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The Invesco QQQ ETF has recovered remarkably from its recent bottom. However, we think the NASDAQ would begin consolidating at the current levels for a while. We discuss how investors should think about allocating exposure between predictable growth and speculative growth stocks. ...
We seemed to have emerged from the tech stocks bear market bottom as we moved into Q2'22. We believe the secular themes undergirding tech and growth stocks will continue to play out in Q2. We discuss the key themes that investors should focus on. For further details see: ...
Tencent reported a lackluster FQ4 earnings card. However, management offered cautiously optimistic guidance from H2'22. Notably, we think it represented a clear departure from the uncertainty in its previous earnings commentary. As such, we encourage Tencent investors to add expos...
Alibaba announced a new massive $25B stock buyback program. It replaced its previous $15B authorization. After last week's massive capitulation in Chinese tech stocks, China has also been following up with policy adjustments. We discuss why we revised our rating on BABA stock to S...
Chinese stocks have experienced the worst sell-off since the 2008 global financial crisis. The culmination of geopolitical and COVID-19 risks has created a perfect storm for investors. We discuss how investors should position themselves. For further details see: Chinese ...
Investors are worried over whether China would invade Taiwan, emboldened by Russia's military operation in Ukraine. Therefore, TSM stock has also given up all its recent post-earnings gains. We discuss why investors should capitalize on Taiwan Semiconductor's weakness to buy the s...
We believe 2022 will be a much more difficult year for investing in semiconductors than 2021’s high tide that lifted almost all boats. Given the issues with supply that should be resolved in the next few months, more pandemic lockdowns and an economic slowdown in China, stock p...
MediaTek Inc. (MDTKF) Q3 2021 Earnings Conference Call October 26, 2021 03:00 ET Company Participants Jessie Wang - Deputy Director of Investor Relations David Ku - Chief Financial Officer Rick Tsai - Chief Executive Officer Conference Call Participants Gokul Hariharan - JPMorgan Randy Abrams...
The Qualcomm stock is still caught in consolidation, which has been going on since January when Qualcomm reached an all-time high of over $160 per share. Qualcomm stock is taking a breather before the next peak storm. Today, Qualcomm is in an extremely comfortable position. Even t...
MediaTek Announces Filogic Connectivity Family with New Filogic 830 and Filogic 630 Wi-Fi 6/6E Chips PR Newswire Highly integrated chipsets offer fast, reliable connectivity with enhanced performance for broadband routers, mesh systems, enterprise access points and ret...
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MediaTek to Unveil Products for Chromebooks, Smart TVs and Displays at COMPUTEX 2024, Highlighting Demonstrations in AI Processing PR Newswire Vice Chairman and CEO Dr. Rick Tsai to share the company's vision for ubiquitous AI at COMPUTEX 2024 HSINCHU , May 3...
MediaTek's Dimensity 7300 Chips Level Up AI and Mobile Gaming for High-Tech Smartphones and Foldables PR Newswire HSINCHU , May 29, 2024 /PRNewswire/ -- MediaTek today announced the Dimensity 7300 and the Dimensity 7300X, a pair of ultra-efficient 4nm chips for h...
MediaTek Boosts Flagship Smartphone Performance with Dimensity 9300+ SoC PR Newswire New chip speeds up generative AI processing at the edge to run LLMs faster HSINCHU , May 6, 2024 /PRNewswire/ -- MediaTek today unveiled the Dimensity 9300+, the latest f...