Softbank Buyback More Than It Appears To Be
Softbank Group (9984 JP) last week announced its Q3 results. The stock popped 15+% quickly that day and stayed up all day long, closing at +17.7%....
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New US Sanctions Against Venezuela: Impact on the Oil Sector and Prices
US sanctions against Venezuela's central bank and PDVSA, announced on Monday (January 28), have sent refiners on the US Gulf Coast scrambling...
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AMD. Our Opteron Thesis Is Intact & Reinforced After Q4 2018 Earnings
Advanced Micro Devices reported earnings of $1.42 billion for fourth quarter 2018, up 6% YoY, narrowly missing consensus estimates by $20 million....
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NVIDIA Pressure on AMD
Nvidia Corp (NVDA US) is moving back toward macro chart support levels. If these levels hold there is scope for a basing cycle to unfold that would...
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TSMC. Reiterating Our Bullish Stance After Earnings
While Taiwan Semiconductor Manufacturing Company's Q4 2018 earnings were in line with expectations at ~$9.4 billion, the company's revenue forecast...
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