technology Archives - Runnymede Capital Management

How Sarbjeet Johal Hacked His Way From Economics to Cloud Consultant

Cloud influencer, Sarbjeet Johal talks about his path from studying economics to coding to the future of artificial intelligence.

Andrew Wang on Semiconductors at Market Overtime

Andrew Wang says that the semiconductors sector has good visibility as lead times extend to 12-50 weeks. He also discusses Taiwan Semiconductor Company (TSM) which reported earnings of $0.96 in EPS and $12.92B in revenue.

Chris Wang on Cloud Computing, Snowflake and Microsoft

Chris Wang speaks with Nicole Petallides, host of the Watch List and Market Overtime, about the cloud industry and its growing global megatrend. The group has seen real benefit from the pandemic, pulling revenues forward. Many names in the industry have been huge beneficiaries due to their their business models and Chris thinks this looks like a decent entry point to start building a position in several names in the cloud space.

How to Focus with a Life Planning Retreat

Wanda He and Eric Yu both work in big tech; but after a weekend life-planning retreat, they set a goal of making $30k per month quasi-passively by 2030.

Semi-Retired by 43 after Building a Multi-Million Dollar Business

Joe DiSanto seemingly had it all but chose to walk away from his lucrative business and critical acclaim in order to work less, save money, and spend more time with family.

Andy Wang on the Financial Markets, Jobs, and Earnings

Andy Wang says the massive liquidity and government stimulus measures can drive the market higher in the third quarter. But he tells Reuters' Fred Katayama the markets could also encounter some choppiness in the upcoming earnings season.