NVIDIA Pressure on AMD
Nvidia Corp (NVDA US) is moving back toward macro chart support levels. If these levels hold there is scope for a basing cycle to unfold that would...
444 Views
TSMC. Reiterating Our Bullish Stance After Earnings
While Taiwan Semiconductor Manufacturing Company's Q4 2018 earnings were in line with expectations at ~$9.4 billion, the company's revenue forecast...
659 Views
Autonomous Driving Fuels Our CES 2019 Public and Private Company Takeaways
Intel Corp (INTC US), STMicroelectronics NV (STM IM), Qorvo Inc (QRVO US), and Qualcomm Inc (QCOM US) remain attractively priced.AV, Artificial...
553 Views
Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
2.8k Views
Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
1.9k Views