Softbank Buyback More Than It Appears To Be
Softbank Group (9984 JP) last week announced its Q3 results. The stock popped 15+% quickly that day and stayed up all day long, closing at +17.7%....
716 Views
New US Sanctions Against Venezuela: Impact on the Oil Sector and Prices
US sanctions against Venezuela's central bank and PDVSA, announced on Monday (January 28), have sent refiners on the US Gulf Coast scrambling...
560 Views
AMD. Our Opteron Thesis Is Intact & Reinforced After Q4 2018 Earnings
Advanced Micro Devices reported earnings of $1.42 billion for fourth quarter 2018, up 6% YoY, narrowly missing consensus estimates by $20 million....
573 Views
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