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True Value

Palo Alto Networks Offers a Smooth Ride in Turbulent Markets

By Anita Ramaswamy · Apr 21, 2025 10:00am PDT · 2 comments
If the Trump administration’s tariffs and other policies throw the economy into turmoil, cybersecurity stocks could be a safe haven for tech investors. Palo Alto Networks, one of the largest and best-diversified companies in a highly fragmented industry, has shown it can grow through slowdowns and will be relatively safe from tariffs. Palo Alto... If the Trump administration’s tariffs and other policies throw the economy into turmoil,...
Photos by Getty
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Market Sell-Off Makes Amazon a Bargain Worthy of Walmart

By Anita Ramaswamy · Apr 9, 2025 6:00am PDT
Big stock market sell-offs present surprising opportunities. Here’s one: Amazon, the killer of bricks-and-mortar retail, is now much cheaper than Walmart, the king of bricks-and-mortar retail. This swap has been happening in slow motion for the past few months. President Donald Trump’s liberation day put the shift into high gear. Trump’s tariffs... Big stock market sell-offs present surprising opportunities. Here’s one: Amazon, the killer of...
Art by Mike Sullivan
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CoreWeave’s Quiet Rival May Be the Better Bet

By Anita Ramaswamy · Mar 27, 2025 10:00am PDT · 10 comments
CoreWeave, the AI–focused data center company set to go public Friday, is the hottest name in both finance and tech right now. Then there’s Nebius. Nebius also builds data centers aimed at artificial intelligence. It is already listed, so there is no IPO fanfare. It is also growing fast and has almost no debt. The most surprising thing... CoreWeave, the AI–focused data center company set to go public Friday, is the hottest name...
Bumble founder Whitney Wolfe Herd has returned as chief executive. Photo by Getty
Bumble and Match Need to Woo Investors
By Anita Ramaswamy · Mar 24, 2025 6:00am PDT · 1 comment
Bumble founder Whitney Wolfe Herd has returned as chief executive. Photo by Getty
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Bumble and Match Need to Woo Investors

By Anita Ramaswamy · Mar 24, 2025 6:00am PDT · 1 comment
Dating apps are looking for love. Consumers, and investors, are looking elsewhere. Bumble, Tinder, Hinge and the like were once part of the popular crowd. That’s been changing for a while now. Any lingering affection that investors had for them was wiped out last month when weak earnings, poor outlooks and declining users sent stocks tumbling. Dating apps are looking for love. Consumers, and investors, are looking elsewhere. Bumble,...
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Investors Should Buy the Dip, Ride the Lyft

By Anita Ramaswamy · Mar 6, 2025 7:30am PST · 1 comment
Investors have declared Uber the winner in its bitter ride-hailing battle with Lyft. It’s true that Uber dominates the industry, but Lyft might be the better investment right now. Uber’s success is no secret. Its customers spent a total of $163 billion on the platform in 2024, roughly 10 times the value of transactions on Lyft over the same... Investors have declared Uber the winner in its bitter ride-hailing battle with Lyft. It’s true...
Meta AI's booth at the World Economic Forum in Davos, Switzerland. Photo via Getty.
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Meta’s AI May Not Be as Good for Ad Growth as Investors Think

By Anita Ramaswamy · Feb 13, 2025 6:00am PST
Meta Platforms has been this year’s artificial intelligence darling. The Facebook and Instagram parent’s shares are up roughly 24% so far in 2025, despite CEO Mark Zuckerberg’s declaration last month that the company would lift capital expenditures 60%, mostly to pay for AI development. The rally in Meta’s stock contrasts sharply with the anemic... Meta Platforms has been this year’s artificial intelligence darling. The Facebook and Instagram...
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Why Seagate and Western Digital Are Sleeper AI Picks

