CrowdStrike plunges nineteen percent on first-ever quarterly forecast miss The smaller customers are coming under pressure. // $CRWD https://
thetechnologyletter.com/the-posts/crow
dstrike-plunges-nineteen-percent-on-first-ever-quarterly-forecast-miss
…
@tiernanraytech
-
CrowdStrike Stock Plunges on Missed Quarterly Forecast
By
–
-
Cerebras and Cirrascale Launch Affordable LLM Cloud Service
By
–
If you’re working on large language models on a budget, Cerebras and Cirrascale offer a cloud service starting at $2,500. Large language models are about to be a giant commercial phenomenon, says Cerebras CEO Feldman. // @cerebras // #AI #deeplearning #machinelearning
-

Analog Devices Shines While Dell Falters: Tech Stock Analysis
By
–
The TL Podcast for November 27th, 2022: Analog Devices is a star, Dell is a downer, stay tuned for Qualcomm https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-november-27th-2022-analog-devices-is-a-star-dell-is-a-downer-stay-tuned-for-qualcomm
… // $ADI $DELL $QCOM #stocks #investing -

Cambium Networks CEO on 5G Progress and Software Innovation
By
–
Please enjoy my interview with Cambium Networks CEO Atul Bhatnagar Cambium CEO: 5G progresses, and the software story emerges https://
thetechnologyletter.com/the-posts/camb
ium-ceo-5g-progresses-and-the-software-story-emerges
… // $CMBM @CambiumNetworks #investing #stocks -
Analog Devices Success Strategy Among Tech Giants
By
–
The secret to Analog Devices’s success Things are going so well, it's hard to believe… // $ADI $TXN $INTC $NVDA $QCOM $AMD https://
thetechnologyletter.com/the-posts/the-
secret-to-analog-devicess-success
… -

Dell Slashes 2023 Estimates Amid Market Downturn
By
–
Dell shocker: Estimates are going way down for 2023 // $DELL $HPQ $PSTG $HPE $CSCO https://
thetechnologyletter.com/the-posts/dell
-shocker-estimates-are-going-way-down-for-2023
… -

Semiconductor Chips and the Future Beyond Cloud Computing
By
–
The TL Podcast for November 20th: The chips have it and what comes after cloud? // $NVDA $QCOM $AMAT $QRVO $TSM $NTNX $AYX $ADI https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-november-20th-the-chips-have-it-and-what-comes-after-cloud
… -

Nutanix CEO Discusses Technology Inflection Points Strategy
By
–
Please enjoy my interview with Nutanix CEO Rajiv Ramaswami Nutanix CEO: A time of ‘inflection points’ https://
thetechnologyletter.com/the-posts/nuta
nix-ceo-a-time-of-inflection-points
… // $NTNX $VMW $AVGO $MSFT $AMZN $GOOGL $SNOW $CNFLT -

Applied Materials Reports Record Backlog, Enhanced 2023 Resilience
By
–
Applied Materials touts record backlog, will be ‘more resilient’ in 2023 https://
thetechnologyletter.com/the-posts/appl
ied-materials-rising-as-quarter-turns-out-much-better-than-feared
… // $AMAT $LRCX $KLAC $ASML -

Applied Materials Beats Expectations as Semiconductor Quarter Improves
By
–
Applied Materials rising as quarter turns out much better than feared // $AMAT $KLAC $LRCX $ASML https://
thetechnologyletter.com/the-posts/appl
ied-materials-rising-as-quarter-turns-out-much-better-than-feared
…