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Earnings Review: Lam Research Corporation
Market position, performance, growth runway, and takeaway for Lam's recent earnings report
Apr 27
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Earnings Review: Lam Research Corporation
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Investment Brief: Nebius Group
NBIS Business Overview, Financial Profile, and My Take
Apr 24
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Investment Brief: Nebius Group
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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
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ASML's Supply Chain, Bill of Materials, and the Devastating Effects of Potential Tariffs on US Fabs
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The Hidden Winner of Trade Turmoil
Trump's Tariff Gambit and The Weaponization of the Reserve Currency
Apr 16
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The Hidden Winner of Trade Turmoil
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Trump Tariff Explainer
Historical Context, Economic Theory of Tariffs, and Other Musings
Apr 8
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Trump Tariff Explainer
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August 2024
SMCI - Super Micro Short Report and 10-K Delay
A fall from grace?
Aug 29, 2024
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SMCI - Super Micro Short Report and 10-K Delay
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Fintech Earnings - Good Businesses, Broken Stocks
Block and PayPal stocks are broken. I am still bullish.
Aug 4, 2024
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Fintech Earnings - Good Businesses, Broken Stocks
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July 2024
Tesla Q2 Earnings: Cautiously Optimistic
Solid margin recovery and extremely strong energy segment performance
Jul 24, 2024
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Tesla Q2 Earnings: Cautiously Optimistic
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Earnings Roundup - AEHR, ASML, TSM
Aehr rebounds, ASML leads chips lower, TSMC remains top-in-class
Jul 20, 2024
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Earnings Roundup - AEHR, ASML, TSM
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May 2024
Supermicro's Path to Mania
The Story Behind the Recent S&P Entrant
May 23, 2024
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Supermicro's Path to Mania
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Applied Materials Q2 2024 Earnings Review
Earnings Review
May 17, 2024
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Applied Materials Q2 2024 Earnings Review
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ARM Q4 FYE2024 Earnings Review
ARM: The Architecture of Everything
May 16, 2024
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ARM Q4 FYE2024 Earnings Review
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