Joe Albano

While I've been invested in CyberArk since the low-to-mid $100s, now is not the time to add to my position. Learn why I rate CYBR stock a hold.

GoPro's shift away from successful strategies hampers revenue growth, stagnates subscribers, and raises concerns about memory of past failures. See more on GPRO.

Adobe has fallen into the commodity status of AI products, facing the same pitfalls as other AI tech giants.

Summary The upcycle continues, but don't forget where we came from, with bits shipped bottoming in December 2022.

After a year and a half of dominance, the AI rallies may be at a peak. Read why investors should wait for a correction in AI hardware stocks.

Meta Platforms has excelled in AI execution, leading to solid revenue growth and cash flow, which will continue throughout 2024.

Some may be confused why their favorite software stock is not seeing any AI-related growth. Read more about the three tiers of the AI revenue funnel here.

Tech stocks, including AI stocks, may be headed for a correction. Read how this may impact key companies, such as NVDA, AMD, QCOM, MU, and META, among others.

Micron stock leads the memory market cycle, requiring constant review due to rapid industry changes and (at times) surprising quarterly guidance. Read more about recent management guidance.

The impact of the Crowdstrike Falcon patch incident on customer retention and sales cycles remains uncertain, with heightened competition from SentinelOne.