Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
479 Views
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...
522 Views
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...
282 Views
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
449 Views
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.
489 Views