Please enjoy my interview with GitLab CFO Brian Robins GitLab CFO: Long investors believe in the company and the product https://
thetechnologyletter.com/the-posts/gitl
ab-cfo-long-investors-believe-in-the-company-and-the-product
… $GTLB $DT $DDOG $SPLK #observability #DevOps #software
@tiernanraytech
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GitLab CFO: Long-term investors believe in company and product
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Intel Shows Promise: Analyst Optimism on Semiconductor Recovery
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Intel surges: less-bad news ahead, says Street Perhaps Gelsiner finally has the company turned in the right direction. https://
thetechnologyletter.com/the-posts/inte
l-surges-less-bad-news-ahead-says-street
… $INTC $AMD $NVDA $TSM #investing #semiconductors #earningsseason -
AWS Beats Expectations While Intel Margins Decline
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Amazon surges as AWS beats low expectations, Intel’s margin deteriorates Intel’s expecting gross profit will go lower again this quarter. https://
thetechnologyletter.com/the-posts/hknp
5acysunt0gcq6kcf3y9vua1814
… $AMZN $INTC $MBLY #investing #stocks #semiconductors #PCs #datacenter #cloudcomputing -
Tesla Price Cuts Impact Mobileye’s China EV Market Position
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Tesla’s price cuts torpedo Mobileye Mobileye’s customer Geely has been hit by the price effect on the China EV market. https://
thetechnologyletter.com/the-posts/tesl
as-price-cuts-torpedo-mobileye
… $MBLY $TSLA #investing #stocks #energy #EVs #semiconductors #Tesla #China -
TL20 Tech Stocks Up 30% YTD, Outperforming Major ETFs
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Year to date, the TL20 group of tech stocks to consider is up nearly thirty percent, topping benchmarks including the iShares Software ETF and the ARK Innovation ETF. Better investing comes from knowing tech companies. https://
thetechnologyletter.com #investing #stocks #technology -
Wolfspeed misses outlook despite Mohawk Valley fab operations
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Meta, eBay, Roku surge, Wolfspeed drops Wolfspeed’s outlook with new Mohawk Valley fab now running falls short of consensus. https://
thetechnologyletter.com/the-posts/meta
-ebay-roku-surge-wolfspeed-drops
… $EBAY $META $WOLF $ROKU $NOW #investing #stocks #earningsseason #siliconcarbide #semiconductors -
Roku’s Path to Profitability: Spending and Workforce Challenges
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Will Roku’s rampant spending ever give way to profit? asks Moffett-Nathanson Will laying off a lot more people be one solution? https://
thetechnologyletter.com/the-posts/will
-rokus-rampant-spending-ever-give-way-to-profit-asks-moffett-nathanson
… $ROKU $NFLX $DIS #Streaming #earningsseason #advertising #AVOD -
Google Microsoft AI spending estimates inflect upward significantly
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Elevator going up for Google, Microsoft spending After a year of declining estimates, things just inflected in a significant way. https://
thetechnologyletter.com/the-posts/elev
ator-going-up-for-google-microsoft-spending
… $MSFT $GOOGL $ANET $NVDA #investing #AI #artificialintelligence #cloud #earningsseason -
Cloud War Escalates: Microsoft and Google’s AI Infrastructure Arms Race
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The cloud war is on for Microsoft and Google: A new arms race Willing to spend whatever is required for dominance $GOOGL $MSFT $ANET $NVDA $DLR $EQIX $CSCO $CIEN $JNPR $AMD $INTC https://
thetechnologyletter.com/the-posts/the-
cloud-war-is-on-for-microsoft-and-google-a-new-arms-race
… #investing #earningsseason -
Google Surges as Cloud Results Beat Expectations, Enphase Falls
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Google jumps, Enphase collapses Arista shares are rising on an evening of better-than-feared cloud computing results. https://
thetechnologyletter.com/the-posts/goog
le-jumps-enphase-collapses
… $GOOGL $ANET $ENPH $TXN $JNPR $CIEN $CSCO $MSFT #investing #earningsseason #cloudcomputing #networking