Getting Tactical with Nasdaq-100 NDX ($QQQ): Valuation Disconnected Via Its Cost of Capital
Gap opened up possibilities: Hedge, Sell, Trim, Short Sell, Collar. First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&P...
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AMD Q1'23 Revenue $5.4 Billion, -3.5% QoQ, -9% YoY. Q2 Flat Sequentially.
Q1’23 revenues of $5.4 billion, down 3.5% QoQ, down 9% YoY, but marginally ahead of the guided midpoint. Q2 revenues of $5.3 billion. Data center...
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USA: Record Underweight as Shift to Europe Accelerates
Global equity funds move to record underweight in US equities. Spread between US underweight and DM Europe overweight hits all-time high.
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Nvidia, TSMC, ASML Trading Monitor - TSMC & ASML Results Indicate Cycle Bottom 2Q23E for Leaders
TSMC and ASML both expect their historically high margins to persist and have both shown a major decline in inventory levels.
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No Signs of a Chip Recovery
Has the chip downturn ended? No. Is there any sign that it's going to end soon? Again, no. This Insight provides concrete data points to...
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