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Dell Technologies (DELL US)
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120
Analysis
Information Technology
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United States
Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.
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bullish
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Asustek Computer
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13 Aug 2023 07:30
PC Monitor: Asustek Preparing for AI PC Upgrade Wave, Volume Sales in 3Q24
Asustek and Acer recently reported 2Q23 results with both companies showing a rebound in margins and normalized inventory levels. The cycle trough...
Vincent Fernando, CFA
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456 Views
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bullish
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Intel Corp
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31 Jul 2023 01:05
Intel Results #1 Take-Away: Major Readthrough for PC Upgrade Cycle and Edge AI
Edge AI will drive a major upgrade cycle for PCs worldwide -- We recommend getting ahead of PC's having their "ChatGPT Moment".
Vincent Fernando, CFA
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416 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
30 May 2023 04:38
Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
Vincent Fernando, CFA
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393 Views
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bullish
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Acer Inc
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07 May 2023 20:58
PC Industry Monitor: Close Long Asus, Short Acer; Now Reverse the Trade and Long ACER Vs. Short Asus
Despite an earnings miss, Acer management said it believed 1Q23 will be the trough for the business and metrics should be improving going forward.
Vincent Fernando, CFA
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285 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
22 Sep 2024 15:00
Taiwan Tech Weekly: Qualcomm Eyes Bold Intel Acquisition; Global Semi Sales Strength Continues
Qualcomm considers acquiring struggling Intel, global semiconductor sales remain strong in July, Asustek achieves new highs among PC makers.
Vincent Fernando, CFA
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370 Views
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