Author: Tony Daltorio

Genetic Code Sequence of DNA Protein Art

How Big an Investment Opportunity Are Vaccines?

There was great news this week about the novel coronavirus vaccine being developed by Pfizer (PFE) and Germany’s BioNTech (BNTX). The vaccine has been found to be more than 90% effective, and, if approved, it will be the first vaccine ever that uses novel mRNA technology. These results (although early and not independently vetted) far […]

Chip Industry Consolidation Underway

Chip Industry Consolidation Underway

On October 20, the struggling chipmaker Intel (INTC) announced it would sell its money-losing NAND flash memory business to South Korea’s SK Hynix for $9 billion. This appears to be the start of a move toward greater consolidation in the semiconductor industry. More on that later. First, let’s look at what it means for Intel. […]

AAPL and The Rollout of the iPhone 12 and 5G

AAPL and The Rollout of the iPhone 12 and 5G

In his inauguration speech on January 20, 1961, President John F. Kennedy famously encouraged Americans to: “Ask not what your country can do for you—ask what you can do for your country.” I’m paraphrasing JFK’s line to explain to you the right way to look at the Wall Street buzz surrounding Apple (AAPL) and 5G: […]