Rob @ Tech-Stock Prospector
@techstockradar.bsky.social
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
📈📉Read the latest TSP Weekly Update—Feb 7 2026
—Software stocks knocked down again
—Apple shares had a great week
—Alphabet earnings review
—How to play surging hyperscaler AI CapEx
—Goldman upbeat on Vistra
—Microsoft bull/bear debate
—Why the Snowflake selloff looks overdone
#$AAPL #$GOOGL #$VST
—Software stocks knocked down again
—Apple shares had a great week
—Alphabet earnings review
—How to play surging hyperscaler AI CapEx
—Goldman upbeat on Vistra
—Microsoft bull/bear debate
—Why the Snowflake selloff looks overdone
#$AAPL #$GOOGL #$VST
TSP Weekly Tech Stock Update—Feb 7, 2026
This Week: Software stocks knocked down, Apple shares rally, GOOGL earnings review, Atlassian raises cloud growth guide, Goldman upbeat on VST, MSFT bull/bear debate, why SNOW selloff overdone & more.
techstockprospector.substack.com
February 7, 2026 at 6:36 PM
📈📉 Read the latest TSP Weekly Update—Jan 31 2026
—Sandisk shares in January surged 142%
—Microsoft & ServiceNow earnings reviews
—Apple delivers solid FQ1 results
—Securing AI agents
—Google’s Project Genie
—BofA bullish on MongoDB
—Broadcom gets upgraded
#$SNDK #$MSFT #$NOW #$AAPL #$GOOGL #$MDB #$AVGO
—Sandisk shares in January surged 142%
—Microsoft & ServiceNow earnings reviews
—Apple delivers solid FQ1 results
—Securing AI agents
—Google’s Project Genie
—BofA bullish on MongoDB
—Broadcom gets upgraded
#$SNDK #$MSFT #$NOW #$AAPL #$GOOGL #$MDB #$AVGO
TSP Weekly Tech Stock Update—Jan 31, 2026
This Week: Securing AI agents, Sandisk shares surge, Microsoft/ServiceNow earnings reviews, Apple delivers solid FQ1 results, BofA bullish on MDB, AVGO gets an upgrade, Google's Project Genie & more.
techstockprospector.substack.com
January 31, 2026 at 6:22 PM
📈📉 Read the latest TSP Weekly Update—Jan 24 2026
—Microsoft & ServiceNow earnings previews
—3 top AI security plays
—Cloudflare shares retreat
—Apple set for Siri upgrade
—Why Stifel turned bullish on Datadog
—Morgan Stanley sees value in Atlassian shares
#$NET #$MSFT #$NOW #$AAPL #$GOOGL #$DDOG #$TEAM
—Microsoft & ServiceNow earnings previews
—3 top AI security plays
—Cloudflare shares retreat
—Apple set for Siri upgrade
—Why Stifel turned bullish on Datadog
—Morgan Stanley sees value in Atlassian shares
#$NET #$MSFT #$NOW #$AAPL #$GOOGL #$DDOG #$TEAM
TSP Weekly Tech Stock Update—Jan 24, 2026
This Week: Microsoft/ServiceNow earnings previews, 3 top AI security plays, Cloudflare shares pull back, Apple set for Siri upgrade, Stifel bullish on DDOG, Morgan Stanley sees value in TEAM & more.
techstockprospector.substack.com
January 24, 2026 at 6:12 PM
📈📉Read the latest TSP Weekly Update—Jan 17 2026
—Software stocks sell off
—CIO software spending intentions for 2026
—SanDisk shares surge
—ServiceNow Q4 earnings preview
—Morgan Stanley upgrades Datadog
—Guggenheim still bullish on Monday
$SNDK $MU $ASML $CRWV $DDOG $MNDY $NOW
—Software stocks sell off
—CIO software spending intentions for 2026
—SanDisk shares surge
—ServiceNow Q4 earnings preview
—Morgan Stanley upgrades Datadog
—Guggenheim still bullish on Monday
$SNDK $MU $ASML $CRWV $DDOG $MNDY $NOW
TSP Weekly Tech Stock Update—Jan 17, 2026
This Week: Software stocks sell off, SNDK surges, ServiceNow earnings preview, Datadog upgraded at Morgan Stanley, GOOGL new all-time high, Guggenheim still likes Monday, Citi bullish on PANW & more.
