Thinking Tech Stocks
Subscribe
Sign in
Home
Notes
My Portfolio
Portfolio Updates
About
Latest
Top
Discussions
Pelosi reveals bullish bet on $UBER
Uber stock, UBER, Uber stock analysis 2026, Uber investment thesis, robotaxis, autonomous vehicles, Waymo, Uber Autonomous Solutions, self-driving cars…
19 hrs ago
•
Thinking Tech Stocks
2
1
Microsoft Stock Pullback: Record AI Growth and the Hidden Xbox Strategy
Microsoft stock analysis, MSFT stock, Microsoft AI revenue, Azure cloud growth, Michael Burry Microsoft investment, Bill Ackman MSFT, Microsoft capital…
Jul 1
•
Thinking Tech Stocks
2
1
2
June 2026
The AI Hardware Trade Is Exhausted. Where Smart Money Is Moving Next: $MSFT, $META, $AMZN
AI stock rotation, data center supply chain, co-packaged optics, CPO market, semiconductor stocks, AI infrastructure investing, tech stock valuation…
Jun 29
•
Thinking Tech Stocks
4
1
$AUO: The Taiwanese Duo Betting That MicroLEDs Will Kill the Laser for data transmission up to 10 meters.
MicroLED, co-packaged optics, CPO, CPO 2.0, AUO Corporation, Ennostar, optical interconnects, AI datacenters, AI infrastructure, datacenter hardware…
Jun 22
•
Thinking Tech Stocks
1
1
The Island Building Your Next Computer: Inside Taiwan’s AR Glasses Supply Chain
$AUOTY - AUO CORP
Jun 15
•
Thinking Tech Stocks
2
1
The Screen Inside Your Smart Glasses: Why AR Runs on LCoS Today and MicroLED Tomorrow
AR glasses display technology, LCoS vs MicroLED, Liquid Crystal on Silicon, MicroLED AR glasses, AR optical engine, smart glasses hardware, Avegant…
Jun 13
•
Thinking Tech Stocks
3
2
The AI Voice Revolution: How Twilio, Bandwidth, RingCentral, and SoundHound Are Rebuilding Enterprise Communications
AI voice, voice AI, enterprise communications, cloud communications, agentic AI, artificial intelligence phone calls, conversational AI, Twilio, TWLO…
Jun 11
•
Thinking Tech Stocks
2
1
The $3 Trillion Reckoning: How OpenAI, SpaceX, and Anthropic Will Make or Break the Market
SpaceX IPO, OpenAI IPO, Anthropic IPO, tech IPOs 2026, AI stocks, artificial intelligence investing, SpaceX valuation, OpenAI revenue, Anthropic going…
Jun 9
•
Thinking Tech Stocks
2
1
AR Glasses, The Next Computing Frontier: Why Tim Cook Chose John Ternus to Lead Apple
Apple AR glasses, Apple smart glasses, Apple AI glasses, Apple Glass 2027, Apple Glass 2029, John Ternus Apple glasses, John Ternus CEO
Jun 8
•
Thinking Tech Stocks
3
1
Trump’s AI Executive Order Sparks Federal Cybersecurity Spending: A Look at CRWD, FTNT, OKTA, and AKAM
Cybersecurity stocks, AI security, Federal cybersecurity spending, AI executive order, Cybersecurity market growth, CrowdStrike stock (CRWD), Fortinet…
Jun 4
•
Thinking Tech Stocks
1
1
The Trump Solar Paradox: How Anti-Solar Policy May Be Building America's Strongest Solar Industry
US solar manufacturing, FSLR, NXT, TE, TAN, Section 45X, FEOC compliance, solar tariffs, AI data center electricity demand, utility-scale solar, solar…
Jun 1
•
Thinking Tech Stocks
1
May 2026
$QCOM: Qualcomm, The AI Semiconductor Late Bloomer Wall Street Missed
QCOM stock analysis 2026, Qualcomm edge AI investment thesis, undervalued AI chip stocks, Qualcomm data center ASIC
May 28
•
Thinking Tech Stocks
1
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
