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
@tiernanraytech
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Ericsson drops as 5G market cools off
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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 -
Cash-Rich Tech Stocks: Balancing Profit and Growth
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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 -
Intel Shares Market Position to AMD, Merrill Says
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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 -
AI Boosts ASML: Generative AI Impact on Semiconductor Leader
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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 -
First Quarter 2026 IPO Season: Eleven Tech Companies Go Public
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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 -
Evercore recommends staying invested in semiconductor stocks
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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 -
Sarcos CEO: We Will Change Industrial Landscape
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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