Naver & Druking - What Is This All About?
Naver Corp (035420 KS) has been wrapped in a controversy surrounding the Druking (pronounced "Drewking") scandal in the past two weeks, negatively...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
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Autonomous Driving- Uber's Reckless Ride
In growing from zero to $70 billion in market cap, Uber accomplished in seven years what took Ford seventy. That phenomenal growth rate came...
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Premature Exhilaration in Free-To-Air TV?
The air of invincibility surrounding the technology sector is dissipating. It began a year ago when some major brand advertisements on Alphabet Inc...
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