Micron. Things Are Getting Better But They're Still Not Great.
Micron marginally beat on revenue and net income but delivered a worse than expected forecast for the current quarter with revenues down ~8%...
741 Views
MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
721 Views
Micron Expresses Hopes for Better Quarters Ahead
In the company's December 18 earnings call Micron executives provided a guardedly-positive outlook, explaining that the industry is approaching a...
660 Views
Samsung Elec Is Getting Hot: Pairs Trading Approach with KODEX 200
Samsung Elec is running away now. The shares are up a whopping 15% since Dec 4. We all know why. The memory chip stocks are quite active lately,...
520 Views
What a 5% DRAM Wafer Cut Really Means
Over the past few quarters leading DRAM and NAND flash makers have outlined their plans to cut wafer production by small percentages. This can...
571 Views