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Wednesday, July 14, 2021

Peak Nvidia

Moore's Law, introduced by Gorden Moore, is the most known and iconic trend in semiconductors. This legendary observation guides the industry to double transistor density every two years.
Peak Nvidia
By Arne Verheyde • 49 comments
Palantir Is Uncannily Similar To Tesla
By Ahan Vashi • 111 comments
JEDI Cancelation By The Pentagon Could Become Palantir's Biggest Gain
By Steven Fiorillo • 84 comments
Application Software
Tencent: Own The Full Stack Of Chinese Internet Stocks
By JR Research
Tencent Has A Bright Future
By Eric Sprague
Mimecast: The Best Ideas Aren't Mainstream
By Gary Alexander
Business Software & Services
Asana: CEO's Purchases Bullish? by Jeff Boyd
GreenBox: Blockchain Payment Processing With A Free Stablecoin Call Option by Secular Growth Stories
SS&C Technologies: A 'Boring' Company With A Growing Moat by David Ahern
Communication Equipment
Nokia Is Catching Up: Snowballing Success by InvestOhTrader
Computer Based Systems
Converge Technology Solutions: Gearing Up For The Latest Phase Of Its Growth Strategy by Opal Investment Research
Computer Peripherals
Buy Synaptics As Addressable Market Expands by Chris Lau
Crossroads Systems Remains Attractive Post-Event, Possible 50% Upside After Special Dividend by Rational Expectations
Diversified Communication Services
BlackBerry: All Hope Is Lost by Bears of Wall Street
Internet Information Providers
Marin Software: Positive Developments Keep It Interesting by BOOX Research
Boqii Cuddles Up To Premium U.S. Pet Food Maker by Bamboo Works
Hepsiburada: The Turkish Ecommerce Market Leader Is Still Expensive by Value of Stocks
Internet Software & Services
Redfin: Own The Disruptor While The Stock Is Still Cheap by Josh Arnold
Semiconductor - Broad Line
Nordic Semiconductor ASA 2021 Q2 - Results - Earnings Call Presentation by SA Transcripts
Semiconductor - Integrated Circuits
Skyworks: Set To Benefit From Secular Growth by Cincinnatus Macro Research
Telecom Services - Domestic
Prysmian: A Quality Company With Exposure To The Offshore Energy Sector by The Investment Doctor
Tele2 AB (publ) 2021 Q2 - Results - Earnings Call Presentation by SA Transcripts
Others
Pinterest: The Superbowl Of Social Media by Jamie Louko
Airbnb Stock: Excellent Business Model And Long-Term Upside by Andres Cardenal, CFA
Airbnb: A COVID-19 Recovery Play by Star Investments
WiMi Hologram Cloud: Augmented Reality Check by Robert Chan
SMH: A Concentrated Cocktail, With Lower Volatility by Chetan Woodun
More Technology Stocks»

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