Is Marvell (MRVL)Technologies The Next Micron? (NO PAYWALL).
Memory Peaked, Now Interconnect?
All Circle Notes
Initiating Coverage Of Amplitude, $AMPL
Do Androids Get More Cynical As They Age?
Broadcom $AVGO Q1 FY10/26 Earnings Review - NO PAYWALL
World’s Simplest Take On $AVGO Earnings
Market On Open, Wednesday 4 March
Get Ready For The Thing No-One Is Ready For
The End Of Software - Not. MongoDB Q4 FY1/26 Earnings Review.
Whisper It, Great Quarter
Market On Close, Tuesday 24 February
I Don’t Want To Be A Doomer But...
DataDog (DDOG) Q4 FY12/26 Earnings Review
The Ddog Days Of Software
Market On Open, Monday 23 February
Price Not Narrative. Repeat After Me.
Market On Open, Friday 20 February
Event Risk
Figma (FIG) Q4 FY12/25 Earnings Review
Layers Upon Layers