The 7investing Podcast

The Most Important Trends in Technology with Tiernan Ray


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The technology world moves really fast.

Moore’s Law has caused computer chips to double in transistor density every 18 months. Coding languages tend to become obsolete within a few years. Software is eating the world, and human beings are being replaced by machines doing business with other machines.

That’s a lot to keep up with! How are investors expected to keep up with everything going on?

To help us answer that question, we’ve brought in an expert. Tiernan Ray is one of the technology industry’s most in-depth reporters. He’s written about the seismic changes that have taken place in tech for 25 years – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. He now offers daily insights in his latest newsletter www.thetechnologyletter.com.

In an exclusive interview with 7investing, Tiernan describes the most fundamental changes taking place in technology right now. He offers his thoughts on NVIDIA’s most recent acquisitions, why cloud computing is perpetually “overvalued”, and why orchestration platforms are an opportunity that investors should be paying attention to.

Tiernan also shares his take on social media regulations and a few of Simon’s “far out” ideas. To wrap things up, Tiernan mentions a few intriguing stock market ideas that investors might consider.


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