US Drivers into January Stall Cycle
S&P sector drivers remain bullish. Financials and transports are due to resume their rise. Small caps a fresh long bet (TNA) out of the flat...
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TSMC Closes 2016 on a High Note, but 2017 Looks to Be More Challenging; Shares Overvalued
Taiwan Semiconductor Manufacturing reported strong fourth-quarter results, bolstered by chips for Apple’s iPhone 7 and Nvidia’s latest graphics...
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TSMC's 2017 Guidance Confuses Me
Executive summaryDespite slightly weaker 1Q17 sales, TSMC's strong 1Q17 margin guidance should drive Bloomberg consensus estimates to be raised....
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Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?
What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...
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More Taiwan Semi Veteran to Join China Semis; Structurally Harmful to Other Supply Chain Vendors
What's new?Economic Daily and Commercial Times news today both confirmed Dr. Shih-wei Sun would join the Tsinghua Unigroup as an executive vice...
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