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Wistron Corp (3231 TT)
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222
Analysis
Information Technology
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Taiwan
Wistron Corporation manufactures and markets notebook computers, personal computers, and other related information products.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Nov 2023 21:48
Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
Vincent Fernando, CFA
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429 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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18 Oct 2023 09:46
U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback
Intel and AMD chips likely also impacted, as well as equipment from ASML, Lam, Applied Materials, Tokyo Electron and others. Rather than sell...
Vincent Fernando, CFA
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455 Views
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bullish
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NVIDIA Corp
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30 Sep 2023 21:40
Taiwan AI Supply Chain Names: Four AI Plays to Short as Hedge Vs. An Nvidia Long
Taiwan's AI supply chain names have fallen over the last month, yet many have still outperformed Nvidia by a wide margin over the last six months.
Vincent Fernando, CFA
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603 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Aug 2023 23:10
Taiwan Tech Weekly: New Huawei Phone Works Around U.S. Restrictions?; Taiwan AI Stocks Surging Again
Dell will report earnings -- Look for PC upgrade cycle color and AI PC comments. SEMICON Taiwan is coming soon, we will attend.
Vincent Fernando, CFA
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379 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
23 Aug 2023 12:26
Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
Vincent Fernando, CFA
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