U.S. Equity Strategy: Cyclicals Are Leadership, Small-Caps Are Closing the Gap.
In our March Strategy we provide a top down analysis of U.S. equity market drivers, and highlight opportunities within the following Sectors:•...
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U.S. Equity Strategy: Heightened Volatility; Further Consolidation; Bullish Outlook Intact.
Equity markets have remained volatile, consolidating between the recent high in late January and the low on February 9th. While the market has yet...
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Automotive Semiconductors - All You Never Wanted To Know But Probably Should - Part 2
In a previous Insight, Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1, we provided looked in-depth the...
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Intel's Former President Launches ARM-Based Server Startup
In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on...
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Tactical Trading: A Hong Kong Play on the AI Server Memory Supercycle
A less wellknown newly listed company in Hong Kong Hong Kong-listed benefiting from the AI Memory Supercycle. Recent price breakout signaling...
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