The Market Sentimentalist - New-FANG-Led Technology
Summary “There is a time to smile, a time to cry, A time to live, a time to die, A time to sell and a time to buy” Our thoughts on technology...
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US Equity Market Looking Increasingly Expensive
If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The...
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How Bad for TSMC After Samsung Spins off "Samsung Foundry"?
What's new?According to The Korea Economic Daily, Samsung Electronics Co Ltd (005930 KS) has decided to spin off its foundry operation from the...
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Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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Silicon Stories #7: Saving Private Optimus
In this review, we look at the possibilities of military robotics in future conflicts on the back of Syria and North Korea. There are three reasons...
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