techstockprospector.substack.com
January 17, 2026 at 7:13 PM
📈📉Read the latest TSP Weekly Update—Jan 17 2026
—Software stocks sell off
—CIO software spending intentions for 2026
—SanDisk shares surge
—ServiceNow Q4 earnings preview
—Morgan Stanley upgrades Datadog
—Guggenheim still bullish on Monday
$SNDK $MU $ASML $CRWV $DDOG $MNDY $NOW
—Software stocks sell off
—CIO software spending intentions for 2026
—SanDisk shares surge
—ServiceNow Q4 earnings preview
—Morgan Stanley upgrades Datadog
—Guggenheim still bullish on Monday
$SNDK $MU $ASML $CRWV $DDOG $MNDY $NOW
📈📉 Read the latest TSP Weekly Update--Jan 10 2026
—New stock added to the TSP Vulture Portfolio
—OneStream to go private
—Varonis is a rebound candidate
—Snowflake buys Observe
—CrowdStrike acquires SGNL
—RBC bullish on MongoDB
—New stock added to the TSP Vulture Portfolio
—OneStream to go private
—Varonis is a rebound candidate
—Snowflake buys Observe
—CrowdStrike acquires SGNL
—RBC bullish on MongoDB
TSP Weekly Tech Stock Update—Jan 10, 2026
This Week: New stock added to TSP Vulture Portfolio, OneStream to go private, SNOW buys Observe, CRWD acquires SGNL, Varonis is a rebound candidate, GOOGL new all-time high, RBC bullish on MDB & more.
techstockprospector.substack.com
January 10, 2026 at 6:16 PM
📈📉 Read the latest TSP Weekly Update--Jan 10 2026
—New stock added to the TSP Vulture Portfolio
—OneStream to go private
—Varonis is a rebound candidate
—Snowflake buys Observe
—CrowdStrike acquires SGNL
—RBC bullish on MongoDB
—New stock added to the TSP Vulture Portfolio
—OneStream to go private
—Varonis is a rebound candidate
—Snowflake buys Observe
—CrowdStrike acquires SGNL
—RBC bullish on MongoDB
📈📉Read the latest TSP Weekly Update—Jan 3 2026
—AI stocks start 2026 in rally mode
—ServiceNow buys Armis
—Alphabet acquires Intersect
—Snowflake’s rumored observability deal
—Datadog shares retreat
—Stephens bullish on Rubrik
—AI stocks start 2026 in rally mode
—ServiceNow buys Armis
—Alphabet acquires Intersect
—Snowflake’s rumored observability deal
—Datadog shares retreat
—Stephens bullish on Rubrik
TSP Weekly Tech Stock Update—Jan 3, 2026
This Week: AI stocks start 2026 in rally mode, ServiceNow buys Armis, Alphabet acquires Intersect, Snowflake's rumored observability deal, Datadog shares retreat, Stephens bullish on Rubrik & more.
techstockprospector.substack.com
January 3, 2026 at 6:23 PM
📈📉Read the latest TSP Weekly Update—Jan 3 2026
—AI stocks start 2026 in rally mode
—ServiceNow buys Armis
—Alphabet acquires Intersect
—Snowflake’s rumored observability deal
—Datadog shares retreat
—Stephens bullish on Rubrik
—AI stocks start 2026 in rally mode
—ServiceNow buys Armis
—Alphabet acquires Intersect
—Snowflake’s rumored observability deal
—Datadog shares retreat
—Stephens bullish on Rubrik
📈📉Read the latest TSP Weekly Update—Dec 20 2025
—ServiceNow eyes more M&A
—Microsoft could see Azure upside
—Broadcom shares start to stabilize
—Why the Rubrik pullback looks overdone
—Nutanix accelerates its stock buyback
—JP Morgan bullish on Palo Alto Networks
—ServiceNow eyes more M&A
—Microsoft could see Azure upside
—Broadcom shares start to stabilize
—Why the Rubrik pullback looks overdone
—Nutanix accelerates its stock buyback
—JP Morgan bullish on Palo Alto Networks
TSP Weekly Tech Stock Update—Dec 20, 2025
This Week: ServiceNow eyes more M&A, Microsoft could see Azure upside, RBRK pullback looks overdone, HLIT insider buy, Nutanix accelerates buyback, BTIG bullish on TEAM, JP Morgan likes PANW & more.
