‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
142 Views
Autonomous Driving- Lyft's Cunning Plan
Uber's autonomous driving strategy is well understood, thanks in part to the very public, year-long lawsuit they were embroiled in with Waymo....
133 Views
Autonomous Driving- Uber's Reckless Ride
In growing from zero to $70 billion in market cap, Uber accomplished in seven years what took Ford seventy. That phenomenal growth rate came...
207 Views
Premature Exhilaration in Free-To-Air TV?
The air of invincibility surrounding the technology sector is dissipating. It began a year ago when some major brand advertisements on Alphabet Inc...
94 Views
U. S. Equity Strategy: Internals Remain Weak
The S&P 500 has been testing its 200-day moving average throughout last week and again on Monday. The Index closed 0.3% below the moving...
118 Views