Today, we are publishing the Industrial section our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Industrial semi revenues were again below seasonality in 3Q24, and most companies have guided for a further decline in 4Q24. Visibility on a 2025 recovery remains limited, although Analog Devices remains p...
Today, we are publishing the automotive section of our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Cloud Infrastructure, Telecom Equipment, Industrials, Enterprise IT, Ride sharing & Delivery, and Foundry. Automotive demand has slowed in the West, leadi...
Moody's Ratings (Moody's) affirmed Texas Instruments, Incorporated's (TI) Aa3 senior unsecured ratings and P-1 commercial paper rating. The outlook remains stable. The affirmation reflects expectations that TI's performance and credit profile will gradually improve from the current weak levels dri...
Play the Hand You're Dealt We continue to play the hand we have been dealt; in this market that refers to riding the trend higher on the S&P 500 and Nasdaq 100, and being overweight large-cap growth, considering the Russell 1000 Growth vs. Value ratio is breaking out from a 4-year base. This suggests growth's outperformance is likely to continue in the months ahead. Historically, growth outperforms during bull markets, so none of this should come as a surprise. Market dynamics continue to decis...
Summary Shinko Electric Industries Co Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Shinko Electric Industries Co Ltd (Shinko), a subsidiary of Fujitsu Ltd, manufactures and sells semiconductor packages and integrated circuit (IC) chips for different industries. Its p...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
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