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Microsoft Corp (MSFT US)
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726
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Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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Meta Platforms (Facebook)
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20 Jun 2023 09:10
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Syndicated
Meta's Moat
During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009? The number that got the highest votes...
MBI Deep Dives
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399 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Apr 2023 22:26
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
Vincent Fernando, CFA
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342 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
•
31 Dec 2022 11:38
China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
Vincent Fernando, CFA
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647 Views
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bullish
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Amazon.com Inc
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01 Aug 2022 21:01
Amazon 2Q22: Delivering an Inflection Point
Amazon's revenue growth is beginning to reaccelerate. Its cost growth is decelerating. Advertising is the best house in a tough digital...
Aaron Gabin
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285 Views
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bullish
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Activision Blizzard
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01 Mar 2022 02:06
MergerTalk: Microsoft/Activision Blizzard-Why We Think This Transaction May Not Be Such A Gamble
Why we think that the prospect of earning double-digits annualized returns from this transaction within the next 18 months might not be such a gamble
Robert Sassoon
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324 Views
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