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Super Micro Computer (SMCI US)
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47
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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Monolithic Power Systems, Inc
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26 Sep 2024 22:25
Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering
MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...
Dimitris Ioannidis
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336 Views
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bullish
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Thematic (Sector/Industry)
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04 Sep 2024 12:59
Hotchips Conference Sparknotes
Hot Chips this year was primarily about AI chips (per the theme of every semiconductor conference as of late). The most impactful presentation by...
Fabricated Knowledge
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226 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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218 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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493 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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463 Views
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