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CHINA SLOWDOWN TO PUT SQUEEZE ON APPLE

China, which was an afterthought for Apple once-upon-a-time, has become the company’s second biggest market.  In the second fiscal quarter, Apple generated $7.9 billion of revenues from China.  This amount was more than three times the revenues a year earlier.  As a reference, Apple’s total revenues were $39.2 billion. A large number

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COMPETITION MAY BE COMING TO $VECO (VEECO INSTRUMENTS)

VECO has lately been a favorite of the momentum players. Fundamental have justified the momentum as the company’s solutions for manufacturing High Brightness Light Emitting Diodes have seen an insatiable appetite. Our research shows that the demand will continue unabated in the near future, but more competition is on the

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9 Winners. 9 Losers. Gold, Silver & AI Trade Zones.

9 Winners. 9 Losers.
Gold, Silver & AI Trade Zones.

A new market cycle is forming.

AI, Metals &
Memory Playbook

See where sophisticated investors are positioning across software, precious metals, and AI memory.

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