techstockprospector.substack.com
December 20, 2025 at 5:21 PM
📈📉Read the latest TSP Weekly Update—Dec 20 2025
—ServiceNow eyes more M&A
—Microsoft could see Azure upside
—Broadcom shares start to stabilize
—Why the Rubrik pullback looks overdone
—Nutanix accelerates its stock buyback
—JP Morgan bullish on Palo Alto Networks
—ServiceNow eyes more M&A
—Microsoft could see Azure upside
—Broadcom shares start to stabilize
—Why the Rubrik pullback looks overdone
—Nutanix accelerates its stock buyback
—JP Morgan bullish on Palo Alto Networks
📈📉Read the latest TSP Weekly Update—Dec 13 2025
—IBM to acquire TSP Small-Cap Portfolio holding Confluent
—3 other potential buyout targets in the TSP Small-Cap Portfolio
—AVGO slumps despite strong FQ4 report & AI outlook
—Unity Software gets 2 Wall Street upgrades
—Harmonic to divest video unit
—IBM to acquire TSP Small-Cap Portfolio holding Confluent
—3 other potential buyout targets in the TSP Small-Cap Portfolio
—AVGO slumps despite strong FQ4 report & AI outlook
—Unity Software gets 2 Wall Street upgrades
—Harmonic to divest video unit
TSP Weekly Tech Stock Update—Dec 13, 2025
This Week: Broadcom shares slump despite strong FQ4 report, IBM to acquire CFLT, Harmonic divests video unit, 3 potential buyout targets in software, NOW splits 5-for-1, Unity gets 2 upgrades & more.
techstockprospector.substack.com
December 13, 2025 at 6:31 PM
📈📉Read the latest TSP Weekly Update—Dec 13 2025
—IBM to acquire TSP Small-Cap Portfolio holding Confluent
—3 other potential buyout targets in the TSP Small-Cap Portfolio
—AVGO slumps despite strong FQ4 report & AI outlook
—Unity Software gets 2 Wall Street upgrades
—Harmonic to divest video unit
—IBM to acquire TSP Small-Cap Portfolio holding Confluent
—3 other potential buyout targets in the TSP Small-Cap Portfolio
—AVGO slumps despite strong FQ4 report & AI outlook
—Unity Software gets 2 Wall Street upgrades
—Harmonic to divest video unit
📈📉 Read the latest TSP Weekly Update—Dec 6 2025
—MongoDB & Rubrik shares jump on strong FQ3 reports
—Among AI stocks, CoreWeave had a good week, gaining 20%
—Broadcom earnings preview
—Alphabet could see TPU upside
—Unity Software gets an upgrade
—Elastic insider purchase
—MongoDB & Rubrik shares jump on strong FQ3 reports
—Among AI stocks, CoreWeave had a good week, gaining 20%
—Broadcom earnings preview
—Alphabet could see TPU upside
—Unity Software gets an upgrade
—Elastic insider purchase
TSP Weekly Tech Stock Update—Dec 6, 2025
This Week: MongoDB & Rubrik shares jump on strong Q3 reports, AAPL hits new all-time high, MSFT lags, PANW rebounds, Broadcom earnings preview, Unity gets an upgrade, Elastic insider purchase & more.
techstockprospector.substack.com
December 6, 2025 at 6:36 PM
📈📉 Read the latest TSP Weekly Update—Dec 6 2025
—MongoDB & Rubrik shares jump on strong FQ3 reports
—Among AI stocks, CoreWeave had a good week, gaining 20%
—Broadcom earnings preview
—Alphabet could see TPU upside
—Unity Software gets an upgrade
—Elastic insider purchase
—MongoDB & Rubrik shares jump on strong FQ3 reports
—Among AI stocks, CoreWeave had a good week, gaining 20%
—Broadcom earnings preview
—Alphabet could see TPU upside
—Unity Software gets an upgrade
—Elastic insider purchase
📈📉Read the latest TSP Weekly Update—Nov 29 2025
—Snowflake & CrowdStrike earnings previews
—Why Zscaler shares fell despite a strong FQ1 report
—AVGO/GOOGL/AAPL hit new record highs
—How F5 is recovering from a major security breach
—Microsoft stock on the rebound
—Unity shares had a good week
—Snowflake & CrowdStrike earnings previews
—Why Zscaler shares fell despite a strong FQ1 report
—AVGO/GOOGL/AAPL hit new record highs
—How F5 is recovering from a major security breach
—Microsoft stock on the rebound
—Unity shares had a good week
TSP Weekly Tech Stock Update—Nov 29, 2025
This Week: Snowflake/CrowdStrike earnings previews, Broadcom/Alphabet/Apple shares new record highs, F5 recovering from recent breach, MSFT starts to rebound, Zscaler expands in data security & more.
