Arista in ‘beast mode,’ while Opendoor is a mess The glass is definitely half full for Arista as it raises its sales outlook for AI and the rest, putting to rest the doubts that it can thrive amidst Nvidia’s continued strength. Astera Labs is now pricier than even the bulls
@tiernanraytech
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Palantir Valuation Debate: Rule of 90 and Growth Multiple Analysis
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‘Rule of 90’ Palantir is still debated for its valuation Even bears on Palantir stock admit “something special is going on” with its surging revenue growth and ginormous profit margin. But it’s still a matter of debate what valuation multiple the stock should have, given it’s
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Procore CEO Discusses Construction Tech and Succession Planning
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Please enjoy my interview with Procore CEO Tooey Courtemanche Tooey Courtemanche, CEO and founder of Procore Technologies, maker of software for the construction industry, talks with me about succession plans, and how the construction industry is able to withstand tariff and
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Microsoft Meta outspend ARM on AI chip capital investment
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Spend big if you’re Microsoft, Meta, not so much for ARM Microsoft and Meta continued a streak of demolishing any doubts about their enormous capital spending, while ARM has a problem, as its intent to invest more deeply into actual chips threatens to up-end what had been a
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Palo Alto’s $25B CyberArk acquisition: Strategic investment analysis
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Giving Palo Alto the benefit of the doubt on the CyberArk deal Investors blanched at Palo Alto’s $25 billion purchase of CyberArk, its largest acquisition ever, and also a deal that’s fairly expensive. I would credit CEO Nikesh Arora with having a fairly thoughtful approach to
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Musk’s DOGE Effect on Chip Equipment Industry Sparks Speculation
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Will Musk DOGE the chip equipment industry? Wall Street’s Best Ideas: Tiny graphite company soars One of the best signs of a bubble is the rush of tiny companies to issue dubious press releases. Malaysia-based Graphjet glommed onto Elon Musk’s chip news with a press release of
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Intel Considers Going Fabless Under New CEO Leadership
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Intel going fabless? That’s the takeaway for some The earnings call has convinced some that Intel is going to get rid of its factories as CEO Lip-Bu Tan imposes fiscal discipline. While that’s by no means certain, Tan has given the impression that he will not pursue the
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Intel Revenue Forecast Surpasses Lowered Analyst Expectations
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Have Intel expectations hit rock bottom? Forecast steps over a very low bar Intel Thursday evening stepped over a very low bar, as the company’s revenue outlook topped the average estimate of analysts, an estimate that has been cut by twenty-two percent in twelve months. The
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Heavy Industry Digitalization: Samsara CEO on Tech Challenges
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Please enjoy my interview with Samsara CEO Sanjit Biswas Samsara CEO: Cracking the code to heavy industry’s challenges “These are the industries that have been slowest to digitize, not because they're slow but because they're complex.” Tech companies have tried for years to
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MaxLinear, Alphabet, ServiceNow surge while IBM, Tesla disappoint
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Good news from MaxLinear, Alphabet, ServiceNow, BE Semi but IBM falls and Tesla is plain ‘ugly’ The stars overnight of earnings included improving trends at semiconductor names MaxLinear and BE Semi, and steady results from Google and ServiceNow. IBM’s software sales came up