Information Technology Stock Analysis
Page 22 of 24 · 1,183 articles on Information Technology companies
Micro Focus: Hanging in There
Micro Focus • By Superfluous Value • 2021-12-06
Microsoft: Expand The TAM
Microsoft ($MSFT) • By TSOH Investment Research • 2021-11-01
Qualcomm RFFE Business Continues Relentless Pace With ultraBAW Filters | >$8B Segment By 2025
Qualcomm • By SemiAnalysis • 2021-10-20
Apple A15 Die Shot and Annotation - IP Block Area Analysis
Apple ($AAPL) • By SemiAnalysis • 2021-10-01
Memory Oligopoly Woes - Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future
Micron • By SemiAnalysis • 2021-09-29
Shipping Port Backlogs & DOCN, APPS, EXAS, and NARI Conference Notes
DigitalOcean ($DOCN) • By Growth Curve Investing • 2021-09-24
[TWLO] Twilio
Twilio ($TWLO) • By scuttleblurb • 2021-09-17
TravelSky (0696)
TravelSky ($0696) • By Asian Century Stocks • 2021-08-22
Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?
TSMC ($TSM) • By SemiAnalysis • 2021-08-04
Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips
Intel ($INTC) • By SemiAnalysis • 2021-07-29
Microsoft: "A More Accelerated Pace"
Microsoft ($MSFT) • By TSOH Investment Research • 2021-07-29
Nvidia (NVDA): Part 2 of 2
NVIDIA ($NVDA) • By scuttleblurb • 2021-07-28
MediaTek Officially Enters The Flagship Mobile Race With The First TSMC 4nm SOC
TSMC ($TSM) • By SemiAnalysis • 2021-07-28
Okta's Vision For The Next Decade
Okta ($OKTA) • By Sleep Well Investments • 2021-07-25
Nvidia (NVDA): Part 1 of 2
NVIDIA ($NVDA) • By scuttleblurb • 2021-07-12
Nvidia’s 2021 Bubble, Eerily Similar To Other Bubbles That Came Before
NVIDIA ($NVDA) • By SemiAnalysis • 2021-07-06
Tencent: Naspers ganz großer Coup
Tencent Holdings ($TCEHY) • By Patient Capital Fund Newsletter • 2021-07-05
Topicus: Constellation Software 2.0
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2021-07-03
Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B
Micron • By SemiAnalysis • 2021-06-30
Update on IAC (+ Vimeo)
Vimeo • By scuttleblurb • 2021-06-25
Constellation Software: The Anti-Conglomerate
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2021-06-24
Morgan Stanley Just Reduced TSMC’s Value By $25B While Demonstrating A Complete Lack of Semiconductor Knowledge
TSMC ($TSM) • By SemiAnalysis • 2021-06-23
Qualcomm Hits a Homerun AI 100 - Powerful AI Inference Acceleration For the Edge
Qualcomm • By SemiAnalysis • 2021-06-17
CrowdStrike: Standing tall in crowded cybersecurity
CrowdStrike ($CRWD) • By MBI Deep Dives • 2021-06-11
Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU
Intel ($INTC) • By SemiAnalysis • 2021-06-02
Interview With Todd McKinnon, Okta Co-Founder and CEO
Okta ($OKTA) • By Growth Curve Investing • 2021-05-28
Nvidia is Raking in the Money, but are Earnings Inflated?
NVIDIA ($NVDA) • By SemiAnalysis • 2021-05-27
SWI Pick #1 - CrowdStrike - End-point Cloud Security Leader With Widening Moat
CrowdStrike ($CRWD) • By Sleep Well Investments • 2021-05-25
The Trade Desk - The Winner Of Google's Cookieless World
The Trade Desk ($TTD) • By Sleep Well Investments • 2021-05-25
Microsoft: "It's Just The Beginning"
Microsoft ($MSFT) • By TSOH Investment Research • 2021-04-29
Microsoft, Nuance, and Industry-Specific Clouds
Microsoft ($MSFT) • By TSOH Investment Research • 2021-04-19
Updating Micro Focus After a Strong Run
Micro Focus • By Superfluous Value • 2021-04-13
Shopify: The Anti-Amazon Protagonist
Shopify ($SHOP) • By MBI Deep Dives • 2021-04-09
Skillsoft update (and other)
Skillsoft • By ToffCap • 2021-03-09
Autodesk: The Horse for the Infrastructure Decade
Autodesk • By MBI Deep Dives • 2021-03-09
Schmitt Industries: Annual Update
Schmitt Industries • By Eagle Point Capital • 2021-02-18
Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
Apple ($AAPL) • By SemiAnalysis • 2020-10-27
Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
Qualcomm • By SemiAnalysis • 2020-10-25
[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)
The Trade Desk ($TTD) • By scuttleblurb • 2020-10-15