November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
424 Views
MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
648 Views
Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
1.3k Views
NVIDIA. Robust Rebound Tempered By A Seasonally Uncharacteristic, Tepid Outlook
Nvidia's CY Q32019 was the company's second quarter in a row of solid recovery from the troughs of their two-quarter long down cycle, triggered by...
410 Views
Canaan IPO Valuation: More Fun Ways to Lose Money
Canaan Inc. (CAN US) is a Chinese designer of bitcoin mining machines which are sold under the AvalonMiner brand. At the mid-point of the IPO price...
490 Views