Research Notes

Research Notes

BlueFin’s Research Notes deliver timely information and analysis on each of our covered markets.

The following is a sample research note:

Research Notes

Semiconductors: Thoughts on Cycle, Key Indicators to Monitor; Positive TSM, INTC, IFX, MRVL & MU 1/23/22

Server Update: Builds Increased Slightly, but Still 1M+ Gap Between Build Forecasts and Demand 12/22/21

Retail Update: With retail's inventory levels so volatile and varying dramatically throughout the month of December we think the sector cold be looking at an influx of goods, post christmas 12/22/21

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