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ARM Holdings (ARM US)
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157
Analysis
Information Technology
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United Kingdom
Arm Holdings US, Inc. operates as a holding company. The Company, through its subsidiaries, designs chips used in a range of electronic products. Arm Holdings serves customers worldwide.
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bullish
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Foxconn Industrial Internet
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22 Jun 2024 04:01
Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
Vermilion Research
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385 Views
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bullish
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Micron Technology
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19 Jun 2024 01:53
Memory Monitor: Computex Showed Micron Leapfrog SK Hynix and Samsung; 'Boring' DRAM Could Now Hot Up
Micron's HBM DRAM shined alongside Nvidia at Computex. But now the HBM DRAM craze could drive a surge in traditional DRAM prices. Nanya Tech would...
Vincent Fernando, CFA
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251 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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18 Jun 2024 01:12
Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils AI Catch-Up Plan
TSMC's 3nm capacity filled until 2026, strategic price hikes coming soon. Taiwan tech rallies alongside Nvidia, Apple, and ARM. Samsung unveils...
Vincent Fernando, CFA
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269 Views
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bullish
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Softbank Group
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07 Jun 2024 00:33
Softbank (9984 JP): This Time, It’s Different
We believe that Elliott's push for share buybacks and other strategic reforms at SoftBank should be a game changer for minorities, and this should...
Victor Galliano
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544 Views
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bullish
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Raspberry Pi
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05 Jun 2024 00:37
Raspberry Pi IPO Valuation Analysis
Raspberry Pi is expected to raise about £157 million in this IPO. Our base case valuation of Raspberry Pi is market cap of £772 million or £4 per...
Douglas Kim
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666 Views
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