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July 13, 2022
Chip stocks are pricing in a cyclical downturn, even though it isn't a given.
July 13, 2022
Chip stocks are pricing in a cyclical downturn, even though it isn't a given.
July 12, 2022
Turkey is changing the face of modern warfare with its TB2 drone. As the weapon spreads across the globe, some U.S. lawmakers seek to crack down on the country, saying itโs exploiting its NATO status to obtain key parts from Western manufacturers.
July 12, 2022
A friendly reminder that AMD will be reporting FQ2'22 earnings on approximately 26 July 2022. Read more for our opinion on the AMD stock.
July 9, 2022
This was a short but wild week in which we made no moves, but saw some welcome advances in many of our holdings....AMD
July 8, 2022
In time, these stocks should reflect the solidity of their underlying businesses instead of shorter-term factors.
July 6, 2022
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
July 5, 2022
/PRNewswire/ -- Napatechโข (OSLO: NAPA.OL), the leading provider of programmable Smart Network Interface Cards (SmartNICs) used for Data Processing Unit (DPU)...
July 5, 2022
The Chinese military's progress in the field of artificial intelligence is largely dependent on having constant access to high-quality semiconductors, CSET says
July 4, 2022
A new study by CSET claims that US chips are helping the Chinese military in achieving their AI goals.