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Microsoft Corp (MSFT US)
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711
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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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NVIDIA Corp
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06 Sep 2023 22:07
When Giants Run Out of Gas; Some Among Super Seven Are Losing Steam
Super Seven drove >80% of the S&P 500's gains this year. Can the Super Seven continue to outperform the broader market? Lately, the Super Seven...
Mint Finance
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392 Views
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bullish
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Intel Corp
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31 Jul 2023 01:05
Intel Results #1 Take-Away: Major Readthrough for PC Upgrade Cycle and Edge AI
Edge AI will drive a major upgrade cycle for PCs worldwide -- We recommend getting ahead of PC's having their "ChatGPT Moment".
Vincent Fernando, CFA
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404 Views
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bullish
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Meta Platforms (Facebook)
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20 Jun 2023 09:10
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Syndicated
Meta's Moat
During the weekend, I asked my twitter followers: What do you think Facebook's DAU to MAU ratio was in 2009? The number that got the highest votes...
MBI Deep Dives
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392 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Apr 2023 22:26
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
Vincent Fernando, CFA
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340 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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31 Dec 2022 11:38
China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
Vincent Fernando, CFA
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