Intel’s Cut Its Dividend, But Should It Cut Its Foundry?
Intel unsuprisingly cut its dividend given the massive PC inventory glut and lack of FCF in 2023 and to keep its foundry plans intact...we question...
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Hon Hai Precision: Nvidia Chip Partnership Shows Emerging EV Advantage, Apple Issues Improving; Buy
Latest Nvidia and Apple developments are positive signals for Hon Hai, we continue to view Hon Hai as a Structural Long and also outline a...
359 Views
GEM Weekly (24 Feb 2023): South Korean Rates; Pinduoduo, JD.com, NIO, TSMC
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
310 Views
New U.S. CHIPS Act Speech: Commerce Secretary Emphasizes National Security Game Changer; Conclusions
Don't expect any loosening of China chip restrictions, financial cost is now secondary to national security. A future expansion of funding is...
340 Views
AI Leaders Monitor: Nvidia, TSMC, ASML Trading Monitor - Nvidia Results Key Take-Aways
One can consider going Long a basket of Nvidia, ASML, and TSMC based on a structural growth thesis for AI demand. All three names hold important...
398 Views