What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
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How Will Trump Shape up the Global Technology Industry in Next Four Years?
Summary Raising the import tariffs on technology products: The new Trump government might raise the import tariffs on technology products to stop...
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Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
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May the Force Be With You: Wide-Moat Salesforce.com Is the Newest Software Empire
Salesforce.com has evolved from a salesforce automation point vendor to a full-fledged cloud-based customer relationship management, or CRM,...
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Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
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