techstockprospector.substack.com
November 29, 2025 at 6:43 PM
📈📉Read the latest TSP Weekly Update—Nov 29 2025
—Snowflake & CrowdStrike earnings previews
—Why Zscaler shares fell despite a strong FQ1 report
—AVGO/GOOGL/AAPL hit new record highs
—How F5 is recovering from a major security breach
—Microsoft stock on the rebound
—Unity shares had a good week
—Snowflake & CrowdStrike earnings previews
—Why Zscaler shares fell despite a strong FQ1 report
—AVGO/GOOGL/AAPL hit new record highs
—How F5 is recovering from a major security breach
—Microsoft stock on the rebound
—Unity shares had a good week
📈📉 Read the latest TSP Weekly Update—Nov 22, 2025
—Volatility reemerges/Nasdaq Comp -2.73% this week
—Palo Alto Networks to disrupt observability market
—Zscaler earnings preview
—Unity inks Epic Games partnership
—Why Citi likes MongoDB
—Alphabet shares hit new all-time high on Gemini 3
—Volatility reemerges/Nasdaq Comp -2.73% this week
—Palo Alto Networks to disrupt observability market
—Zscaler earnings preview
—Unity inks Epic Games partnership
—Why Citi likes MongoDB
—Alphabet shares hit new all-time high on Gemini 3
TSP Weekly Tech Stock Update—Nov 22, 2025
This Week: Volatility reemerges, ZS earnings preview, GOOGL new all-time high, Unity inks Epic Games partnership, Raymond James bullish on AVGO, Citi likes MDB, Fidelity builds SNOW position & more.
techstockprospector.substack.com
November 22, 2025 at 5:48 PM
📈📉 Read the latest TSP Weekly Update—Nov 22, 2025
—Volatility reemerges/Nasdaq Comp -2.73% this week
—Palo Alto Networks to disrupt observability market
—Zscaler earnings preview
—Unity inks Epic Games partnership
—Why Citi likes MongoDB
—Alphabet shares hit new all-time high on Gemini 3
—Volatility reemerges/Nasdaq Comp -2.73% this week
—Palo Alto Networks to disrupt observability market
—Zscaler earnings preview
—Unity inks Epic Games partnership
—Why Citi likes MongoDB
—Alphabet shares hit new all-time high on Gemini 3
📈📉 Read the latest TSP Weekly Update—Nov 15 2025
—Palo Alto Networks earnings preview
—Monday shares drop following Q3 earnings
—The top Q3 institutional buyers of GitLab
—Datadog’s top shareholders build positions
—Baird is bullish on Microsoft
—Barclays upbeat on CrowdStrike
—Palo Alto Networks earnings preview
—Monday shares drop following Q3 earnings
—The top Q3 institutional buyers of GitLab
—Datadog’s top shareholders build positions
—Baird is bullish on Microsoft
—Barclays upbeat on CrowdStrike
TSP Weekly Tech Stock Update—Nov 15, 2025
This Week: Palo Alto earnings preview, Monday shares drop following Q3 report, Baird upbeat on MSFT, Barclays more bullish on CRWD, 2 TSP Watch List stocks, some big investors bought MDB in Q3 & more.
techstockprospector.substack.com
November 15, 2025 at 6:22 PM
📈📉 Read the latest TSP Weekly Update—Nov 15 2025
—Palo Alto Networks earnings preview
—Monday shares drop following Q3 earnings
—The top Q3 institutional buyers of GitLab
—Datadog’s top shareholders build positions
—Baird is bullish on Microsoft
—Barclays upbeat on CrowdStrike
—Palo Alto Networks earnings preview
—Monday shares drop following Q3 earnings
—The top Q3 institutional buyers of GitLab
—Datadog’s top shareholders build positions
—Baird is bullish on Microsoft
—Barclays upbeat on CrowdStrike
📈📉Read the latest TSP Weekly Update—Nov 8 2025
—Datadog shares jump on strong Q3 report
—JFrog stock hits new multi-year high
—Why OneStream shares this week gained 20%
—MongoDB gets a new CEO
—Jefferies is more bullish on Broadcom
—Monday Q3 earnings preview
—Datadog shares jump on strong Q3 report
—JFrog stock hits new multi-year high
—Why OneStream shares this week gained 20%
—MongoDB gets a new CEO
—Jefferies is more bullish on Broadcom
—Monday Q3 earnings preview
TSP Weekly Tech Stock Update—Nov 8, 2025
This Week: Datadog shares rally on strong Q3 results, FROG surges, MongoDB gets a new CEO, Unity benefiting from Vector, MNDY earnings preview, CRWD new record high, Jefferies bullish on AVGO & more.
