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Paxman: Medical Scalp Cooling Systems Leader
A comprehensive analysis of the medical scalp cooling systems leader.
Jun 10
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Dan
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Paxman: Medical Scalp Cooling Systems Leader
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Salesforce: CRM #1 For 12 Consecutive Years
A comprehensive analysis of Salesforce.
Jun 3
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Dan
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Salesforce: CRM #1 For 12 Consecutive Years
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AMD: Path Towards 57% Of Gross Margin
A comprehensive analysis of AMD.
May 27
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Dan
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AMD: Path Towards 57% Of Gross Margin
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The Stargate Project: Everything You Need To Know
Have you already heard about the Stargate Project? In this post, I would like to talk about one of the biggest AI infrastructure projects in history.
Mar 14
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Dan
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The Stargate Project: Everything You Need To Know
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Synopsys: High-Growth Play in Chip Design and Verification
Synopsys (SNPS) is a leading provider of electronic design automation (EDA) software and intellectual property (IP) solutions for semiconductor…
Mar 7
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Dan
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Synopsys: High-Growth Play in Chip Design and Verification
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Updated Valuations: AMAT, XYZ, FSLR, NVDA, and CRM
Another bunch of companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports (first bunch, second bunch).
Feb 28
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Dan
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Updated Valuations: AMAT, XYZ, FSLR, NVDA, and CRM
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LTP Notes 013: Apple Needs a New Product, AWS is Losing Market Share, Tobacco is Profitable, and Others
Some investing notes that may help you gain insights or make long-term decisions.
Feb 21
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Dan
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LTP Notes 013: Apple Needs a New Product, AWS is Losing Market Share, Tobacco is Profitable, and Others
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ResMed: Medical Devices For Sleep Apnea By Leading Company
ResMed (RMD) is a global leader in sleep apnea and respiratory care solutions.
Feb 18
•
Dan
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ResMed: Medical Devices For Sleep Apnea By Leading Company
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