Micron says the speed of this cycle is unprecedented. I have an idea (short) where I think numbers are extremely stale.
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How do we keep track of time? A deeper look into Quartz timers and the emerging field of MEMS
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Rich Templeton of Texas Instruments made a comment on the cycle, TSMC's revenue accelerated again, and Intel seems to already be at the low end of the…
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Given we are doing another round of export controls - a comp sheet of Chinese exposure would be valuable
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Plus tidbits on Qualcomm, AVX512, and more!
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Earnings Previews and cross currents
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HIMX is another victim of NCNRs, GFS talks about LTAs and their positioning, and what does Micron's negative FCF imply for Earnings?
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Long Term agreements, particularly the NCNR order is a relative newcomer this cycle. Let's see how they are holding up. The Industry Structure is…
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Plus a short idea! Materials goes from Strongest to Weakest, Nvidia's dramatic guide down, and Fabs are flexing their muscle.
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Also! A Potential Spring Load Idea!
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I also follow-ups on the CXL and History posts
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Earnings has begun, mostly things are turning out as expected.
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