AUTHORS
Eric Jhonsa
Eric Jhonsa is an independent tech stock investor who contributes tech stocks coverage to TheStreet's Real Money. Previously, he has worked full-time for TheStreet from 2016-2020 and Seeking Alpha from 2011-2016 covering tech news. With a B.A. in Economics from Columbia University, Jhonsa takes a big-picture view of how macroeconomic conditions and tech trends stand to influence companies and their stock prices.
Jhonsa likes to maintain a large number of long and short positions, and trims and adds to positions actively. On the long side, he specializes in investing in tech companies that benefit from secular growth trends and have durable competitive strengths, while keeping a close eye on valuations and long-term margins/profitability. On the short side, he looks for highly overvalued companies, particularly ones that have benefited from speculative euphoria and/or whose business models look deeply flawed.
When he’s not focused on tech stocks, you can find Jhonsa playing tennis, taking landscape photography or rooting for Philadelphia sports teams.
Recent Articles By The Author
A 'Boy Who Cried Wolf' Mindset Now Exists Among Many Investors and Policymakers
Following many years of big growth-stock gains and low inflation, some are dismissing credible risks much too easily.
Nvidia, Salesforce, Dell and HP's Earnings Calls: 3 Notable Takeaways
Nvidia signaled that it expects very strong second-half server GPU demand, while Salesforce was eager to talk about the long-term impact of remote work on its business.
6 Software Stocks Tech Bargain-Hunters Might Want to Consider
Cheaper software stocks have often sold off lately in tandem with more expensive peers. That arguably creates some opportunities.
Why the Cryptocurrency Selloff Might Still Have Further to Go
There are still reasons to be optimistic about the long-term adoption of Bitcoin, Ethereum and certain other cryptos. But the selloff following a leverage-fueled speculative mania like the one we just saw rarely ends quickly.
AMD's Risk/Reward Looks Better Than It Has in a While
AMD still looks poised to gain more CPU share in 2021 and 2022. And its gaming GPU business might be competitively stronger in 2022 than markets currently expect.
5 Takeaways From an Eventful Tech Earnings Season
Among other things, results revealed that quite a few firms are now facing a higher bar, and that reopenings have begun affecting consumer behavior in a number of ways.
5 Takeaways From Intel, Seagate, ASML and Lam Research Earnings This Week
Among other things, Intel disclosed weak server CPU sales figures and shared more details about its plans to battle TSMC and Samsung in the foundry market.
Netflix Reports Earnings on Tuesday: 5 Important Things to Watch
Along with its total subscriber adds, keep an eye on Netflix's regional growth rates, as well as its free cash flow guidance and content spending outlook.
TSMC's Guidance Did Nothing to Spoil the Fun for Chip Stocks
Though the chip manufacturing giant is lower post-earnings, there's a lot to like about its revenue and capex guidance, as well as other commentary it shared.
Small-Caps and Tech Giants Present Opportunities as Bubble Stocks Deflate
The selloff in speculative tech names likely has further to go. But other tech names could still do well as markets rotate.
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