It Seems to Me the Chinese are Doing a much Better Job of Containing the Coronavirus than with SARS
Big Money is Pouring into Los Angeles' Mega-Funds
The Aggressive Trajectory of Giga 3 Production and Demand Out of Shanghai
Chinese Demand Could Raise Tesla Price Targets to $500
IBM's Annual Weak YOY Booking Metrics relative to Peer's Strength Could Point to Ongoing Market Share Losses, Potentially Hindering IBM's Ability to Grow its Service Businesses in CY20 and CY21
We Continue to Remain Cautious around Intel given our Belief that the Company's continued Mis-execution will Eventually weigh on Future Share
NBC's plans to Make Money Through Commercials A Smart Move and A Key Differentiator That Could Help Lure Viewers from Other Platforms
This Officially Removes an Overhang that has Plagued Tech names for the Last Year
Comcast's Peacock is Unique Because of its Advertiser Model
While the Tariff Issue in the Near-Term is Removed and a Dark Cloud is Cleared, Now the Focus Shifts to the Details and Roadmap for a Phase Two Deal