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bullish
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Thematic (Sector/Industry)
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20 May 2024 16:52
Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
William Keating
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50 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2024 16:10
Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
William Keating
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148 Views
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bearish
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Macroeconomics
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16 May 2024 11:51
The Latest CPI Release Teases Markets
The April CPI inflation data, while improving market risk appetite, fails to resolve the continuing debate on the Fed and balance of risks...
Thomas Lam
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156 Views
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bearish
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Macroeconomics
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10 May 2024 09:56
The Art and Science of Data Dependence
The latest data tug-of-war, though relatively murky and uneven, implies emerging hints of less forward momentum with patches of softness.
Thomas Lam
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269 Views
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bullish
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Cross Asset Strategy
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08 May 2024 14:10
New Release: Fund Positioning Chart Pack
The latest trends in active equity fund positioning, from Indonesian activity among Asia Ex-Japan funds to sector dispersion among active US funds.
Steven Holden
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213 Views
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