Posts
Nvidia: Jensen Can't Spend His Way Out Of This One
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: AMD, MSFT, GOOG Only the headline is available; the article body is paywalled.
Sandisk: The First Crack In The Memory Supercycle
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: MU, SNDK Only the headline is available; the article body is paywalled.
SpaceX Changed My Mind On AST SpaceMobile
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: SPCX, ASTS Only the headline is available; the article body is paywalled.
Broadcom: The Market Is Likely Looking At OpenAI/Anthropic All Wrong
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: AVGO, OPENAI, NVDA Only the headline is available; the article body is paywalled.
Intel: Cheapest CPU Name In Sight
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: INTC Only the headline is available; the article body is paywalled.
AST SpaceMobile: Cheaper And Better Than SpaceX (Rating Upgrade)
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: ASTS Only the headline is available; the article body is paywalled.
Tesla Is The EV King, Again
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: TSLA Only the headline is available; the article body is paywalled.
Cerebras: I Was Right To Sell (Rating Upgrade)
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: CBRS Only the headline is available; the article body is paywalled.
Micron Is Keeping Shareholders Happy
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: MU Only the headline is available; the article body is paywalled.
SpaceX: The Market Is Acting Blind
SeekingAlpha article by The Techie. Tickers tagged by SeekingAlpha: ASTS, RKLB, SPCX Only the headline is available; the article body is paywalled.