Information Technology Stock Analysis
Page 2 of 24 · 1,166 articles on Information Technology companies
Preview|ASML 2Q26: Raising EUV Shipment Expectations
ASML Holding N.V. • By FUNDA • 2026-07-08
💥Skillsoft's Selling Stuff💥
Skillsoft • By PETITION • 2026-07-08
We Read All Constellation Software Letters; Here’s What We Learned
Constellation Software ($PNP.TO) • By The Dutch Investors • 2026-07-08
CrowdStrike: Investor meetings takeaways
CrowdStrike ($CRWD) • By Outperforming the Market • 2026-07-08
Preview|TSMC 26Q2: Expect Another Beat-and-Raise
TSMC ($TSM) • By FUNDA • 2026-07-08
A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
NVIDIA ($NVDA) • By Damnang's Substack • 2026-07-07
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
NVIDIA ($NVDA) • By SemiAnalysis • 2026-07-06
Why Mohnish Pabrai sold Micron right before it went up 10x
Micron • By TQI Capital • 2026-07-06
Intuit-INTU
Intuit ($INTU) • By InvestingWithWes • 2026-07-01
Micron: The Call Option on the Memory Singularity
Micron • By Crack The Market • 2026-07-01
Special Situation “Quickies”: EasyJet, Nagarro & BioNTech
Nagarro SE ($NA9) • By Value and Opportunity • 2026-06-29
The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap
Apple ($AAPL) • By Burak Finance • 2026-06-27
Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)
Palantir Technologies ($PLTR) • By Rijnberk Investinsights • 2026-06-27
Constellation Software: Presentation At The Intellectual Investor Conference
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2026-06-27
Adobe Business History
Adobe ($ADBE) • By Speedwell Memos • 2026-06-25
Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business
Adobe ($ADBE) • By Possible Value • 2026-06-25
Micron Technology just reported. And this is what a structural supercycle looks like.
Micron • By The Disruptive Investor • 2026-06-24
Adobe's Q2/2026 Earnings Review
Adobe ($ADBE) • By 41investments • 2026-06-24
Shopify at the E-com OS Layer
Shopify ($SHOP) • By MBI Deep Dives • 2026-06-19
Stock of the Week: Adobe - The Market Is Still Not Convinced Despite Accelerating Growth
Adobe ($ADBE) • By Quality Stocks • 2026-06-16
Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
Intel ($INTC) • By SemiAnalysis • 2026-06-14
Adobe's Continued Deceleration
Adobe ($ADBE) • By MBI Deep Dives • 2026-06-13
FICO: Capital Allocation, Management Incentives, and Valuation
FICO • By MBI Deep Dives • 2026-06-12
Accenture: The AI Adapter Hiding Behind the Sector Discount? [PART II]
Accenture • By Flow Value Investing • 2026-06-11
Intel Should Raise Capital
Intel ($INTC) • By SemiAnalysis • 2026-06-11
Nvidia/Broadcom: On Sale While the Crowd Chases the Periphery
Broadcom • By Crack The Market • 2026-06-10
FICO: The Contestable Monopoly?
FICO • By MBI Deep Dives • 2026-06-09
Accenture: The AI Adapter Hiding Behind the Sector Discount? [PART I]
Accenture • By Flow Value Investing • 2026-06-09
Why I’m Still Holding NBIS as 40% of My Portfolio at 18% Below Its High
Microsoft ($MSFT) • By Burak Finance • 2026-06-08
Broadcom Spooked AI’s Euphoria
Broadcom • By The Pragmatic Optimist • 2026-06-07
STMicroelectronics: Photonics, Satellites and Silicon Carbide
STMicroelectronics ($STM) • By Crack The Market • 2026-06-07
Stock of the Week - Snowflake - The New Palantir
Snowflake ($SNOW) • By Quality Stocks • 2026-06-04
After 378% in 2 Years: How I Found 3 AI 10x Stocks — PLTR, SIVE & NBIS
Nebius ($NBIS) • By Burak Finance • 2026-06-03
⚡ Microsoft's pincer move on the AI duopoly
Microsoft ($MSFT) • By Global Tech Research • 2026-06-01
Beyond Nvidia: The 5 AI Infrastructure Stocks Powering 2026’s Real Buildout
Nebius ($NBIS) • By Burak Finance • 2026-05-31
Constellation Software: 1Q26 Business Recap
Constellation Software ($PNP.TO) • By Speedwell Memos • 2026-05-30
Shopify – A Deep Dive into the Toll Booth of Global Commerce
Shopify ($SHOP) • By Rijnberk Investinsights • 2026-05-30
NBIS to $500 Billion
Nebius ($NBIS) • By Burak Finance • 2026-05-29
VRRM 75% crash in two days: Is this a once-in-a-decade overreaction?
Verra Mobility ($VRRM) • By Heavy Moat Investments • 2026-05-28
Adobe Deep Dive
Adobe ($ADBE) • By Speedwell Memos • 2026-05-26
Stock of the Week: NVidia - Huge Results, Zero Gravity
NVIDIA ($NVDA) • By Quality Stocks • 2026-05-26
dLocal ($DLO): The Next MercadoLibre or The Next PayPal
dLocal ($DLO) • By Emerging Opportunities • 2026-05-26
The AI Era Has a Complexity Problem. Datadog Is the Answer.
Datadog, Inc. ($DDOG) • By Rijnberk Investinsights • 2026-05-23
Toast (TOST) Recap and Investment
Toast ($TOST) • By Capital Compounding • 2026-05-23
EDA Market Primer - Market Dynamics, Cadence, Synopsys, Siemens, China EDA Rise
Cadence • By SemiAnalysis • 2026-05-21
Nvidia’s Q1: Six Key Takeaways
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-05-21
The Constellation Software 2026 Annual Meeting
Constellation Software ($PNP.TO) • By The Dutch Investors • 2026-05-21
FICO: Deconstructing the Monopoly Margins
FICO • By MBI Deep Dives • 2026-05-20
Constellation Software's 2026 AGM
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2026-05-18
Alibaba vs Tencent: The AI Battle That Will Define Chinese Tech
Tencent Holdings ($TCEHY) • By TQI Capital • 2026-05-17
