Intel's CPU Supply Shortage - The Harsh Reality Of A 10nm Misstep And Nothing But Upside For AMD
Last week, on September 28'th, Intel's interim CEO and CFO Bob Swan issued an open letter addressing recent public speculation about a growing...
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Intel's Potential $720 Million Holiday Season Gift To AMD
Intel noted on their Q2 earnings call that they would struggle to meet demand for the remainder of the year and so it has come to pass. During the...
592 Views
Sell Lenovo: Round Three Tariffs Will Hurt. Rising Risk of Capital Raising
Trumps tariffs Trump’s round-three tariffs target tech. Specifically, Desktops/servers (8471), PCBs, computer parts (8473) and Network equipment...
651 Views
AMD- Why Ryzen Desktop Surges But Mobile Lags
While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC...
492 Views
Sell Lenovo (992 HK): No Turnaround in Sight - Cashless Profits Don't Count
Today's result announcements are classic self flattery.Dig a little deeper and there is little evidence of a turnaround. Sales grew, but...
581 Views