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Tech Stocks

A collection of 55 issues

News Review: Posterity Won’t Care, But I Do

We live in a world of ceaseless activity. Some of that activity is meaningful, conveying profound significance, while some of it is frivolous, consisting of fleeting distractions that provide amusement, entertainment, and the occasional pretexts for real or feigned outrage. Stuff happens all the time, but very little of will

Intel: An Uncomfortable Present and an Increasingly Uncertain Future

Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters

Amid the Anxious Nvidia Earnings Watch: Losing the Plot, Misreading Market Dynamics

I sometimes wonder whether COVID and its aftermath have unmoored us from what we used to collectively apprehend as our common reality. Take, for example, the intense media coverage of Nvidia’s quarterly results, which are not due until close of market trade today. Journalists and market watchers are behaving

Exploring the Iron Law of Cloud-Era Datacenter Infrastructure

On more than occasion in the recent past, I’ve discussed why I believe Nvidia’s impressive sprint to nosebleed heights on the stock market has set the stage for a descent to a more modest plateau. In the end, Nvidia’s inevitable decline in market valuation will result from

Cisco Q4 Results: Rising Orders Deliver Respite

Juniper and Cisco: Diverging Paths in Shifting Networking Market

Intel’s Fitful Transformation Gets Bumpy

The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo

In closing yesterday’s post, I wrote the following: One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.” Tomorrow I will challenge such a facile view, which is, at best, glancingly

Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons

I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be