The very modest argument in favor of Amazon at JP Morgan Improving free cash flow is key. https://
thetechnologyletter.com/the-posts/amaz
on-despite-soft-retail-best-idea-says-jp-morgan
… $AMZN #ecommerce #retailsales
@tiernanraytech
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JP Morgan bullish on Amazon despite soft retail sales
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Hyena Technology Surpasses GPT-4 Memory Limitations
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This new technology could blow away GPT-4 and everything like it The Hyena code is able to handle amounts of data that make GPT-style technology run out of memory and fail. #AI #artificialintelligence #machinelearning #OpenAI #ChatGPT https://
zdnet.com/article/this-n
ew-technology-could-blow-away-gpt-4-and-everything-like-it/
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IBM signals strength in enterprise software market
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IBM is a positive sign for software Business to business apps show ‘no sign of weakness’ https://
thetechnologyletter.com/the-posts/ibm-
is-a-positive-sign-for-software
… $IBM $CRWD $CFLT $OKTA $NET $DT $HCP #investing #software #IBM #DevOps #DevSecOps -
Tesla Self-Driving Challenges: Beyond AI Hype
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Tesla can fix gross margin, but self-driving? Nope Don’t believe the AI hype https://
thetechnologyletter.com/the-posts/tesl
a-can-fix-gross-margin-but-self-driving-nope
… $TSLA #artificialintelligence #AI #Tesla #EVs -
ASML Drops: Market Expectations and AI Hardware Impact
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ASML drops: the law of very large expectations It’s not the end of the world. https://
thetechnologyletter.com/the-posts/asml
-drops-the-law-of-very-large-expectations
… $ASML $AMAT $KLAC $LRCX -
Netflix Paid Sharing Strategy Fails to Drive Expected Revenue Growth
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Netflix sells off: so far, ‘paid sharing’ appears not to be accomplishing anything Are the ‘borrowers’ already walking away? https://
thetechnologyletter.com/the-posts/netf
lix-sells-off-so-far-paid-sharing-appears-not-to-be-accomplishing-anything
… $NFLX #investing #streamingvideo #Netflix -
Ericsson drops as 5G market cools off
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Ericsson drops as 5G cools off Things are “choppy” says CEO Ekholm. The other networkers — Cisco, Arista, Juniper — should be okay. https://
thetechnologyletter.com/the-posts/eric
sson-drops-as-5g-cools-off
… $ERIC $NOK $CSCO $ANET $CIEN $JNPR #investing #telecom #5G -
Cash-Rich Tech Stocks and Q1 IPOs Investment Analysis
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The TL Podcast for April 16th, 2023: looking at cash-rich tech, and first-quarter IPOs High-yield stocks https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-16th-2023-looking-at-cash-rich-tech-and-first-quarter-ipos
… Also check out the podcast on Apple Podcasts: https://
podcasts.apple.com/us/podcast/the
-technology-letter-podcast/id1654388770
… $COHR $CIEN $AVGO $JNPR #investing #freecashflow #stocks -
Why Roblox Stopped Reporting Key Business Metrics
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Roblox falls: this is why companies stop reporting metrics Metrics are a double-edged sword https://
thetechnologyletter.com/the-posts/robl
ox-falls-this-is-why-companies-stop-reporting-metrics
… $RBLX #Roblox #videogames #virtualreality #stocks #investing -
Cash-Rich Tech and Q1 IPOs Analysis
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The TL Podcast for April 16th, 2023: Looking at cash-rich tech, and first-quarter IPOs https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-16th-2023-looking-at-cash-rich-tech-and-first-quarter-ipos
… #investing #stocks #technology #TL20 #thetechnologyletter