TMI Snapshots: US Defense Equity Sentiment Bottoming; Hydrogen Economy Sentiment Surges Again
We see clear signs of a bottom forming in US defense equities with a split government and hawkish Biden Pentagon transition team.Ā In addition, our...
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Rise of the Machines: The AI Arms Raceā¦
Itās much harder for computers to learn simple inference than a human brain, but once neural network software is ātrainedā it can apply the...
820 Views
Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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Value Traps: Dinosaur Stocks in the Digital Age
In our experience with Thai equities,Ā MCorp ReviewĀ identified seven common reasons why some companies either lose market leadership or fail to...
708 Views
Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?
What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...
595 Views