INTC US - If >$88, Hold, Else Sell To Avoid Dump To $50 - Q2 Good Not Great.
Q2 was fine; the air gap below $88 is the primary risk to the stock.
Technology - Semiconductor
Initiating Coverage Of Amkor
A complete package of analysis.
Micron Rips, Bears Flip
The Next Leg Higher? Or A Do-Over For LAte Sellers?
An Introduction To Microchip Technology ( $MCHP )
Backgrounder ahead of coverage.
Broadcom Q2 FY10/26 Earnings Analysis
There’s No Pleasing Some People
Marvell Q1 FY1/27 Earnings Review (The Cestrian Circle Newsletter)
Makes Nvidia Look Cheap!
AMD Q1 FY12/26 Earnings Review
When The Chips Are … Up
Want To Know What The Next Nvidia Is? (NVDA Q1 FY4/27 Earnings Review)
The Next NVDA Is …. NVDA
ARM Holdings Q4 FY3/26 Earnings Review
Big Opportunity, Small Numbers
Analog and Mixed-Signal Semiconductors: A Sector Briefing (The Cestrian Circle Newsletter)
A structured briefing on the analog and mixed-signal semiconductor sector for professional investors: what it is, how AI and robotics drive demand, who the principal companies are, and whether the market has yet discovered this as a thematic trade.