techstockprospector.substack.com
November 8, 2025 at 6:22 PM
📈📉Read the latest TSP Weekly Update—Nov 8 2025
—Datadog shares jump on strong Q3 report
—JFrog stock hits new multi-year high
—Why OneStream shares this week gained 20%
—MongoDB gets a new CEO
—Jefferies is more bullish on Broadcom
—Monday Q3 earnings preview
—Datadog shares jump on strong Q3 report
—JFrog stock hits new multi-year high
—Why OneStream shares this week gained 20%
—MongoDB gets a new CEO
—Jefferies is more bullish on Broadcom
—Monday Q3 earnings preview
📈📉 Read the latest TSP Weekly Update--Nov 1 2025
—Microsoft stock slips despite strong Azure growth
—Google Cloud backlog jumps
—Atlassian cloud growth tops forecast
—Confluent delivered a solid Q3 report
—MongoDB & Snowflake shares had a good week
—One to Watch: Behind the dive in Varonis shares
—Microsoft stock slips despite strong Azure growth
—Google Cloud backlog jumps
—Atlassian cloud growth tops forecast
—Confluent delivered a solid Q3 report
—MongoDB & Snowflake shares had a good week
—One to Watch: Behind the dive in Varonis shares
TSP Weekly Tech Stock Update—Nov 1, 2025
This Week: MSFT slips despite strong Azure growth, Google Cloud backlog jumps, CFLT beat Q3 expectations, HUBS Q3 preview, MDB had a good week, SNOW rallies, VRNS dives, Goldman bullish on TEAM & more
techstockprospector.substack.com
November 1, 2025 at 5:36 PM
📈📉 Read the latest TSP Weekly Update--Nov 1 2025
—Microsoft stock slips despite strong Azure growth
—Google Cloud backlog jumps
—Atlassian cloud growth tops forecast
—Confluent delivered a solid Q3 report
—MongoDB & Snowflake shares had a good week
—One to Watch: Behind the dive in Varonis shares
—Microsoft stock slips despite strong Azure growth
—Google Cloud backlog jumps
—Atlassian cloud growth tops forecast
—Confluent delivered a solid Q3 report
—MongoDB & Snowflake shares had a good week
—One to Watch: Behind the dive in Varonis shares
📈📉Read the latest TSP Weekly Update—Oct 25 2025
—Earnings previews: NOW, MSFT, TEAM, GOOGL & AAPL
—Cybersecurity stocks outperform—PANW & CRWD new record highs
—Snowflake hits new 52-week high
—Pure Storage shares continue to rally
—Mizuho bullish on Broadcom
—Why BTIG likes Datadog
—Earnings previews: NOW, MSFT, TEAM, GOOGL & AAPL
—Cybersecurity stocks outperform—PANW & CRWD new record highs
—Snowflake hits new 52-week high
—Pure Storage shares continue to rally
—Mizuho bullish on Broadcom
—Why BTIG likes Datadog
TSP Weekly Tech Stock Update—Oct 25, 2025
This Week: MSFT/GOOGL/NOW earnings previews, AAPL hits new record high, SNOW new 52-week high, PSTG continues to rally, BofA ups PANW/ZS price targets, Mizuho bullish on AVGO, BTIG likes DDOG & more.
techstockprospector.substack.com
October 25, 2025 at 5:21 PM
📈📉Read the latest TSP Weekly Update—Oct 25 2025
—Earnings previews: NOW, MSFT, TEAM, GOOGL & AAPL
—Cybersecurity stocks outperform—PANW & CRWD new record highs
—Snowflake hits new 52-week high
—Pure Storage shares continue to rally
—Mizuho bullish on Broadcom
—Why BTIG likes Datadog
—Earnings previews: NOW, MSFT, TEAM, GOOGL & AAPL
—Cybersecurity stocks outperform—PANW & CRWD new record highs
—Snowflake hits new 52-week high
—Pure Storage shares continue to rally
—Mizuho bullish on Broadcom
—Why BTIG likes Datadog
📈📉Read the latest TSP Weekly Update—Oct 18 2025
—GitLab buyout chatter reemerges
—Broadcom shares jump on OpenAI collaboration
—Lumentum in focus
—One to Watch in AI datacenter networking
—Snowflake partners with Palantir
—Morgan Stanley upbeat on HubSpot
—GitLab buyout chatter reemerges
—Broadcom shares jump on OpenAI collaboration
—Lumentum in focus
—One to Watch in AI datacenter networking
—Snowflake partners with Palantir
—Morgan Stanley upbeat on HubSpot
TSP Weekly Tech Stock Update—Oct 18, 2025
This Week: GitLab buyout chatter reemerges, LITE in focus, AVGO jumps on OpenAI collaboration, SNOW partners with PLTR, TD Cowen upbeat on Datadog, PANW upgraded, Morgan Stanley bullish on HUBS & more
techstockprospector.substack.com
October 18, 2025 at 5:14 PM
📈📉Read the latest TSP Weekly Update—Oct 18 2025
—GitLab buyout chatter reemerges
—Broadcom shares jump on OpenAI collaboration
—Lumentum in focus
—One to Watch in AI datacenter networking
—Snowflake partners with Palantir
—Morgan Stanley upbeat on HubSpot
—GitLab buyout chatter reemerges
—Broadcom shares jump on OpenAI collaboration
—Lumentum in focus
—One to Watch in AI datacenter networking
—Snowflake partners with Palantir
—Morgan Stanley upbeat on HubSpot
📈📉 Read the latest TSP Weekly Update—Oct 11 2025
—Alibaba shares take a break
—Monolithic Power hits new record high
—Confluent stock jumps on buyout speculation
—Elastic Analyst Day review
—Datadog shares had a good week
—Why Bernstein is bullish on Atlassian
—Alibaba shares take a break
—Monolithic Power hits new record high
—Confluent stock jumps on buyout speculation
—Elastic Analyst Day review
—Datadog shares had a good week
—Why Bernstein is bullish on Atlassian
TSP Weekly Tech Stock Update—Oct 11, 2025
Nasdaq plunges on renewed tariff fears + a round-up of the latest developments across the Tech-Stock Prospector portfolios.
