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Fabricated Knowledge

Fabricated Knowledge
Equity Long-Short, Semiconductors

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Information Technology & Consumer Discretionary Thematic (Sector/Industry) Equity Bottom-Up
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bullishNVIDIA Corp
23 Feb 2024 09:35

Finding the Sweet Spot: Nvidia's Goldilocks Quarter

Not too hot, not too cold: Nvidia is threading the needle with a clean result. Nvidia’s earnings are akin to my Super Bowl. There is no more...

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22 Feb 2024 09:15

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...

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16 Feb 2024 15:01

WTF Is Going on at SuperMicro? (SMCI)

Given the high volume of options expiring today, I believe there is an ongoing gamma squeeze. It created huge buying pressure that has led to today.

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13 Feb 2024 07:35

Automotive (NXPI, IFX) Optics (FN, COHR), MKSI, MPWR, ACLS, SLAB, RMBS, ARM

Welcome to this week’s earnings. My spark notes are the NXPI and IFX did better than I feared, but I continue to be unconstructive on automotive...

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bullishLasertec Corp
07 Feb 2024 09:43

KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP

Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.

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