CrowdStrike: favorable analyst day reception to growth and free cash flow Not a barn burner, but analysts mostly liked what they heard https://
thetechnologyletter.com/the-posts/crow
dstrike-favorable-analyst-day-reception-to-growth-and-free-cash-flow
… $CRWD #investing #stocks #cybersecurity #software #TL20
@tiernanraytech
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CrowdStrike Analyst Day Shows Growth and Cash Flow Promise
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Arista Stock Overvalued Amid Generative AI Hype?
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Arista: has the stock gotten ahead of itself? Are investor expectations for “generative AI” too frothy? https://
thetechnologyletter.com/the-posts/aris
ta-has-the-stock-gotten-ahead-of-itself
… $ANET $NVDA #investing #stocks #networking #AI #artificialintelligence #deeplearning -
OpenAI’s Financial Challenges and Microsoft Investment Strategy
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The deep red ink of AI darling OpenAI If you had a bag full of Microsoft’s money, you’d probably pay yourself a ton of options too. https://
thetechnologyletter.com/the-posts/the-
deep-red-ink-of-ai-darling-openai
… $MSFT @OpenAI #stocks #investing #OpenAI #ChatGPT #AI #artificialintelligence #machinelearning -
Semiconductor Industry Surge: Best Quarter in Twenty Years Analysis
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Chips had the best first quarter in twenty years, now what? Some of the growth seems frothy (hello, generative AI) https://
thetechnologyletter.com/the-posts/chip
s-had-the-best-quarter-in-twenty-years-now-what
… $NVDA $ADI $KLA $AMD $AMAT $LRCX $SNPS $WOLF $INTC #investing #stocks #semiconductors #TL20 -
Software Gains Favor: Nvidia’s Tech Investment Opportunity
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The TL Podcast for April 2nd, 2023: Software gets a lift, Nvidia’s opportunity Software gains favor https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-2nd-2023-software-gets-a-lift-nvidias-opportunity
… $CFLT $DOCN $PD $SQ $SNOW #investing #stocks #software #TL20 -
Nvidia’s AI Opportunities Remain Large and Early Stage
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Nvidia’s opportunities in AI are ‘large and still early,’ says Bernstein As models get bigger, so does the opportunity. https://
thetechnologyletter.com/the-posts/nvid
ias-opportunities-in-ai-are-large-and-still-early-says-bernstein
… $NVDA $INTC $AMD @Srasgon #investing #stocks #Nvidia #artificialintelligence #machinelearning #GPU -
Aehr Silicon Carbide Play Drops on Mild Outlook
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Silicon carbide play Aehr drops sixteen percent on mild outlook The momentum just wasn’t maintained. https://
thetechnologyletter.com/the-posts/sili
con-carbide-play-aehr-drops-sixteen-percent-on-mild-outlook
… $AEHR $ON $WOLF $STM $INFN #investing #stocks #semiconductors #siliconcarbide #EVs #renewables -
TL20 Tech Stock Portfolio Up 15% Through March
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Through March 31st, the TL20 group of stocks to consider is up over fifteen percent, topping relevant benchmarks. Better investments come from understanding stocks. https://
thetechnologyletter.com/tl20 $NVDA $ANET $TSM … and more #investing #ETFs #TL20 #stocks #technology -
Intel’s Strategic Challenges: Overextension in Semiconductor Competition
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Intel still has a very high hill to climb Are they spread too thin? https://
thetechnologyletter.com/the-posts/inte
l-still-has-a-very-high-hill-to-climb
… $INTC $AMD $NVDA $ASML #investing #semiconductors #datacenter #Xeon -
Bernstein’s Top Quant Picks: Qualcomm, Micron, HPE, Meta
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Qualcomm, Micron, Hewlett-Packard Enterprise, and Meta are top Bernstein quant picks Quantitative and qualitative together. https://
thetechnologyletter.com/the-posts/qual
comm-micron-hewlett-packard-enterprise-and-meta-are-top-bernstein-quant-picks
… $QCOM $MU $HPE $META @Srasgon @BernsteinBuzz #investing #semiconductors #wireless