The Technology Letter

Tiernan Ray
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Tiernan Ray recaps the week’s developments among technology companies and tech stocks, and previews things to look for in the week ahead.

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  1. The TL Podcast for March 4th: Wall Street is bipolar

    4 MAR • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for March 4th: Wall Street is bipolar

    The Citrini letter is another example of how the Street swings from one extreme to another. Today’s fantasizing about AI dis-intermediating everything is the mirror image of the fantastical price targets for software back in 2021. The Citrini folks expect way too much from the very flawed technology of AI just as Wall Street built a house of straw in 2021 by relying on non-GAAP measures such as “remaining performance obligation” to justify exorbitant stock prices.

    49 min
  2. The TL Podcast for February 15th: Catching up with American Superconductor

    16 FEB • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for February 15th: Catching up with American Superconductor

    Daniel Patrick McGahn, CEO of American Superconductor, AMSC, once again sits down for a special podcast episode. He talks with me about his company’s expanding opportunities modernizing the electoral grid, and about the recent acquisition of Brazil’s Comtrafo, which heralds AMSC’s entrance into Latin America. “The problems of the grid that we solve are going to be persistent for a very long time. And we're in a unique position to take advantage of that.” McGahn reflects on Microsoft’s apparent interest in superconducting technology for days centers. “It’s nice to see that our core technology is starting to be valued by certain potential customers and constituents.”

    50 min
  3. The TL Podcast for February 9th: Eye of the storm for software

    9 FEB • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for February 9th: Eye of the storm for software

    Software stocks continue to face a very unfriendly market. Shares of Monday dot com plunged on Monday after the company’s outlook disappointed, while software giant Workday is bringing back co-founder Aneel Bhusri as it struggles to deliver the growth the Street is looking for. On a happier note, Dynatrace got a pop on a positive earnings report, and AppLovin got some positive marks from Citigroup. This week’s raft of software reports from Datadog, JFrog and others will test investors’ patience with the group. FOR A LIMITED TIME, NEWSLETTER SUBSCRIPTIONS ARE ONLY $1/WEEK

    29 min
  4. The TL Podcast for February 4th: Software’s despair spreads to chips

    5 FEB • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for February 4th: Software’s despair spreads to chips

    Software is in its worst spot in history, at least to judge by the iShares software ETF, the IGV. Software is no longer the “growth leader,” according to one analyst. But now the pain has spread to chips stocks as well. Also, the poetic justice of the OpenClaw+MoltBook uproar.

    58 min
  5. The TL Podcast for January 26th: Only gold rush companies

    26 ENE • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for January 26th: Only gold rush companies

    Last week saw sharp declines in anything that wasn’t chips and chip equipment, the so-called “gold rush” companies, the “picks and shovel” vendors building the artificial intelligence infrastructure. Heading into earnings season, people still don’t trust the companies selling the AI software such as Snowflake.

    45 min
  6. The TL Podcast for January 20th: What’s the bear case?

    22 ENE • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for January 20th: What’s the bear case?

    Predictions have been made for trillions of dollars in spending between now and the end of the decade to build AI data centers. It’s probably the case that funding and construction won’t come anywhere near that. While that still leaves plenty of business for Nvidia, it means the most bullish estimates will be disappointed.

    53 min
  7. The TL Podcast for January 11th: A happy ending for AI?

    12 ENE • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for January 11th: A happy ending for AI?

    Costs keep spiraling higher to run artificial intelligence, which is great for Micron Technology. The big question this year is whether any of the companies running this stuff will see any actual benefit. Plus, exploring Nvidia’s effect on the life sciences, the craze for nuclear power, and the remote prospects of “DNA storage” of data.

    1 h y 11 min
  8. The TL Podcast for December 18th: Profit eroded amidst the AI hoopla

    19/12/2025 • SÓLO PARA PERSONAS CON SUSCRIPCIÓN

    The TL Podcast for December 18th: Profit eroded amidst the AI hoopla

    Broadcom, Oracle, Dell and even Nvidia are grappling with the profit erosion hanging over their artificial intelligence sales. Micron Technology is the sole profit bright spot, as its margins go higher on rising prices, but also as a result of being in a structurally better place than it has been at any time in its history.

    34 min
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Tiernan Ray recaps the week’s developments among technology companies and tech stocks, and previews things to look for in the week ahead.

Información

  • Creador
    Tiernan Ray
  • Años de actividad
    2022 - 2026
  • Episodios
    124
  • Clasificación
    Apto
  • Copyright
    © Tiernan Ray LLC 2024
  • Mostrar sitio web
    The Technology Letter
  • Proveedor
    The Technology Letter

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