De-coding sell side research sources
In which we examine the ways that good analysts gather data.
Is Apple Failing at Modems?
There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.
Buy the Dip? A good time to invest in something Deep Tech
Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of this downturn hardware will outperform software.
Will someone else buy Arm?
There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.
Trillion, with a T
IoT is both much slower to develop and also much, much bigger than we originally imagined.
Signals to Crypto Ratio
49% of crypto projects are science projects with no commercial prospects. Another 49% are outright frauds. Both are worthless. That being said, the remaining 2% will some day be worth a lot of money. It is a very challenging signals to noise ratio.
The SPAC-tacle of it all
There are a lot of SPAC companies out there now – we have some suggestions for how they can dig themselves out of the whole the market has dug for them.
What has Broadcom Become?
Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]
Thanks to China we now see how awesome Starlink can be
China’s defense apparatus demonstrates how Starlink has become a commercially viable consumer satellite offering.
Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
Digits to Dollars 