Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
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SiC as a Dog (Part 2)
The sickness in Silicon Carbide started at On semi. Let’s look through the results and see the drivers, the big deal, and what we should do about...
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October Restrictions, AEHR Earnings, TSMC Monthly Revenue, and Intel's PSG Spin
October restrictions redux, Intel's PSG is worth $4-5 a share, and AEHR has a blowup quarter. Reuters reported on Monday that a new round of export...
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Weekly Stock Bullfinder - Week of 2/6
According to BeSpoke investment firm research, the top 10% of the most heavily shorted stocks are up an average of 36.3% so far this year.
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