U.S. Yields Testing Support Ahead Of FOMC Meeting
We continue to see signs of improving risk appetites alongside healthy market dynamics. As a result, our outlook remains constructive.
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Intel’s New Optane and NAND SSDs Enhance Value Ahead of SK Hynix NAND Acquisition
Intel’s latest 144-layer 3D NAND and 2nd and 3rd generation Optane SSDs will enable high performance storage for applications ranging from PCs to...
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TMT Weekly: 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/3/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Nutanix: Subscription Transition Meets Corona Virus? Huh?
This note is a followup to our deep dive on Nutanix from December. The quarter’s results were consistent with our long thesis, and the near 30%...
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