Softbank – How Does AMD’s Resurgence and Xilinx Deal Impact the Nvidia-Arm Deal?
We consider the implications of AMD's latest CPU and GPU developments, as well as its move to acquire Xilinx on other competitors such as Nvidia...
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U. S. Equity Strategy: Status Quo: Bullish Outlook Intact
Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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King Yuan Electronics Co(2449 TT) - Time To Buy On Robust Demand For 5G, AI, and CMOS Image Sensor
In my previous report, "It's The Year Of The "MOUSE", our top investment themes for the Year of the Mouse are: Medical technology, Opportunity,...
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Moore's Law Has Ended... Again!
Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...
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