Yesterday we had some thoughts on Taiwan Semiconductor’s (TSM) Q1 earnings disappointment and what it might mean for the rest of the PC and Smartphone supply chain (Chips and Dips): This outlook should be concerning to …
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Semiconductor contract manufacturer Taiwan Semi (TSM) released Q1 results that were below expectations and guided down the current quarter and, per Bloomberg; “cut their cut its own 2016 smartphone demand growth forecast to 7 percent …
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Shares of Qualcomm (QCOM) had a miserable 2015, down 33%, vs the Philadelphia Semiconductor Index (SOX) down only 3.3%, and the Nasdaq Composite up 5.5%. The company had no shortage of issues last year, including threats …
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In mid December we made a bullish case for shares of Qualcomm (QCOM), legging into a long February Call position through a calendar structure (read here from December 14). With out short strike in the money …
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At the end of November we detailed a trade idea in GE that looked to finance upside calls in February with the sale of Dec31st calls of the same strike. This is a strategy we …
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One of our favorite year end strategies is slightly upside call calendars in stocks we feel may drift higher into the final trading days of the year with chances for further upside once the calendar …
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Qualcom (QCOM) stock has had a rough year and a half, topping out during the Summer of 2014 at $82 and steadily declining to recent lows around $46: A couple of weeks ago, when the …
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Qualcomm, both the company and its stock have had a bad year (QCOM). The company has been hit with threats from both China and European regulators regarding their selling practices in those regions, while they …
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Here is a quick recap of trades that we initiated, closed, or debated in the week that was Nov 23rd to Nov 27th:
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Following the announcement of the largest deal ever in pharma stocks yesterday we discussed the potential for tax inversion m&a to hit the tech space (Trade Idea – ARMH: An ARM and a Leg), as that seems …
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