Information Technology Stock Analysis
Page 22 of 24 · 1,163 articles on Information Technology companies
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 ($TTD) • By scuttleblurb • 2020-10-15
Valuation: Intel vs TSMC vs AMD
AMD • By Enterprising Investor • 2020-10-14
The Market May Be Underestimating Dropbox
Dropbox • By Eagle Point Capital • 2020-09-25
Daily Digest: RDFN, PD, CRWD, ZM Blogs
CrowdStrike ($CRWD) • By Growth Curve Investing • 2020-09-04
Business Update - CrowdStrike - Outstanding Q2'21 Results, Another Step Closer To Become The Leader In Cybersecurity
CrowdStrike ($CRWD) • By Sleep Well Investments • 2020-09-03
Micro Focus: The world's only tech stock at March lows
Micro Focus • By Superfluous Value • 2020-08-27
How Apple Achieved 16% YoY Revenue Growth in Services
Apple ($AAPL) • By Value Investing for Professionals • 2020-08-23
Fastly TikTok Opportunity (FSLY, DDOG Q2 Highlights)
Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2020-08-17
Founders 5: Dollar Weakness, CRWD, WORK, and TWLO
CrowdStrike ($CRWD) • By Growth Curve Investing • 2020-08-11
NOTES: CrowdStrike 2020 Global Threat Report Webinar
CrowdStrike ($CRWD) • By Growth Curve Investing • 2020-07-29
Closed Slack (WORK) Position
Slack Technologies ($WORK) • By Growth Curve Investing • 2020-07-23
Twilio (TWLO) Company Page
Twilio ($TWLO) • By Growth Curve Investing • 2020-07-12
Slack (WORK) Company Page
Slack Technologies ($WORK) • By Growth Curve Investing • 2020-07-12
The Trade Desk (TTD) Company Page
The Trade Desk ($TTD) • By Growth Curve Investing • 2020-07-12
Long Royal Bank of Canada/ Short Shopify
Shopify ($SHOP) • By Superfluous Value • 2020-06-25
FICO and the Consumer Credit Bureaus: Part 2
FICO • By scuttleblurb • 2020-05-24
FICO and the Consumer Credit Bureaus: Part 1
FICO • By scuttleblurb • 2020-05-12
Ep. 116 - From Microsoft to MicroCaps with Andy Preikschat, CIO and Portfolio Manager at Edgebrook Partners, LP
Microsoft ($MSFT) • By Planet MicroCap • 2020-04-15
Investment Horizons / Schmitt Industries Investment Overview
Schmitt Industries • By Eagle Point Capital • 2020-03-20
[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry
Cadence • By scuttleblurb • 2020-02-28
Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.
Alteryx ($AYX) • By Growth Curve Investing • 2020-02-11
