Micron Reports Solid 1QFY21, Adds New Twist to Strategy
Micron reported better-than-expected earnings in its January 7 earnings call, with a new strategy and technology leadership to improve...
558 Views
Intel. How Did We Get Here And Where Are We Going?
Despite unprecedented demand for their products and record revenues, Intel's share price is bouncing off its March pandemic lows, close to where it...
592 Views
Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
735 Views
AMD – RX6000 Series Should Make Intel and Nvidia Sweat and TSMC and Nintendo Smile a Touch
AMD's ability to suddenly match or better Intel and Nvidia in CPUs and GPUs bodes well for the company but we also feel that GPU developments are...
362 Views
Intel. Reality Bites As Margins Shrink On The Back Of Mix, 10nm Yields & Growing Competition
Despite delivering results slightly ahead of expectations and updating the FY 2020 outlook by a further $300 million, Intel shares are presently...
409 Views