techstockprospector.substack.com
October 11, 2025 at 5:35 PM
📈📉 Read the latest TSP Weekly Update—Oct 11 2025
—Alibaba shares take a break
—Monolithic Power hits new record high
—Confluent stock jumps on buyout speculation
—Elastic Analyst Day review
—Datadog shares had a good week
—Why Bernstein is bullish on Atlassian
—Alibaba shares take a break
—Monolithic Power hits new record high
—Confluent stock jumps on buyout speculation
—Elastic Analyst Day review
—Datadog shares had a good week
—Why Bernstein is bullish on Atlassian
📈📉 Read the latest TSP Weekly Update--Oct 4 2025
—Top AI infrastructure plays
—Monolithic Power rides the NVIDIA wave
—Palo Alto Networks stock hits new all-time high
—Why Datadog shares had a good week
—KeyBanc gets more bullish on Broadcom
—TD Cowen boosts its CrowdStrike target
—Top AI infrastructure plays
—Monolithic Power rides the NVIDIA wave
—Palo Alto Networks stock hits new all-time high
—Why Datadog shares had a good week
—KeyBanc gets more bullish on Broadcom
—TD Cowen boosts its CrowdStrike target
TSP Weekly Tech Stock Update—Oct 4, 2025
A round-up of the latest developments across the Tech-Stock Prospector portfolios
techstockprospector.substack.com
October 4, 2025 at 5:19 PM
📈📉 Read the latest TSP Weekly Update--Oct 4 2025
—Top AI infrastructure plays
—Monolithic Power rides the NVIDIA wave
—Palo Alto Networks stock hits new all-time high
—Why Datadog shares had a good week
—KeyBanc gets more bullish on Broadcom
—TD Cowen boosts its CrowdStrike target
—Top AI infrastructure plays
—Monolithic Power rides the NVIDIA wave
—Palo Alto Networks stock hits new all-time high
—Why Datadog shares had a good week
—KeyBanc gets more bullish on Broadcom
—TD Cowen boosts its CrowdStrike target
📈📉 Read the latest TSP Weekly Update--Sep 27 2025
—Pure Storage shares hit new all-time high
—Why Morgan Stanley upgraded ServiceNow
—The #1 software wallet-share gainer in GenAI
—Canaccord gets more bullish on MongoDB
—The latest developments on 11 TSP Portfolio holdings
—Pure Storage shares hit new all-time high
—Why Morgan Stanley upgraded ServiceNow
—The #1 software wallet-share gainer in GenAI
—Canaccord gets more bullish on MongoDB
—The latest developments on 11 TSP Portfolio holdings
TSP Weekly Tech Stock Update—Sep 27, 2025
A round-up of the latest developments across the Tech-Stock Prospector portfolios
techstockprospector.substack.com
September 27, 2025 at 5:27 PM
📈📉 Read the latest TSP Weekly Update--Sep 27 2025
—Pure Storage shares hit new all-time high
—Why Morgan Stanley upgraded ServiceNow
—The #1 software wallet-share gainer in GenAI
—Canaccord gets more bullish on MongoDB
—The latest developments on 11 TSP Portfolio holdings
—Pure Storage shares hit new all-time high
—Why Morgan Stanley upgraded ServiceNow
—The #1 software wallet-share gainer in GenAI
—Canaccord gets more bullish on MongoDB
—The latest developments on 11 TSP Portfolio holdings
📈📉 Read the latest TSP Weekly Update—Sep 20 2025
—Elliott discloses big Workday stake
—ServiceNow’s AI strategy
—CrowdStrike to deliver AIDR
—Macquarie bullish on Broadcom
—Monday shares rebound
—Atlassian to acquire DX
—Elliott discloses big Workday stake
—ServiceNow’s AI strategy
—CrowdStrike to deliver AIDR
—Macquarie bullish on Broadcom
—Monday shares rebound
—Atlassian to acquire DX
TSP Weekly Tech Stock Update—Sep 20, 2025
This Week: Elliott discloses big Workday stake, CrowdStrike to deliver AIDR, Macquarie bullish on AVGO, Wedbush likes MDB, Monday shares rebound, ServiceNow's AI strategy, TEAM to acquire DX & more.
