The TL Podcast for July 20th: Praying for growth As stocks continue to hit new all-time highs, chip-equipment maker ASML let us know that the risk of continued uncertainty from tariffs and trade is by no means over, while Taiwan Semiconductor continues to thrive as a result of
@tiernanraytech
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ASML CEO Warns Tariffs Wreck Customer Planning Ability
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ASML: All about the tariffs ASML’s CEO, Christophe Fouquet, said he’s “praying” for growth in 2026. But it’s not “peak litho” that is causing concern, it’s peak uncertainty, a clear signal that tariffs and trade are wrecking some customers’ ability to plan.
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Nvidia’s China Shipment News Drives Stock Market Rally
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Wall Street’s Best Ideas: It’s Nvidia’s world you live in Nvidia’s news that it expects to resume shipping to China has driven stocks higher across many groups, including memory makers such as Micron Technology and China’s Internet giants such as Alibaba, demonstrating the power
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Nvidia and Tech Giants Hit All-Time Highs
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The TL Podcast for July 14th: Nvidia and other all-time highs Nvidia, Texas Instruments and Microsoft are among stocks hitting new all-time highs. Plus, what to do with CoreWeave and Circle, and an interview with one of the sharpest fund managers in tech.
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Columbia Seligman’s Paul Wick on AI Investment Strategy
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Please enjoy my interview with Columbia Seligman's Paul Wick Seligman’s Paul Wick likes the midyear setup Fund manager and longtime tech observer Paul Wick of Columbia Seligman continues to be a big believer in the AI trade, but he’s not so enamored of acquisition-hungry,
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Nvidia Remains Undervalued Despite Four Trillion Dollar Milestone
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Wall Street’s Best Ideas: Nvidia’s still a value Nvidia’s valuation multiples are lower than the recent past even as it is the first of any stock to reach four trillion dollars in value. Also, they keep making very large AI predictions for Microsoft’s revenue, and a bet on Bloom
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CoreWeave’s Asset-Heavy Shift Concerns Wall Street Investors
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Wall Street’s Best Ideas: Suddenly asset-heavy CoreWeave has less appeal Artificial intelligence mavens CoreWeave have flipped the script, going “asset-heavy,” and not everyone’s thrilled about that. Plus, the fantasy valuation of Circle Internet’s stablecoin dreams.
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S&P Index Inclusion Impact on Stock Performance Analysis
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Wall Street’s Best Ideas: Yes, S&P inclusion works modestly well Playing the S&P index changes can give a slight boost to your holdings but stock-picking still rules. Also, debating Chime’s FinTech and down-voting Elon Musk’s political ventures. https://
thetechnologyletter.com/the-posts/wall
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TL20 Stock Group Soars 200% in Three Years
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The TL20 group of stocks to consider is hitting new highs, up over two hundred percent in three years. Would you be interested in buying an ETF of the TL20 if one existed?
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Wall Street Prefers Waymo Over Tesla Robo-Taxi Strategy
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Wall Street’s Best Ideas: A preference for Waymo rather than Tesla’s robo-taxi The very limited roll-out of Tesla’s self-driving taxi in Austin, Texas on Monday seems to have impressed very few, with the conventional wisdom being that Google’s Waymo already has achieved