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Wistron Corp (3231 TT)
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211
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)
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25 Jan 2024 09:48
Taiwan Tech Weekly: SK Hynix Boosts Optimism for Memory; Intel, Mediatek, Microsoft, UMC Key Events
A strong outlook from TSMC and SK Hynix's return to op profit have boosted Taiwan tech; Why Microsoft's Copilot will accelerate demand for DRAM;...
Vincent Fernando, CFA
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405 Views
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bullish
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NVIDIA Corp
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23 Nov 2023 09:04
Nvidia Still Cheap: Enterprise AI Next Driver to Kick-In; Adjusting Our Taiwan AI Plays Short Hedge
Short a basket of Taiwan AI concept stocks vs. a core Nvidia Long position rather than take profits in Nvidia. We have swapped one stock in our...
Vincent Fernando, CFA
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459 Views
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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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424 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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451 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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599 Views
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