Notes from Detroit: The AI in Automotive Conference - The Suppliers' Perspective
We attended the AI in Automotive Conference hosted by Wards Intelligence and sponsored by Cray in Detroit on April 5. The panel speakers were from...
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Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
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Last Week in Event SPACE - Sanyo Special, Celltrion, Broadcom, Wynn, MSCI, CCASS
Last Week in Event SPACE ...Embracing Sanyo Special Steel Co Ltd (5481 JP)'s complicated arbitrage; CFIUS dings Broadcom Limited (AVGO US) but...
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AMD-The Obituary? Poppycock!
Yesterday, short-seller Viceroy Research published a report entitled "AMD- The Obituary" in which they claimed that Advanced Micro Devices (AMD US)...
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U.S. Equity Strategy: Cyclicals Are Leadership, Small-Caps Are Closing the Gap.
In our March Strategy we provide a top down analysis of U.S. equity market drivers, and highlight opportunities within the following Sectors:•...
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