Rob @TechStockRadar
Tech research/analysis. Former Rukeyser writer. Founder/Editor of Tech-Stock Prospector monthly report. Read the TSP Weekly Tech Stock Update on Substack. techstockprospector.substack.com Los Angeles Joined April 2008-
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$PSTG $NOW $MSFT $AAPL $GOOGL $ZS Tech-Stock Prospector Weekly Update--Sep 27 techstockprospector.substack.com/p/tsp-weekly-t…
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$WDAY $PANW $CRWD $MSFT $AAPL $MDB Tech-Stock Prospector Weekly Update--Sep 20 techstockprospector.substack.com/p/tsp-weekly-t…
$WDAY Elliott says it has a $2 billion+ stake in Workday, now one of the top holders finance.yahoo.com/news/elliott-i…
$AVGO $GTLB $RBRK $MSFT $TEAM $NTNX Tech-Stock Prospector Weekly Update--Sep 13 techstockprospector.substack.com/p/tsp-weekly-t…
$RBRK Rubrik beat & raise. FQ2 rev +51%, accel from +49% FQ1. Sub ARR +36% to $1.25 bil
$AVGO $BRZE $GOOGL $SNOW $U $PANW Tech-Stock Prospector Weekly Update--Sep 6 techstockprospector.substack.com/p/tsp-weekly-t…
$AVGO $ZS $SNOW $MDB $CRWD $GOOGL Tech-Stock Prospector Weekly Update--August 30 techstockprospector.substack.com/p/tsp-weekly-t…
$PSTG Pure Storage +31% on strong FQ2 report & FQ3 guide. Wrote about this a couple weeks ago. techstockprospector.substack.com/p/tsp-weekly-t…
$SNOW Snowflake FQ2 product rev +32%, above guide of +25%
$CRWD $MDB $SNOW $AAPL $NTNX $U Tech-Stock Prospector Weekly Update--August 23 techstockprospector.substack.com/p/tsp-weekly-t…
$PANW $WDAY $GTLB $PSTG $GOOGL $AVGO Tech-Stock Prospector Weekly Update--August 16 techstockprospector.substack.com/p/tsp-weekly-t…
$GTLB $MDB $FROG $OS $BRZE $CRM Some software names rebounding
$AAPL $GOOGL $MSFT $MNDY $HUBS $U Tech-Stock Prospector Weekly Update--August 9 techstockprospector.substack.com/p/tsp-weekly-t…
$PANW $CYBR $DDOG $MSFT $AAPL $MDB Tech-Stock Prospector Weekly Update--August 2 techstockprospector.substack.com/p/tsp-weekly-t…
$MSFT Microsoft FQ4 Azure rev +39% versus guide of +34% to +35%
$LITE Lumentum shares hit new 52-wk high, rallying 133% from April low techstockprospector.substack.com/p/lumentum-sha…
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