Intel's 10nm Nightmare
Intel just announced record earnings for Q1 2018. Revenue was $16.1 billion, up 13% YoY and well ahead of the $15 billion +/- $500 million guidance...
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Autonomous Driving- Intel's Mega-Billions Gamble
Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...
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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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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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AMD-The Obituary? Poppycock!
Yesterday, short-seller Viceroy Research published a report entitled "AMD- The Obituary" in which they claimed that Advanced Micro Devices (AMD US)...
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