Cadence Design Systems Q2 FY12/25 Earnings Review
The Number One In Digitally Twinning Chips. No, Really.
Earnings Analysis
Iridium Q2 FY12/25 Earnings Review.
Watch This Space.
GOOGL 2025 Q2 Earnings Update
GOOGL landed a solid set of earnings report, with valuation still being reasonable. The long-term potential for GOOGL’s stock is very compelling. But we could get a potential short-term pullback, setting up for a very strong buying opportunity.
Intel Q2 FY12/25 Earnings Review
Not As Bad As You Might Think.
Taiwan Semiconductor Q2 FY12/25 Earnings Review
One Fab To Rule Them All
ASML Q2 FY12/25 Earnings Review
An Extreme-ly Important Print
DynaTrace Q4 FY3/25 Earnings Review
No Hoomans Needed
Micron Earnings - Snatching Defeat From The Jaws Of Victory
Micron Q3 Earnings Analysis
Solving The AI Bottleneck
Uncarrier II: This Time With Fiber
Andy Jassy Is The Tooth Fairy
Don’t Be The Tooth Fairy.