Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
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Renesas: Surges 10% on Positive Nikkei Interview with CEO Suggests Solid M&A Knowhow
After its share price lost two thirds of its value over the last year Renesas Electronics (6723 JP) is surging today after a positive interview...
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AMD Reiterates Market Share Progress In Bullish Update at Credit Suisse TMT Conference
During the course of a wide-ranging fireside chat, Advanced Micro Devices CEO Lisa Su delivered a bullish update on the company's competitive...
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Last Week in Blockchain & Cryptos: Bitcoin Hits a One-Year Low Amidst "Hash Wars"
Bitcoin (XBTUSD CURNCY) fell below the USD5,000 level yesterday (18th November) to a new one-year low. At the time this note is published, Bitcoin...
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TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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