Bear-Case Is Highly Unlikely. Risk/Reward Skewed To The Upside
JFrog looks like a more attractive stock at current valuations keeping in mind forthcoming IPO of key VC-backed rival GitLab Inc.
398 Views
TSMC. Three Key Updates From A Remarkable Technology Symposium.
TSMC held a series of virtual technology symposia last week during which they provided key updates on their process technology roadmaps. While they...
534 Views
NVIDIA's $6.9 Billion Mellanox Band-Aid Is A Strategic Misstep
On March 11'th 2019, Nvidia announced the acquisition of market leading high-speed interconnect company Mellanox for $6.9 billion in an all-cash...
868 Views