PC Partner (1263 HK): Hoping for Bitcoin Revival to Rescue 2H19; Nvidia Overhang Remains
PC Partner (1263 HK) is on track to publish poor 1H19 results (estimate -70M to -100M HKD loss) as the GTX graphic cards from Nvidia continue to...
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NVIDIA. Headwinds Mount As AMD Continues To Erode Their AI Training Market Leadership
On their latest earnings call for Q1 2020, NvidiaĀ reported revenues ofĀ $2.2 billion in line with their forecast, down 31% YoY and up 1%...
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MergerTalk: NVIDIA/Mellanox -Ā Why We Think There Is More Opportunity Than Risk In The Widened Spread
Until very recently, the merger spread in the low to mid-single-digit range appeared to signal few problems with respect to Nvidia's (NVDA...
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Tesla "Autonomy Day" Takes Investors For Another Ride
Tesla Motors (TSLA US) Ā "Autonomy Day" eventĀ yesterday started more than 40 minutes late and lasted more than four hours. Worse, we had heard most...
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SoftBank Group: Uber IPO a Welcome Shot in the Arm
Uber Technologies (0084207D US)Ā as kicked off its IPO by posting its S-1 filing last Thursday.Ā Softbank Group (9984 JP), through the SoftBank...
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