NXP Semiconductors NV: Ignore the Noise, Go for It - Only Two More Days Left
News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI...
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Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!
With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...
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INRI (INRI MK): Malaysia’s Leader in Semiconductor Outsourcing
Low correlation with Western stock markets, strong long-term sales growth, and low correlation relative to its sector INRI is the largest...
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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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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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