NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
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Tesla - Now We Know The Y, But Not the How
The eagerly awaited and long promised Model Y is out and it looks...like Model 3. That's OK, just no shock and awe which Tesla really needed to...
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A Few Thoughts on Weak February China Auto Sales - Lunar Holidays Don't Explain It in SAAR Terms
February 2019 had 2 more selling days than February 2018, and 5 less selling days than in January 2019. While CAAM and other media reports were...
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Tesla Shanghai Factory Update, Jan Import/Registration Data, Saga at China's Custom
CLICK HERE to see the latest video of Tesla Motors (TSLA US) Gigafactory 3 in Shanghai that we took the morning of March 6th (BJ time)....
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NIO (NIO): NIO Is Essentially a Distributor, Not an OEM...3 Things to Keep in Mind at Lock-Up Expiry
NIO's 6-month Lock-up expires today and as of the time of this writing the stock is down by 6.6% from the closing price on Friday, March 8. The...
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