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Microsoft Corp (MSFT US)
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748
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Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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Mediatek Inc
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02 May 2024 22:04
Key Insights from Qualcomm's Latest Data; Mediatek Taking Market Share?
We deep dive into Qualcomm's latest results and the key take-aways relative to Mediatek. Overall, we find the latest QCOM results as positive for...
Vincent Fernando, CFA
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401 Views
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bullish
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Taiwan Semiconductor (TSMC)
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25 Jan 2024 09:48
Taiwan Tech Weekly: SK Hynix Boosts Optimism for Memory; Intel, Mediatek, Microsoft, UMC Key Events
A strong outlook from TSMC and SK Hynix's return to op profit have boosted Taiwan tech; Why Microsoft's Copilot will accelerate demand for DRAM;...
Vincent Fernando, CFA
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420 Views
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bullish
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Micron Technology
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22 Jan 2024 09:00
Memory Monitor: Microsoft Copilot Will Supercharge Demand for DRAM; SK Hynix, Nanya Tech, Micron
Microsoft's new AI features for Windows require a minimum of 16GB of DRAM, prompting accelerated PC upgrades and a pulling forward of the demand...
Vincent Fernando, CFA
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499 Views
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bullish
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Thematic (Sector/Industry)
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17 Jan 2024 01:05
AI Industry Structure and Business Model: What Inning is It?
What inning is AI in? If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing...
Fabricated Knowledge
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280 Views
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bullish
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PDD Holdings
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07 Jan 2024 10:56
Temu Versus Dollar Tree: More Online & Offline Adventures in Pursuit of Ultra-Cheap Stuff
In this insight, we introduce readers to the US "dollar" store concept, then compare our experiences shopping for cheap stuff at Dollar Tree and...
Tracking Traffic
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585 Views
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