viktor69

Any thoughts after SFIX results and the resulting massive correction? To me this looks like an opportunity for the long-term[...]

looks like, from the technical perspective, it is filling a gap just under $17[...]

The cloud is also made of hardware and software, parts of it made by Cisco, isn't it? Also, using more the cloud means increased traffic hence the need for more and better networking equipment[...]

Discord is really great as a product and catching up fast with the young and innovative (my sons are both into gaming and into discord), I hope they'll become public. Good idea with a discord channel for the irregulars btw[...]

Travis, any idea what cause GAN to drop 9.5% yesterday? Maybe this could be an opportunity to enter?[...]

Surely telemedicine is here to stay, it is still in its infancy and technology will provide many more enablers which will adding to the cost advantage. If Tdoc or others will dominate nobody knows, yaboo was once dominating the internet space...[...]

I have first hand experience from a Telecom vendor as well as working with Finnish software developers for the last three years and have several colleagues who worked for Nokia. Quick turn-around is 100% N/A in their case, they have a culture which just do[...]

I've been in the industry for the last 20 + years, 5G will be very profitable for Ericsson and Nokia only if Huawei do not steal their cake as it happened with 3G and 4G. This is largely a political issue hence quite speculative[...]

Anyone owns CHGG or knows more about this leader in distance learning?[...]

I found about it this week but I m not a subscriber so I can t say fir sure...I m holding ZBH in the same sector but GMED is also interesting[...]

Apparently David Garner has a new buy recommendation: Globus Medical (GMED)[...]

FWIW Akamai (AKAM) is the technology leader in both CDN (Fastly) as well as in network Security (Cloudflare).[...]

Any thoughts on OR? It seems it can t go back up like SAND did after March 23rd...[...]

can you share some evidence to back up this vit C therapy?[...]

Dr KSS was right on this one![...]

Casey's guys are mostly wrong, like 90% of the time - no statistics behind, maybe Travis has smthng[...]

KURE is another ETF choice, quite similar to CHNA but a bit lower expense ratio: 0.65% vs 0.79%[...]

ANETs story resembles a lot NVDAs weakness during the past months, although ANET seems to be a lot more dependant on a few, large customers. @Travis, at what price level would you be interested in getting back into ANET?[...]

not sure if any management would do a better job, the industry is basically captured by Huawei who are backed very strongly by China. 5G specific: Chineze government has decidd not to charge for licenses in China which has given their network operators and[...]

I don't own Nokia (but I do Ericsson) yet I think there is more juice in it: 5G spectrum licenses haven't been awarded in Europe and EU's cybersecurity risk assessment (released on OCT-9th) is emphasizing the security risks and their salience in making 5G [...]