Micron Technology - A Call Optionality on Trump's Art of the Deal?
In the past few days, we have seen some major swing moves in Samsung Electronics Co Ltd (005930 KS) and SK Hynix Inc (000660 KS), who together have...
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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HP Inc., Keep Reinventing. What About Keep Reinvesting?
After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and...
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A Historic Meeting Between Trump and Kim Jong-Un
It was announced today that President Trump plans to meet the North Korean dictator Kim Jong-Un. This is remarkable since it would be the first...
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Riedel Research PBS Nightly Business Review Interview - Market Impact of Easing Tensions in Korea.
News of easing tensions on the Korean peninsula could be a major positive for global markets.Past diplomatic solutions failed but this could be...
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