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
@tiernanraytech
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TL20 Tech Stocks Up 30% YTD, Outperforming Major ETFs
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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 -
Microsoft Q3 beats expectations with strong cloud revenue growth
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Microsoft surges as Q3 beats on better-than-expected cloud revenue Not too shabby, albeit expectations were low. https://
thetechnologyletter.com/the-posts/micr
osoft-surges-as-q3-beats-on-better-than-expected-cloud-revenue
… $MSFT #investing #stocks #cloudcomputing #AI #artificialintelligence #ChatGPT -
Mega-Cap Tech Earnings: Amazon, Alphabet, Microsoft Face Weak Trends
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Mega-Cap earnings: Amazon, Alphabet, Microsoft contend with lousy trends A very low bar to cross. https://
thetechnologyletter.com/the-posts/mega
-cap-earnings-amazon-alphabet-microsoft-contend-with-lousy-trends
… $AMZN $MSFT $GOOGL $INTC $TXN #investing #earningsseason #cloudcomputing #advertising -
Tech Giants Earnings Week and Generative AI Developments
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The TL Podcast for April 24th, 2023: Earnings week for tech’s giants, and the next ‘generative’ AI Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-24th-2023-earnings-week-for-techs-giants-and-the-next-generative-ai
… $AMZN $GOOGL $MSFT $META $ENPH $CDNS $WOLF $TSLA $PSTG $TSM $AMAT $ASML $IBM $NFLX $ANET $JNPR -
AI Inferencing Drives Semiconductor Design Evolution
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Cadence Design falls, but consider the AI opportunity This AI inferencing thing can be an epic sea-change for chip design activity. https://
thetechnologyletter.com/the-posts/cade
nce-design-falls-but-consider-the-ai-opportunity
… $CDNS $SNPS $MSFT $AMAT $INTC $NVDA $AMD $KLAC $LRCX $ASML @OpenAI #investing #semiconductors #AI #ChatGPT