The TL Podcast for February 20th: Arista and Cisco satisfy, pondering EVs’ time frames https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-february-20th-arista-and-cisco-satisfy-pondering-evs-time-frames
… $TSLA $ANET $CSCO $ADI $AMAT $UPST $PLTR #investing #stocks #auotomotive #EVs #networking #tech #semiconductors #Tesla
@tiernanraytech
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Tech Giants and EVs: Investment Insights from Industry Leaders
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Electric Vehicle Investors Missing Key Market Timing Insights
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What electric vehicle investors are missing is ‘the two clocks,’ says Barclays. https://
thetechnologyletter.com/the-posts/what
-electric-vehicle-investors-are-missing-is-the-two-clocks-says-barclays
… // $ADNT $AXL $APTV $ALV $BWA $DAN $FSR $F $GM $LEA $LEV $MGA $MBLY $PSNY $RIVN $TSLA $VC #stocks #investing #EV #automotive #Tesla -

DigitalOcean CEO Positions Cloud Platform as Investor Alternative
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DigitalOcean CEO: ‘We have to be a compelling alternative for investors’ https://
thetechnologyletter.com/the-posts/digi
talocean-ceo-we-have-to-be-a-compelling-alternative-for-investors
… // $DOCN #investing #tech #stocks #recession #cloudcomputing #EarningsSeason -

Applied Materials, HubSpot, Cambium Rise on Earnings
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Applied Materials rising, Hubspot and Cambium also earnings gainers https://
thetechnologyletter.com/the-posts/appl
ied-materials-rising-hubspot-and-cambium-also-earnings-gainers
… // $AMAT $CMBM $HUBS #investing #stocks #semiconductors #software #cloudcomputing #recession #EarningsSeason -

Analog Devices CEO: Never Been Better Positioned
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Analog Devices CEO: Never been better positioned in our history https://
thetechnologyletter.com/the-posts/anal
og-devices-rising-as-chip-demand-sustains
… // $ADI $TXN #investing #stocks #semiconductors #recession #EarningsSeason #AnalogDevices #TL20 -

DigitalOcean Restructuring Drives Profit Growth and Stock Surge
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DigitalOcean surges on restructuring, increased profit view https://
thetechnologyletter.com/the-posts/digi
talocean-surges-on-restructuring-increased-profit-view
… // $DOCN #investing #stocks #cloudcomputing #earningsseason #tech #DigitalOcean -

Barclays warns software stocks getting ahead of themselves
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Elastic, Couchbase, et al: software is getting ahead of itself, says Barclays (and this from a bull on software stocks) https://
thetechnologyletter.com/the-posts/elas
tic-couchbase-et-al-software-is-getting-ahead-of-itself-says-barclays
… // $SNOW $ESTC $BASE $WDAY #investing #software #stocks #softwarecompanies #earningsseason -

Upstart Surges Twenty-Seven Percent Amid Analyst Debate
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Upstart surges twenty-seven percent as analysts debate prospects https://
thetechnologyletter.com/the-posts/upst
art-halted-as-outlook-misses-by-a-mile
… // $UPST #investing #stocks #technology #AI #banking #lending #personalloans #earningsseason #UpstartHoldings -

Analog Devices Rises as Chip Demand Sustains Growth
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Analog Devices rising as chip demand sustains
https://
thetechnologyletter.com/the-posts/anal
og-devices-rising-as-chip-demand-sustains
… // $ADI $TXN #semiconductors #chips #investing #stocks #earningsseason #Automotive -

Upstart’s broken business model amid funding crisis
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Upstart: is the business model broken? Funding mechanisms have dried up, something AI can't fix. https://
thetechnologyletter.com/the-posts/upst
art-halted-as-outlook-misses-by-a-mile
… // $UPST