Kumquat Research
Contributor since: 2014
Latest Articles
Fabrinet: Gearing Up For A Rebound?
Coherent: Solid Results, Weak Sentiment
Intel's 10nm Misstep Is AMD's Gain
Nvidia Tightens The Noose On AMD
Coherent: Time To Buy
AMD: Is Nvidia's GeForce Partner Program Anti-Competitive?
Rite Aid: The Offer Stinks, But It'll Go Through Anyway
AMD Gains Market Share From Intel And Nvidia
Rite Aid: The Nail In The Coffin
How AMD Can Take Down Intel
Fabrinet: Weathering The Storm
Baidu: The Value Of Being The Gatekeeper
AMD: Raven Ridge Hits The Sweet Spot
Micron: The Grass Is Always Greener
AMD's Results Prove It's Undervalued
The Curious Case Of Micron Technology
AMD: The Vega Pricing Scandal
Applied Optoelectronics: Time To Jump In
Fabrinet: Some Issues, But I'm Buying The Dip
Micron: This Party Is Just Getting Started
AMD: Mining Saves Vega's Bacon
Amazon: What Trump And Others Don't Get
Nvidia: A Cautionary Tale?
Applied Optoelectronics: Full Speed Ahead
AMD: Threadripper Owns Intel
Nvidia Earnings: Brace Yourself
AMD: Barclays Overstates Downside
Netflix Vs. Disney
Coherent: Buy On The Drop?
AMD: Threadripper Will Dominate
AMD: Is Vega A Flop?
FireEye: I'm Not Buying It