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
@tiernanraytech
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Samsung Reduces Memory Chip Oversupply Amid First Red Year
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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 -
ON Semiconductor Faces Silicon Carbide Manufacturing Challenges
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ON Semi struggles with silicon carbide, says William Blair https://
thetechnologyletter.com/the-posts/on-s
emi-struggles-with-silicon-carbide-says-william-blair
… // $ON $WOLF #investing #stocks #tech #siliconcarbide #semiconductors -
Coinbase unaffected by FTX collapse says MoffettNathanson
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Coinbase: Hooray, they’re not affected by FTX, says MoffettNathanson https://
thetechnologyletter.com/the-posts/coin
base-hooray-theyre-not-affected-by-ftx-says-moffettnathanson
… // $COIN #investing #stocks #cryptocurrency #Bitcoin -
ASML Leads Uncertain Chip Equipment Market Amid Competition
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ASML is tops in a chip equipment market fraught with uncertainty, says Wells https://
thetechnologyletter.com/the-posts/asml
-is-tops-in-a-chip-equipment-market-fraught-with-mystery-says-wells
… // $ASML $AMAT $KLAC $LRCX $NVDA $AMD $INTC -
CES 2023: Meta dominates, Tesla stock volatility continues
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The TL podcast for January 8th, 2023: CES goes all Meta, Tesla swirls https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-january-8th-2023-ces-goes-all-meta-tesla-swirls
… // $TSLA $QCOM $META $RBLX $CHKP $AI $AMPL $GTLB $CLFD -
C3.ai CEO Siebel discusses company stock valuation and AI
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Please enjoy my interview with http://
C3.ai’s CEO, Tom Siebel http://
C3.ai CEO Siebel: our stock price is a ‘steal’ https://
thetechnologyletter.com/the-posts/c3ai
-ceo-siebel-our-stock-price-is-a-steal
… // $AI #Investing #stocks #technology #cloudcomputing #artificialintelligence -
Money-Losing Growth Companies Return to Investor Favor
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Merrill: When money-losing growth comes back into favor https://
thetechnologyletter.com/the-posts/merr
ill-when-money-losing-growth-comes-back-into-favor
… // $AMPL $GTLB $HUBS $NOW $FROG $DDOG #investing #stocks #recession #tech