Frightful Five

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NEWBookmarkLockedFalling Tech's Frightful 5
martyc 12 159 by martyc
Dec 21, 2017 8:42:56 GMT -6
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NEWBookmarkLockedFalling Home Strategy
martyc 11 708 by martyc
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martyc 8 347 by martyc
Aug 22, 2017 6:08:40 GMT -6
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NEWBookmarkLockedFalling R&D Spend tracking
martyc 14 5,143 by martyc
Feb 5, 2018 18:53:35 GMT -6
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NEWBookmarkLockedFalling These companies have very different focuses
martyc 1 181 by martyc
Nov 14, 2017 8:49:21 GMT -6
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NEWBookmarkLockedFalling Quantum Computers
martyc 6 128 by martyc
Jan 28, 2018 9:40:18 GMT -6
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NEWBookmarkLockedFalling Cloud Machine Learning
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Jan 21, 2018 18:10:40 GMT -6
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NEWBookmarkLockedFalling Tax Reform Act Impact
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martyc 16 450 by martyc
Jan 19, 2018 9:04:16 GMT -6
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NEWBookmarkLockedFalling Data Center
martyc 4 179 by martyc
Jan 3, 2018 5:41:42 GMT -6
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NEWBookmarkLockedFalling Net neutrality
martyc 6 72 by martyc
Dec 24, 2017 9:56:28 GMT -6
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NEWBookmarkLockedFalling Group article
martyc 0 17 by martyc
Nov 12, 2017 7:53:17 GMT -6
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NEWBookmarkLockedFalling Investment returns
martyc 3 229 by martyc
Oct 12, 2017 8:39:04 GMT -6
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NEWBookmarkLockedFalling Blockchain as a Service BaaS
martyc 8 474 by martyc
Sept 11, 2017 10:38:05 GMT -6
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NEWBookmarkLockedFalling The End of nonGAAP Earnings?
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martyc 15 302 by martyc
Sept 5, 2017 6:34:22 GMT -6
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NEWBookmarkLockedFalling App Stores Market info
martyc 2 153 by martyc
May 30, 2017 9:33:13 GMT -6
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NEWBookmarkLockedFalling BIll Gates still mixing is up at Microsoft
martyc 0 185 by martyc
Feb 16, 2017 9:08:46 GMT -6
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NEWBookmarkLockedFalling Google Moonshot projects cut back
martyc 3 81 by martyc
Feb 7, 2017 23:26:10 GMT -6
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NEWBookmarkLockedFalling Ann Winblad picks all Cloud
martyc 0 114 by martyc
Feb 7, 2017 13:42:36 GMT -6
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NEWBookmarkLockedFalling Partnership on #AI
martyc 4 173 by martyc
Jan 27, 2017 14:03:35 GMT -6
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NEWBookmarkLockedFalling Million-dollar babies
martyc 0 159 by martyc
Jan 26, 2017 19:25:39 GMT -6
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NEWBookmarkLockedFalling The race to monetize AI is on
martyc 1 160 by martyc
Dec 10, 2017 8:06:43 GMT -6
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NEWBookmarkLockedFalling MSFT vs GOOG understanding images with machine learning
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Sept 23, 2016 10:27:46 GMT -6
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NEWBookmarkLockedFalling Now You Too Can Buy Cloud-Based Deep Learning
martyc 0 178 by martyc
Sept 17, 2016 17:10:54 GMT -6
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NEWBookmarkLockedFalling Machine learning front and centre of R&D for Microsoft and G
martyc 0 158 by martyc
Sept 17, 2016 15:59:17 GMT -6
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NEWBookmarkLockedFalling Microsoft vs Google Who leads AI Race?
martyc 0 174 by martyc
Sept 17, 2016 11:25:13 GMT -6
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NEWBookmarkLockedFalling NYT evaluation Jun16
martyc 0 179 by martyc
Sept 17, 2016 10:47:57 GMT -6

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Frightful Five
Companies investing heavily in the #IoT drivers
$AMZN $AAPL $FB $GOOGL $MSFT
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martyc: Looks like we should have! Feb 22, 2018 10:27:29 GMT -6
Gene Editing: SGMO CC tomorrow do we expect a deal ? Feb 20, 2018 23:40:36 GMT -6
Under: Marty..head south and golf some. Great job! Jan 5, 2018 17:43:55 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5090750-core-investment-approach-2018 Dec 26, 2017 12:45:26 GMT -6
Under: Been on the sidelines for a bit holding (building) cash. Now that "BIGLEY" has rolled out the tax plan its time to jump in. Dec 21, 2017 19:06:02 GMT -6
martyc: Looks like you are buying Msft again! Dec 15, 2017 11:23:29 GMT -6
martyc: The news that Trump called Rupert to congratulate him sure seems to indicate that this is heading to approval Dec 15, 2017 11:22:23 GMT -6
Under: DIS finally getting some traction.? Dec 14, 2017 17:08:45 GMT -6
martyc: I took an entry level position in DIS. Will add eventually to overweight when it becomes clearer that the deal will go thru. Can't believe how well positioned they will be. 60% Hulu. 20% of content watched on NFLX they can pull. More in thread Dec 14, 2017 11:05:16 GMT -6 *
Under: Great posts on $DIS Dec 13, 2017 17:50:49 GMT -6
Under: $ROKU Citron on a war path. Nov 28, 2017 15:11:20 GMT -6
martyc: Wrote a couple blogs on streaming content. This one is probably most useful seekingalpha.com/instablog/400846-marty-chilberg/5074802-direct-consumer-content-still-king Nov 21, 2017 18:57:38 GMT -6
Under: $HAS takeover bid for $MAT? Nov 10, 2017 16:16:07 GMT -6 *
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty? Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out Nov 9, 2017 7:08:53 GMT -6
Under: $ROKU pops AH Nov 8, 2017 17:07:56 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5067522-cloud-tracks-alphabet-q3-2017 Nov 7, 2017 12:32:02 GMT -6
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