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Amazing Powers Of Observation

3h seekingalpha
On January 5th, I penned an article that quickly forced Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) to explain for investors that their IMFT relationship is moving on from 3D NAND technology in order to shift focus exclusively on 3D XPoint. Not that this information wasn't sitting in broad daylight by way of Micron's most recent 10-Q, I just can't imagine that they expected anyone to actually read it. (127-0)

9 Reasons Apple Trumps Amazon In Every Way

2018-01-18 seekingalpha
Amazon's recent stock performance has made it the 3rd largest U.S. company in terms of enterprise value. (243-0)

ams AG: 3D Sensing And Sensibility

2018-01-17 seekingalpha
ams has positioned itself as an integrated supplier of 3D sensing technology and is poised to take advantage of growing adoption in consumer devices (smartphones), industrial, and auto applications. (183-0)

The Apple CPU Advantage, Revisited

2018-01-17 seekingalpha
Apple has held a CPU performance (and efficiency) advantage for several years, and even increased it recently. (175-0)

Tesla Model 3 And Chevy Bolt Strain LIB Market

2018-01-17 seekingalpha
Tesla (TSLA) reported Q4 production and delivery numbers on January 3rd that were in line with my expectations. Tesla delivered 29,870 vehicles of which 15,200 were Model S, 13,120 were Model X, and 1,550 were Model 3. Model S and X deliveries continue to grow with a 27% increase over Q4 2016 and a 9% increase over Q3 2017. (245-0)

Have You Heard Of The Triple Digits Club?

2018-01-17 seekingalpha
I remembered the first year when I started investing. I thought everything was possible. When I invested my first $3,000, it was to purchase shares of Power Corporation (POW.TO). I naively thought this was the first step toward being a millionaire. I imagined watching my stock grow so fast and so high that I would become the next Warren Buffett. You know, thoughts crossing a 23-year-old kid's mind. (191-0)

Apple's iPhone Battery Replacement Could Consume Enough Cobalt To Make 26% Of EVs Sold In 2017

2018-01-16 seekingalpha
Apple's battery replacement program affects 650 million iPhones made since the iPhone 6 in September 2014. (296-0)

Skyworks Solutions Sets Up For Massive Gains Via 5G And IoT

2018-01-15 seekingalpha
The Pros of Skyworks include increased diversity among big name customers, pricing power, a durable competitive advantage, no long-term debt, and good positioning in a lucrative market with the right. (167-0)

Counterpoint: Why Google Investors Should Not Fear Amazon's Lead In Voice-Enabled Devices (Too Much)

2018-01-12 seekingalpha
Amazon has built an impressive lead in the voice-enabled device market with Google a distant second in a two-horse race. (209-0)

GoPro Stock Analysis: To Boom Or Bust?  Great Buy Or A Ticking Time Bomb?

2018-01-12 seekingalpha
Examination of future viability, a look at the chance of recovery given main competitors: Sony, Garmin, Nikon, etc. (177-1)

Best Index Funds For 2018

2018-01-12 seekingalpha
This article contains some of the best passively managed funds you can add to your portfolio. (71-0)

China Molybdenum's Tenke Targets Key Role In Electric Vehicle Revolution Alongside Glencore's Katanga

2018-01-11 seekingalpha
More than any other product used to make lithium-ion batteries there are real concerns about the limited supply of cobalt, which has pushed the price up in 2017. The problem: 60% of the world's cobalt reserves are in the Democratic Republic of Congo (DRC). Interest in the battery metal has increased exponentially, and LME prices for cobalt have surged more than 120% in 2017. Cobalt is mined as byproduct of copper and nickel, linking its fortunes to those markets to some extent. (56-0)

Intel's Split Is Really Bad News For Micron Technology

2018-01-11 seekingalpha
Micron's stock has been moving sideways for the past quarter based on several negative news articles. (139-0)

The Expanding NAND Industry Will Boost Silicon Motion

2018-01-11 seekingalpha
I believe Silicon Motion (SIMO) is a great stock for investors that look for a growth opportunity at an attractive price. The NAND industry is expected to expand at a fast pace in 2018. (143-4)

GoPro: Technically What Happened?

2018-01-10 seekingalpha
In June, Seeking Alpha published an article I wrote about fixing GoPro's (GPRO) development and release problems. I essentially said that the development process was broken, it could be fixed, but this was a critical period for GoPro. I described Nick Woodman as an effective promoter that did a lot to keep GoPro's public image intact. (23-1)

CUSIP: Y74718100