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Company Analysis Potpourri, Part I
1) A Quiet Asset Light Compounder and 2) NVIDIA
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Alpha Hunter
Semiconductor Industry Update
Packaging Report as Supplement
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April 2021

Kulicke & Soffa Update (Already)
Upward Guidance Revision, Updated Analyst Estimates, & Company News
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Semiconductor Packaging Industry Overview
Plus Information on Latest Investment Analysis and Pick
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Kulicke & Soffa (KLIC) - Investment Pitch and Analysis (Part II)
Part II: Packaging Leader to Benefit from Equipment and Chip Shortage
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Kulicke & Soffa (KLIC) - Investment Pitch and Analysis
Part I: Packaging Leader to Benefit from Equipment and Chip Shortage
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Alpha Hunter

March 2021

Semicap Company Pick: Advanced Packaging Play
Market Consensus Undervalues Stock Due to Anchoring Bias
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How to Determine and Invest in Different Market Environments
Identify General Market Tops and Bottoms
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Semiconductor Companies Leading the AI Revolution – Part I
The Supply Chain, Leaders, and Startups
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Alpha Hunter

February 2021

Semiconductors Enabling Artificial Intelligence
An Intro to the AI Chip Market
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Taiwan Semiconductor (TSMC) Q4 2020 Earnings Review
Entrenching Technology Leadership
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January 2021

Artificial Intelligence (AI) Primer - Part IV
A Framework for Analyzing Artificial Intelligence and Machine Learning
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