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Financial & Policy Research Insights
Sector: Technology (TMT)
Tech Software: The Roadmap to GenAI Adoption
Fundamental, Research
While generative AI (GenAI) has gained significant market attention, we believe demand for...
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Big Tech/Communication Services Preview: Ready to Accelerate?
Fundamental, Research
All eyes will be on third quarter 2023 guidance...
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Conference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)
Policy & Legal, Research
Key takeaways from our call in late July call regarding...
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(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?
Policy & Legal, Research
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
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(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine
Policy & Legal, Research
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
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Generative AI Outlook
Fundamental, Video
Generative AI has experienced unprecedented popularity...
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China’s New Energy Vehicles: Diverging Export Outlook Within the Industry
Fundamental, Research
The domestic sales volume growth of China’s new energy...
Read moreSemiconductors: The Four Horsemen of AI
Fundamental, Research
In a thematic dated March 28, we highlighted four major...
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China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities
Fundamental, Research
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
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Cybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry
Fundamental, Research
MSFT is the largest cybersecurity player in the market...
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