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Tech Stocks

A collection of 73 issues

When CEO and Company Are Synonymous, Risks Can Overshadow Rewards

Like an auteur of the 1960s and 1970s, I feel compelled to revisit certain themes, not so much to repeat them as to explore them further. An early composition on this forum dealt with the evolving behavior of ultra-rich industrialists. In the age of the Robber Barons, the obscenely wealthy

As Planned, Nvidia’s GTC Offered No Surprises

Annihilation or Utopia? AI Likely to Land Somewhere Between the Two Extremes

A couple recent articles got my attention, and I thought I’d offer thoughts with which you might enthusiastically agree or vehemently disagree. Either reaction is acceptable. The only unacceptable reaction would be apathy and indifference. We’re here to think critically, not to sleepwalk. The topic of AI is

Nvidia’s Results Were Good, But the Market is Full to Bursting

Tesla and the Fickle Magic of Sentiment

One challenge associated with expounding on events is having to choose from a multiplicity of subject matter. On any given day — today, for instance — I could take this vehicle and drive it in any of several directions. But since I’ve invoked a driving metaphor, let’s go with Tesla’

Forget the Asteroid in 2032 — Worry About the Here and Now

I am not among the people concerned about an asteroid, charmingly named 2024 YR4, that is reportedly hurtling through space on a collision course for Earth. Astronomers and physicists estimate that the space rock, which measures from 130 to 300 feet (a wide variance), has about a 1.5% probability

Juniper CEO Rami Rahim is Right When He Says the DoJ is Wrong

Did Juniper CEO Rami Rahim reach out to SDxCentral for an interview, or was the approach from the latter to the former? The answer to that question doesn’t negate anything that Rahim said in an article published by SDxCentral, but it would be interesting to know the answer. HPE

A Case For a Bursting AI Bubble

Let’s be honest. We all have our enthusiasms, and some of them, by their very nature, are partly or wholly irrational. Nobody can be objectively rational and logically detached all the time. Some of us can’t manage it only some of the time. Humans aren’t wired that

Amid the Purgatory of HPE’s Uncertain Juniper Acquisition

I haven’t paid a visit to the networking neighborhood for a while, partly because networking, while essential as IT infrastructure, seems a little beside the point when the overall industry and the larger world is teetering on the edge of feral madness. I ask myself, and no longer in