A New Threat To Intel’s Dominance Of The Datacenter
Intel is still enjoying a near monopoly in server chips powering the fast growing cloud. However, with Moore’s Law slowing down and shifting cloud computing needs toward much more sophisticated […]
Buy Alert In Finisar
Shares of Finisar sold off on temporary issues and rumors. We think the sell-off has gone too far, the company is in good financial health and profits are jumping. The […]
Buy Into The Sell-Off In Nvidia?
Nvidia got a downgrade from an analyst and tanked 7.6%. These things happen after a stock has run up the way Nvidia shares have. While one or two softer quarters […]
The FIZZ Is Getting Frothy
The chart of National Beverage displays a near parabolic rise. There are sound reasons for that in the form of rising sales and increasing margins at half of their business. […]
The Brexit Farce
The UK is embarking on Brexit, a process of truly daunting complexity for which there is a two year time frame that most think is way too short. The resulting […]
Ubiquiti Networks Short Thesis Doesn’t Add Up
Ubiquiti does things differently. It generally offers good products for much lower prices compared to the competition, but also enjoys significantly better margins. That seems too good to be true, […]
The Essential Micron
Shares of Micron have been on a tear already since the lows of $9 early last year. But the company is on a run that is supported not only by […]
A Curious Economic Riddle
From most of its economic data post financial crisis one would be inclined to think Belgium is a peripheral Southern European eurozone economy. The Dutch economy on the other hand […]
MaxPoint Turnaround Has Legs
MaxPoint enjoyed its first quarter of profits. However, its first year of profits is still some time away. Nevertheless, there is a turnaround already underway and this does have legs, […]
Is This The End Of The Trump Rally?
Have we reached the end of the Trump rally, at least for now? A good deal will depend on whether Trumpcare will pass the House on Thursday, as that will […]