It’s time to load the boat. Amkor is one of my high conviction investments. Amkor is a leader in advance packing. In the near term future not the core speed of AI Chips is determining its speed, it is the packaging. The data…
Latest Posts
Intuit: Strong Fundamentals Meet Irrational AI Fears
Inuit looks very interesting at these levels. Revenue, Operating margin, Net Income are all steadily improving.The AI eats everything fear has caused this irrational sell-off. I would start to worry if I see the business shrinking but currently there is no sign for…
LPKF Laser: From Laser Pioneer to Enabler of Next-Gen AI Chips
LPKF Laser & Electronics is a German high-tech engineering company specializing in high-precision laser systems for micro-material processing with a market cap of just about $250M. They are a key player in the trend toward miniaturization in electronics.The current companies fundamentals aren’t that…
US Indices wrap-up
Market Outlook: Geopolitical Tensions vs. Technical ResilienceIt’s time for a correction after the wild run in S&P500. It has reached the upper trendline, volume is decreasing, and the 5h wave seems to be finished. The green Zone is important. I would expect a pullback into that zone. The…
BTC: Bitcoin is still trading in a downtrend
I am reiterating my price target of $54k for Bitcoin. It is still trading in a well established downtrend with no signs of reversal currently. Don’t see a reason to buy it currently. Price target $54k This is for informational purposes only. Full disclaimer…
UBER: Uber Positions for the Future – Autonomous Fleet and Blackline Deal Drive Upside
$UBER is currently offering a very good risk-reward ratio. It’s trading at the lower channel of its upward trend, near the 0.78 Fibonacci level, and showing reversal patterns, including a divergence.Recent business developments are also positive:- Introducing autonomous vehicles in around ten cities…
Amkor: The Invisible Backbone of the AI Revolution
It’s time to load the boat. Amkor is one of my high conviction…
Intuit: Strong Fundamentals Meet Irrational AI Fears
Inuit looks very interesting at these levels. Revenue, Operating margin, Net Income are…
LPKF Laser: From Laser Pioneer to Enabler of Next-Gen AI Chips
LPKF Laser & Electronics is a German high-tech engineering company specializing in high-precision…
US Indices wrap-up
Market Outlook: Geopolitical Tensions vs. Technical ResilienceIt’s time for a correction after the wild run in S&P500. It…
BTC: Bitcoin is still trading in a downtrend
I am reiterating my price target of $54k for Bitcoin. It is still…
UBER: Uber Positions for the Future – Autonomous Fleet and Blackline Deal Drive Upside
$UBER is currently offering a very good risk-reward ratio. It’s trading at the…
