Intel's Potential $720 Million Holiday Season Gift To AMD
Intel noted on their Q2 earnings call that they would struggle to meet demand for the remainder of the year and so it has come to pass. During the...
461 Views
Sell Lenovo: Round Three Tariffs Will Hurt. Rising Risk of Capital Raising
Trumps tariffs Trump’s round-three tariffs target tech. Specifically, Desktops/servers (8471), PCBs, computer parts (8473) and Network equipment...
524 Views
AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
337 Views
Sell Lenovo (992 HK): No Turnaround in Sight - Cashless Profits Don't Count
Today's result announcements are classic self flattery.Dig a little deeper and there is little evidence of a turnaround. Sales grew, but...
531 Views
Lenovo (992 HK) Sell. *Catalyst* Pending Equity Dilution. 51% Downside
Bucephalus proprietary Governance, Accounting and Performance risk analysis: G: Controlling shareholder. Acquisition policy. A: Obscuring...
420 Views