AMD. Soaring On Debut Computex Keynote & Impressive Roadmap Announcements.
Advanced Micro Devices delivered their first ever keynote at Computex 2019 in Taipei yesterday, a fitting tribute for the company's 50'th...
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PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
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NVIDIA. Headwinds Mount As AMD Continues To Erode Their AI Training Market Leadership
On their latest earnings call for Q1 2020, Nvidia reported revenues of $2.2 billion in line with their forecast, down 31% YoY and up 1%...
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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...
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U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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