Information Technology Stock Analysis
Page 12 of 28 · 1,378 articles on Information Technology companies
Intel Q1 FY25 Earnings: Napalm Kitchen Sink
Intel ($INTC) • By Irrational Analysis • 2025-04-25
TSMC vs. Texas Instruments
Texas Instruments ($TXN) • By The Dutch Investors • 2025-04-23
AMD 2.0 - New Sense of Urgency | MI450X Chance to Beat Nvidia | Nvidia's New Moat
NVIDIA ($NVDA) • By SemiAnalysis • 2025-04-23
Texas Instruments Quality Score – A Wide Moat or an Aging Giant?
Texas Instruments ($TXN) • By Heavy Moat Investments • 2025-04-22
TSMC: A Winner That Takes All, Despite Tariffs
TSMC ($TSM) • By The Pragmatic Optimist • 2025-04-21
Frequentis FY 2024
Frequentis ($FQT.F) • By Under Followed Stocks • 2025-04-20
ASML Holding N.V. – Please, ignore this short-term noise
ASML Holding N.V. ($ASML) • By Rijnberk Investinsights • 2025-04-19
Fortinet Shines Bright in the Cybersecurity Universe
Fortinet ($FTNT) • By Quality Stocks • 2025-04-19
Flex: The electronics manufacturing giant building Nvidia’s servers and enabling reshoring is becoming a better business
NVIDIA ($NVDA) • By Crack The Market • 2025-04-18
Research|Tencent: Yuanbao and WeChat Agent Update
Tencent Holdings ($TCEHY) • By FUNDA • 2025-04-18
ASML’s Q1 Report: A Preview Of Tariff Turbulences Yet To Come
ASML Holding N.V. ($ASML) • By The Pragmatic Optimist • 2025-04-17
Topicus Inc.: A European Software Compounder Ready to Scale
Topicus.com ($TSS) • By Compound & Fire • 2025-04-17
ASML’s Earnings Review: A Turning Point or Business as Usual?
ASML Holding N.V. ($ASML) • By Quality Stocks • 2025-04-17
Adobe at 17x earnings is a bargain, no doubt – I am buying.
Adobe ($ADBE) • By Rijnberk Investinsights • 2025-04-16
Huawei AI CloudMatrix 384 – China's Answer to Nvidia GB200 NVL72
NVIDIA ($NVDA) • By SemiAnalysis • 2025-04-16
NVIDIA (NASDAQ: NVDA)
NVIDIA ($NVDA) • By Quality Value Investing • 2025-04-08
Seizing Opportunity in Market Chaos: New Starter Positions in TTD, ASML, and M&A Research Institute
ASML Holding N.V. ($ASML) • By Compound & Fire • 2025-04-07
Arcure S.A. FY 2024
Arcure S.A. ($340.SG) • By Under Followed Stocks • 2025-04-03
CoreWeave IPO: The Next Big AI Player Or A Ticking Time Bomb?
CoreWeave ($CRWV) • By High Growth Investing • 2025-03-30
Lam Research Corp. – I have just tripled my position in this brilliant compounder
Lam Research ($LRCX) • By Rijnberk Investinsights • 2025-03-29
Gigacloud Technology: One of the Cheapest Stocks in the Market
GigaCloud Technology ($GCT) • By Quality Stocks • 2025-03-29
Deep|MSFT: Why Has Microsoft Cut Another 2GW of Data Centers?
Microsoft ($MSFT) • By FUNDA • 2025-03-28
Stock of the Week: The Trade Desk
The Trade Desk ($TTD) • By Quality Stocks • 2025-03-27
Asseco Poland
Asseco Poland ($SFB1.SG) • By Kairos Research • 2025-03-26
The Trade Desk ($TTD): A Moat Master in Ad Tech or a Valuation Trap?
The Trade Desk ($TTD) • By Compound & Fire • 2025-03-25
ASML: The most innovative company in the world will 2.5x its EPS by 2030
ASML Holding N.V. ($ASML) • By Crack The Market • 2025-03-24
Review|Tencent: Our Perspectives and Insights on Recent NDRs
Tencent Holdings ($TCEHY) • By FUNDA • 2025-03-24
Problems at Ibotta (IBTA)
Ibotta ($IBTA) • By The Bear Cave • 2025-03-20
NVIDIA GTC 2025 - Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
NVIDIA ($NVDA) • By SemiAnalysis • 2025-03-19
Bristlemoon x Eric Seufert Podcast - Dating Apps Deep Dive
APPS ($APPS) • By Bristlemoon Research • 2025-03-18
Adyen vs Paypal: a Stock Duel
Adyen ($ADYEY) • By Quality Stocks • 2025-03-18
Powersoft SpA FY 2024
Powersoft SpA ($PWS.MI) • By Under Followed Stocks • 2025-03-17
Business Update - CrowdStrike's Possible Yellow Card or Opportunity?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2025-03-17
Twilio Stock: The Cash Flow Monster Grows and Thrives
Twilio ($TWLO) • By High Growth Investing • 2025-03-16
[3/14/25 Market Memo] Macro, Mobile, Markets, and Mercy for Intel
Intel ($INTC) • By Irrational Analysis • 2025-03-15
Broadcom Inc. – Impressive but also heavily reliant on AI and hyperscaler CapEx
Broadcom ($AVGO) • By Rijnberk Investinsights • 2025-03-14
MAKE INTEL GREAT AGAIN
Intel ($INTC) • By Irrational Analysis • 2025-03-13
Crowdstrike Holdings, Inc – Are shares finally a buy after a 30%+ drop?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-03-11
Q4 and FY 2024 - Constellation Software & Its Spin-Outs - Full Analysis
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2025-03-08
Taiwan Semiconductor ($TSM) – This is now an absolute bargain
TSMC ($TSM) • By Rijnberk Investinsights • 2025-03-08
Neurones: feedback from the annual results meeting
Neurones ($NE9.MU) • By French Hidden Champions • 2025-03-07
Problems at Gorilla Technology Group (GRRR)
Gorilla Technology Group ($GRRR) • By The Bear Cave • 2025-03-06
Salesforce, Inc. – I am not convinced (Stock Analysis)
Salesforce ($CRM) • By Rijnberk Investinsights • 2025-03-06
Nedap Q4 Earnings and Full Year 2024 Update
Nedap ($NE3.SG) • By Compound & Fire • 2025-03-04
Wrongly Punished: The Vimeo Stock Has More Potential Than You Might Think
Vimeo ($VMEO) • By High Growth Investing • 2025-03-02
Synopsys, Inc. - A must-own and now trading at a discount
Synopsys ($SNPS) • By Rijnberk Investinsights • 2025-03-02
Review|C3.AI 4Q24: On the Eve of Dawn vs An Even Longer Night
C3.ai ($AI) • By FUNDA • 2025-02-28
ASML Q4/2024 Earnings Review
ASML Holding N.V. ($ASML) • By 41investments • 2025-02-28
Business Update - WiseTech (WTC) H1'25 CEO and Business Update
Wisetech ($WTC) • By Sleep Well Investments • 2025-02-28
Quick updates: EVS Broadcast, Sixt and Amadeus Fire
EVS Broadcast ($5E1.DU) • By Value and Opportunity • 2025-02-28