Picking up where I left off discussion of AMAT in my book, the period following TEL (Tokyo Electron) merger termination proved to be a good
Year: 2016
The chart shows NAND spot prices as of May 2016 for 64Gb and 128Gb MLC and TLC NAND components, based on data provided by inSpectrum.
I believe we have today a unique confluence of factors that are enabling and accelerating progress in self-driving car technology. If you are not expecting
The chart shows DRAM spot prices as of mid-May 2016 for 4Gb DDR3 and DDR4 DRAM, based on data provided by inSpectrum. According to this
The chart below suggests that over its limited history (~couple of years) as a public company, Mobileye (NYSE: MBLY) stock price has not appreciated significantly
The chart below compares NVDA stock price performance with NTM EPS forecasts over the last 10 years. After tracking EPS forecasts closely until mid-2010, NVDA
“Running a public company you do waste time on certain things … like explaining quarterly earnings to analysts” “decided fairly early in life that
The chart below suggests that over the last 10 years, IBM’s stock price has tracked NTM EPS estimates with occasional periods of divergence. Over the
This chart taken from my book, illustrates my equity research framework comprised of 4 factors that drive margin of SAFEty for an investment in a
Samsung and SK hynix’s commentary suggests both are expecting improvement in DRAM supply/demand balance later in 2016. Samsung “Currently, as you mentioned, the NAND market