November Semiconductors Once Again Set Records
The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...
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2022 High Conviction - Modest Semiconductor Growth
Can today's semiconductor revenue growth continue, or will the market undergo another collapse? Objective Analysis calls for 6% growth, and shows...
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5 US Tech Stocks that Matter to Global Investors
As US Technology weights reach record highs in Global Equity portfolios, we analyse 5 stocks that are in focus for active Global managers.
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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TSMC – Long TSMC Short Nvidia Looks Exceptionally Attractive
We believe Nvidia’s recent massive outperformance vs. the market and TSMC is unwarranted as it ignores risks to Nvidia's market position from a...
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