Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
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First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
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Infineon: Large Miss and Reset. Auto & Industrial Semi Is a Good Space for Shorts.
On Consensus before earnings release, the stock trades at 12.5x FY25. After Consensus adjustment, the stock should be trading at ~16-17x FY25 EPS.
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From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All?
From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All? For next six months, we like both Intel and Qualcomm more...
604 Views
Primer: Infineon Technologies (IFNNY US) - May 2026
Infineon is a global leader in automotive and power semiconductors, strategically positioned to benefit from long-term secular growth trends...
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