Commodity Comeback
S&P 5700 year-end target remains intact after breakout, copper and silver rally expected as dollar falls, semis leading tech with software to follow.
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AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
396 Views
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
480 Views
Earnings Season Post (ANET, AMKR, RMBS, LSCC, AMD, Advantest, SLAB, QCOM, QRVO, ENTG, SITM...)
Another week in earnings, the big theme I can point out is the continued and persistent weakness in the Industrial market.
576 Views
Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
835 Views