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Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

Headline Developments SpaceX (private) has completed the world’s first all-civilian mission to space, sending four passengers into Earth’s orbit without any professionally trained astronauts.  The mission lasted 72-hours, setting off on Wednesday last week and landing (below) on Saturday, 30 miles (48 km) east of the Kennedy Space Center in Florida (from where they launched).

Headline Developments SpaceX (private) has completed the world’s first all-civilian mission to space, sending four passengers into Earth’s orbit without any professionally trained astronauts.  The mission lasted 72-hours, setting off on Wednesday last week and landing (below) on Saturday, 30 miles (48 km) east of the Kennedy Space Center in Florida (from where they launched).

Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

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<a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla Motors (TSLA US)</a> has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. <a href="https://www.smartkarma.com/entities/3749" target="_blank" data-smartkarma-citation="entities:3749:1">Navistar International (NAV US)</a> knows plenty about catastrophic failures of its own making--and how to come back from the resulting smoldering wreck without resorting to bankruptcy. Here’s how Navistar achieved its remarkable turnaround by surmounting even worse problems than Tesla is facing right now—starting with replacing its embattled CEO.
Read more as Bond Angle analysis continues.
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Tesla Motors (TSLA US) has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. Navistar International (NAV US) knows plenty about catastrophic failures of its own making--and how to come back from the resulting smoldering wreck without resorting to bankruptcy. Here’s how Navistar achieved its remarkable turnaround by surmounting even worse problems than Tesla is facing right now—starting with replacing its embattled CEO.
Read more as Bond Angle analysis continues.


What Tesla Can Learn From Navistar About Arrogant Management, Serious Mistakes, and Survival

Asia and Global Semiconductor and Tech Research

Andrew Lu

Equity Bottom-Up

<h2>Summary</h2>Despite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia Corp (NVDA US)</a> to fall 1.84% before earnings (please see our earlier report "<a href="https://www.smartkarma.com/insights/semiconductor-couple-of-early-signs-confirm-a-seasonal-correction-to-kick-in" target="_blank" data-smartkarma-citation="insights:14682">Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In"</a>, Nvidia reports a double-digit sales/EPS beat result and provides a nearly double-digit sales/EPS beat guidance. On the back of Nvidia's dominated platform position on AI training and inferencing and autonomous driving with…

SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84% before earnings (please see our earlier report "Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In", Nvidia reports a double-digit sales/EPS beat result and provides a nearly double-digit sales/EPS beat guidance. On the back of Nvidia's dominated platform position on AI training and inferencing and autonomous driving with…

Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight.  The following industry groups are represented: Aero/Defense, Auto Parts , Industrial Rental Equipment, Building Products &amp; Fixtures.<ul><li>List of highlighted charts: ALV, BDC, BLDR, CW, EMR, HDNG, HEES, HII, HURC, HXL, ITT, KAMN, LCII, LNN, MGRC, MLR, MOD, NNBR, NPO, PCAR, SPAR, SSD, SXI, TEX, TRN, TRS, TXT, URI, VICR, VMI, WSO, WTS</li></ul>

We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight.  The following industry groups are represented: Aero/Defense, Auto Parts , Industrial Rental Equipment, Building Products &amp; Fixtures.List of highlighted charts: ALV, BDC, BLDR, CW, EMR, HDNG, HEES, HII, HURC, HXL, ITT, KAMN, LCII, LNN, MGRC, MLR, MOD, NNBR, NPO, PCAR, SPAR, SSD, SXI, TEX, TRN, TRS, TXT, URI, VICR, VMI, WSO, WTS

U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks

<h2>Double digit 2Q17 sales beat but guides 3Q17 below seasonal growth</h2><ul><li>
Double digit 2Q17 sales beat: The leading gaming and AI graphic chip vendor, <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia Corp (NVDA US)</a> reports 2Q17 EPS of US$0.92, which was US$22 cents or 31% better than Bloomberg consensus estimates mainly due to 14% beat on sales to US$2.23bn (15% q/q and 56% y/y) and 3ppts better on net margin. We attribute 2Q17 sales upside surprise from Pascal-based GeForce gaming (15% q/q, 52% y/y), professional visualization for high-end…</li></ul>

Double digit 2Q17 sales beat but guides 3Q17 below seasonal growth
Double digit 2Q17 sales beat: The leading gaming and AI graphic chip vendor, Nvidia Corp (NVDA US) reports 2Q17 EPS of US$0.92, which was US$22 cents or 31% better than Bloomberg consensus estimates mainly due to 14% beat on sales to US$2.23bn (15% q/q and 56% y/y) and 3ppts better on net margin. We attribute 2Q17 sales upside surprise from Pascal-based GeForce gaming (15% q/q, 52% y/y), professional visualization for high-end…

Nvidia - Most of Good News Priced in if Following the Below Seasonal Sales Guidance?

United States

PACCAR Inc designs, develops, manufactures, and distributes light-, medium-, and heavy-duty trucks, and related aftermarket distribution of parts.  The Company also offers finance and leasing services to its customers and dealers.

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Paccar Inc (PCAR US)

Weekly Innovation Review (WIRE) #50

SpaceX (private) has completed the world’s first all-civilian mission to space, sending four passengers into Earth’s orbit without any...

Granite Bay Capital

What Tesla Can Learn From Navistar About Arrogant Management, Serious Mistakes, and Survival

Tesla Motors (TSLA US) has become disturbingly troubled, mostly because of serious mistakes which seem to be increasing. Navistar International...

Vicki Bryan

Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter

SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84%...

Andrew Lu

U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks

We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight. The following industry groups are...

Vermilion Research

Nvidia - Most of Good News Priced in if Following the Below Seasonal Sales Guidance?

Double digit 2Q17 sales beat but guides 3Q17 below seasonal growth Double digit 2Q17 sales beat: The leading gaming and AI graphic chip...

Andrew Lu

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