Frightful Five

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NEWBookmarkLockedFalling Tech's Frightful 5
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martyc 11 85 by martyc
Dec 9, 2017 17:20:31 GMT -6
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NEWBookmarkLockedFalling Home Strategy
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martyc 11 650 by martyc
Jun 16, 2017 17:57:01 GMT -6
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NEWBookmarkLockedFalling Voice Recognition Accuracy
martyc 8 330 by martyc
Aug 22, 2017 6:08:40 GMT -6
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NEWBookmarkLockedFalling R&D Spend tracking
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martyc 13 3,209 by martyc
Nov 2, 2017 17:02:22 GMT -6
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NEWBookmarkLockedFalling These companies have very different focuses
martyc 1 160 by martyc
Nov 14, 2017 8:49:21 GMT -6
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NEWBookmarkLockedFalling Quantum Computers
martyc 5 72 by martyc
Dec 14, 2017 8:18:26 GMT -6
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NEWBookmarkLockedFalling Tax Reform Act Impact
martyc 7 261 by martyc
Dec 4, 2017 14:15:42 GMT -6
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NEWBookmarkLockedFalling Data Center
martyc 1 70 by martyc
Nov 22, 2017 9:40:20 GMT -6
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NEWBookmarkLockedFalling Group article
martyc 0 7 by martyc
Nov 12, 2017 7:53:17 GMT -6
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NEWBookmarkLockedFalling Investment returns
martyc 3 203 by martyc
Oct 12, 2017 8:39:04 GMT -6
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NEWBookmarkLockedFalling Blockchain as a Service BaaS
martyc 8 330 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 15 262 by martyc
Sept 5, 2017 6:34:22 GMT -6
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NEWBookmarkLockedFalling App Stores Market info
martyc 2 138 by martyc
May 30, 2017 9:33:13 GMT -6
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NEWBookmarkLockedFalling BIll Gates still mixing is up at Microsoft
martyc 0 145 by martyc
Feb 16, 2017 9:08:46 GMT -6
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NEWBookmarkLockedFalling Google Moonshot projects cut back
martyc 3 71 by martyc
Feb 7, 2017 23:26:10 GMT -6
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NEWBookmarkLockedFalling Ann Winblad picks all Cloud
martyc 0 91 by martyc
Feb 7, 2017 13:42:36 GMT -6
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NEWBookmarkLockedFalling Partnership on #AI
martyc 4 143 by martyc
Jan 27, 2017 14:03:35 GMT -6
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NEWBookmarkLockedFalling Million-dollar babies
martyc 0 133 by martyc
Jan 26, 2017 19:25:39 GMT -6
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NEWBookmarkLockedFalling The race to monetize AI is on
martyc 1 135 by martyc
Dec 10, 2017 8:06:43 GMT -6
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NEWBookmarkLockedFalling MSFT vs GOOG understanding images with machine learning
martyc 0 115 by martyc
Sept 23, 2016 10:27:46 GMT -6
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NEWBookmarkLockedFalling Now You Too Can Buy Cloud-Based Deep Learning
martyc 0 145 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 0 135 by martyc
Sept 17, 2016 15:59:17 GMT -6
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NEWBookmarkLockedFalling Microsoft vs Google Who leads AI Race?
martyc 0 133 by martyc
Sept 17, 2016 11:25:13 GMT -6
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NEWBookmarkLockedFalling NYT evaluation Jun16
martyc 0 148 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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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
martyc: I can't figure out how best to play this. QCOM back to where I sold Friday. NXPI I still own and rallying cause it may break up? Nov 6, 2017 10:57:48 GMT -6
martyc: Sure looks like it will be interesting to watch. $70 hostile Nov 6, 2017 7:34:45 GMT -6
Under: Offer on the table for QCOM. 60 in cash 10 in shares seems low. Would be willing to sell at 80. Nov 6, 2017 6:50:15 GMT -6
martyc: I decided to sell before close tho it sure looks like a real offer is coming Nov 3, 2017 18:48:39 GMT -6
Under: $QCOM up nice on rumor! Nov 3, 2017 15:07:54 GMT -6
martyc: Market is brutal these days with poor guides. Just have to pick the right ones to ride. Nov 2, 2017 20:54:41 GMT -6
Under: Beat and in-lines with poor guidance is bringing some opportunities. Nov 2, 2017 14:48:53 GMT -6
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