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Entries from September 2017

Ambarella’s Computer Vision Chip Is Up Against Some Stiff Competition

September 22nd, 2017 · No Comments

Ambarella, building on its highly regarded video processing chip technology, is embarking on computer vision chip, the CV1. While not exclusive for automotive, management regards automotive as the most promising market. It is up against more established competition though by the likes of Intel and Nvidia. For illustrative purpose, we compare the CV1 with Intel’s […]

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Tags: AMBA

Amazon Has Become A Macro Phenomenon

September 22nd, 2017 · No Comments

Has Amazon become so big that it is starting to affect how the US economy behaves? The evidence is somewhat mixed, Amazon probably exerts downward pressure on prices, but not on wages. At least, not yet, because we are likely to be close to an inflection point where the automation of the whole logistical trajectory […]

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Tags: AMZN · Economy

‘Ice Age’ Bear Claims He Was Too Optimistic

September 21st, 2017 · No Comments

After temporarily suspending his deflationary expectations, perma-bear Albert Edwards is back to his old ways, predicting a deflationary wave for the US economy. The bad news is, if he’s right, the consequences for many US (and overseas) asset prices are substantial, to put it mildly. The good news is, if he’s only half right, it […]

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Tags: The Markets

And Now For Those Tax Cuts

September 21st, 2017 · No Comments

The administration is arguing it’s now focused on tax reform, a major driver of the post-election rally in stocks. It would indeed be beneficial for stocks, but so far we have seen intentions, no concrete proposals let alone bills. And there are significant hurdles to overcome and depending on what’s actually in the bill, its […]

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Tags: The Markets

High Flying Momo Has Entered Some Turbulence

September 17th, 2017 · No Comments

The high-flying stock seems to have entered some considerable turbulence. Its main revenue driver looks like topping out, at least for now. But the company is financially healthy and platform economics provide it with lots of potential opportunities. Source: High Flying Momo Has Entered Some Turbulence – Momo (NASDAQ:MOMO) | Seeking Alpha

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Tags: MOMO

Growth Accelerates At JD

September 14th, 2017 · No Comments

The selloff in the shares of JD.com seems like an opportunity to us. The company is still expanding at a fast pace and it generates a lot of free cash flow even if margins are small. There is still ample room for further expansion. Source: Growth Accelerates At JD – JD.com (NASDAQ:JD) | Seeking Alpha

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Tags: JD

Pegasystems Goes Whale Hunting

September 14th, 2017 · No Comments

Shares of Pegasystems have pulled away from those of its main competitor in the last 12 months. Most performance metrics struggle to explain this, even if industry experts are raving about its platform. On the other hand, there is no slowdown in growth in Q2, so the little sell-off after the presentation of the figures […]

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Tags: PEGA

AI And Robots Do Not Necessarily Lead To Mass Unemployment

September 12th, 2017 · No Comments

The US labor market has been buffeted by structural change, mostly caused by automation, leaving many people behind and fueling a populist revolt. With the advent of AI and robotics, the pace of structural change is only likely to accelerate. Rather than retreat into economic nationalism and protectionism, the US could learn from other country […]

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Tags: AI · Automation

Back To The Trump Reflation Rally?

September 12th, 2017 · No Comments

With the departure of Bannon, most of the economic agenda seems to be of a traditional Republican one, which the markets applaud. Indeed, the economic nationalism of the likes of Bannon doesn’t make much sense even in economic terms. However, the economic nationalist agenda has already had a couple of successes under its belt and […]

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Tags: The Markets

Fabrinet Deserves A Higher Multiple

September 11th, 2017 · No Comments

A financially sound and cheap contract manufacturer hobbled by disappointing quarterly guidance. We think the sell-of is a little overdone. It seems to us investors are overlooking the share buyback program and the coming considerable reduction in capex. Source: Fabrinet Deserves A Higher Multiple – Fabrinet (NYSE:FN) | Seeking Alpha

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Tags: FN