techstockprospector.substack.com
September 20, 2025 at 5:04 PM
📈📉 Read the latest TSP Weekly Update—Sep 20 2025
—Elliott discloses big Workday stake
—ServiceNow’s AI strategy
—CrowdStrike to deliver AIDR
—Macquarie bullish on Broadcom
—Monday shares rebound
—Atlassian to acquire DX
—Elliott discloses big Workday stake
—ServiceNow’s AI strategy
—CrowdStrike to deliver AIDR
—Macquarie bullish on Broadcom
—Monday shares rebound
—Atlassian to acquire DX
📈📉Read the latest TSP Weekly Update—Sep 13 2025
—Microsoft stock starts to rebound
—In Q2, some big investors made notable purchases of GitLab shares
—Broadcom hits new record high
—Rubrik shares stumble despite strong FQ2 report
—Top catalysts at Alphabet
—Why Guggenheim is bullish on Atlassian
—Microsoft stock starts to rebound
—In Q2, some big investors made notable purchases of GitLab shares
—Broadcom hits new record high
—Rubrik shares stumble despite strong FQ2 report
—Top catalysts at Alphabet
—Why Guggenheim is bullish on Atlassian
TSP Weekly Tech Stock Update—Sep 13, 2025
This Week: Microsoft shares start to rebound, GitLab rallies, Rubrik dips despite strong FQ2 results, Broadcom hits new all-time high, Alphabet's top catalysts, Guggenheim bullish on Atlassian & more.
techstockprospector.substack.com
September 13, 2025 at 5:33 PM
📈📉Read the latest TSP Weekly Update—Sep 13 2025
—Microsoft stock starts to rebound
—In Q2, some big investors made notable purchases of GitLab shares
—Broadcom hits new record high
—Rubrik shares stumble despite strong FQ2 report
—Top catalysts at Alphabet
—Why Guggenheim is bullish on Atlassian
—Microsoft stock starts to rebound
—In Q2, some big investors made notable purchases of GitLab shares
—Broadcom hits new record high
—Rubrik shares stumble despite strong FQ2 report
—Top catalysts at Alphabet
—Why Guggenheim is bullish on Atlassian
📈📉 Read the latest TSP Weekly Update--Sep 6, 2025
—Broadcom shares surge on AI outlook
—Alphabet stock hits new all-time high on legal victory
—Braze surprises to the upside
—Zscaler delivers strong FQ4 results
—Why RBC likes MongoDB
—HubSpot upgraded at Bernstein
—Broadcom shares surge on AI outlook
—Alphabet stock hits new all-time high on legal victory
—Braze surprises to the upside
—Zscaler delivers strong FQ4 results
—Why RBC likes MongoDB
—HubSpot upgraded at Bernstein
TSP Weekly Tech Stock Update—Sep 6, 2025
This Week: Broadcom shares surge on AI outlook, GOOGL hits all-time high on legal victory, Braze surprises to the upside, RBC likes MDB, HUBS upgraded at Bernstein, strong results from Zscaler & more.
