Broadcom Q2 FY10/26 Earnings Analysis
There’s No Pleasing Some People
Technology - Semiconductor
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.
Cadence Design Systems (CDNS) Q1 FY12/26 Earnings Review
All About That 200-day SMA
Understanding Datacenter Interconnect Stocks - An Operator’s Guide
Actual Expertise Featured In This Note
Intel (INTC) Q1 FY12/26 Earnings Analysis (No Paywall)
Blowout.
TSMC (TSM) Q1 FY12/26 Earnings Analysis
A Modest Beat vs. Markets At Peaks