Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From Here?
Hon Hai shares surged to new all-time high after showcasing AI technologies at Nvidia's GTC conference. We believe a short squeeze may have been...
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Global Semiconductors: Winners Emerge as Fund Allocations Hit Record Highs
Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives...
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Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well
Delta Taiwan's AI power efficiency solutions showcased at NVIDIA Corp's GTC Conference drove outperformance vs. Delta Thailand. However, short...
387 Views
Micron's Earnings and Broadcom's Accelerators
It's all about AI. Micron is proving the memory thesis true, and Broadcom has a new accelerator customer. Also Nvidia's Moat.
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Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit
Micron's strong results and forward margin guidance lead to soaring shares, with successful leapfrogging into HBM memory space and high demand...
459 Views