Information Technology Stock Analysis
1,687 articles on Information Technology companies
Can AMD Beat NVIDIA? part2: Vera Rubin's HBM4 Pin Speed Downgrade
Advanced Micro Devices ($AMD) • By Damnang's Substack • 2026-10-27
High Growth Investing Newsletter #365
CoreWeave ($CRWV) • By High Growth Investing • 2026-10-26
Stock of the Week: Lam Research - Record Earnings, a 12% Drop. Time to Buy?
Lam Research ($LRCX) • By Quality Stocks • 2026-10-26
[scuttleslops] SPCX, TXN, ROL, URI
Texas Instruments ($TXN) • By scuttleblurb • 2026-10-26
Deep Dive: $ASML
ASML Holding N.V. ($ASML) • By Rebound Capital • 2026-10-24
Behind the Qs and Ks- (PRGS, CLX)
Progress Software ($PRGS) • By A Peek Behind the Numbers • 2026-10-23
Lumentum: Re-evaluating the opportunity
Lumentum Holdings ($LITE) • By Outperforming the Market • 2026-10-23
Who Controls the Head Controls the Hard Drive Duopoly
Seagate Technology ($STX) • By Crack The Market • 2026-10-21
Arteche Stock Deep Dive: A Hidden Gem in the Global Electrification Boom?
Arteche ($ART.MC) • By Quality Stocks • 2026-10-21
TSMC – I Was Bullish, but Not Bullish Enough (Q3 Update)
TSMC ($TSM) • By Rijnberk Investinsights • 2026-10-21
Zscaler: Laggard or Opportunity?
Zscaler, Inc. ($ZS) • By Outperforming the Market • 2026-10-21
Is Microsoft Over-Earning on OpenAI?
Microsoft ($MSFT) • By MBI Deep Dives • 2026-10-20
CoreWeave: The Equity Is What the Lenders Leave Behind
CoreWeave ($CRWV) • By Crack The Market • 2026-10-19
Portfolio Update: Bad Charts, Busy Companies
AIOS Tech ($AIOS) • By Penny Queen • 2026-10-19
High Growth Investing Newsletter #364
TeamViewer ($TMV.DE) • By High Growth Investing • 2026-10-19
Stock of the Week: ASML - Why Is the Market Not Impressed?
ASML Holding N.V. ($ASML) • By Quality Stocks • 2026-10-19
OCP Global Summit 2026: Irrational Recap
Semtech ($SMTC) • By Irrational Analysis • 2026-10-19
ASML Built a $400 Million Machine. TSMC Isn’t Using It.
ASML Holding N.V. ($ASML) • By The Dutch Investors • 2026-10-18
The Weekly Screener - October, 18: Blackrock, Generac, DLocal, Boston Scientific & Elastic
dLocal ($DLO) • By Quality Stocks • 2026-10-18
Topicus: Same Price, Different Company?
Topicus.com ($TSS) • By Rene Sellmann • 2026-10-18
55% Growth, a 54% FCF Margin, a 63% ROIC – ASML is Worth Its Premium
ASML Holding N.V. ($ASML) • By Rijnberk Investinsights • 2026-10-17
TSMC 3Q’26: Easing Off the Brake
TSMC ($TSM) • By MBI Deep Dives • 2026-10-16
Broadcom: Road to $30+ EPS in FY2028
Broadcom ($AVGO) • By Outperforming the Market • 2026-10-16
Airtel Money IPO in London
Airtel Money ($AMC.L) • By Emerging Value • 2026-10-15
ASML Is Building a Hybrid Bonding Tool!
ASML Holding N.V. ($ASML) • By SemiAnalysis • 2026-10-15
Nedap Q3 2026 - Earnings Update
Nedap ($NE3.SG) • By The Dutch Investors • 2026-10-15
ASML 3Q’26: 2030 Arrived Four Years Early
ASML Holding N.V. ($ASML) • By MBI Deep Dives • 2026-10-15
DON’T JUST DO SOMETHING. SIT THERE.
ASML Holding N.V. ($ASML) • By The Disruptive Investor • 2026-10-15
[scuttleslops] MRVL, APP, AMZN, Chips
Marvell Technology ($MRVL) • By scuttleblurb • 2026-10-15
Review|TSMC 26Q3: Revenue Guidance Beats Expectations as Expansion Weighs on Margins
TSMC ($TSM) • By FUNDA • 2026-10-15
Real Men Have Global Fabs
GlobalFoundries ($GFS) • By Semiconductor Business Intelligence • 2026-10-15
TeamViewer Stock: Too Expensive at Its IPO 7 Years Ago, Suspiciously Cheap Today
TeamViewer ($TMV.DE) • By High Growth Investing • 2026-10-15
TeamViewer Aktie: Vor 7 Jahren beim IPO zu teuer, heute verdächtig billig
TeamViewer ($TMV.DE) • By High Growth Investing • 2026-10-15
7. Amadeus IT
Amadeus IT Group ($AMS.MC) • By European Value • 2026-10-15
Behind the Qs and Ks- (CSCO, GTLB, IOT)
Cisco System ($CSCO) • By A Peek Behind the Numbers • 2026-10-14
My 2028 numbers
ASML Holding N.V. ($ASML) • By Best Anchor Stocks • 2026-10-14
Deep Dive: Applied Materials ($AMAT)
Applied Materials ($AMAT) • By Rebound Capital • 2026-10-14
Why Is Micron Trading at Just 6x PE?
Micron Technology ($MU) • By Quality Stocks • 2026-10-14
Snowflake: Meaningful Acceleration Ahead Due To AI
Snowflake ($SNOW) • By Outperforming the Market • 2026-10-14
Marvell: The Trillion-Dollar Question
Marvell Technology ($MRVL) • By Crack The Market • 2026-10-12
Nubank’s Global Playbook and GameStop’s Growing Cash Pile | Nick Ridenour of CompoundingAlpha
Cellebrite ($CLBT) • By CompoundingAlpha • 2026-10-12
High Growth Investing Newsletter #363
Elastic ($ESTC) • By High Growth Investing • 2026-10-12
Stock of the Week: Schneider Electric - Is the $23B PTC Acquisition Brilliant or a Big Mistake?
PTC ($PTC) • By Quality Stocks • 2026-10-12
some thoughts on FICO
Fair Isaac ($FICO) • By scuttleblurb • 2026-10-12