A Potential New and Formidable Entrant into the AI Semiconductor Space: AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
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Baidu (BIDU) – Yes, COO Saved Baidu, But No, His Resignation Not a Concern
Summary The resignation of Qi Lu 陆奇, the COO, negatively impacted the stock price. Qi Lu saved Baidu from a scandal – Both financial performance...
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Amazon – Feedback from Meeting with Senior Management
We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a...
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Qualcomm Likely To Exit ARM Server CPU Business
Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...
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U.S. Equity Strategy: Upgrading Utilities, Downgrading Manufacturing
We continue to view the market as healthy in terms of breadth, although rotations are occurring at the margin which warrant minor tweaks to our...
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