All Stock Earnings Reviews

Lam Research Q4 FY6/25 Earnings Review

DISCLAIMER: This note is intended for US recipients only and,

Microsoft Q4 FY6/25 Earnings Review

The Big Dog Runs On.

Cadence Design Systems Q2 FY12/25 Earnings Review

The Number One In Digitally Twinning Chips. No, Really.

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