Thinking Tech Stocks
Thinking Tech Stocks| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Subscribers | Read | thinkingtechstocks.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why Ambarella’s Tiny Chips Could Rule Robotic AI Vision
Ambarella sits in an unusual spot in AI hardware. It builds low power, vision centric system on chips that already ship in volume, yet it is not competing to power large data centers. That position lines up almost perfectly with what physic...
Why Duolingo is Misunderstood and Why Its Real Opportunity Hides in Kids’ EdTech
The prevailing narrative about Duolingo paints it as a “just language learning app.” It is fun and familiar, but often dismissed as niche or gimmicky. That view misses a deeper shift. Duolingo is quietly evolving into a broader educational ...
Palantir vs. Michael Burry: The High-Stakes Fight Over an AI Bubble
Palantir Technologies has become one of the market’s most polarizing names. The company’s artificial intelligence narrative has propelled it into the upper stratosphere of tech valuations, but its numbers no longer justify the altitude. Pal...
Duolingo’s Digital Mimzy: How a Green Owl Could Redefine Childhood Learning
In the science fiction film The Last Mimzy (2007), two children discover a box of seemingly innocuous toys that turn out to be advanced toys sent from the future. One such toy, a stuffed rabbit named Mimzy, triggers in the youngsters an acc...
Authors
The writers behind this newsletter.
Not financial advice. Not investment advice. Deep research and data-driven insights into the semiconductor and AI sectors shaping the future of technology. Focused on uncovering trends before they go mainstream.
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