Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.</li><li>The number of cyberattacks is growing at a significant rate.</li><li>In 2021, there were more than 6.5 billion cyberattacks worldwide.</li></ul>

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.The number of cyberattacks is growing at a significant rate.In 2021, there were more than 6.5 billion cyberattacks worldwide.

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.</li><li>On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.</li><li>In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.</li></ul>

Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.

Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Event-Driven

The current melee between China and the United States concerning trade is throwing markets in disarray. We believe that is also presenting exciting and relatively low-risk investments to benefit from the uncertainty in the short-term. One of those plays is ….

The current melee between China and the United States concerning trade is throwing markets in disarray. We believe that is also presenting exciting and relatively low-risk investments to benefit from the uncertainty in the short-term. One of those plays is ….

NXP Semiconductors NV–An Intriguing Investment

<a href="https://www.smartkarma.com/entities/999" target="_blank">Broadcom Corp Cl A (BRCM US)</a> (“BRCM” or the “Company”)  hit turbulence in its bid to acquire <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a> (“Qualcomm” or “QCOM”). The Committee on Foreign Investment in the United States ("CFIUS") recommended to President Trump that he block the deal. At least for once President Trump agreed with his team publicly and signed an order stating that “The proposed takeover of Qualcomm by the Purchaser is prohibited, and any substantially equivalent merger, acquisition, or takeover, whether…

Broadcom Corp Cl A (BRCM US) (“BRCM” or the “Company”)  hit turbulence in its bid to acquire Qualcomm Inc (QCOM US) (“Qualcomm” or “QCOM”). The Committee on Foreign Investment in the United States ("CFIUS") recommended to President Trump that he block the deal. At least for once President Trump agreed with his team publicly and signed an order stating that “The proposed takeover of Qualcomm by the Purchaser is prohibited, and any substantially equivalent merger, acquisition, or takeover, whether…

Broadcom Limited – Undone by Its Conduct

United States

Broadcom Corporation provides integrated silicon solutions that enable broadband digital data transmission of voice, data, and video content to the home and within the business enterprise.  The Company designs, develops, and supplies integrated circuits for cable set-top boxes, cable modems, high-speed networking, direct satellite and digital broadcast, and digital subscriber line.

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Broadcom Corp Cl A (BRCM US)

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.

Water Tower Research

Weekly Stock Bullfinder - Week of 5/29

Debate around whether artificial intelligence represents a “tech bubble” was seemingly squashed when both NVIDIA and Marvell put robust forward...

Weekly Stock Bull Finder

NXP Semiconductors NV–An Intriguing Investment

The current melee between China and the United States concerning trade is throwing markets in disarray. We believe that is also presenting exciting...

ANTYA Investments

Broadcom Limited – Undone by Its Conduct

Broadcom Corp Cl A (BRCM US) (“BRCM” or the “Company”) hit turbulence in its bid to acquire Qualcomm Inc (QCOM US) (“Qualcomm” or “QCOM”). The...

ANTYA Investments

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