DRAM & NAND: Betting On The Semiconductor Supercycle
DRAM & NAND: Betting On The Semiconductor Supercycle
“Digital technology, pervasively, is getting embedded in every place: every thing, every person, every walk of life is being fundamentally…
“Digital technology, pervasively, is getting embedded in every place: every thing, every person, every walk of life is being fundamentally…
The few who can understand the system will be either so interested in its profits, or so dependent on its…
Spreadsheets make everything look linear and controlled, but the real world oscillates, overshoots, collapses, and rebounds. A company with operational…
Through bitter experience, I have learned that a mistake in position correlation is the root of some of the most…
*** The following is an excerpt from Alex’s weekly Market Note *** The Nasdaq is 3 standard deviations above its…
I have a friend who has amassed a fortune in excess of $100 million. He taught me two basic lessons….
That is the nature of pattern recognition, asking ‘What can I infer about this situation based on similarities to what…
All men dream: but not equally. Those who dream by night in the dusty recesses of their minds wake in…
You cannot trade the market. Instead, you can only trade your beliefs about the market. However, you can only do…
Fractalized sine waves are encoded into the very fabric of our reality. Like the Golden Ratio and the second law…