Technology - Semiconductor

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

Micron Technology (MU) Q2 FY8/26 Earnings Review: Insane Demand For Memory Continues

Absolute Blowout Quarter From Micron

Everything You Never Wanted To Know About Applied Materials (AMAT) & Q1 FY12/26 Earnings Review

Not quite everything. A lot tho. $AMAT

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