Crowdstrike: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a follow-up to our Crowdstrike Holdings Inc (CRWD US) case study...
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TSMC (2330 TT): A Generalist's Guide
Smaller, Faster, Cheaper, Denser has become the motto of the foundry industry. I think Daft Punk and the TSMC wafer fab technicians would...
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NXP Semiconductor N.V. – Riding the Autonomy Wave
Although Nxp Semiconductors Nv (NXPI US) was left at the altar by Qualcomm Inc (QCOM US), the jilted bride has enough oomph left to attract other...
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NXP Semiconductors NV:Â Ignore the Noise, Go for It - Only Two More Days Left
News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI...
751 Views
Broadcom Limited – From Leading Edge to Over the Edge. Multiple Compression Forthcoming!
With the acquisition of CA Technologies, Broadcom Corp Cl A (BRCM US) is sending a signal that the smartphone business has peaked. It also...
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