Mar 31 2020 - Zoom Unlikely To Make Money Where Competitors Don't Compete
Summary In a quarter where most stocks are down double digits, shares of online meeting platform, Zoom, have more than doubled from a surge in viru...
Summary In a quarter where most stocks are down double digits, shares of online meeting platform, Zoom, have more than doubled from a surge in viru...
Summary In my opinion, Nvidia’s ARM acquisition is unlikely to get approved. Nvidia is reportedly prepared to walk away from the deal amid regulator ...
Summary Semiconductor stocks benefit from long-term tailwinds, but steep returns are not guaranteed. INTC and AMD will deliver high-single-digits ret...
Summary AMD is the shining star of the semiconductor sector from many fundamental viewpoints. Every victory for AMD is a setback for Intel; the conve...
Summary ARK Innovation ETF has pulled back after delivering a spectacular 2020. We look at the underlying components of this famous ETF. We tell you ...
Summary We like being on the long end of disruptive companies playing in big industries. ROKU is one such company. ROKU, on the surface, appears to b...
Summary NVIDIA is reportedly walking away soon from its Arm deal. But, we don't think the deal is a make or break acquisition for NVIDIA. Moreover, t...
Summary Tesla needs 155 Hertz-sized orders to justify the revenue expectations in its stock price. Tesla’s market cap is now greater than the next 10...