@tiernanraytech - AI Dynamics

Cash-Rich Tech Stocks: Balancing Profit and Growth

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17 April 2023 19h40

Picking cash-rich tech stocks The sweet spot between profit and growth. https://
thetechnologyletter.com/the-posts/pick
ing-cash-rich-tech-stocks
… $CIEN $COHR $AVGO $JNPR $MCHP #investing #stocks #freecashflow #technology

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17 April 2023

Intel Shares Market Position to AMD, Merrill Says

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@tiernanraytech

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14 April 2023 1h30

Intel remains a ‘share donor’ to AMD, says Merrill Nothing much to talk about until 2024 or 2025 https://
thetechnologyletter.com/the-posts/inte
l-remains-a-share-donor-to-amd-says-merrill
… $INTC $AMD #investing #stocks #intel #semiconductors #microprocessors #Xeon

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14 April 2023

AI Boosts ASML: Generative AI Impact on Semiconductor Leader

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@tiernanraytech

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13 April 2023 23h56

CHECK IT OUT: A free post for non-subscribers: For ASML, AI increases everything ASML will get a lift from ‘generative’ AI https://
thetechnologyletter.com/public/for-asm
l-ai-increases-everything
… $ASML #investing #AI #deeplearning #OpenAI #ChatGPT

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13 April 2023

First Quarter 2026 IPO Season: Eleven Tech Companies Go Public

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@tiernanraytech

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13 April 2023 18h54

The first-quarter IPO season: Nextracker lead eleven brave hopefuls There continue to be “pre-revenue” companies in the mix. https://
thetechnologyletter.com/the-posts/the-
first-quarter-ipo-season-nextracker-lead-eleven-brave-hopefuls
… $QSG $ASST $HSAI $NXT $ENLT $BFRG $NFTG $BMR $IZM $ICG $SYT

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13 April 2023

Evercore recommends staying invested in semiconductor stocks

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@tiernanraytech

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12 April 2023 6h43

Stick with semiconductors, says Evercore Are chip stocks running out of gas? https://
thetechnologyletter.com/the-posts/stic
k-with-semiconductors-says-evercore
… $NVDA $NXPI $ASML $AMAT $INTC $AMD #semiconductors #investing #recession

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12 April 2023

Sarcos CEO: We Will Change Industrial Landscape

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@tiernanraytech

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11 April 2023 17h44

Please enjoy my interview with Sarcos CEO Kiva Allgood Sarcos CEO: ‘We will change the industrial landscape’ https://
thetechnologyletter.com/the-posts/sarc
os-robotics-ceo-we-will-change-the-industrial-landscape
… $STRC #robotics #robots #automation #AI #artificialintelligence

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11 April 2023

TL Podcast: Stock Market Trends and Tech Bargain Hunting April

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@tiernanraytech

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11 April 2023 17h41

The TL Podcast for April 10th, 2023: stocks didn’t rise on Easter week Bargain-hunting the TL20 https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-10th-2023-stocks-didnt-rise-on-easter-week
… Also try it on Apple Podcasts: https://
bit.ly/3Kx7BlU $CRWD $ANET $PSTG $TSLA $COHR $LITE $SWKS $QRVO #investing #stocks #semiconductors #TL20

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11 April 2023

Intel’s Improved Outlook: Should AMD Investors Worry?

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@tiernanraytech

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10 April 2023 22h02

Should AMD investors fret Intel’s improved outlook? asks Piper Remains to be seen if Intel can capitalize on progress. https://
thetechnologyletter.com/the-posts/shou
ld-amd-investors-fret-intels-improved-outlook-asks-piper
… $AMD $INTC $NVDA #investing #stocks #semiconductors #CPUs

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10 April 2023

Samsung signals DRAM boom potential for Micron in 2024

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@tiernanraytech

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10 April 2023 19h32

Hooray for Micron, as Samsung signals the all-clear At least one broker thinks this signals the potential boom in DRAM in 2024. https://
thetechnologyletter.com/the-posts/hoor
ay-for-micron-as-samsung-signals-the-all-clear
… $MU #investing #stocks #DRAM #semiconductors #Samsung

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10 April 2023