LYNX Up 53% as the 2026 Hedge Fund Performance Spread Widens to 75 Points
LYNX Bermuda 1.5 gained 13.90 percent in September and now leads HSBC’s hedge fund performance table with a 53.06 percent return for 2026.
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
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Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon
​Himax reported strong 1Q24 results, with rising margins and potential for growth in automotive demand. Despite a rally, the company is still below...
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What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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