Crowdstrike 1Q2022: The Best in the Biz
Incredibly strong quarter for Crowdstrike. The business is humming, clearly separating itself from its legacy peers. High profile ransomware...
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Does Seagate Even HAVE a Direction?
Is Seagate a good investment? Given the decline of the HDD market, and the rise of SSDs, the company's position is far weaker than that of its...
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Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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March Semiconductor Sales Up Yet Again
The SIA reported very positive semiconductor revenues for the first quarter, but leading indicators show that a correction has begun. This Insight...
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November Semiconductor Sales Continue Upward Trend
The just-released November chip sales figures showed surprising strength. This Smartkarma Insight explains why the chip market is burgeoning while...
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