A couple weeks ago, despite not expecting too many differences from my iPhone 6s, I bought the iPhone 7. I had not intended to upgrade (my wife accidentally destroyed her iPhone 6+ that week). I’ve had …
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Dan has written a few posts recently (here, here, here, here) on how the semiconductor industry is adjusting to changing needs for their technology as the world becomes more wired (the internet of things). That …
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Earlier this year, hard disk drive maker Western Digital (WDC) closed its $16 billion acquisition for nand flash storage maker Sandisk. The date of the deal closing was May 16th, a three and a half year …
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We seem to be in the midst of a bubble in financial and tech media coverage of autonomous and electric cars. It makes sense when you consider the last great personal technology innovation, mobile devices, …
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Last night, Microsoft (MSFT) announced that they will be replacing their existing $40 billion share repurchase agreement (that should be completed this year) by another $40 billion buyback plan. While that is a dazzling headline, …
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A few weeks ago we looked at a possible yield enhancement strategy for those that were long Apple stock. The idea behind the trade was to sell a strangle in the stock, acting as a …
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I want to hit a few things on my radar this morning… First things first, Apple iPhone 7 pre-order sales. I think it is safe to say that the stock’s nearly 10% gains since Monday’s …
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A couple weeks ago on Sept 2nd (Apple (AAPL) – Release Me) we detailed a bearish leaning, defined risk strategy in Apple heading into their Sept 7th iPhone 7 launch event when the stock was $107.50 …
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Regular readers know that I don’t place too strong an emphasis on sell side analyst research ratings changes. I generally don’t unless that analyst making the move has a proven track record on the industry, …
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The nearly $200 billion in semiconductor m&a in the last 18 months has less to do with what drove the sector historically (PCs & Smartphones) and more to do with emerging technologies like drones, artificial intelligence, …
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