Articles written by Esoterica Capital - Benzinga

Tencent: Be Patient, Time Will Tell

By Bruce Liu We are more optimistic about Tencent's Q2 results than the market. The bears may focus on the slowing growth, the tepid ads business outlook due to online education crackdown, and regulatory headwinds to the gaming business. We reckon most of these negativities have been priced in and weigh more on the sentiment than the fundamentals.

The Semiconductor Arms Race Continues

Earlier this week,

Applied Materials Investor Day: Semi Is A Growth Industry, Stupid

Applied Materials (AMAT)

High Fliers Living At The Mercy of Real Yield

Why PayPal Is Winning The Fintech War

PayPal Holdings Inc (NASDAQ: PYPL) is a global online platform that serves both consumers (PayPal and Venmo) and merchants (Braintree and iZettle), commanding a powerful network effect. PayPal's 348 million consumers attract more merchants, while 29 million merchants add better service for consumers.

Intel Unleashed: A 180-Degree Turn

In the Intel Unleashed: Engineering the Future event in late March, Intel Corporation's (NASDAQ: INTC) new CEO Pat Gelsinger introduced his plan for Intel, the IDM 2.0 strategy.