The hottest Tech Stocks Substack posts right now

Readers can submit burning questions for a reader mailbag in 2024
The world of venture capital and startups has seen major changes in the new year
Options given for submitting questions include leaving a comment, tweeting, or using a Google form

Peter Thiel emphasizes the importance of future cash flows in valuing technology companies, projecting significant value from profits generated well into the future.
Interest rates, linked to Treasury bond yields, affect stock valuations by altering discount rates for future cash flows, particularly impacting tech stocks with high growth expectations.
Implementing trading strategies based on spreads and RSI signals between tech stocks (like QQQ) and Treasury bonds (like TLT) can show variations in returns, with opportunities for leveraging and rule adjustments to potentially improve performance.

Broadcom is heavily invested in the semiconductor industry, focusing on AI infrastructure, disclosing that opinions expressed are personal, based on public info and not financial advice.
The market is transitioning to Network Interface Cards (NIC) being tiny computers with CPUs, logic, and accelerators, a shift away from Broadcom's current direction.
Broadcom presents debates on Ethernet vs. Infiniband, criticizes Infiniband, and shares potentially misleading information, contributing to confusion in the market.

The recession that has been expected is delayed, and there are indications that the economy continues to grow.
Inflation is decreasing, and the Federal Reserve aims to maintain this trend through its monetary policy.
The technology sector has seen a resurgence in 2023, particularly in big tech companies and AI developments.

Blitzscaling in tech leads to high valuations and rapid growth without immediate profitability, creating potential for massive crashes when unsustainable models are exposed.
Tech companies often lack clear paths to profitability, growing on funding alone. When market conditions shift, these companies can implode quickly, impacting investors.
Investing in tech involves a game of passing the hot potato, where VCs aim for profitable exits even if the invested companies are unsustainable. This dynamic can lead to losses for unsuspecting retail investors.

Get a weekly roundup of the best Substack posts, by hacker news affinity:

Cybersecurity stocks have seen significant growth in just a year, with some major stocks more than doubling.
The rise of AI, particularly large language models, is predicted to have a greater impact on human development than past technological advancements like the internet and electricity.
Investors, security buyers, and industry pundits need to adapt to the technological expansion ahead and be prepared for significant changes in various sectors.

Big Tech companies showed mixed performance last week, with some like Amazon and Google doing well, while others like Nvidia and Tesla fell. It seems hard to predict a solid trend right now.
Valuation for software companies often relies on revenue multiples, especially since many aren’t profitable yet. This helps investors compare companies within the same industry.
Growth metrics matter a lot; high-growth software firms have higher valuations compared to slower-growing ones. This shows how investors are willing to pay more for potential future success.

Silicon Valley thrives on a sense of futurity for tech companies' valuations and success.
The tech recovery of 2023 saw significant rebounds in stock value for major companies.
Investors and executives in tech enjoy stories of future profits to sustain high valuations, even amidst challenging market conditions.

The analysis of US technology stocks being in a bubble is crucial as historical data showed the tech sector's previous dramatic drop, which took over 15 years to recover from, making it a significant risk for investors.
The current market scenario, with factors like Quantitative Easing and heavy government intervention, makes a complete repeat of the past bubble unlikely. However, even a 20-30% drop could be painful for investors, given the high levels of capital at risk.
US households now hold nearly 50% of equities in their portfolios, similar to the levels seen in the early 2000s, raising concerns about the amount of capital exposed. Examining historical measures and leading indicators will be key to determine if US tech stocks are overvalued or in a bubble.

Snap focuses on online advertising, which means most of its money will come from ads rather than selling products. They aim to keep users engaged to boost ad revenue.
The main audience for Snap is younger users who like visual content. They plan to continue tailoring their app to be attractive for this demographic.
Snap wants users to spend more time on their platform instead of just growing their user numbers. They believe that keeping users engaged is more valuable than simply having a lot of users.

Valuation is important: Understanding a company's worth helps you make smarter investment decisions. It's key to know when to buy or sell based on value, not just price movements.
Flexibility in investment strategies: Don't stick to strict rules about which stocks to buy. Being open to investing in different sectors, even risky ones, can lead to good opportunities at the right price.
Timing matters: Instead of just holding onto great companies forever, sell when their price goes too high compared to their value. Staying aware of market changes can help you maximize profits.