Themes

With consumers appetite for robotic technology continuing to grow, we anticipate domestic robots, which include robotic vacuums, mops and lawnmowers, to be one of the hottest gifts this coming holiday season. While there are many kinds of domestic robot brands,…

Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…

Today we’re rolling out our 5-year model for Nvidia, joining Loup Ventures’ Apple, Tesla, and iRobot model coverage. It’s important we write on Nvidia given its products are an integral part of the future of technology, based on their use…

Apple announced today that it will not release the HomePod in December as planned – delaying the launch until “early 2018” instead. We believe that Siri integration – and, more broadly, digital assistant hardware – is more challenging than our…

On November 7th, Waymo reached a new milestone by removing the safety net and testing fully autonomous vehicles on public roads without someone behind the wheel to take over in case of an emergency. Waymo has been testing in the…

Nvidia Corporation beat earnings today, posting revenues of $2.64B ($2.36B est.), up 32% y/y. Nvidia also posted $1.33 EPS ($0.94 est.) an increase of 60% y/y. In addition, Nvidia is raising its quarterly cash dividend 7 percent to $0.15 per…

Despite being an important driver of innovation today, computer vision is little understood by those outside of the tech world. Here are a handful of facts that help put some context around what computer vision is and how far we’ve…

Consumer adoption of artificial intelligence and robotics is already quite broad, and yet, fear of robots is also pervasive. We fear that they’ll replace our jobs or somehow overthrow us; and to be blunt, those fears are valid. That said,…

Tesla’s production challenges outlined on yesterday’s earnings call beg the question – is Tesla falling behind in the race to be a key player in the future of transportation?

Special thanks to Austin Bohlig for his work on this note.  Tonight’s Tesla results once again add further evidence that the shift to EV, autonomy, and renewable energy will take longer than we expect. That said, we believe investors will be…

Special thanks to Austin Bohlig for his work on this note.  Following upbeat Sep-17  quarter results from Apple’s leading vertical-cavity surface-emitting laser (VCESL) supplier this morning, Lumentum (LITE), we believe initial demand for iPhone X is on track to drive 2-3%…

A thought on the quarter. Google reported Sept-17 results tonight highlighted by 24% fxn revenue growth, comparable to 2016 growth and above 2015 which was 20%. It’s worth taking a step back to recall investors concern from 2 years ago that…