techstockprospector.substack.com
September 6, 2025 at 5:01 PM
📈📉 Read the latest TSP Weekly Update--Sep 6, 2025
—Broadcom shares surge on AI outlook
—Alphabet stock hits new all-time high on legal victory
—Braze surprises to the upside
—Zscaler delivers strong FQ4 results
—Why RBC likes MongoDB
—HubSpot upgraded at Bernstein
—Broadcom shares surge on AI outlook
—Alphabet stock hits new all-time high on legal victory
—Braze surprises to the upside
—Zscaler delivers strong FQ4 results
—Why RBC likes MongoDB
—HubSpot upgraded at Bernstein
📈📉 Read the latest TSP Weekly Update—August 30, 2025
—Snowflake boosts guidance on AI momentum
—MongoDB delivers accelerated growth
—CrowdStrike’s 3 key growth drivers
—Elastic tops expectations
—Pure Storage shares jump on strong earnings/outlook
—Broadcom & Zscaler earnings previews
—Snowflake boosts guidance on AI momentum
—MongoDB delivers accelerated growth
—CrowdStrike’s 3 key growth drivers
—Elastic tops expectations
—Pure Storage shares jump on strong earnings/outlook
—Broadcom & Zscaler earnings previews
TSP Weekly Tech Stock Update—Aug 30, 2025
This Week: Snowflake hikes outlook on AI momentum, MongoDB shows accelerated growth, CrowdStrike's 3 growth drivers, AVGO/ZS earnings previews, GOOGL new all-time high, Pure Storage shares jump & more
techstockprospector.substack.com
August 30, 2025 at 5:51 PM
📈📉 Read the latest TSP Weekly Update—August 30, 2025
—Snowflake boosts guidance on AI momentum
—MongoDB delivers accelerated growth
—CrowdStrike’s 3 key growth drivers
—Elastic tops expectations
—Pure Storage shares jump on strong earnings/outlook
—Broadcom & Zscaler earnings previews
—Snowflake boosts guidance on AI momentum
—MongoDB delivers accelerated growth
—CrowdStrike’s 3 key growth drivers
—Elastic tops expectations
—Pure Storage shares jump on strong earnings/outlook
—Broadcom & Zscaler earnings previews
📈📉 Read the latest TSP Weekly Update--August 23, 2025
—Alphabet shares hit new all-time high
—Palo Alto Networks delivers strong FQ4 results
—Snowflake Q2 institutional buyers
—CrowdStrike, MongoDB & Nutanix earnings previews
—Workday buys Paradox
—Why Piper is bullish on Broadcom
—Alphabet shares hit new all-time high
—Palo Alto Networks delivers strong FQ4 results
—Snowflake Q2 institutional buyers
—CrowdStrike, MongoDB & Nutanix earnings previews
—Workday buys Paradox
—Why Piper is bullish on Broadcom
TSP Weekly Tech Stock Update—Aug 23, 2025
This Week: GOOGL new all-time high, U new 52-wk high, PANW delivers strong FQ4 results, CRWD/MDB earnings previews, NTNX outlook could be conservative, WDAY buys Paradox, Piper bullish on AVGO & more.
techstockprospector.substack.com
August 23, 2025 at 5:10 PM
📈📉 Read the latest TSP Weekly Update--August 23, 2025
—Alphabet shares hit new all-time high
—Palo Alto Networks delivers strong FQ4 results
—Snowflake Q2 institutional buyers
—CrowdStrike, MongoDB & Nutanix earnings previews
—Workday buys Paradox
—Why Piper is bullish on Broadcom
—Alphabet shares hit new all-time high
—Palo Alto Networks delivers strong FQ4 results
—Snowflake Q2 institutional buyers
—CrowdStrike, MongoDB & Nutanix earnings previews
—Workday buys Paradox
—Why Piper is bullish on Broadcom
📈📉 Read the latest TSP Weekly Update--August 16, 2025
—Software stocks find some buyers
--Broadcom hits new all-time high
—Palo Alto Networks earnings preview
—One to Watch: Pure Storage
—Rubrik debuts Agent Rewind
—Behind the sharp pullback in Monday shares
—Why UBS is upbeat on Elastic
—Software stocks find some buyers
--Broadcom hits new all-time high
—Palo Alto Networks earnings preview
—One to Watch: Pure Storage
—Rubrik debuts Agent Rewind
—Behind the sharp pullback in Monday shares
—Why UBS is upbeat on Elastic
TSP Weekly Tech Stock Update—Aug 16, 2025
This Week: AVGO new all-time high, Palo Alto earnings preview, Monday shares tumble, PSTG is one to watch, Rubrik debuts Agent Rewind, GOOGL rallies, Cantor likes Workday, UBS upbeat on ESTC & more.
techstockprospector.substack.com
August 16, 2025 at 5:29 PM
📈📉 Read the latest TSP Weekly Update--August 16, 2025
—Software stocks find some buyers
--Broadcom hits new all-time high
—Palo Alto Networks earnings preview
—One to Watch: Pure Storage
—Rubrik debuts Agent Rewind
—Behind the sharp pullback in Monday shares
—Why UBS is upbeat on Elastic
—Software stocks find some buyers
--Broadcom hits new all-time high
—Palo Alto Networks earnings preview
—One to Watch: Pure Storage
—Rubrik debuts Agent Rewind
—Behind the sharp pullback in Monday shares
—Why UBS is upbeat on Elastic