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SHOWING GLOBAL TECHNOLOGY RESEARCH
Happening Now | Computex Takeaways (NVDA, Taiwan ODMs, SMCI, INTC, ARM, ALAB, PI, AAPL, Q
Buy Now

Today @ 10am ET | Computex Takeaways (NVDA, Taiwan ODMs, SMCI, INTC, ARM, ALAB, PI, AAPL, QCOM)
Buy Now

Flash Call | Computex Takeaways (NVDA, Taiwan ODMs, SMCI, INTC, ARM, ALAB, PI, AAPL) Tomorrow @ 10am
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Tidbits | MPNGY, PI, Coreweave
Buy Now

MRVL Beats ALAB on New PCIe 6 Retimers (Power Consumption + Signal Reach)
Buy Now

Timestamped May 2024 Long-Short Ideas
Buy Now

TCEHY/700.HK | Explosive Start for DNF Mobile - On Target for 3bn RMB in First Month
Buy Now

DELL On Par with SMCI on AI Order Revs But Backlog Slows to 30%
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DIDIY (Also UBER) | Margins Saved the Quarter; Growth TBD
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AAPL (Also NVDA, MSFT, DELL) | Nvidia Could Enter Windows AI PCs in 2025
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