Canaan Inc. IPO Preview (Part 3): Earnings Forecast & Valuation Analysis
For our base case valuation, if we take the average of the mid-case valuation of the company on P/S and P/E basis, this would suggest an implied...
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Judge Bars Government from Accessing Additional Qualcomm Data on Failed Broadcom Deal
A federal judge ruled May 4 the FTC cannot access additional information about Broadcom’s failed takeover of the smartphone chip manufacturer that...
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NXP Semiconductors NV–An Intriguing Investment
The current melee between China and the United States concerning trade is throwing markets in disarray. We believe that is also presenting exciting...
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Qualcomm Likely To Exit ARM Server CPU Business
Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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