By Anita Ramaswamy · Jan 29, 2025 6:00am PST · 1 comment
Seagate Technology and Western Digital Corp. may be best known for selling hard drives for personal computers, which means they’re likely not the first names that come to mind when one thinks of companies that will benefit from artificial intelligence investments. That mindset may be out of date. In recent years, Seagate and WDC have... Seagate Technology and Western Digital Corp. may be best known for selling hard drives for...
Marc Benioff and Larry Ellison. Photo via Getty.
Why Oracle and Salesforce Should Merge
By Anita Ramaswamy · Jan 22, 2025 7:30am PST · 4 comments
Marc Benioff and Larry Ellison. Photo via Getty.
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Why Oracle and Salesforce Should Merge

By Anita Ramaswamy · Jan 22, 2025 7:30am PST · 4 comments
Oracle’s founder and chief technology officer, Larry Ellison, is in the center of tech action more than at any time in the past 30 years, thanks to the company’s role in artificial intelligence and TikTok. But it’s not clear that Oracle has the resources to stay in the game. Even before Tuesday’s announcement by President... Oracle’s founder and chief technology officer, Larry Ellison, is in the center of tech...
ByteDance’s Singapore office. Photo by Claudio Schwarz.
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ByteDance Is a Steal Even Without TikTok

By Juro Osawa and Jing Yang · Jan 21, 2025 6:00am PST · 5 comments
TikTok might have restarted operations in the U.S., but investors in the app’s parent company, ByteDance, remain in the dark about its future. For those debating buying into ByteDance shares, however, it doesn’t matter. Whatever happens, ByteDance stock is severely undervalued. Even if TikTok were to disappear entirely from the U.S.,... TikTok might have restarted operations in the U.S., but investors in the app’s parent...
Jack Dorsey. Photo by Getty
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Block Stock is Stalled As Side Bets Distract From Core Businesses

By Anita Ramaswamy · Jan 16, 2025 7:00am PST · 1 comment
Of Jack Dorsey’s two business creations, only one looms large in the public consciousness: the company previously known as Twitter. But by some measures, his other company, Block, has been a more successful enterprise. Dorsey has built Block’s original business—Square, which gives small businesses a way to accept credit card... Of Jack Dorsey’s two business creations, only one looms large in the public consciousness:...
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Microsoft’s Gaming Business Falls Short, Despite Activision

By Aaron Holmes · Jan 14, 2025 12:23pm PST · 4 comments
In 2021, Microsoft CEO Satya Nadella faced a choice involving the company’s Xbox and cloud gaming business. The company could either acquire major game studios to drive more subscriptions to its nascent Game Pass subscription service. Or it could wind down its games business entirely, Nadella told two people at the time. Nadella took the... In 2021, Microsoft CEO Satya Nadella faced a choice involving the company’s Xbox and cloud...
Hock Tan, CEO of Broadcom. Photo by Getty
Why Marvell Will Overtake Broadcom As Nvidia’s AI Challenger
By Anita Ramaswamy · Jan 3, 2025 6:00am PST · 7 comments
Hock Tan, CEO of Broadcom. Photo by Getty
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Why Marvell Will Overtake Broadcom As Nvidia’s AI Challenger

By Anita Ramaswamy · Jan 3, 2025 6:00am PST · 7 comments
Specialized chip designers Broadcom and Marvell Technology have been getting a lot of investor love lately. Both companies’ shares have surged more than 30% over the past three months as their revenues have soared, thanks to their efforts helping tech giants including Google and Amazon build their own artificial intelligence chips. ... Specialized chip designers Broadcom and Marvell Technology have been getting a lot of investor...
Vimeo CEO Philip D. Moyer. Photo via Vimeo.
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What Investors Are Missing About Vimeo’s Potential

By Anita Ramaswamy · Dec 5, 2024 7:00am PST · 1 comment
After a long slump, software stocks have gotten a lift from the market euphoria that has followed Donald Trump’s election. The exuberance has even spread to companies that sell video creation and distribution tools, such as Vimeo, despite the very real threat hanging over their business models: artificial intelligence–powered video... After a long slump, software stocks have gotten a lift from the market euphoria that has followed...
Photo via Nasdaq.
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Marketing Software Firm Braze Could Be a Hot Acquisition Target

