techstockDB @techstockDB

techstockDB | the largest repository of tech stock information on the internet Joined April 2021

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techstockDB @techstockDB

2 days ago

Voice is going to be a pillar of AI. $SOUN SoundHound AI grew 217% year-over-year and highlighted many key customer wins. Founder led business with a massive addressable market. 4x faster latency than competing technologies, the market leader.

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techstockDB @techstockDB

2 days ago

I keep pounding the table on Qualsys $QLYS. Very consistently growing cash flows, pure operational excellence. Cyber security is a huge and growing market. 12% of the market cap is cash. Trading at a 35% drawdown and valuation multiples not seen in a decade.

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techstockDB @techstockDB

2 days ago

The blue collar SaaS provider: Service Titan $TTAN •Founder led (CEO Ara Mahdessian's father was a contractor) •Net cash of $259M •Growing at 25% Still early days, but they are the market leader competing with smaller companies like jobber in a huge addressable market.

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techstockDB @techstockDB

5 days ago

$GDDY Go Daddy is a sneaky good company. ROCE and cash flows: up and to the right. Bought back $900M worth of shares YTD. Expect that pace to quicken with the shares trading down 30%.

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techstockDB @techstockDB

5 days ago

Photronics $PLAB, leader in photomask for displays & integrated circuits, has a market cap of $1.36B. $575M of that is cash on the balance sheet. They spit off $228M of operating cash flow. They bought back $97M of stock YTD. They are expanding their US facilities. Crickets.

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techstockDB @techstockDB

5 days ago

$BOX has potential for a massive re-rating. It's priced as a data storage platform. But it's turning into an enterprise AI platform to analyze unstructured data and automate workflows. Top tier ROIC + bottom tier multiple = attractive risk/reward profile.

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techstockDB @techstockDB

6 days ago

Even though it popped over 17% on earnings and grew revenue 50% this quarter, chip maker for video applications Ambarella $AMBA only saw it's ROIC "improve" to -30% over the Last-Twelve-Months.

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techstockDB @techstockDB

7 days ago

Why you need to pay attention to this identity verification software company: Okta $OKTA has $1.92B in cash and has grown cash flows to $778M LTM. It's trading at a 68% drawdown. The identity verification space is growing rapidly.

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techstockDB @techstockDB

7 days ago

Pinterest stock $PINS •ROIC spiked over 50% •Free cash flow $2.7B LTM •$2.5B net cash •$24B market-cap Finding ways to monetize users, benefitting from AI. Stock Price sideways for 5 years, trading at 59% drawdown from peak.

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techstockDB @techstockDB

a week ago

$ILMN Illumina was a great compounder for a long time. Then they sucked for a bit. Now they're turning it around. But the stock price hasn't caught up. They have a dominant, near monopoly position in DNA sequencing. CEO and CFO have bought $1.5M in stock this year.

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techstockDB @techstockDB

2 weeks ago

$SMTC Semtech is starting to turn things around. Paid off $879 M in debt since June 2024. Data center business grew 92%, total sales 20%. Return on invested capital is still low compared to peers but has been trending up. $4.4B market cap. One for the watchlist.

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techstockDB @techstockDB

2 weeks ago

$BOX thinks intelligent content management is the next big thing. They're not wrong. They see an AI-first era of business where agents take unstructured data, structure it, and use it to automate workflows and generate instant insights. ROIC has ticked up over 20%.

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Capitulatory Craig @TallCraig_85

4 months ago

$RX.V - Another great Q Continually just spits off so much cash Really wish I understood pharma names better, such a tricky space that takes so much focus I just have no edge But dang, great biz

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techstockDB @techstockDB

2 weeks ago

Biosyent $RX.V elevator pitch: •$135M market cap •$20M cash, debt free •$12M EBITDA run rate (growing 40%) International segment grew 183% this quarter. Market leader in iron supplements.

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techstockDB @techstockDB

2 weeks ago

Hmmm.... Draftkings $DFKG Flutter Entertainment $FLUT

John Wang @j0hnwang

2 weeks ago

Hmmm.... Draftkings $DFKG Flutter Entertainment $FLUT

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Fiscal.ai (formerly FinChat) @fiscal_ai

2 weeks ago

6 high-growth stocks that finally turned the corner to profitability: 1. Okta $OKTA

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techstockDB @techstockDB

2 weeks ago

Identity verification software provider $OKTA is on the cusp. •market leader •founder led •huge total-addressable-market Battling founder led competitor SailPoint $SAIL for dominance in the space. Who wins?

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techstockDB @techstockDB

3 weeks ago

The "DAY" stocks are indisputably the worst compounders of capital in human-capital-management software. • $DAY and $WDAY ❌ • $ADP and $PAYX ✔️ Figure 1:

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techstockDB @techstockDB

3 weeks ago

Boring integrated circuit maker Analog Devices $ADI on deck for earnings release. Average, OK, ho-hum operator. Better names.

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techstockDB @techstockDB

3 weeks ago

On sale, limited time only 1/3 off list: Domain name registrar and website builder GoDaddy $GDDY -33% drawdown AI behemoth and inspection systems for chip makers $ASML -33% drawdown