Category Archives: Tech Letter

High Expectations For Tech Stocks

The upcoming earnings season is a high-stakes considering the expensive nature of tech stocks. Tech stocks have ferociously spiraled higher after the April correction. In April, tech stocks weren’t ready for the barrage of tariffs levied on foreign countries. The selloff was short-lived, but sharp, and after that, we were off to the races. As […]

The Eyewear Pivot Nobody Saw Coming

Meta (META) migration into the eyewear business is a little bit of a head scratcher until peeling back the layers and really understanding what is going on. EssilorLuxottica’s agreement to prolong its long-term collaboration with Meta Platforms for the development of smart eyewear over the upcoming 10 years is a massive victory for Meta CEO […]

AI Is The Savior For Tech Stocks

Compassion for humanity – that’s all we need – this is the only trait corporate American needs for bosses like him to employ humans over AI filmmaker Tyler Perry. That’s all a tall order for corporate tech ($COMPQ) in Silicon Valley, which usually prefers not to prioritize compassion for humanity over profits. That’s bad news […]