Trade Desk: Sell, says Benchmark, buy-side expectations ‘untenable’ … Also, it’s just very expensive https://
thetechnologyletter.com/the-posts/trad
e-desk-sell-says-benchmark-buy-side-expectations-untenable
… $TTD $ROKU #investing #advertising #stocks #thetradedesk
@tiernanraytech
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Benchmark downgrades Trade Desk amid expensive valuation concerns
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Datadog outage creates competitive opportunity says William Blair
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Datadog’s outage can be grist for competitors, says William Blair https://
thetechnologyletter.com/the-posts/data
dogs-outage-can-be-grist-for-competitors-says-william-blair
… $DDOG $DT $SPLK $NEWR #investing #stocks #tech #DevOps #DevSecOps #observability #software #cloudcomputing -
ON Semiconductor Reaffirms Silicon Carbide Strategy for EV
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ON Semiconductor: faith reaffirmed in silicon carbide, says Merrill https://
thetechnologyletter.com/the-posts/on-s
emiconductor-faith-reaffirmed-in-silicon-carbide-says-merrill
… $ON $WOLF $TSLA #investing #stocks #semiconductors #EVs #Tesla #siliconcarbide -
Tech M&A Failures: Market Impact on Software Companies
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Tech M&A: as Qualtrics, Sumo, Coupa: fade away, what does it mean for tech? https://
thetechnologyletter.com/the-posts/tech
-mampa-as-qualtrics-sumo-coupa-fade-away-what-does-it-mean-for-tech
… $AVGO $VMW $SUMO $XM $CRM #investing #stocks #tech #mergersandacquisitions #SoftwareEngineer -
TL20 Tech Stocks Outperform Nasdaq and S&P 500
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Through March 3rd, the TL20 group of stocks to consider is up seven percent, topping the Nasdaq and the S&P 500 Better investments come from understanding stocks. https://
thetechnologyletter.com/tl20 #investing #ETFs #TL20 -
Confluent CEO: Winning Big Markets Requires Strategic Growth Focus
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Confluent CEO: In a big market, you have to go out and win it “There were many extreme views on growth and profitability in 2021 … And now, there’s some different extreme views." https://
thetechnologyletter.com/the-posts/conf
luent-ceo-in-a-big-market-you-have-to-go-out-and-win-it
… // $CLFT #investing #stocks #streaming #confluent #ApacheKafka -
Tesla Silicon Carbide Strategy Questioned by William Blair
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Tesla’s promise of using less silicon carbide is a ‘red herring’, says William Blair https://
thetechnologyletter.com/the-posts/tesl
as-promise-of-using-less-silicon-carbide-is-a-red-herring-says-william-blair
… $TSLA $WOLF $ON #investing #stocks #automotive #energy #EVs #Tesla #siliconcarbide -
Snowflake Growth Slows: Cloud Database Giant Exits Rapid Expansion
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Snowflake says goodbye to The Go-Go Years Growth just ain't what it used to be https://
thetechnologyletter.com/the-posts/snow
flake-says-goodbye-to-the-go-go-years
… $SNOW #investing #stocks #software #cloud #database #Snowflake #earningsseason -
Generative AI Reduces Healthcare Costs and Accelerates Drug Development
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How generative AI could lower healthcare costs and speed up drug development An interesting update from the life sciences startup I've written about previously https://
zdnet.com/article/how-ge
nerative-ai-could-lower-healthcare-costs-and-speed-up-drug-development/
… @abscibio $ABSI #lifesciences #investing #stocks #AI #artificialintelligence -
ChatGPT: What The New York Times Gets Wrong
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ChatGPT: What The New York Times and others are getting terribly wrong about it (It really helps to explain complex technology, not to sensationalize it.) https://
zdnet.com/article/chatgp
t-what-the-new-york-times-and-others-are-getting-terribly-wrong-about-it/
… @OpenAI @Microsoft @nytimes #AI #ArtificialIntelligence #deeplearning #ChatGPT