Aequitas: SpaceX IPO- A Lighthearted Take on Some of the Claims - Grok Speaks the Truth on Valuation
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. This note is a lighthearted look at some of the...
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Huawei Is Going to Make 1.4nm Chips! Huawei Didn’t Say That
​Huawei announces new design methodology to bypass EUV machine restrictions, aiming for 1.4 nm process by 2031. No supporting evidence provided yet.
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Semiconductor Production Equipment (SPE): All Big Firms Have Increased Revenue Forecasts
​AMAT raises revenue outlook along with positive semiconductor market growth, but concerns arise over peak growth in 2026-27 and valuations.
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TSMC 1Q26: 66% Gross Margin Beat — What It Means for ASML, NVIDIA, MediaTek & 7 More
​Record gross margin beat and raised revenue guidance due to AI demand; supply constraints persist through 2027 with TSMC building new fabs; supply...
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TSMC Keeps Beating. Consensus Expects 38% EPS Growth in 2026. 1H26 EPS Growth Is Above 50% YoY.
​Impressive revenue and profit growth for TSMC, tight capacity leading to high Capex and new fabs, TSMC trading cheaper than ASML.
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