… $NVDA $AMD $INTC #semiconductors #artificialintelligence -
Analog Devices Stock Falls Amid China Sales Slowdown
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Analog Devices drops eight percent, but CEO promises a ‘soft landing’ The main culprit is China, where sales deteriorated after a healthy start in February. https://
thetechnologyletter.com/the-posts/anal
og-devices-drops-eight-percent-but-ceo-promises-a-soft-landing
… $ADI #semiconductors #earningsseason #China #automotive #LifeSciences -
Apple Headset Strategy: Merrill Lynch Investment Analysis
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Apple headset: don’t dismiss it, says Merrill Lynch How bad could it be? https://
thetechnologyletter.com/the-posts/appl
e-headset-dont-dismiss-it-says-merrill-lynch
… $AAPL #virtualreality #WWDC -
Palo Alto confirms cyber-security sector healthy growth trend
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Palo Alto confirms cyber-security’s healthy trend Keeping costs in line has led to a “Rule of 47” that analysts like. https://
thetechnologyletter.com/the-posts/palo
-alto-confirms-cyber-securitys-healthy-trend
… $PANW $FTNT $ZS $CRWD #cybersecurity #investing #earningsseason -
Tech Stock Winners Predicted by Major Analysts in AI Semiconductor Sector
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Mammoth AI reports from Needham, Deutsche, others predict tech stock winners Picks such as Cerence and Vicor are interesting food for thought. https://
thetechnologyletter.com/the-posts/mamm
oth-ai-reports-from-needham-deutsche-others-predict-tech-stock-winners
… $NVDA $MU $CRNC $VICR $MPWR #artificialintelligence #AI #semiconductors #ChatGPT #investing -
Mizuho recommande Micron: China manque d’alternatives semiconducteurs
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Micron Technology: Buy it, says Mizuho, China has very few options Samsung and Hynix are not China’s solution. https://
thetechnologyletter.com/the-posts/micr
on-technology-buy-it-says-mizuho-china-has-very-few-options
… $MU #investing #China #cybersecurity #DramaAlert -
Tech stocks surge amid market froth and unexplained rallies
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The TL Podcast for May 22nd, 2023: Week of tech froth: stocks surged on no news whatsoever Conference calls from Synopsys, Cisco and Applied Materials lifted tech shares, but a lot of names such as Nvidia and Confluent surged for no reason whatsoever, a sign of a certain