Bears Become Endangered Species, as Tech Faces Zeitgeist Shift…
It’s rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for ‘melt up’...
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Qualcomm Files a Lawsuit to Ban China IPhones but We Expect Apple Gains/ Qualcomm Loses
What's new on the fight between two giants?According to Bloomberg and multiple news sources and confirmed by the company, Qualcomm Inc (QCOM US)...
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Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit
What's new?Following South Korean Fair Trade Commission fined US$853mn on Qualcomm Inc (QCOM US) for violating antitrust laws (please see "KFTC...
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Tech into Energy Rotation Pays Off, as Dollar Finds a Floor...
The latest Apple launch has underwhelmed while growing regulatory pressure on the US web giants is driving a father rotation from extreme bullish...
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More Delays for OLED IPhone 8
Apple’s OLED model iPhone 8 volume shipments are likely to be delayed longer than we had previously expected. This week, we confirmed with our...
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