Archive - Thinking Tech Stocks

Affirm (AFRM) Goes Mainstream: From Stripe Partnership to S&P 500 Aspirations

Affirm may have started as a Silicon Valley upstart, but it is rapidly becoming a household name in how people pay.

Aug 15 •

Thinking Tech Stocks

July 2025

Affirm (AFRM) and the Costco-Sized Boost to Its Growth Story

Affirm, the fintech company best known for its "buy now, pay later" (BNPL) service, recently secured a significant partnership with retail giant Costco…

Jul 8 •

Thinking Tech Stocks

Datadog (DDOG): From Cloud Watchdog to S&P 500 and the AI Security Frontier

Datadog's stock spiked 15% today after news broke that the cloud-monitoring specialist will be added to the S&P 500 index.

Jul 3 •

Thinking Tech Stocks

June 2025

NVMI (Nova Ltd.): Why Semiconductor Metrology and a Middle East Ceasefire Lifted the Stock

Tuesday's quiet rally in tech shares felt like watching a slow sunrise: unexpected for some, overdue for others.

Jun 25 •

Thinking Tech Stocks

Datadog Bets Big on AI to Extend Its Lead in Cloud Monitoring

In the past year, Datadog has steadily expanded its platform with several AI-driven features designed to address both emerging generative AI…

Jun 17 •

Thinking Tech Stocks

Pure Storage (NYSE: PSTG) is emerging as a pivotal player in the AI infrastructure boom

Pure Storage (NYSE: PSTG) is emerging as a pivotal player in the AI infrastructure boom, thanks to its FlashBlade//EXA data storage platform and a…

Jun 13 •

Thinking Tech Stocks

Commoditizing the Petaflop: AMD ($AMD) in the AI Arena

For years, NVIDIA's graphics chips dominated artificial intelligence workloads, thanks largely to superior software support.

Jun 12 •

Thinking Tech Stocks

AMD (AMD): The open-source container engine quietly powering the chipmaker's next decade of growth

Advanced Micro Devices has discovered an old truth hiding in new silicon: if you make the software easy, the hardware sells itself.

Jun 11 •

Thinking Tech Stocks

Tesla, Inc. (TSLA): Betting the Farm on Robots While Cars Stall

TSLA stands atop the electric vehicle market at extreme valuation multiples, yet much of its premium hinges on the success of future robotics and AI…

Jun 8 •

Thinking Tech Stocks

AMZN: Why Amazon.com, Inc. Is the Crown Jewel of the Magnificent Seven

Amazon.com, Inc.

Jun 8 •

Thinking Tech Stocks

SPDR S&P 500 ETF Trust (SPY): How Rising Bond Yields May Reshape Equity Valuations

SPDR S&P 500 ETF Trust (SPY) stands as a leading proxy for U.S.

Jun 6 •

Thinking Tech Stocks

Is LULU the Canary? Why lululemon athletica inc. (LULU) Drop Signals Wider Retail Risk

LULU plunged 20% today after lululemon athletica inc.

Jun 6 •

Thinking Tech Stocks

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