PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
684 Views
NVIDIA. Headwinds Mount As AMD Continues To Erode Their AI Training Market Leadership
On their latest earnings call for Q1 2020, Nvidia reported revenues of $2.2 billion in line with their forecast, down 31% YoY and up 1%...
631 Views
MergerTalk: NVIDIA/Mellanox - Why We Think There Is More Opportunity Than Risk In The Widened Spread
Until very recently, the merger spread in the low to mid-single-digit range appeared to signal few problems with respect to Nvidia's (NVDA...
748 Views
Tesla "Autonomy Day" Takes Investors For Another Ride
Tesla Motors (TSLA US) "Autonomy Day" event yesterday started more than 40 minutes late and lasted more than four hours. Worse, we had heard most...
644 Views
SoftBank Group: Uber IPO a Welcome Shot in the Arm
Uber Technologies (0084207D US) as kicked off its IPO by posting its S-1 filing last Thursday. Softbank Group (9984 JP), through the SoftBank...
702 Views