Japan Display--Strong Orders from Apple & Chinese Customers for Full-Active Displays
We recently met with Japan Display Inc. (JDI) and were won over by the company's high hopes for an earnings recovery in FY3/19. While other...
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Autonomous Driving- The Tesla Delusion
Tesla first began to equip its Model S with self-driving technology in October 2014 and announced the launch of its "Autopilot" software to take...
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Tesla, Apple and the Folly of Trying to Dominate Ecosystems
Tesla Motors Inc (TSLA US) has been having a tough time of late with its troubles increasing production volumes for the model 3, the highly...
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AAC Tech: Squeezed from the Trade Wars?
Since the last time I wrote about AAC Technologies Holdings Inc (2018 HK) on the 22nd Jan 2018 in AAC Tech: Optics and Chinese Mobile Keeps Growing...
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U. S. Equity Strategy: Internals Remain Weak
The S&P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving...
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