HeyJaredThe Tech Investor
The Tech Investor simplifies cutting-edge technologies and explores the various companies driving the industry, providing a foundation for more informed investment decisions.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 12, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 18, 2026
Latest issues
Oracle Q1 FY27: Execution Up, Conviction Still Missing (opens the original)
Read excerpt
Equity markets have remained stable despite the global bond sell-off. The Fed is faced with an important decision: hike rates or keep them as is? The most likely outcome is a hike, but let’s see. In our world of Tech, the NASDAQ has been moving sideways, hovering above $26k. One of the worst-performing AI-related businesses, Oracle, reported earnings for their first fiscal quarter, which kept markets happy, but the move was faded. currently sits at -~23% YTD whilst the NASDAQ is up ~11%. I’ll be
One Squeeze, Two Outcomes: Nvidia & Marvell 2Q FY27 Earnings (opens the original)
Read excerpt
Hello hello everyone! I’m back from LA and ready to go for the final stretch of the year. It’s bound to be a busy end to the year with geopolitical conflicts still ongoing, midterm elections, rate hikes (?) and the continued spotlight on AI.Equity markets have moved somewhat sideways from when I last wrote. It’s very much in summer grind mode, and Nvidia earnings were not enough to send the wider market soaring. However, in isolation, investors were pleased with Nvidia’s latest earnings, and tha
The Gap and the Moat: AMD and Arista 2Q26 (opens the original)
Read excerpt
The bulk of earnings season has wrapped up with only a few heavy hitters remaining. This earnings season has broken profit margin records across the S&P 500, with net margins hitting their highest level since FactSet started tracking the metric in 2009. I'd expect nothing less in a bull market. Liquidity thins during August as many investors are on holiday, including myself (not that I'm big enough to move the market). I'm personally adding a few more chips into some of the laggards given a some
Meta 2Q26 and Microsoft 4Q26: Different Sides of the Same Card (opens the original)
Read excerpt
Hello everyone! I hope you’ve all been keeping well. I was away last weekend therefore, I couldn’t write about Google’s earnings, but long story short, I’m looking for opportunities to add. Elsewhere, it’s been quite a crazy week. Tech stocks started the week continuing to bleed, but Thursday brought some signs of optimism following Microsoft’s results (which I will cover). The SOX index is in a local bear market, judging from the daily chart, as it makes lower lows and lower highs. Nevertheless
ASML and TSMC 2Q26: The Gap Is Too Big to Close (opens the original)
Read excerpt
First and foremost, thank you to everyone who has subscribed and taken the time to read my articles. The Tech Investor has hit 10k subs! I have loved every minute of the journey, and I’m grateful that people take the time to read my opinions and views. This is only the beginning!Earnings season has kicked off this week with TSMC & ASML, the more notable names reporting, which will be the topic of today’s article. However, this week’s been a big red week for tech, especially semiconductors. The $
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.