Longer-term, the software space is a free-for-all, says GGV Capital’s Solomon
Glenn Solomon, GGV Capital, joins ‘TechCheck’ to discuss recent news around Broadcom, if Broadcom has the capacity to compete with peer companies and Solomon’s thoughts on Broadcom’s chief executive.
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TechCheck – May 20, 2022
TechCheck is home to the biggest stocks and boldest ideas in technology.
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Investors are looking for earnings revisions now, says Bernstein’s Stacy Rasgon
Stacy Rasgon, Bernstein senior semiconductor analyst, joins ‘TechCheck’ to discuss his outlook for the semiconductor space, if its odd that investors haven’t seen earnings revisions from companies and more.
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Apple’s VR and AR headset is on the way as the stock struggles in tandem with broader markets
CNBC’s Steve Kovach reports on Apple’s tough couple of weeks and recent product news.
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‘We’re actually considering adding to our Twitter position,’ says Ryan Jacob
Ryan Jacob, Jacob Asset Management chairman and CEO, joins ‘TechCheck’ to discuss why Jacob sees good value in some of the fallen SPAC deals, how he is determining where to invest and his current investing playbook.
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Taiwan Semi probably one of the most under-owned tech stocks in the space, says Wedgewood’s Rolfe
David Rolfe, Wedgewood Partners CIO, joins ‘Squawk on the Street’ to discuss his thoughts on Meta’s stock, if he likes Meta’s metaverse aspirations and why he likes some of the mega-cap tech companies.
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A timeline of the Elon Musk-Twitter takeover saga
In April 2022, Elon Musk filed a bid with the SEC to buy Twitter for $44B dollars. A lot has happened since then, with Musk recently saying his purchase is on ‘temporary hold’ over Twitter math that spam bots are…
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‘I’m still a bull on Bitcoin because it’s a great hedge against inflation,’ says Tim Draper
Tim Draper, Draper Fisher Jurvetson founding partner and venture capitalist, joins ‘TechCheck’ to discuss whether the U.S. is heading into a recession, why he believes bitcoin is a long-term hedge against inflation and more.
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