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
@tiernanraytech
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Software Gains Favor: Nvidia’s Tech Investment Opportunity
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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 -
Breakthroughs Don’t Always Equal Commercial Success
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A breakthrough can be large or small. A small breakthrough can be legit but still not get a drug over the finish line. Breakthroughs and commercial success are not the same thing.
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Micron Stock Surges: Semiconductor Growth Expected in 2024
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Micron sees growth ahead; could 2024 be a boom?
Things could snap back.
Shares closed up 7% today. https://
thetechnologyletter.com/the-posts/micr
on-sees-growth-ahead-could-2024-be-a-boom
… $MU #investing #stocks #semiconductors #DRAM #NAND -
Bernstein’s Top AI Hardware and Tech Stock Picks for Investment
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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 $META $HPE #investing #stocks #quantstrategy -
Cerebras Opens Generative AI Where OpenAI Stays Private
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AI pioneer Cerebras opens up generative AI where OpenAI goes dark https://
zdnet.com/article/ai-pio
neer-cerebras-opens-up-generative-ai-where-openai-goes-dark/
… @cerebras $NVDA #AI #artificialintelligence #deeplearning #OpenAI #ChatGPT #CerebrasSystems