MWC Barcelona Showcased The 6G Showdown: MediaTek Vs. Qualcomm in the Race for Wireless Supremacy
MWC 2025 in Barcelona earlier this week showed the race for 6G dominance heating up as Qualcomm and MediaTek strategize for faster data speeds and...
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JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
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What Do Detailed 2024 Semi Stats Tell Us?
The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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Where Is the Nasdaq 100 Headed Next?
The Nasdaq-100 Index is very oversold DAILY and WEEKLY according to our models, but while a DAILY reversal is imminent, the WEEKLY may take longer...
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