Netflix says its ad program is showing ‘strong’ economics, stock jumps 7% in late trading https://
thetechnologyletter.com/the-posts/netf
lix-says-its-ad-program-is-showing-strong-economics
… // $NFLX #investing #stocks #streamingmedia #video #Netflix
@tiernanraytech
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Netflix Ad Program Shows Strong Economics, Stock Surges
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ON Semi Silicon Carbide Performance Remains Strong Says Mizuho
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ON Semi is doing just fine in silicon carbide, says Mizuho https://
thetechnologyletter.com/the-posts/on-s
emi-is-doing-just-fine-in-silicon-carbide-says-mizuho
… // $ON $WOLF $TSLA #stocks #investing #automotive #EVs #Tesla #siliconcarbide #semiconductors -
Coherent Eyes Silicon Carbide Growth in EV Semiconductor Markets
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Coherent has big prospects in silicon carbide and other growth markets, says Rosenblatt https://
thetechnologyletter.com/the-posts/cohe
rent-has-big-prospects-in-silicon-carbide-and-other-growth-markets-says-rosenblatt
… // $COHR $WOLF $ON $TSLA #siliconcarbide #semiconductors #stocks #investing #technology #EVs -
Microsoft OpenAI Investment Potential Overshadows Layoff Concerns
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Microsoft: Forget layoffs, look at OpenAI’s potential, says MoffettNathanson https://
thetechnologyletter.com/the-posts/micr
osoft-forget-layoffs-look-at-openais-potential-says-moffettnathanson
… // $MSFT // @OpenAI #investing #stocks #technology #recession #microsoft #OpenAI #AI #machinelearning -
Samsung Strategy and Software Investment Opportunities Discussion
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The TL podcast for January 16th, 2023: Will Samsung be nice, and figuring out how to get back into software // $TSLA $ASML $TSM $SSNLF $HCP $BLZE $COIN #investing #Crypto #Bitcoin #stocks #technology
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Tesla’s Pricing Strategy Disrupts EV Market Competition
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Did Tesla just rip away the pricing umbrella from competitors? Brilliant move, says Deutsche https://
thetechnologyletter.com/the-posts/did-
tesla-just-rip-away-the-pricing-umbrella-from-competitors-brilliant-move-says-deutsche
… // $TSLA $RIVN $LCID $FFIE #stocks #investing #Tesla #automotive #tech #technology #ModayY -
Samsung Reduces Memory Chip Oversupply Amid First Red Year
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Samsung will help reduce memory-chip glut, says Goldman As Samsung goes into the red for the first time in over a decade, it will take action to help curb memory-chip oversupply. https://
thetechnologyletter.com/the-posts/sams
ung-will-help-reduce-memory-chip-glut-says-goldman
… // $SSNLF $MU #investing #semiconductor #Samsung #stocks #technology -
TSM Predicts Semiconductor Industry Recovery Mid-2023
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TSM: Street divided on a rebound this year Taiwan Semi predicts things will bottom for the industry in the middle of this year, and that its own sales will grow “slightly” for all of 2023. https://
thetechnologyletter.com/the-posts/tsm-
street-divided-on-a-rebound-this-year
… // $TSM -
PC Market Decline Signals Shift in Computing Landscape
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The PC market returns to being deader than disco https://
thetechnologyletter.com/the-posts/the-
pc-market-returns-to-being-deader-than-disco
… // $HPQ $AAPL $DELL #investing #stocks #technology #personalcomputer -
Software Valuations Under Pressure as Estimates Decline
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Software’s cheap, but estimates have to go down, says Barclays https://
thetechnologyletter.com/the-posts/soft
wares-cheap-but-estimates-have-to-go-down-says-barclays
… // $CFLT $CRM $DV $SPLK $DT $MDB