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About Michael
Michael Murphy, CFA, has been writing technology investment newsletters for 38 years. He has been a security analyst on the buy-side and sell-side, director of research, mutual fund manager, hedge fund manager, venture capitalist, and CEO of a software company. For the very difficult market in the five years 2008-2012, Mr. Murphy's New World Investor newsletter was rated #1 by The Hulbert Financial Digest.
Michael's Articles
Apple Inc. (AAPL) is holding its Worldwide Developers Conference the week of June 8. There is always positive news from WWDC. Meanwhile, Bank of America just raised its target price from $330 to $380 and reiterated its “Buy” rating, notes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: AAPL
QuickLogic Corp. (QUIK) is a leading producer of field-programmable gate array (FPGA) semiconductors, founded in 1988 and public since 1999. Unlike most semiconductors, FPGAs can be manufactured for a specific application like cybersecurity, then upgraded in the field when a new cybersecurity threat emerges, writes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
On Semiconductor Corp. (ON) is not just another semiconductor company. Instead of making semiconductors on silicon wafers, the firm is the leader in using gallium nitride (GaN) and silicon carbide (SiC) substrates. I believe ON can triple over the next five years as its global markets recover and grow, highlights Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: ON
Nvidia Corp. (NVDA) will benefit as the Artificial Intelligence (AI) buildout continues. Amazon.com Inc. (AMZN) announced a $38 billion deal to provide OpenAI access to hundreds of thousands of Nvidia GPUs to be deployed by Amazon Web Services. Note that the much-vaunted Amazon custom processor is not part of this deal, highlights Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
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