Associate, Samadhi Partners
Contributor's Links: Samadhi Partners

Associate at Samadhi Partners Equity Research and Samadhi Capital Partners, a commonly-controlled affiliate that offers a long/short and long-only fund.

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Tripping With Microsoft, Nvidia And Advanced Micro, Oh My!
Microsoft bolsters its cloud position through strategic partnerships with Nvidia, Qualcomm, Cavium, AMD, and Intel. Individual M&A talks by Amazon, CA & Softbank. TripAdvisor traded up following talk from its Chairman of an M&A-related price floor.
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STOCKS I FOLLOW

AAPL Apple Inc.
AMD Advanced Micro Devices Inc.
ANSS ANSYS Inc.
CA CA Inc.
CAVM Cavium Networks, Inc.
FB Facebook Inc
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
INOV INOVALON HOLDINGS, INC.
NEWR New Relic Inc.
ORCL Oracle Corporation
SNAP Snap Inc.
TEAM Atlassian Corporation Plc
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