Chipmaker Ambarella’s breakout 2021
Robots are much more useful — and scary — when they’ve got eyes on us. Ambarella (NASDAQ:AMBA), the company powering those eyes, had a breakout 2021.
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Microsoft buys the dip by acquiring Activision
Yesterday, Microsoft acquired Activision for $68.7B — sending its stock up 26%.
What’s the big deal? This is the largest gaming acquisition ever — 5x more than the next largest by Take-Two acquiring Zynga last week for $12.7B.
Coinbase expands into derivatives market with FairX acquisition
When crypto goes up, Coinbase goes up. And when it goes down, Coinbase goes down. So goes the fate of the biggest crypto exchange — which is closely tied to Bitcoin. And where do they stand? Both are down nearly 30% since April.
Cloud stocks are in correction mode — but here’s why the pain may only be temporary
Victor Lei — Head of Research
December 16, 2021
What could go right in the stock market for 2022?
Victor Lei — Head of Research
December 16, 2021
Is it time to take gains from the top-performing sector of 2021?
Victor Lei — Head of Research
December 15, 2021
Mall stocks outperformed in 2021 — are they in for another super cycle?
Victor Lei — Head of Research
December 15, 2021
Peloton’s terrible 2021 capped off with a fictional character dying
Victor Lei — Head of Research
December 14, 2021
