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Rob @ Tech-Stock Prospector
@techstockradar.bsky.social
70 followers 120 following 100 posts
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
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · 1d
📈📉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
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
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · 8d
📈📉 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
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.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · 15d
📈📉 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
TSP Weekly Tech Stock Update—Oct 4, 2025
A round-up of the latest developments across the Tech-Stock Prospector portfolios
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · 22d
📈📉 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
TSP Weekly Tech Stock Update—Sep 27, 2025
A round-up of the latest developments across the Tech-Stock Prospector portfolios
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · 29d
📈📉 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
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.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Sep 13
📈📉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
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.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Sep 6
📈📉 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
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.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Aug 30
📈📉 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
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
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Aug 23
📈📉 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
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.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Aug 16
📈📉 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
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.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Aug 9
📈📉 Read the latest TSP Weekly Update—August 9, 2025

—Software stocks under pressure

—Apple shares in rally mode

—Arista Networks boosts 2025 growth outlook

—Datadog delivers strong Q2 results

—Unity seeing Vector benefits

—HubSpot shares dip despite raised guidance

—Monday Q2 earnings preview
TSP Weekly Tech Stock Update—Aug 9, 2025
This Week: ANET/AVGO new all-time highs, Datadog delivers strong Q2 results, HUBS lifts 2025 outlook, AAPL/GOOGL rebound, MSFT retreats, Monday upgraded at Baird, Unity sees Vector benefits & more.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Aug 2
📈📉Read the latest TSP Weekly Update—August 2, 2025

—Palo Alto shares retreat following CyberArk buyout announcement
—Microsoft Azure growth tops estimates
—Apple delivers solid FQ3 results
—Datadog Q2 earnings preview
—The rise of cyber resiliency
—Why BMO Capital is bullish on MongoDB
TSP Weekly Tech Stock Update—Aug 2, 2025
This Week: Palo Alto to buy CyberArk, MSFT Azure growth tops estimates, Apple delivers solid results, CFLT disappoints again, DDOG Q2 preview, BMO bullish on MDB, the rise of cyber resiliency & more.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jul 30
$MSFT Microsoft FQ4 Azure rev +39% versus guide of +34% to +35%
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jul 28
Lumentum Shares Rally 133% From April Low, Hit New 52-Week High
Here's what we wrote about LITE back in early April, when the stock was below $50
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jul 26
📈📉 Read the latest TSP Weekly Update--July 26 2025

—4 mid-cap tech rebound candidates into earnings

—Microsoft & Apple earnings previews

—ServiceNow & Alphabet earnings reviews

—Datadog could get bigger in security

—Why Mizuho is bullish on Braze

—Jefferies remains upbeat on Atlassian
TSP Weekly Tech Stock Update—July 26, 2025
This Week: AAPL/MSFT earnings previews, NOW/GOOGL earnings reviews, Mizuho bullish on BRZE, Jefferies likes TEAM, AVGO hits new all-time high, PANW rallies, Datadog could get bigger in security & more
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jul 12
📈📉 Read the latest TSP Weekly Update--July 12 2025

—NVDA/AVGO/MSFT hit new all-time highs
—Behind this week’s 2-day sell-off in tech momentum stocks
—ServiceNow’s push into CRM space
—Unity shares get a Vector boost
—Datadog stock hit by a downgrade
—MongoDB gets an upgrade
—Google AI Mode uptake
TSP Weekly Tech Stock Update—July 12, 2025
This Week: NVDA/AVGO/MSFT new all-time highs, DDOG pulls back on downgrade, ServiceNow's push into CRM, Unity shares get a Vector boost, Wolfe bullish on MDB, UBS upbeat on CFLT, BTIG likes ZS & more.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jul 5
📈📉 Read the latest TSP Weekly Update--July 5 2025

—Datadog added to S&P 500
—Figma to go public
—Update on Apple AI
—MSFT/CRWD/AVGO hit new all-time highs
—Mizuho gets more bullish on Broadcom
—Canaccord ups Spotify price target
—Atlassian shares on the rebound
TSP Weekly Tech Stock Update—July 5, 2025
This Week: Datadog added to S&P 500, MSFT/CRWD/AVGO new all-time highs, Figma to go public, Mizuho bullish on Broadcom, why Macquarie likes GitLab, Apple AI update, Canaccord lifts SPOT target & more.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jul 2
$DDOG — Datadog (DDOG, $135.01) will replace Juniper Networks in the S&P 500 effective July 9.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jun 28
📈📉Read the latest TSP Weekly Update—June 28 2025

