INTC
Best And Worst Stocks And ETFs Through October
This article was written by Follow Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to […]
BE Semiconductor: Expensive Now, But Its AI Chip Packaging Leadership Makes It Cheap Later
BE Semiconductor: Expensive Now, But Its AI Chip Packaging Leadership Makes It Cheap Later
TSMC: Expecting Strong Q3 FY2025 Earnings, And Tariff Threat Looks Overblown (NYSE:TSM)
This article was written by Follow I’m specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I’m a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My […]
Nvidia: Still The Best Risk-Reward In AI Hardware (NASDAQ:NVDA)
This article was written by Follow I’m a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I’m currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio […]