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4SAFEt Industry Analysis Stock Analysis

$INFN Path to Recovery

November 8, 2016November 12, 2016 Sundeep Bajikar

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

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Industry Analysis Self-Driving Car

Preparing for a Lithium Rush

September 30, 2016September 30, 2016 Sundeep Bajikar

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

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4SAFEt Cloud Services Industry Analysis Stock Analysis

$INFN PAM-4 Boogeyman

July 21, 2016August 31, 2016 Sundeep Bajikar

The $INFN PAM-4 boogeyman was probably born at the time PAM-4 was first conceived a couple of years ago. However the PAM-4 scare appears to

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Cloud Services Deep Learning Industry Analysis Self-Driving Car Social Networks

What’s a Convolutional Neural Network?

July 1, 2016August 31, 2016 Sundeep Bajikar

The popular name for Convolutional Neural Network (CNN) these days is “Deep Learning” (DL) or Deep Neural Network (DNN). Researchers at Google, Facebook, IBM, Nvidia,

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4SAFEt Deep Learning Industry Analysis Self-Driving Car

Are Self-Driving Cars Safe?

July 1, 2016August 31, 2016 Sundeep Bajikar

Well, clearly not safe enough to deal with a high-riding tractor trailer at freeway speeds, yet. Media reports suggest a self-driving Tesla (on “autopilot”) was

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4SAFEt DRAM Industry Analysis NAND Stock Analysis

Interpreting $MU 20nm DRAM Progress & Price Stabilization

June 30, 2016August 31, 2016 Sundeep Bajikar

As the chart illustrates, according to inSpectrum, 4Gb DDR3 DRAM spot prices increased by 5% MoM in June, with June ending prices ~15% higher than

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4SAFEt Industry Analysis Stock Analysis

$ORCL: Who Cares if SaaS Apps are just Hosted Apps?

June 13, 2016August 31, 2016 Sundeep Bajikar

Software as a Service (SaaS) is a relatively new breed of Cloud-based software apps that seek to: 1) provide superior capabilities compared to traditional desktop

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4SAFEt DRAM Industry Analysis NAND Stock Analysis

$MU: What’s Technology Catch-up Worth?

June 10, 2016August 31, 2016 Sundeep Bajikar

I first introduced this “technology catch-up” thesis in late-2012, and believe it has been in play more or less since then, and will continue to

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DRAM Industry Analysis NAND

NAND Spot Prices May 2016

May 25, 2016August 31, 2016 Sundeep Bajikar

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.

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Industry Analysis Self-Driving Car

4 Reasons Why Self-Driving Cars Are Coming Sooner Than You Think

May 20, 2016August 31, 2016 Sundeep Bajikar

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

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