Street mulls Silicon Valley Bank exposure More names to consider https://
thetechnologyletter.com/the-posts/stre
et-mulls-silicon-valley-bank-exposure
… $MSTR $BILL #investing #stocks #siliconvalleybank
@tiernanraytech
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Street Mulls Silicon Valley Bank Exposure Among Tech Stocks
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Tech Companies’ Cash Positions After Silicon Valley Bank Collapse
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After Silicon Valley Bank collapse, mind tech’s cash pile What’s left standing… https://
thetechnologyletter.com/the-posts/afte
r-silicon-valley-bank-collapse-mind-techs-cash-pile
… $TSP $CFLT $TSLA $NVDA $ADI $SVB
#investing #stocks #SiliconValleyBank #SVB #Roku #tech -
SVB Collapse: Tech Companies With Disclosed Banking Connections
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SVB: All the tech companies that have disclosed connections so far Not just Roku https://
thetechnologyletter.com/the-posts/svb-
all-the-tech-companies-that-have-disclosed-connections-so-far
… $ROKU #SVB #SiliconValleyBank #tech #investing #stocks -
BigCommerce struggles with small customer base margin expansion
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BigCommerce hampered by little customers, says Davidson …though margin expansion can be a boon over “the long term" https://
thetechnologyletter.com/the-posts/bigc
ommerce-hampered-by-little-customers-says-davidson
… $BIGC $SHOP $SQ $WIX $VTEX #investing #ecommerce #cloudcomputing #software #Amazon #stocks -
Benchmark downgrades Trade Desk amid expensive valuation concerns
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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 -
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