Category Archives: Tech Letter

Joby On The Right Side Of History

Flying taxis are here in 2026 and not going away. This has the potential to remake the transportation tech industry in ways you have never seen. There are a lot of moving parts, so it isn’t certain they will wipe out this company or that company. Joby Aviation is marching toward launching its electric vertical takeoff […]

The Steady Hand Of Micron

Sometimes you have to go with what is working and what is the real backbone of AI infrastructure. Memory—high-performance chips that store and process massive datasets. That is what’s working, and don’t overcomplicate it. If you’re eyeing a quick play in the AI boom, here is why buying Micron (MU) could pay off handsomely over […]

Microsoft On Discount

Microsoft (MSFT) stock got hit pretty hard because investors are concerned about the AI narrative. That’s been one of the big worries about big tech. Can tech deliver the goods for AI or not? But let’s cut through the noise: the company delivered a solid beat, with cloud revenue hitting $51.5 billion and earnings per […]