Tiernan Ray

Wall Street’s Best Ideas: Credo’s story broadens out The bear case on Credo, that it was overly-reliant on Amazon, falls apart as its revenue opportunity broadens out. Also, how Snowflake came back. https://t.co/7IyNEptIfb $CRDO $SNOW https://t.co/SIUClnmqsa

Wall Street’s Best Ideas: Renewables are a haven in the budget bill Despite scary language for solar and other renewables in the White House budget bill making its way through the Senate, the trend may remain favorable for Nextracker, SolarEdge. Plus, reasons to like Coherent, https://t.co/CCMxnl2OTY

Wall Street’s Best Ideas: A happy story in which Arista and everyone else benefits Both Arista and Nvidia can thrive in a world of AI networking even as they go head to head in some cases. There’s also plenty of opportunity for Cisco, Ciena and Celestica. https://t.co/ZuOGgMMiqG

Tech has really rebounded this month, lifting the TL20 group of stocks to consider, including Nvidia, by 22%. Year to date, the TL20 is up six percent. The returns from every rebalancing of the TL20 also beat the Nasdaq and the S&P 500. The idea is simple: invest in the best https://t.co/1bge656SoV

Nvidia: The numbers are becoming staggering Price targets are zooming again for Nvidia despite a rare miss with its revenue forecast. The company has deftly handled the fears about its Blackwell chips and the fears about losing China business, and the numbers the Street is https://t.co/g1HKixXk8e

Wall Street’s Best Ideas: Don’t expect much upside for Nvidia It’s simply gotten harder for Nvidia to beat expectations by a wide margin, even though it remains the best contender in a very vibrant market. Plus, reasons to like Box, and why Okta, Photronics and Semtech are https://t.co/onvA7iVrFF

Wall Street’s Best Ideas: Salesforce covers lack of growth with Informatica The payoff to Salesforce of spending eight billion dollars on Informatica is going to take some time, even the bulls acknowledge, while bears point to a lack of growth at Salesforce itself as the primary https://t.co/R1JrNYaomy

Snowflake again shows software is having a revival Snowflake’s shares jumped for the third quarter in a row as every metric in its earnings report that mattered sped up from past results. Since the first turn for the software industry in November, the trajectory looks good. https://t.co/JJqToprlxM

Wall Street’s Best Ideas: Tesla, prepare to be decimated by China It’s only a matter of time before Tesla faces very tough competition from Xiaomi and other Chinese EV stars, according to one of Tesla’s biggest bulls. Plus, who wins in the Nvidia-AMD-Broadcom-Marvell AI battle, https://t.co/3IT8fXNEcE

Wall Street’s Best Ideas: Pondering Nvidia’s move to open up The Street is debating the meaning of Nvidia’s opening-up of its chip-connection technology. Plus, there are reasons to reconsider beaten-down Semtech and Marvell, there are good vibes for Analog Devices’s earnings https://t.co/n8iH6IhXZH

RT @7Innovator: My conversation with the brilliant @TiernanRayTech about what the future might hold for quantum computing (May 2022): $QUB…

Applied Materials remains a tricky moving target It’s been very hard for the Street to find the right price target for the enormous business of Applied Materials, linked as the business is to so many global economic trends. Meantime, its stake in BE Semiconductor is up https://t.co/BOEZnmbWvY

Wrestling anew with CoreWeave’s huge spending CoreWeave’s first report as a public company showed profitability will take a back seat to spending to support revenue growth. What you think about that divides the bulls and the bears. Plus, Cisco’s decent results mean the stock https://t.co/hUXCThQ1JS

Absci’s big moment The entry into Phase I trials of a de novo generative AI drug by Absci is something of a landmark. It’s a promising start to a very long journey. “We’re excited to become a clinical-stage biotech company,” says McClain. “It’s exciting from an AI drug https://t.co/9SM24sxuMQ

Please enjoy my interview with Fastly CEO Todd Nightingale Fastly CEO: ‘It’s a buy’ For years, the industry known as content delivery networks, or CDNs, was a valley of tears for investors, with haphazard quarterly results and terrible stock returns. Last week’s report by https://t.co/jmFtpOFSKz