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,
@tiernanraytech
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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
-streets-best-ideas-yes-sp-inclusion-works-modestly-well
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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
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Tech Sector Rebounds: Semiconductors and AI Drive Market Growth
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The TL Podcast for June 23rd: Tech runs merrily toward the tariff cliff Everything is going right with the major themes of tech, including the rebound in the semiconductor market that is propelling companies such as Indie Semiconductor, and the continued health of AI propelling
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Marvell’s Custom AI Chip Impresses Wall Street
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Wall Street’s Best Ideas: Marvell delights the AI crowd Chip-maker Marvell Technology wowed the Street with its presentation of its custom-AI-chip-making ability, and the biggest coup was probably getting everyone not to talk about Broadcom at all. Plus, how AI will affect
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Hinge’s AI Medicine Platform Gains Unanimous Analyst Approval
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Wall Street’s Best Ideas: Unanimous approval for Hinge’s AI in medicine Hinge, which is pioneering virtual physical therapy, is like a software company but its stock is trading below most valuations, making it a hit with the analysts initiating coverage. Plus, CoreWeave’s
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Intel Surges Amid Pre-Tariff Panic Buying: Wall Street Analysis
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Wall Street’s Best Ideas: Is Intel riding the pre-tariff panic buying? A flurry of clues as to why Intel is surging, but no smoking gun. And why Dynatrace is your better bet in “observability” than Elastic. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-is-intel-riding-the-pre-tariff-panic-buying
… $INTC $AMD $DT $ESTC