Intel: Well-Positioned To Compete But Hardly A Short-Term Play
From a market point of view, Intel's risk-reward profile appears more compelling than many of its high-flying peers. From a business perspective,...
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Weekly Innovation Review (WIRE) #55
Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...
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Nvidia: Fundamentals Matter Less Than Ever
Nvidia is an undisputed leader in the semiconductors space, with one of the most profitable business models. Investors' focus is usually put on...
332 Views
Weekly Innovation Review (WIRE) #35
Headline Developments It’s a big edition this week, so settle in!Elon Musk’s Boring Company (private) broke ground this week,...
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AMD: Still Too Expensive
AMD continued to deliver astonishing top-line growth numbers over the past year, reaching more than 90% in the last quarter. Contrary to the...
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