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Super Micro Computer (SMCI US)
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35
Analysis
Information Technology
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United States
Super Micro Computer, Inc. designs, develops, manufactures and sells server solutions based on modular and open-standard x86 architecture. The Company's products include servers, motherboards, chassis, and accessories.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 May 2023 04:38
Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
Vincent Fernando, CFA
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378 Views
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bearish
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ARM Holdings
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17 Jun 2024 06:30
NASDAQ 100 Index Rebalance: Arm Holdings Replaces Sirius XM
Arm Holdings will replace Sirius XM in the Nasdaq100 at the close on 21 June. There is positioning in both stocks and some of that was likely...
Brian Freitas
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194 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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31 May 2024 18:40
Taiwan Tech Weekly: Computex & Apple WDC Imminent; Apple Releasing New AI Voice Interface for IPhone
Key events this week include Computex, Apple WDC, and Taiwan revenue releases. Apple is revamping Siri to create a voice-based AI interface for the...
Vincent Fernando, CFA
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471 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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26 May 2024 18:25
Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead
TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...
Vincent Fernando, CFA
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444 Views
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bullish
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Thematic (Sector/Industry)
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23 May 2024 19:46
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Broker
Semi - Nvidia: To keep growing for longer
Nvidia announced (22 May) FY1Q25 results. Quarterly revenue was US$26.0bn, up 262% YoY and 17.8% QoQ (22.0% QoQ in FY4Q24). FY1Q25 revenue beat. ...
CMB International
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