Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
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Tech Wreck Rout Coincides With Record Semiconductor Sales Creating The Perfect Storm
The Semiconductor Industry Association yesterday reported worldwide sales of semiconductors reached $37.1 billion for the month of October 2017, an...
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Intel's Shocking HPC Roadmap Reset
In a surprise revelation, tucked away neatly in a blog post in advance of this week's SuperComputing Conference (SC17), we learned that Intel Corp...
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Softbank's US Strategy Shifts Again as Consolidation Spurned and Sprint Retained.
Softbank (9984 JP) had a great run until very recently. Its stake in Alibaba (BABA US) continues to rise in value, the market has forgiven ARM for...
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Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter
SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84%...
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