Archive - Fabricated Knowledge

New Top Discussion

Nvidia's results are a tale of two segments, Cisco says Chinese supply chain bumps ahead.

May 26

Secular growth opportunities but is it enough to justify a DCF?

May 21

Another week of earnings, and even more cross currents

May 14

May 9

Earnings season - Semicap equipment is losing on a relative basis and Semis are winning right now

May 2

"I'm a believer but..." sums up sentiment in the space.

Apr 26

TSMC reported great results, the market faded it. Welcome to good news is bad news.

Apr 18

This is one of the most confusing periods of times in terms of headlines.

Apr 12

Nvidia's new Grace and Hopper chips is beginning to open the datacenter, may the best silicon win.

Mar 30

Rising COVID and Economic Weakness makes for some concern in certain stocks

Mar 28

Japan and overcapacity. A new series on cycles to gain insight into today's semiconductor market.

Mar 22

Update on Rambus, a Chinese delisting, and the most I've ever talked about Macro.

Mar 15

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