Why Commodities Drive the Semiconductor Cycle
The semiconductor industry is undergoing a collapse, as it does every few years. Investors who understand why this occurs, and how it hits certain...
1.2k 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...
731 Views
AGM AEM + 1Q19 Results: Riding the 5G Wave; Investors Should Watch NovoFlex and Huawei Developments
Late April I attended the AGM of Aem Holdings (AEM SP) in Singapore. Having attended hundreds of AGMs over the years, AEMs was surely one of the...
578 Views
Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
470 Views
U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
627 Views