—Nasdaq hits new all-time high
—New record highs for CRWD, AVGO & MSFT
—Top observability vendors for the AI Era
—ServiceNow is a CRM disrupter
—Why Morgan Stanley likes Snowflake
—KeyBanc bullish on Nutanix
—Apple AI M&A chatter
TSP Weekly Tech Stock Update—June 28, 2025
This Week: AVGO/CRWD/MSFT new all-time highs, Rubrik buys Predibase, Morgan Stanley bullish on SNOW, KeyBanc likes NTNX, Apple AI M&A chatter, GitLab shares try to stabilize, ESTC gets upgraded & more
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jun 21
📈📉Read the latest TSP Weekly Update--June 21 2025

—AMD shares outperform following product launch
—Behind the rebound in Datadog shares
—A look at Monday’s AI strategy
—Why AI is a TAM expander for Elastic
—New product traction at Snowflake
TSP Weekly Tech Stock Update—June 21, 2025
This Week: AMD shares outperform, MSFT/CRWD new all-time highs, BofA bullish on Datadog, Snowflake's new product traction, Monday's AI strategy, cloud database M&A, JP Morgan upbeat on Zscaler & more.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jun 14
📈📉Read the latest TSP Weekly Update—June 14 2025

—Microsoft shares hit new all-time high
—What’s behind Braze stock sinking to new 52-week low
--GitLab's outlook disappoints
—How Snowflake is keeping up with Databricks
—New AI-powered capabilities from Datadog
—Zscaler gets upgraded
TSP Weekly Tech Stock Update—June 14, 2025
This Week: MSFT new record high, Zscaler/Datadog get upgraded, GitLab outlook disappoints, BRZE sinks to new 52-wk low, Snowflake versus Databricks, Citi lifts AVGO target, CIBC likes Rubrik & more.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · Jun 7
📈📉Read the latest TSP Weekly Update--June 7 2025
--Spotify, Microsoft & CrowdStrike hit new all-time highs
--Snowflake & Zscaler hit new 52-week highs
--Rubrik delivers strong FQ1 results
--Broadcom's upbeat AI semi revenue outlook
--MongoDB surprises to the upside
--GitLab earnings preview
TSP Weekly Tech Stock Update—June 7, 2025
This Week: SNOW hits new 52-wk high, CRWD new record high, Broadcom's upbeat AI semi outlook, Rubrik delivers robust FQ1 growth, GTLB earnings preview, Cantor likes HUBS, Goldman bullish on OS & more
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · May 31
📈📉Read the latest TSP Weekly Update—May 31, 2025

—Zscaler shares hit new 52-wk high on strong FQ3 report
—CrowdStrike, MongoDB, Broadcom & Rubrik earnings previews
—Healthy new logo growth at Nutanix
—Elastic’s AI opportunity
—Apple WWDC25 preview
TSP Weekly Tech Stock Update—May 31, 2025
This Week: ZS at new 52-week high, RBRK new post-IPO high, strong new logo growth at NTNX, Elastic's AI opportunity, CRWD/MDB/AVGO earnings previews, Apple WWDC25 preview, Jefferies upgrades U & more.
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · May 24
📈📉Read the latest TSP Weekly Update--May 24 2025
--Snowflake/Workday/Palo Alto earnings reviews
--Nutanix & Zscaler earnings previews
--Google I/O 2025 overview
--Microsoft's AI roadmap
--CrowdStrike shares hit new all-time high
TSP Weekly Tech Stock Update—May 24, 2025
This Week: CRWD hits new all-time high, RBRK at new post-IPO high, Goldman upbeat on Microsoft's AI roadmap, Wm Blair likes OneStream, SNOW/WDAY/PANW earnings reviews, NTNX/ZS earnings previews & more
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Rob @ Tech-Stock Prospector @techstockradar.bsky.social · May 23
$CRWD $RBRK $ZS - Cybersecurity strong--CrowdStrike new all-time high, Rubrik new post-IPO high, Zscaler new 52-wk high