Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Reading the Tea Leaves at China Mobile (CHL)

There has been a lot of confusion around China Mobile’s (CHL) future prospects in the wireless market. China Mobile is currently building out a 3G network standard known as TD-SCDMA, created in China and rife with protectionistic tones and technical snafus. The Chinese Ministry of Industry and Information Technology has mandated that China Mobile build [...]

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A Plan Comes Together (Random Roger's Big Picture, 8/12/08)
Read more on China Mobile (Hong Kong) at Wikinvest

NVIDIA Beats Expectations, Cautiously Optimistic for 2009

Graphics chip producer NVIDIA reported earnings after the bell Thursday, and the company exceeded reduced estimates thanks to a recent design win from Apple (AAPL) and cost-cutting efforts. NVDA shares responded well in the after-hours session (up 7%) after giving up 10% in the regular trading session. Because the quarter included most of October (through [...]

More on this topic (What's this?)
Nasdaq briefly - 2 Nov (Short-Term Trading, 11/2/08)
NVDA : Long-term prospects and valuation (Blogvesting, 7/19/08)
NVDA: Financial Analysis through October 2008 (Updated) (Gauging Corporate Financial Reports, 12/3/08)
Read more on NVIDIA at Wikinvest

NVIDIA Chosen for New MacBooks - Verdict & Prospects

Some good news today on the NVIDIA front, as Apple announced the specs of the new MacBooks; Despite rampant suspicion of a lower price range for low-end models ($800-$1000), most prices were kept the same except for the bottom offering, which now goes for $999. While not a bull on Apple right now, I respect [...]