Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
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Nvidia (NVDA) Phenomenal Business, Overcooked Stock -Hedge & Protect Gains
Nvidia recent parabolic run: Hedge, Sell & Short Sell choices. First of all, Nvidia is a great business with many applications and infrastructure...
491 Views
Taiwan Tech Weekly: China Micron Restrictions; Taiwan Benefit From 'Chip Tensions'; Nvidia Earnings
Nvida earnings this week -- We'll see if the AI leader can keep the market excited about AI's brave new world. Mediatek a potential future winnner...
407 Views
Getting Tactical with Nasdaq-100 NDX ($QQQ): Valuation Disconnected Via Its Cost of Capital
Gap opened up possibilities: Hedge, Sell, Trim, Short Sell, Collar. First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&P...
377 Views
AMD Q1'23 Revenue $5.4 Billion, -3.5% QoQ, -9% YoY. Q2 Flat Sequentially.
Q1’23 revenues of $5.4 billion, down 3.5% QoQ, down 9% YoY, but marginally ahead of the guided midpoint. Q2 revenues of $5.3 billion. Data center...
457 Views