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    1. From Barron’s, June 8, 2015 (Part 2)


      Sat, 6 Jun 2015

      content for them [ NFLX , YouTube/ GOOGL , YHOO ] and some sports events over Internet may be in the 4K format. Set top maker NVDA and glass maker GLW will benefit. AAPL will also benefit with its forthcoming 4K Apple TV and so will it partner HBO/ TWX

    2. From Barron’s, January 12, 2015 (Part 2)


      Mon, 12 Jan 2015

      power, dedicated microcontrollers rather than in more complex microprocessors . Companies mentioned include SLAB, ATML, NXPI, NVDA , INTC, GOOGL . Pg 20: Quora.com is a free website where you can get textual answers to your questions on anything from experts

    3. The Winners and Losers of U.S. Equity Funds in 2014


      Tue, 16 Dec 2014

      Winner: Funds With Big Tech Weightings Not every tech name was a winner but many were. Apple AAPL, Microsoft MSFT, and NVIDIA NVDA were among the best performers and Fidelity OTC Portfolio FOCPX had them all, leading to a 16% gain. The fund is benchmarked

    4. From Barron’s, July 7, 2014 (Part 2)


      Fri, 4 Jul 2014

      Pg ?: Tech Trader speculates that, one day, cars will have more computing power than an iPad. The beneficiaries will be NVDA , QCOM, AAPL, GOOG, P . Pg ?: Interesting websites for quants include Quantopian [can be accessed via Interactive Brokers

    5. From Barron’s, June 2, 2014 (Part 2)


      Sat, 31 May 2014

      accounting issues; pg 18]. Pg 23: Techs are analyzed for free cash flows . Older techs with good free cash flows are AAPL, ORCL, NVDA , KLAC . On the other hand, the recent highflyers that have sold off do not have sufficient free cash flows [ SPLK, NOW, CRM

    6. From Barron’s, May 26, 2014 (Part 2)


      Sat, 24 May 2014

      Samsung Electronics /005930.sk, CB, INGR ; from London Value Conference ; pg 19]; chip stocks [ MRVL, BRCM, FSL, NVDA , SMTC, SNDK, DLG .ge; pg 20]; top 10 M&A targets [ IPG, AMCX, SNI, KSS, RKT, XRX, JAZZ, ALK, CTXS, FLR ; cover

    7. From Barron’s, October 28, 2013 (Part 1)


      Sat, 26 Oct 2013

      rebounded, ^XAU was up +8.2% and approached 100 [ M58 ]. Pg M12, Options: Buying calls on lagging stocks [ MCP, RRC, UPL, NVDA , RDC, ESV , etc] is recommended [ rising-tide-lifts-all-boats trade ]. The SEC criticism of the Options Clearing

    8. Intel's Moat Is Coming Into Play in the Mobile Processor Opportunity


      Mon, 8 Jul 2013

      smartphones and tablets, and we expect Intel to primarily gain its mobile processor share in tablets. We would expect Nvidia NVDA to see some headwinds, given that the firm's Tegra chips are mostly in tablets and have been showing signs of trailing competitively

    9. Imagination Technologies Reports Full-Year Results, Faces New Threats From Nvidia


      Wed, 19 Jun 2013

      may more than offset any pricing pressure over time. Another big news item came from one of the firm's competitors, Nvidia NVDA , which announced that it intends to license out its Kepler graphics IP. We think it is too early to call how Nvidia's licensing

    10. Nvidia's First-Quarter Performance as Expected; No Change to Fair Value Estimate or Moat Rating


      Fri, 10 May 2013

      Nvidia NVDA reported fiscal first-quarter results that were consistent with our expectations. We're maintaining our fair value estimate

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