Datacenter Demand Down, Applied Opto Stock Up?
The whole optical networking sector sold off sharply, to a significant extent on a surprising slowdown from the datacenter sector. Yet the one stock that has the highest exposure to […]
Oclaro Falls Off A Cliff
Oclaro is facing a couple of soft quarters and the shares got blasted. On the one hand, this is understandable as there is little in the way of a visible […]
Where Did It Go Wrong With Finisar?
One of our favorite shares is selling off, illustrating the problems of timing developments in a cyclical industry, or actually several cyclical sectors. Most of these sectors now seem to […]
Accumulate Lumentum On Weakness
Surprisingly soft Q1, especially where one would not expect it. That is datacom revenue disappointed. The 3D sensing bonanza was constrained in Q1, but is arriving in full force in […]
Mazor Robotics Is Going Parabolic
Mazor Robotics has created a viable niche for itself in the space of robotic surgery solutions, concentrating on spine and brain surgery. There is already a good deal of clinical […]
Applied Optoelectronics: When Investing Is Like Gambling
Quarterly earnings can delight or disappoint, or even just confirm expectations, and this is hard to tell in advance. And it’s not just with respect to one’s own expectations, more […]
Twitter’s Brilliant Solution
Social media companies have come under increasing criticism for some of the problems that their platforms enable. After denying the problems existed for quite some time, the prospect of potentially […]
First Solar: What Moved It Higher?
The Q3 figures from First Solar were very well received. At first sight, it was a little difficult to perceive what exactly caused the shareholder enthusiasm. Yes, there was a […]
Ellie Mae: Growing In A Declining Industry
The company has a near unassailable market position and keeps on gaining market share. However, we think for the foreseeable future, tailwinds and headwinds (mostly from the mortgage market) will […]
Fed Critics Are Wrong
People have blamed the Fed for the rise in US inequality, but this is hard to square with the facts. Fed criticism mostly comes from people subscribing to hard money […]