INFN stock is down ~50% YTD driven by sharp YoY declines in revenues and earnings (see chart below). Both company management and investors seem to
Year: 2016
I previously wrote about AMZN valuation risk here, and valuation will often be a concern for high-growth companies. Implicit in that view is a concern
$CAVM traded down ~5% the day after the company reported a 3Q16 beat both on earnings and 4Q16 guidance. The chart below suggests short interest
I am excited to announce a new Black & White Paperback Edition of my book has been published on Amazon.com and is available for purchase
Click on the image below to see my interview on Beyond Quant’s website: Disclosures and Disclaimer
Both AMD and NVDA offer exposure to GPU Compute, arguably a very desirable capability with growing applications in artificial intelligence, AR/VR and self-driving car. Both
The chart shows acteve Model Portfolio (aMP) indexed value (net of fees) vs. the S&P 500 market index (indexed to 10/31/15), as of 9/30/16. The
Micron’s F4Q16 (C3Q16) earnings report highlights a YoY revenue inflection (chart below), with YoY revenue growth expected to turn positive next quarter. Both higher bit
My view is that catalysts for self-driving cars will also drive a transition to battery-powered electric vehicles. A shift from human driver to machine driver