Jahanara Nissar

The surge in investor interest this year in the HDD sector has been huge. Its lateral implications to semis and the AI space in general have been sizable enough for us to step in, suggest a few ideas and address a few myths. Lead time for the high-capacity HDDs, especially for SKUs preferred by hyperscale […]

Despite the ~60% rise in the stock over the past three months, despite having had a superior return than AMD/NVDA/AVGO over the quarter, Intel finds few takers on the Street. And for good reason. From a purely quant perspective the stock is un-investable. At the call today, there is no saying how far below long […]