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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.

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,

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. thetechnologyletter.com/the-posts/wall… $CRDO $SNOW

TL20 hits a new all-time high, up 190% Investing in the best companies at a reasonable valuation is a strategy for vastly outperforming the market. thetechnologyletter.com/the-posts/tl20…

Please enjoy my interview with Innodata CEO Jack Abuhoff Innodata CEO: A year of transformation Investors fret over how fast Innodata’s brilliant opportunity in AI will unfold with each of its giant tech customers. Founder and CEO Jack Abuhoff says steady progress each quarter

Wall Street’s Best Ideas: MongoDB out of its slump, Micron’s brilliant prospects MongoDB has beaten a two-year slump in its database business, but what’s the right price for its stock? Plus, the silver lining in Ciena’s mixed results, and an amazing opportunity for Micron in

Broadcom’s opportunity indeed broadens out Broadcom’s CEO, Hock Tan, confirms the business of building custom AI chips, “XPUs,” is broadening out because of “inference.” That could make AI chips two thirds of next year’s total chip revenue for the company, which would be very

Please enjoy my interview with Pure Storage CEO Charlie Giancarlo. Pure Storage CEO: The software story evolves For data storage vendor Pure Storage, a steady stream of new software features is pushing a stodgy corner of IT ever deeper into the software-as-a-service realm.

Wall Street’s Best Ideas: Very mixed vibes for Oracle Oracle reports Wednesday following two disappointing quarters in a row. Will there be any Stargate surprise? Plus, Qualcomm’s bid to rival Broadcom in the data center, stepping away from Elon Musk’s baggage, and the ho-hum

Wall Street’s Best Ideas: Is Intel riding the pre-tariff panic buying? A flurry of clues as to why Intel is surging, but no smoking gun. And why Dynatrace is your better bet in “observability” than Elastic. thetechnologyletter.com/the-posts/wall… $INTC $AMD $DT $ESTC

Wall Street’s Best Ideas: Unanimous approval for Hinge’s AI in medicine Hinge, which is pioneering virtual physical therapy, is like a software company but its stock is trading below most valuations, making it a hit with the analysts initiating coverage. Plus, CoreWeave’s

Wall Street’s Best Ideas: Marvell delights the AI crowd Chip-maker Marvell Technology wowed the Street with its presentation of its custom-AI-chip-making ability, and the biggest coup was probably getting everyone not to talk about Broadcom at all. Plus, how AI will affect

The TL Podcast for June 23rd: Tech runs merrily toward the tariff cliff Everything is going right with the major themes of tech, including the rebound in the semiconductor market that is propelling companies such as Indie Semiconductor, and the continued health of AI propelling

Wall Street’s Best Ideas: A preference for Waymo rather than Tesla’s robo-taxi The very limited roll-out of Tesla’s self-driving taxi in Austin, Texas on Monday seems to have impressed very few, with the conventional wisdom being that Google’s Waymo already has achieved

The TL20 group of stocks to consider is hitting new highs, up over two hundred percent in three years. Would you be interested in buying an ETF of the TL20 if one existed?

Wall Street’s Best Ideas: Yes, S&P inclusion works modestly well Playing the S&P index changes can give a slight boost to your holdings but stock-picking still rules. Also, debating Chime’s FinTech and down-voting Elon Musk’s political ventures. thetechnologyletter.com/the-posts/wall… $DDOG

Wall Street’s Best Ideas: Suddenly asset-heavy CoreWeave has less appeal Artificial intelligence mavens CoreWeave have flipped the script, going “asset-heavy,” and not everyone’s thrilled about that. Plus, the fantasy valuation of Circle Internet’s stablecoin dreams.

Wall Street’s Best Ideas: Nvidia’s still a value Nvidia’s valuation multiples are lower than the recent past even as it is the first of any stock to reach four trillion dollars in value. Also, they keep making very large AI predictions for Microsoft’s revenue, and a bet on Bloom

The TL Podcast for July 14th: Nvidia and other all-time highs Nvidia, Texas Instruments and Microsoft are among stocks hitting new all-time highs. Plus, what to do with CoreWeave and Circle, and an interview with one of the sharpest fund managers in tech.