Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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Loeb Backed Down Quickly…But Is Disney Really in Good Shape?
We think Disney is stuck. DTC streaming service is the future of media, a fundamentally less attractive business model. Disney remains an excellent...
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Intel Vs. TSMC/UMC Long/Short Monitor: Upcoming Intel Conference Catalyst
Newsflow thus could be in Intel's favor through the end of the month with the potential for major product announcements September 27th and 28th....
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Intel Vs. TSMC/UMC Long/Short Monitor: Take-Aways from DB Conference & Fireside Chat
Two Intel execs spoke at Deutsche Bank’s Technology Conference and a fireside chat, we find color on Intel's latest product milestone status and...
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Intel's $30 Billion JV with Brookfield Asset Mgmt: To Take Away Market Share from TSMC & Samsung?
On 23 August, Intel announced that it will partner with Canada's Brookfield Asset Management to jointly fund up to $30 billion to make advanced...
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