reports
- Gary Brode
- Pelham Smithers
VMW VMWARE INC. CLASS A
PEP PEPSICO INC.
ARM ARM CEMENT LTD
TSLA TESLA INC
PG PROCTER & GAMBLE COMPANY
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MCD MCDONALD'S CORPORATION
LRCX LAM RESEARCH CORPORATION
FB FACEBOOK INC. CLASS A
AMAT APPLIED MATERIALS INC.
TSCON TESCO PLC
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
OCDO OCADO GROUP PLC
PGHL PROCTER & GAMBLE HEALTH
7735 SCREEN HOLDINGS CO. LTD
JE. JUST EAT PLC
6501 HITACHI LTD.
4217 HITACHI CHEMICAL COMPANY LTD.
6920 LASERTEC CORP.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
2340 OPTO TECH CORP.
9984 SOFTBANK GROUP CORP.
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
SNAP SNAP INC. CLASS A
SAP SAP SE
WMT WALMART INC.
SOW SOFTWARE AG
TKWY JUST EAT TAKEAWAY.COM N.V.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
UBER UBER TECHNOLOGIES INC.
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
1469157D AUTOSTORE
1250307D DARKTRACE LTD
1036057D GINKGO BIOWORKS INC
3IN 3I INFRASTRUCTURE PLC
QCOM/O QUALCOMM INCORPORATED
SNOW SNOWFLAKE INC. CLASS A
AI C3 AI
SHOP SHOPIFY INC. (SHOP)
ROO DELIVEROO PLC
GFS GLOBALFOUNDRIES INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
- Pelham Smithers
PSA Consumer Electronics: Global Video Game Industry – Headed for a Cr...
The video games industry has enjoyed multi-year success, with mere temporary downturns in 2012 Ans 2019. Now, after 30 successful years, Pelham Smithers sees storm clouds gathering. A prolonged downturn is possible, and would come as a real shock, he thinks.
MU MICRON TECHNOLOGY INC.
ATVI ACTIVISION BLIZZARD INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
6758 SONY CORPORATION
3659 NEXON CO. LTD.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
700 HK TENCENT 700 HK
QCOM/O QUALCOMM INCORPORATED
9999 HK NETEASE INC
APPL APPLE INC - APPL - US
- Pelham Smithers
- Pelham Smithers
PSA Technology: The Global Semiconductor Industry – Introduction to th...
The development of the DPU is probably as significant for the semiconductor and data centre industries as it is for the companies in the race to bring it to market. We see the DPU being a large market in its own right, but one that also facilitates a furthering of the data storage boom and AI / ML, which itself has a positive feedback loop for the semiconductor industry. Pelham Smithers discusses the key players and identifies who is punching above their weight and who is at risk of falling behi...
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
VMW VMWARE INC. CLASS A
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
MRVL MARVELL TECHNOLOGY GROUP LTD.
6920 LASERTEC CORP.
9984 SOFTBANK GROUP CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
0530153D ALPHABET HOLDING CO INC
DELL DELL TECHNOLOGIES INC CLASS C
ALKAL KALRAY
- Pelham Smithers
PSA Technology: Why Semiconductor Stocks Need a Reappraisal
The market’s bet is that analysts have been drinking the cool aid and have become oblivious to the global economic crisis. So, there’s currently around a 1,000-pt differential between where SOX currently resides and where it would be if it traded on 20x OP, near its historical multiple. Pelham Smithers discusses why the semiconductor sector needs a reappraisal.
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
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.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
DOV DOVER CORPORATION
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
VSAT VIASAT INC.
PRLB PROTO LABS INC.
NVDA NVIDIA CORPORATION
KRNT KORNIT DIGITAL LTD.
IPGP IPG PHOTONICS CORPORATION
FOXF FOX FACTORY HOLDING CORP.
FELE FRANKLIN ELECTRIC CO. INC.
BMI BADGER METER INC.
REX REX AMERICAN RESOURCES CORPORATION
MLM MARTIN MARIETTA MATERIALS INC.
WTS WATTS WATER TECHNOLOGIES INC. CLASS A
SWKS SKYWORKS SOLUTIONS INC.
DDD 3D RESOURCES
TTW TTW
BRKS BROOKS AUTOMATION INC.
KLAC KLA CORPORATION
MBUU MALIBU BOATS INC. CLASS A
AXON AXON ENTERPRISE INC
ASML ASML HOLDING N.V.
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
ACMR ACM RESEARCH
VICR VICOR CORP.
SITM SITIME
IR INGERSOLL RAND INC.
CARR CARRIER GLOBAL CORP.
MRVL MARVELL TECHNOLOGY INC
GE GENERAL ELECTRIC CO.
TAIWAN SEMICONDUCTOR suffers a double requalification, which weighs he...
The independent financial analyst theScreener just downgraded the general evaluation of TAIWAN SEMICONDUCTOR (US), active in the Semiconductors industry. As regards its fundamental valuation, the title loses a star(s) and now shows 2 out of 4 stars. Its market behaviour is also negatively reassessed and may be considered as risky. theScreener believes that this double requalification keeps the title under pressure and justifies an overall rating downgrade to Slightly Negative. As of the analysis...
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