Category Archives: Tech Letter

Why Employment Numbers Won’t Kill The Tech Sector

Nonfarm payroll totaled a seasonally adjusted 73,000 for the month, below even the meager Dow Jones estimate for a gain of 100,000. Employment numbers are weakening fast, but this doesn’t really mean much for tech stocks. Why? Tech companies ($COMPQ) have been cutting American staff left and right and shipping the bulk of these jobs […]

Meta Gears Up For Super Artificial Intelligence

CEO of Meta (META) Mark Zuckerberg announced that we are getting closer to Super AI. It means his team is making progress. Meta is infamously playing catch-up after a botched Llama 4 model didn’t make the cut. Now, Zuck is spending big bucks and plans to spend $72 billion in infrastructure this year related to […]

E.U. Trade Deal A Green Light For American Tech Stocks

EU investments in U.S. infrastructure, particularly in AI, semiconductors is bullish for the American tech sector. American tech companies ($COMPQ) cleaned up in this lopsided trade deal between Europe and the U.S. 16 years ago, the EU and US economies were neck and neck, and the EU continues its suicide mission into oblivion. There has […]