Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
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TMT Weekly: 3 Things that Stood Out The Week of 7/3/2020
This week we highlight Match Group's independence, YouTube TV's price hike, and the sheer insanity of Spotify's 80% move. Obex’s fundamental...
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Apple: Thoughts on Recent Share Price Rally
● Apple’s share price hit an all-time high of US$366.53 on 23rd June 2020. The company’s shares have gained 22% since the beginning of this year...
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Intel. How Should We Interpret Jim Keller's Untimely Departure?
Overnight Intel announced the resignation of Jim Keller effective June 11, 2020, due to personal reasons. Keller is a world-renowned chip...
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Tencent (700 HK): Fighting Back Against “Apple Tax”
Tencent suspended iOS users from paying WeChat Public Accounts' add-on services. Tencent has been trying not to pay the “Apple tax” for a long...
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