Hon Hai AI Server Business Expected to Take Market Share 2H23E, Structural Long
Any weakness over worries about Apple/consumer products is an opportunity to accumulate. Investors shouldn't let cyclical expectations fluctuations...
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Weekly Stock Bullfinder - Week of 8/14
The start of the second half of the year so far has seen a change in the market themes versus the first half of the year.
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GEMWeekly (11 Aug 2023): Indonesia, China, Philippines; Paytm, Ant, Nvidia
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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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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AMD. Doubling Down On AI Acceleration
AMD Q2’23 revenues $5.4 billion, $100 million above the guided midpoint, flat sequentially but down 18% YoY. There's a lot riding on MI300 launch...
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