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Mellanox Technologies (MLNX US)
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6
Analysis
Information Technology
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Israel
Mellanox Technologies Ltd. designs and develops semiconductor-based, high-performance interconnect products. The Company's products facilitate data transmission between servers and storage systems through communications infrastructure equipment.
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bullish
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Advanced Micro Devices
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24 Aug 2024 10:03
AMD. Making Sense Of The Proposed Xilinx Acquisition.
If the ~$5 billion (minus what it can get for ZT Systems manufacturing operations) AMD is paying to get its hands on 1,000 data center engineers...
William Keating
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681 Views
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bullish
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NVIDIA Corp
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26 May 2020 11:08
Nvidia. Likely A Net Beneficiary Of COVID-19 Tailwinds.
On May 21 last, Nvidia reported first quarter revenues of $3.08 billion, up 39% YoY, down 1% sequentially and slightly ahead their outlook,...
William Keating
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247 Views
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bearish
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Luckin Coffee
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28 Apr 2020 18:38
Luckin Coffee (瑞幸咖啡) Getting More Serious
The month of April has seen numerous speeches by senior officials from the CSRC and CBRC noting that securities fraud is a scourge on markets and a...
Travis Lundy
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572 Views
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bullish
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Mellanox Technologies
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24 May 2019 21:06
MergerTalk: NVIDIA/Mellanox - Why We Think There Is More Opportunity Than Risk In The Widened Spread
Until very recently, the merger spread in the low to mid-single-digit range appeared to signal few problems with respect to Nvidia's (NVDA...
Robert Sassoon
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745 Views
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bullish
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Thematic (Sector/Industry)
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20 Mar 2019 14:12
Starboard Value. The Game Changing Activist Investor That Doesn't Take No For An Answer.
New York based activist investor firm Starboard Value has been intricately involved in shaping the fortunes and futures of two high profile...
William Keating
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627 Views
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