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Micron versus SanDisk and the “Big Data” Explosion Effect

Micron

Original Publication Date: July 31, 2014 by Matt Margolis via PTT Research FORENSICS Micron versus SanDisk and the “Big Data” Explosion Effect Micron was my most volatile investment for several years. The company was repositioning itself for the long term in a memory industry that was shaking out unsustainable players. Over the past year, however, the company’s share price and ... Read More »

GTAT Merlin: The Formation of a Giant in 2015 and Beyond

GTAT

Original Publication Date: July 24th, 2014 by Matt Margolis via PTT Research FORENSICS Updates Added based on related news from August 11th, 2014 and August 13th, 2014. GTAT Merlin: The Formation of a Giant in 2015 and Beyond GTAT provided some updates during an interview on July 8th related to its Merlin technology offering. Merlin is “ramp ready” for solar scale volumes in early ... Read More »

PICK ALERT: Invensense (INVN) All Sensors Go

port_invn

Invensense (INVN) was Matt Margolis’ first FORENSICS pick, originally released on June 5, 2014. The stock is up 28% since Matt initiated coverage at $19.40. During the last 10 weeks, INVN hit a peak return of 38%. Original Publication Date: June 5, 2014 by Matt Margolis  Invensense (INVN) was founded by Steve Nasiri in 2003 with $500,000. Nasiri created an ingenious MEMS-fabrication ... Read More »