Mark Hibben
Seeking Alpha
Contact Mark
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Mark:
Has Microsoft Jumped Ahead Of Google In AI Powered Search? (NASDAQ:GOOG)
Microsoft appears to get the jump on Google in AI assisted search. Google unveils Bard, a ChatGPT-like AI. Read more on GOOG stock here. → Read More
Apple: Mr. Cook Begins To Tear Down The Walled Garden (NASDAQ:AAPL)
Apple decides not to fight the EU Digital Markets Act. See why AAPL chose not to fight the EU and why I remain long the stock and rate it a Buy. → Read More
Nvidia Stock: 3 Reasons To Buy (NASDAQ:NVDA)
Nvidia’s launch of the RTX 4090 graphics card flagship has salvaged what could have been an ugly quarter. Learn why I remain long NVDA and rate it a Buy. → Read More
Taiwan Semiconductor: Thriving Despite The 'Semiconductor Slump'
By virtue of its diverse customer base and technology dominance, TSMC is about as recession-resistant as possible in semiconductors. See why I rate TSM a Buy. → Read More
Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards (NASDAQ:NVDA)
Ethereum completes its transition to proof-of-stake, ending lucrative and energy-consuming mining. The impact of the Merge on Nvidia’s sales will be, at best, ugly. Read more here. → Read More
Apple Introduces iPhone 14 With Revolutionary Satellite Communication Capability
At Apple’s Sept. 7 iPhone 14 event, a new service was launched, Emergency SOS via Satellite. See why I remain long AAPL stock and rate it a Buy. → Read More
Apple: First To Use TSMC’s '3 Nm' Process (NASDAQ:AAPL)
Taiwan’s Commercial Times reports that Apple will be the first customer for TSMC’s 3 nm process in the second half of the year. See what this means for AAPL. → Read More
Nvidia: Technology Leadership In Advanced Driver Assistance (NASDAQ:NVDA)
Mercedes-Benz unveiled Drive Pilot, the world’s first Level 3 driver assistance system powered by Nvidia. Read more about the Mercedes/Nvidia partnership here. → Read More
Apple: Mr. Cook, Tear Down This Walled Garden! (NASDAQ:AAPL)
The European Union tilts the playing field against Big (American) Tech with the Under the EU Digital Markets Act. What’s at stake for Apple? Click here for a full analysis. → Read More
Nvidia Stock: A Crypto Crash Doesn’t Mean Crash In Graphics Card Sales (NASDAQ:NVDA)
Media reports imply an imminent crash in graphics card demand. What’s wrong with this picture? Read more for a detailed analysis of NVDA stock. → Read More
Apple’s Incomplete Divorce From Intel (NASDAQ:AAPL)
The conversion from Intel to Apple Silicon has been a smashing success. Click here for a complete investment analysis. → Read More
Taiwan Semiconductor Stock: How Taiwan Differs From Ukraine (NYSE:TSM)
Russia's Ukraine invasion casts a pall over TSMC's great Q1 results. America has a difficult balancing act concerning Taiwan. Read more about TSM stock here. → Read More
Intel: Mobileye Pays Off
Intel learns to take a hands-off approach to its acquisition. Mobileye's autonomous vehicle capability today. Investor takeaways. → Read More
How Apple Achieved A True Return To Growth
Sources of growth in the December quarter. Long-term outlook and 5G. Investor takeaways. → Read More
Mark Hibben Positions For 2020: How The Tech Sector Will Bounce Back
Economic trends affecting the tech sector. Issues affecting the tech sector. How I'm positioned for the coming year. → Read More
Taiwan Semiconductor: Advancing Moore's Law
TSMC sets the pace, achieves process leadership. TSMC, ASML, Intel all argue that Moore's Law is alive and well. TSMC reaps the benefits in the second half of 2 → Read More
Setting The Record Straight On Apple's 'Custom' ARM Processors
A Wired article on the iPhone 11 processor makes some glaring mistakes. The genesis of Apple's first custom SOC, the A4. Investor takeaways. → Read More
Apple's September 2019 Event: The Overlooked Innovation
Apple Watch gets an always-on screen. iPhone 11 goes after GoPro. AR glasses in the works. Investor takeaways. → Read More
ASML Holding: At The Top Of The Semiconductor Food Chain
EUV gives Moore's Law a new lease on life. 2019 Q2 results highlight EUV success. Investor takeaways. → Read More
Nvidia: Fortress Turing Still Impregnable
AMD's ray tracing no show at E3. Impressive new games to feature Nvidia ray tracing. Nvidia can't rest on its ray tracing laurels. Investor takeaways. → Read More