INVESTMENT

Intel’s Strategic Challenges: Overextension in Semiconductor Competition

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30 March 2023 16h13

Intel still has a very high hill to climb Are they spread too thin? https://
thetechnologyletter.com/the-posts/inte
l-still-has-a-very-high-hill-to-climb
… $INTC $AMD $NVDA $ASML #investing #semiconductors #datacenter #Xeon

Bernstein’s Top Quant Picks: Qualcomm, Micron, HPE, Meta

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30 March 2023 16h12

Qualcomm, Micron, Hewlett-Packard Enterprise, and Meta are top Bernstein quant picks Quantitative and qualitative together. https://
thetechnologyletter.com/the-posts/qual
comm-micron-hewlett-packard-enterprise-and-meta-are-top-bernstein-quant-picks
… $QCOM $MU $HPE $META @Srasgon @BernsteinBuzz #investing #semiconductors #wireless

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Private Markets Success: Leadership’s Key Role Beyond CTO Hiring

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@fabiomoioli

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30 March 2023 11h18

What distinguishes private markets companies that have seen a sustainable positive return on investment from technology? The top leadership of such firms have avoided the classic mistake of hiring a good chief technology officer (CTO) and … https://
spencer-stuart.shp.so/a/WhC5bz

Breakthroughs Don’t Always Equal Commercial Success

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30 March 2023 1h17

A breakthrough can be large or small. A small breakthrough can be legit but still not get a drug over the finish line. Breakthroughs and commercial success are not the same thing.

Micron Stock Surges: Semiconductor Growth Expected in 2024

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29 March 2023 23h16

Micron sees growth ahead; could 2024 be a boom?
 Things could snap back.
Shares closed up 7% today. https://
thetechnologyletter.com/the-posts/micr
on-sees-growth-ahead-could-2024-be-a-boom
… $MU #investing #stocks #semiconductors #DRAM #NAND

29 March 2023

Bernstein’s Top AI Hardware and Tech Stock Picks for Investment

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29 March 2023 23h13

Qualcomm, Micron, Hewlett-Packard Enterprise, and Meta are top Bernstein quant picks Quantitative and qualitative together. https://
thetechnologyletter.com/the-posts/qual
comm-micron-hewlett-packard-enterprise-and-meta-are-top-bernstein-quant-picks
… $QCOM $MU $META $HPE #investing #stocks #quantstrategy