Information Technology Stock Analysis
Page 20 of 24 · 1,166 articles on Information Technology companies
Constellation Software Deep Dive
Constellation Software ($PNP.TO) • By Speedwell Memos • 2022-10-12
Is Arm Desperate? Qualcomm Claps Back At Arm’s Potentially Frivolous Lawsuit
Qualcomm • By SemiAnalysis • 2022-10-09
Intel Valuation
Intel ($INTC) • By Enterprising Investor • 2022-09-28
Ada Lovelace GPUs Shows How Desperate Nvidia Is - AMD RDNA 3 Cost Comparison
NVIDIA ($NVDA) • By SemiAnalysis • 2022-09-23
Adding to ABNB, SHOP, and MELI
Shopify ($SHOP) • By Growth Curve Investing • 2022-09-22
Cloudflare
Cloudflare ($NET) • By MBI Deep Dives • 2022-09-21
Cloudflare: Helping to Build a Better Internet
Cloudflare ($NET) • By MBI Deep Dives • 2022-09-20
Portfolio Value: $92,030 | Updates: $RKLB, $SHOP, $TSLA
Shopify ($SHOP) • By Growth Curve Investing • 2022-09-17
Not So Deep Dive: Xbox (Microsoft's Gaming Division)
Microsoft ($MSFT) • By Chit Chat Stocks • 2022-09-13
GTLB Results
GTLB • By Growth Curve Investing • 2022-09-06
Rocket Lab reusable engines, Meta Monetizes WhatsApp, CRWD and MDB Earnings…
CrowdStrike ($CRWD) • By Growth Curve Investing • 2022-09-04
Crowdstrike Earnings Review
CrowdStrike ($CRWD) • By Growth Curve Investing • 2022-08-31
Crowdstrike Q2 2022 Earnings Preview for Growth Curve Investors
CrowdStrike ($CRWD) • By Growth Curve Investing • 2022-08-30
Snowflake Earnings: “I don’t see any of our customers that are fully saturated”
Snowflake ($SNOW) • By Growth Curve Investing • 2022-08-25
Autodesk 2Q'FY 2023 Earnings Update
Autodesk • By MBI Deep Dives • 2022-08-25
Adobe
Adobe ($ADBE) • By MBI Deep Dives • 2022-08-23
Adobe: A Software Giant from the 80s
Adobe ($ADBE) • By MBI Deep Dives • 2022-08-22
The Trade Desk Posts Strong Earnings. Stock up 16%
The Trade Desk ($TTD) • By Growth Curve Investing • 2022-08-09
[TXN] Texas Instruments
Texas Instruments ($TXN) • By scuttleblurb • 2022-08-08
Portfolio Update & Cloudflare Earnings Review
Cloudflare ($NET) • By Growth Curve Investing • 2022-08-07
Meet NETINT: The Startup Selling Datacenter VPUs To ByteDance, Baidu, Tencent, Alibaba, And More
Tencent Holdings ($TCEHY) • By SemiAnalysis • 2022-08-04
Why DDOG & NET Are Special, META Earnings Review, and... A Workout?!
Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2022-07-31
Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends
Intel ($INTC) • By SemiAnalysis • 2022-07-29
Microsoft: The $100 Billion Club
Microsoft ($MSFT) • By TSOH Investment Research • 2022-07-28
Shopify 2Q'22 Earnings Update
Shopify ($SHOP) • By MBI Deep Dives • 2022-07-27
SONY: A Dying Tech-Whale or a Forgotten Tech-Titan?
Sony ($6758) • By KonichiValue • 2022-07-26
[Stock-Analysis] SONY (TYO:6758,NYSE: SONY]: A Dying Tech-Whale or a Forgotten Tech-Titan?
Sony ($6758) • By KonichiValue • 2022-07-25
Squarespace (NYSE: SQSP)
Squarespace ($SQSP) • By Possible Value • 2022-07-19
Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia
Lam Research • By SemiAnalysis • 2022-07-18
ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel
Intel ($INTC) • By SemiAnalysis • 2022-07-18
The Oracle and OXY: "The World Has Changed"
Oracle • By TSOH Investment Research • 2022-07-18
Oil Ain't Toast
Toast ($TOST) • By Special Situation Investing • 2022-07-13
Oil Ain't Toast
Toast ($TOST) • By Special Situation Investing • 2022-07-12
Largan Precision (3008)
Largan Precision ($3008) • By Asian Century Stocks • 2022-07-10
CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars
Microsoft ($MSFT) • By SemiAnalysis • 2022-07-07
MongoDB: Give Me All Your Workloads
MongoDB ($MDB) • By Growth Curve Investing • 2022-07-06
Signing Off on DocuSign?
DocuSign ($DOCU) • By A Peek Behind the Numbers • 2022-07-01
Nvidia In The Hot Seat?
NVIDIA ($NVDA) • By SemiAnalysis • 2022-06-29
Sony (6758)
Sony ($6758) • By Asian Century Stocks • 2022-06-26
There Has Never Been Another Company Like Snowflake
Snowflake ($SNOW) • By Growth Curve Investing • 2022-06-21
Paid: Buying MongoDB (MDB)
MongoDB ($MDB) • By Growth Curve Investing • 2022-06-10
Apple M2 Die Shot and Architecture Analysis – Big Cost Increase And A15 Based IP
Apple ($AAPL) • By SemiAnalysis • 2022-06-10
[CRM] Salesforce
Salesforce • By scuttleblurb • 2022-06-07
Update To My DocuSign Writeup
DocuSign ($DOCU) • By Possible Value • 2022-06-04
What if Stock Comp Was Cash?
Cloudflare ($NET) • By A Peek Behind the Numbers • 2022-06-02
🔥 Earnings: MongoDB, Elastic Search, & Pure Storage
MongoDB ($MDB) • By Growth Curve Investing • 2022-06-02
Meteor Lake Die Shot and Architecture Analysis – Why Is Intel 4 Only A 40% Area Reduction Versus Intel 7?
Intel ($INTC) • By SemiAnalysis • 2022-05-26
DocuSign (NASDAQ: DOCU)
DocuSign ($DOCU) • By Possible Value • 2022-05-24
Adyen: The “Navy SEAL” Team of Payments
Adyen ($ADYEY) • By MBI Deep Dives • 2022-05-20
