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Micro Star International (2377 TT)
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74
Analysis
Information Technology
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Taiwan
Micro-Star International Co., Ltd. manufactures and markets motherboards and video graphic accelerate (VGA) cards. The Company exports its products to Europe, North America, and other Asian countries.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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17 Jan 2024 10:10
Taiwan Tech Weekly: TSMC Results; AI PC Market Site Visit; Alchip GDR Offering
TSMC's results tomorrow will attract increased attention following Taiwan's election. AI PCs appear in high demand in Taipei. Alchip Technologies'...
Vincent Fernando, CFA
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329 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 Jan 2024 13:15
Taiwan Tech Weekly: Dell Outperforms Taiwan PC Names; TSMC Results Coming After Taiwan Election
Taiwan PC names have gone from being top winners to top losers, while Nanya Tech underperformed compared to Micron and SK Hynix. Could Microsoft...
Vincent Fernando, CFA
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329 Views
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bullish
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Dell Technologies
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07 Jan 2024 08:26
'Clippy' Having the Last Laugh? Microsoft's Design Change to Drive AI PC Adoption; Dell Trade Update
We believe Microsoft's new Copilot key will drive awareness and usage of AI capabilities, driving AI PC upgrades. CES 2024 this week will showcase...
Vincent Fernando, CFA
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409 Views
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bullish
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NVIDIA Corp
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31 Dec 2023 17:16
Nvidia Vs. Taiwan Short Basket: Hedge Working; CES 2024 Likely Positive for Nvidia Vs. Basket
CES 2024 will be held January 9th to 12th. It will showcase AI expanding into a wide range of Edge AI applications such as home appliances and PCs.
Vincent Fernando, CFA
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538 Views
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bullish
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Dell Technologies
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30 Dec 2023 06:20
AI PC Reality Check: PC Upgrade Cycle Ahead, But Worth a 50% 1M Acer Rally? Long Dell Vs. Short Acer
Dell will report its results end-February. We would Long Dell vs. Short Acer ahead of the Dell earnings event. We see more upside surprise...
Vincent Fernando, CFA
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