‘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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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Automotive Chipmakers in the Fast Lane —Destination: High-Speed Growth
Nvidia and Intel Will Both Be the Winners in Autonomous DrivingAs we contemplate the future of artificial intelligence, or AI, the most topical and...
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Cryogenic Memory: Computers from Deep Space?
The end of Moore’s Law and accelerating global data needs has driven computer manufacturers to come up with an advanced computing solution which...
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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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