Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
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Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
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Taiwan Apple Ecosystem Monitor: Two Potential Event Trades into Apple Earnings
Apple will report its earnings on August 3rd. We highlight one Long / Short and one Long-Only Basket trade into the event.
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Taiwan Tech Weekly: PC Market Bottoming, AMAT, Quanta Outperforms Peers, Samsung Tesla Meeting
Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers. WiWynn shares crashed post results despite...
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Taiwan Apple Ecosystem Monitor: Quanta and Pegatron Shares Lagging Apple Decline?
Apple shares have fallen most recently, nearing 52-week lows as analysts have been cutting share targets on China production uncertainty.
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