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QCOM

Updates: MBLY - Will The Downturn Be Short-Lived?

Updates: MBLY - Will The Downturn Be Short-Lived?

Summary * Mobileye stands as a pivotal player in the Advanced Driver Assistance Systems (ADAS) sector, specializing in Level 0 to Level 2 solutions. * Mobileye faces intensifying competition from emerging startups and established corporations enhancing their ADAS offerings with advanced chip and software technologies. * Analysts' forecasts are still optimistic, however, the risk-reward has vastly improved since the share price plummet. https://twitter.com/convequity/status/17435640252613348

27 min read 11 Jan 2024

Convequity MSU: Qualcomm - Jan 2023

14 min read 05 Jan 2024

Convequity MSU: Qualcomm - Jan 2023

Summary * Market (M), Street (S), and Us (U) perspectives differ on various sectors that Qualcomm operates in, such as Android handsets, auto, PC, server, and XR/VR. * The "Us" viewpoint tends to be more bullish and forward-looking, particularly in areas like smartphone GenAI, auto, and XR/VR. * There

Arm IPO - Tough Situations, Priced To Perfection (Pt.4)

32 min read 29 Dec 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.4)

Summary * Chiplet technology presents an exciting opportunity for ARM, potentially paving the way for its strategic evolution. * The high costs of designing cutting-edge chips pose challenges for many players in the semiconductor industry. * ARM's potential venture into providing pre-designed CPU dies could redefine its position in the semiconductor

Arm IPO - Tough Situations, Priced To Perfection (Pt.3)

29 min read 16 Oct 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.3)

Summary * Arm's PPAC improvements over the past decade have been lackluster compared to competitors like Apple, raising concerns about its future success and competitiveness. * By pushing the new bundle to customers without great PPAC improvements, Arm risks losing significant royalties in its core mobile market. * Server CPU is

Arm IPO - Tough Situations, Priced To Perfection (Pt.2)

21 min read 05 Oct 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.2)

Arm IPO - Tough Situations, Priced To Perfection (Pt.1)

13 min read 25 Sep 2023

Arm IPO - Tough Situations, Priced To Perfection (Pt.1)

Summary * Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn't catch the AI tailwind, and its growth prospects were hampered. * RISC-V will cap growth but the risk is overhyped. Arm's position in the core mobile market and growing PC/server market is still solid.

1 min read 19 Jun 2022

(Free) Qualcomm Presentation

Watch the presentation for free on YouTube channel, Hustle Hub.

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