By Anita Ramaswamy · Nov 21, 2024 6:00am PST · 1 comment
This isn’t the year to be in marketing software. Companies’ marketing spending as a percentage of sales is at a five-year low, according to data from Gartner. That has hurt big software companies like Salesforce and Adobe, which get a chunk of revenue from selling marketing tools. It’s also hurt smaller marketing software firms... This isn’t the year to be in marketing software. Companies’ marketing spending as a...
Chart by Shane Burke
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Why Reddit’s Explosive Growth Could Last

By Anita Ramaswamy · Nov 5, 2024 6:00am PST · 1 comment
Redditors may have their new favorite meme stock—Reddit. The social media platform’s report of a 68% jump in third-quarter revenue sent the stock soaring 40% to around $115 last week, more than triple the price at which it went public in March. Reddit is now trading at a huge premium to other social media stocks—11.2 times next... Redditors may have their new favorite meme stock—Reddit. The social media platform’s...
Apple’s Low-Cost AI Strategy Wins Over Investors, Despite Risks
By Anita Ramaswamy · Oct 28, 2024 6:00am PDT · 2 comments
True Value

Apple’s Low-Cost AI Strategy Wins Over Investors, Despite Risks

By Anita Ramaswamy · Oct 28, 2024 6:00am PDT · 2 comments
Anyone looking at Apple’s recent stock rally—which lifted its market capitalization to $3.6 trillion two weeks ago, a record for any public company—wouldn’t know that the company’s big new product, the Vision Pro mixed reality headset, had sold so badly that Apple is scaling back production. Or that it’s been... Anyone looking at Apple’s recent stock rally—which lifted its market capitalization...
Chart by Shane Burke.
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Meta Bulls Are Overvaluing Zuckerberg’s Vision

By Anita Ramaswamy · Oct 10, 2024 6:00am PDT · 14 comments
Investors may be viewing Meta Platforms’ stock through rose-tinted glasses. Meta’s shares have soared over 70% this year, more than those of any other big tech stock except Nvidia, giving Meta a premium valuation next to comparable stocks such as Alphabet’s. Shares of the Facebook and Instagram parent now trade at 14.2 times... Investors may be viewing Meta Platforms’ stock through rose-tinted glasses. Meta’s...
Photo by Smith Collection/Gado/Getty.
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Why Waymo Could Speed Past Uber

By Anita Ramaswamy · Sep 30, 2024 6:00am PDT · 4 comments
The race to get self-driving taxis on the road is accelerating. Elon Musk’s Tesla plans to reveal its long-awaited prototype of one such vehicle on Oct. 10, while Alphabet-owned Waymo announced last month that its autonomous vehicles soon would be available for Uber customers in Austin, Texas, and Atlanta. These moves, along with... The race to get self-driving taxis on the road is accelerating. Elon Musk’s Tesla plans to...
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GoDaddy Is Having a Moment: Why It Might Not Last

By Anita Ramaswamy · Sep 12, 2024 6:00am PDT · 1 comment
Grabbing attention is in GoDaddy’s DNA. The web domain hosting company that skyrocketed to widespread fame in the 2010s with a series of provocative Super Bowl ads is having another moment in the limelight, this time with Wall Street investors. After stagnating at the same level for five years, GoDaddy shares doubled between last November... Grabbing attention is in GoDaddy’s DNA. The web domain hosting company that skyrocketed to...
Chart by Shane Burke
Temu’s Biggest Bargain: Its Parent Company’s Stock
By Jing Yang · Sep 9, 2024 7:21am PDT · 1 comment
Chart by Shane Burke
True Value

Temu’s Biggest Bargain: Its Parent Company’s Stock

By Jing Yang · Sep 9, 2024 7:21am PDT · 1 comment
If you’re looking for a bargain backpack or pair of shoes, Temu might seem like the ideal place to look. If you’re looking for a bargain stock, the price tag on Temu’s parent, PDD Holdings, certainly seems tempting. Since PDD’s top management warned two weeks ago that rising competition would put downward pressure on its... If you’re looking for a bargain backpack or pair of shoes, Temu might seem like the ideal...