Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
222 Views
Pokémon GO - A Thought Snack IIa: What's It Worth To Nintendo? We Have Some Minimal Clarity
On Friday after the close, for the sake of clarity, Nintendo (7974 JP) issued a Notice Regarding the Impact of "Pokémon GO" on the Consolidated...
279 Views
Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
237 Views
Alibaba Vs Amazon - Very Different Model, Similar Risk/Reward, Both BUY
This is the second of a series of in-depth research reports comparing major Chinese and US Internet stocks. China's inflated online sales growth...
338 Views
Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
167 Views