Nvidia's results are a tale of two segments, Cisco says Chinese supply chain bumps ahead.
Secular growth opportunities but is it enough to justify a DCF?
Another week of earnings, and even more cross currents
Earnings season - Semicap equipment is losing on a relative basis and Semis are winning right now
"I'm a believer but..." sums up sentiment in the space.
TSMC reported great results, the market faded it. Welcome to good news is bad news.
This is one of the most confusing periods of times in terms of headlines.
Nvidia's new Grace and Hopper chips is beginning to open the datacenter, may the best silicon win.
Rising COVID and Economic Weakness makes for some concern in certain stocks
Japan and overcapacity. A new series on cycles to gain insight into today's semiconductor market.
Update on Rambus, a Chinese delisting, and the most I've ever talked about Macro.