Technology - Semiconductor

Nvidia Q4 FY1/26 Earnings Review

Yawn All You Like, Losers

Qualcomm (QCOM) Q1 FY9/26 Earnings Review

Wen NAND?

This Is Our Top Pick In Tech

Less Sass. More Thesis. Lessgo.

AMD Q4 FY12/25 Earnings Review

The Air Is Thin Up Here

An Industry Insider’s Take On Intel

Get The Industry Scoop On $INTC

Intel Corporation (INTC) Q4 FY12/25 Earnings Review (NO PAYWALL).

The $INTC Turnaround Nicely Underway

Taiwan Semiconductor (TSMC) Q4 FY12/2025 Earnings Analysis

Its About The Decoupling, Stupid

Blowout! - Micron (MU) Q1 FY8/26 Earnings Review

There’s Not Enough Silicon In Arizona

Marvell Technology (MRVL) Q3 FY1/26 Earnings Review

Not So Boring After All