Entropy Capital | Substack

Earnings Review: Lam Research Corporation

Market position, performance, growth runway, and takeaway for Lam's recent earnings report

Apr 27 •

Entropy Capital

Investment Brief: Nebius Group

NBIS Business Overview, Financial Profile, and My Take

Apr 24 •

Entropy Capital

ASML's Supply Chain, Bill of Materials, and the Devastating Effects of Potential Tariffs on US Fabs

A Forensic Analysis of the Lithography Monopolists Supply Chain and the Effect of Recent Tariff Policies

Apr 23 •

Entropy Capital

The Hidden Winner of Trade Turmoil

Trump's Tariff Gambit and The Weaponization of the Reserve Currency

Apr 16 •

Entropy Capital

Trump Tariff Explainer

Historical Context, Economic Theory of Tariffs, and Other Musings

Apr 8 •

Entropy Capital

Most Popular

Earnings Roundup - AEHR, ASML, TSM

Jul 20, 2024 • Entropy Capital

Investment Brief: Nebius Group

Apr 24 • Entropy Capital

Fintech Earnings - Good Businesses, Broken Stocks

Aug 4, 2024 • Entropy Capital

The Hidden Winner of Trade Turmoil

Apr 16 • Entropy Capital

Entropy Capital

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