Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more fluidly interact with augmented environments, as in the video below.  More specifically, the device uses electromyography (EMG) sensors to interpret nerve signals and interact with the environment.

Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more fluidly interact with augmented environments, as in the video below.  More specifically, the device uses electromyography (EMG) sensors to interpret nerve signals and interact with the environment.

Equity Analyst, Investi Analyst

Investi Analyst

Equity Analyst

Investment Entrepreneur / Equity Analyst.

Equity Bottom-Up

<ul><li>Vuzix has been gaining momentum amidst the pandemic as one of the leading companies within the augmented reality smart glasses industry.</li><li>Vuzix has experienced rapid growth with revenues growing over 117% YoY in Q4, 73% YoY for 2020 and market expecting this momentum to continue into 2021.</li><li>Amidst the momentum from Ark Invest, there are key risks and metrics that investors need to keep tracking to ensure this momentum is sustainable.</li><li>This article focuses on analyzing notable highlights from the 2020 earnings report as well as future expectations baked in for 2021.</li></ul>

Vuzix has been gaining momentum amidst the pandemic as one of the leading companies within the augmented reality smart glasses industry.Vuzix has experienced rapid growth with revenues growing over 117% YoY in Q4, 73% YoY for 2020 and market expecting this momentum to continue into 2021.Amidst the momentum from Ark Invest, there are key risks and metrics that investors need to keep tracking to ensure this momentum is sustainable.This article focuses on analyzing notable highlights from the 2020 earnings report as well as future expectations baked in for 2021.

Vuzix Corp.: Earnings Recap And What Investors Can Expect In 2021

Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

*DOJ Going Overboard:The US Department of Justice (DOJ) has begun investigating Visa (V.US) [Visa] over anticompetitive practices again. This time for alleged restrictions of merchants from routing in-store and online debit-card transactions through less expensive card networks, which is in contravention to the 2010 Durbin Amendment; and*Here Is Where We Think The DOJ Is Wrong: With Visa’s termination of its upstart Plaid acquisition, Visa’s alleged attempt to monopolize the online debit business has already been thwarted. Further, the combination of mix shift toward covered transactions coupled with declining yields has acted as a headwind for Visa's debit interchange fees. That Mastercard (MA.US) has convinced numerous US banks to switch their debit-card portfolios away from Visa evidences competitive pricing pressures. Lastly, there may actually be precedence for Visa’s stance given the recent outcome of the Federal Trade Commission (FTC) v. Qualcomm (QCOM.US) case.

*DOJ Going Overboard:The US Department of Justice (DOJ) has begun investigating Visa (V.US) [Visa] over anticompetitive practices again. This time for alleged restrictions of merchants from routing in-store and online debit-card transactions through less expensive card networks, which is in contravention to the 2010 Durbin Amendment; and*Here Is Where We Think The DOJ Is Wrong: With Visa’s termination of its upstart Plaid acquisition, Visa’s alleged attempt to monopolize the online debit business has already been thwarted. Further, the combination of mix shift toward covered transactions coupled with declining yields has acted as a headwind for Visa's debit interchange fees. That Mastercard (MA.US) has convinced numerous US banks to switch their debit-card portfolios away from Visa evidences competitive pricing pressures. Lastly, there may actually be precedence for Visa’s stance given the recent outcome of the Federal Trade Commission (FTC) v. Qualcomm (QCOM.US) case.

Visa Inc – Noise Creates Buying Opportunity

Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

<a href="https://www.smartkarma.com/entities/qualcomm-inc" target="_blank" data-smartkarma-citation="entities:969:1" rel="noopener">Qualcomm Inc (QCOM US)</a>' s reliance on a few suppliers has come to bite them.   With the Texas freeze and US sanctions, who gains from QCOM's current situation? It seems that all that the signs point to <a href="https://www.smartkarma.com/entities/mediatek-inc" target="_blank" data-smartkarma-citation="entities:772:1" rel="noopener">Mediatek Inc (2454 TT)</a>  being a winner in the situation

Qualcomm Inc (QCOM US)' s reliance on a few suppliers has come to bite them.   With the Texas freeze and US sanctions, who gains from QCOM's current situation? It seems that all that the signs point to Mediatek Inc (2454 TT)  being a winner in the situation

The <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> Austin fab is still down and local reports indicate that it might be another 2 -3 months before full ramp.  What is the ramification of this delay and who will be most impacted?

The Samsung Electronics (005930 KS) Austin fab is still down and local reports indicate that it might be another 2 -3 months before full ramp.  What is the ramification of this delay and who will be most impacted? 

Impact of Austin Freeze. Will Apple Get Their 5G Phones?

United States

QUALCOMM, Inc . manufactures digital wireless communications equipment.  The Company licenses its code division multiple access (CDMA) and orthogonal frequency division multiplexing access intellectual property to other companies, and produces CDMA-based integrated circuits; and produces equipment and software used to track workers and assets; and software for wireless content enablement.

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Qualcomm Inc (QCOM US)

Weekly Innovation Review (WIRE) #23

Headline Developments Facebook’s (FB) Reality Labs have provided a glimpse of a wrist-worn AR interface concept that would allow users to more...

Granite Bay Capital

Vuzix Corp.: Earnings Recap And What Investors Can Expect In 2021

Vuzix has been gaining momentum amidst the pandemic as one of the leading companies within the augmented reality smart glasses industry. Vuzix has...

Investi Analyst

Visa Inc – Noise Creates Buying Opportunity

VISA: The DOJ has again begun investigating Visa over anticompetitive practices due to alleged merchant restrictions to rout online debit-card...

Thomas J. Monaco

Who Gains from Qcom Mistake? Mediatek

Who gains from Qualcomm's mistake? It seem the obvious is Mediatek for both better supply chain management as well as its in the best interest of...

Ken S. Kim

Impact of Austin Freeze. Will Apple Get Their 5G Phones?

Are Qualcomm and Apple coming into a deep crunch due to the Austin temperature freeze? It seems likely that we will see delays and misses from both

Ken S. Kim

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