Everything You Never Wanted To Know About Applied Materials (AMAT) & Q1 FY12/26 Earnings Review
Not quite everything. A lot tho. $AMAT
All Circle Notes
Is Marvell (MRVL)Technologies The Next Micron? (NO PAYWALL).
Memory Peaked, Now Interconnect?
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