The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
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Sony – PS5 Controller Haptics Getting Good Reviews
The haptic feedback and adaptive triggers on Sony's new PS5 controllers offer entirely new functionality for the console and could be a significant...
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Amazon 3Q20: Amazon $6,000
Amazon's continued success is nothing new, but the pause in the stock grants longer term investors another bite at the apple at $3000...we think...
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AMD – RX6000 Series Should Make Intel and Nvidia Sweat and TSMC and Nintendo Smile a Touch
AMD's ability to suddenly match or better Intel and Nvidia in CPUs and GPUs bodes well for the company but we also feel that GPU developments are...
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3Q20 Best Bets: Mega Cap Wins
Some top of mind thinking about large cap TMT earnings heading into the thick of the meat grinder which is earnings season. We like secular...
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